& cplSiteName &

What's the Next Mega-Mobile Merger in the US?

Dan Jones
5/1/2013
50%
50%

Now that T-Mobile USA has succeeded in combining with MetroPCS, what could the next mega-mobile merger in the U.S. be? Well obviously, Sprint has to bring its three-way with SoftBank Mobile and Dish Network Corp. to a happy ending while completing the total take-over of Clearwire LLC next. That's no small order in itself! Verizon Communications Inc., meanwhile, could pay Vodafone Group plc tens of billions to have complete control of its wireless arm. What happens after that, however, is a little bit murkier. One long-term prospect is that Sprint could merge with T-Mobile. Sprint's CEO Dan Hesse didn't rule that out when asked about it in 2012. I don't see that happening any time soon, though. Sprint and T-Mobile each face their own separate network integration challenges ahead with their current or planned partners and those are always more tricky in practice than on paper. Adding another massive network to the mix could stall the whole process. It's even less likely that AT&T Inc. and Verizon Wireless could meld with either Sprint or T-Mobile. The failure of the proposed AT&T/T-Mobile merger in 2011 indicates that the government doesn't presently want to make the U.S. wireless scene any more of a duopoly than it already is. I certainly expect them to span up more small regional carriers though to lock up more 4G bandwidth. The hunt for spectrum is an un-ending process and the big two hold the whip-hand there. One outside possibility is that Google could get into the wireless service provider game. There has certainly been speculation on that in the past. I don't really see the point of Google buying a pure-play wireless carrier. They have got what they needed -- a platform for mobile search revenues -- through the ascendancy of the Android operating system in that area. I could see Google using its money trying to develop alternative high-speed wireless technologies such as white spaces in the future, much like the search giant is trying to push high-speed fiber in the U.S. Whether that's a build or buy situation is not obvious to me at this point. Perhaps you have some thoughts on what's coming next for mobile M&A in the USA? — Dan Jones, Site Editor, Light Reading Mobile

(9)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
brianm0122@gmail.com
50%
50%
brianm0122@gmail.com,
User Rank: Light Beer
6/4/2013 | 7:05:25 PM
re: What's the Next Mega-Mobile Merger in the US?
Everyone here sees the Dish/sprint/clearwire/sofbank as an either/or deal. It could be that Dish is happy with Clearwire, or even just a portion of it. They need some sort of infrastructure to base their network on, and it is possible that Sprint could scrape up a package of towers/spectrum/network from their Clear/sprint/Nextel networks. There is plenty of overlap between the networks in many parts of the country.

The Sprint and Nextel networks pretty much overlapped across the county. If Sprint took the Nextel network, tossed in some Clear/sprint spectrum, towers, Switches, data centers, etc, Dish, could have the start of a very comprehensive network. Add their own spectrum, and maybe some combination of Leap/US cellular/Cspire/others, they could cobble together very nearly nationwide. They are very well-funded, and Charlie Ergen thinks big. What do you think?
Asael Delgado
50%
50%
Asael Delgado,
User Rank: Light Beer
5/13/2013 | 4:19:19 PM
re: What's the Next Mega-Mobile Merger in the US?
PERFECT! I could not of said it better myself!
lanbrown
50%
50%
lanbrown,
User Rank: Light Sabre
5/11/2013 | 1:45:55 AM
re: What's the Next Mega-Mobile Merger in the US?
But the big players don't want "those" customers. You are talking low margin customers and those low margin customers would then have access to a much faster network. Their data usage would go up , making those slim margins even slimmer.

Sure the carriers would like the spectrum, but not at that cost. if the Leap/Cricket network is just congested in areas, your net spectrum add is a negative. When users are seeing dial-up speeds, the network is at 100%. if someone could buy Leap/Cricket and just shut the network down, then the spectrum makes sense. The next issue, Leap/Cricket and MetroPCS for the most part are using 5MHz channels whereas the big players are using 10MHz. That doesn't really help the big players unless that spectrum falls right next to what they currently have.

Maybe the answer is that the big players all put money into the hat to buy certain areas to get spectrum that suits them and whatever is leftover they sell?
DanJonesLRMobile
50%
50%
DanJonesLRMobile,
User Rank: Light Sabre
5/10/2013 | 3:03:50 PM
re: What's the Next Mega-Mobile Merger in the US?
Leap would make sense as additional spectrum for an existing network not as a standalone network.
lanbrown
50%
50%
lanbrown,
User Rank: Light Sabre
5/10/2013 | 5:19:53 AM
re: What's the Next Mega-Mobile Merger in the US?
Leap has the slowest network out there though. In some areas it could take an hour for a text message or data speeds were that of dial-up. So if someone bought them, what do they get? They get low paying customers and moving them to your network is just going allow them to use more of their unlimited data. I cannot see Verizon interested in them at all. Sprint/Dish/Clear/Soft will all be busy. If Dish doesn't get Sprint, then maybe they will be interested.
brianm0122@gmail.com
50%
50%
brianm0122@gmail.com,
User Rank: Light Beer
5/7/2013 | 9:25:12 PM
re: What's the Next Mega-Mobile Merger in the US?
I think Sprint fights off Dish for Clear, and DISH has to look around for another carrier to form a core of a nationwide network. U.S. Cellular, Cspire, leap are all candidates.
MordyK
50%
50%
MordyK,
User Rank: Light Sabre
5/7/2013 | 1:44:44 AM
re: What's the Next Mega-Mobile Merger in the US?
I think T-Mobile will attempt to take out Leap and US Cellular whose spectrum assets align with the MetroPCS assets and largely fill the hole in the MetroPCS national spectrum map puzzle. They pretty much have to wait until they swallow MetroPCS which will be a bit of a challenge but will also be a practice run for other CDMA carriers, something that Verizon has done a few times in the opposite direction..
Matthew Prendergast
50%
50%
Matthew Prendergast,
User Rank: Light Beer
5/6/2013 | 1:46:04 PM
re: What's the Next Mega-Mobile Merger in the US?
I see softbank and sprint merging just fine. Dish will be mad but will merge with T-mobile, since T-mobile loves advertising there T-mobile tv apps.If Dish and t-mobile do not merge then I think that would leave dish and google to join forces, forcing t-mobile to scoop up regional carriers or until centurylink comes to its senses and buys t-mobile and stops relying on verizon for wireless. There is an offshoot though that after vodafone sells its half to verizon, they will buy t-mobile just to compete in the US markets. Doubtful but possible.
Sarah Thomas
50%
50%
Sarah Thomas,
User Rank: Blogger
5/6/2013 | 1:40:12 PM
re: What's the Next Mega-Mobile Merger in the US?
What about Leap Wireless? It's going to have a real tough time competing, especially now that T-Mobile owns MetroPCS. It's a candidate for acquisition.
More Blogs from Jonestown
FirstNet is still on the starting blocks and seems to have been technologically outstripped by existing commercial networks.
The company is now simply saying that cellular service in the station will arrive 'as soon as possible.'
T-Mobile's CTO talks about how the operator plans to bolster its network for an expected avalanche of new customers.
Rumors are fueled by a mysterious press call with T-Mobile CEO John Legere Thursday, topic unspecified.
WiFi in the subway spotted in Brooklyn hood usually dominated by trust funds and artisinal pickles.
Light Reading’s Upskill U is a FREE, interactive, online educational resource that delivers must-have education on themes that relate to the overall business transformation taking place in the communications industry.
NEXT COURSE
Wednesday, September 14, 1:00PM EDT
What Is Agile?
Kent J. McDonald, Product Owner, Agile Alliance
UPCOMING COURSE SCHEDULE
Friday, September 16, 1:00PM EDT
How to Implement Agile
Alan Bateman, Director, Agile Transformation
Wednesday, September 21, 1:00PM EDT
What Is DevOps?
Colin Kincaid, CTO, Service Provider, Cisco
Friday, September 23, 1:00PM EDT
How to Implement DevOps
,
in association with:
From The Founder
Light Reading today starts a new voyage as part of a larger Enterprise.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
Between the CEOs
CEO Chat: UXP Systems' Gemini Waghmare

8|26|16   |     |   (0) comments


Light Reading CEO Steve Saunders and UXP Systems CEO Gemini Waghmare discuss the strategic importance of digital identity for operators in the midst of transformation.
LRTV Custom TV
F5 Virtual Network Function Integrations With Partner Orchestration Platform

8|24|16   |   6:38   |   (0) comments


F5's Kishore Patnam, product manager for F5's service provider solutions, discusses why service providers are moving towards virtualization and how his clients are utilizing F5's solutions.
Between the CEOs
CEO Chat: Intel's Alexis Black Bjorlin

8|17|16   |   06:23   |   (0) comments


Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Telecom Innovators Video Showcase
Accelerating Telecom Digital Transformation With Nominum DNS

8|1|16   |   12:04   |   (0) comments


Light Reading's Steve Saunders gets an update from Nominum CEO Gary Messiana on how his company is helping carriers on the digital transformation journey.
LRTV Custom TV
Reinventing Operations for a Virtual, Software-Defined World

7|28|16   |   5:23   |   (0) comments


Heavy Reading Senior Analyst Jim Hodges speaks with Accenture's Larry Socher and Matt Anderson about what service providers must do to transform their business to get the benefits of SDN and NFV including: leveraging DevOps, introducing real-time OSS and implementing analytics.
Women in Comms Introduction Videos
Fujitsu Sales Leader Shares Lessons Learned

7|27|16   |   5:12   |   (1) comment


As Fujitsu's only female sales leader, Annie Bogue knows the importance of asking for what you want, being flexible (she's been relocated five times), keeping a meticulous calendar, 'leaning in,' working harder than everyone else around you, being aware and more.
Telecom Innovators Video Showcase
VeEX Test & Measurement Solutions

7|25|16   |   08:57   |   (0) comments


Cyrille Morelle, president and CEO of VeEX Inc., talks test and measurement with Light Reading's Steve Saunders at BCE 2016. This includes innovative products such as VeSion Cloud-Based platform for network monitoring; MTTplus Modular Test platform for Access, Business, Carrier Ethernet, Transport and Core services; and OPX-BOX+ for Fiber Optics.
LRTV Custom TV
VeEX: Live From BCE 2016

7|25|16   |   03:20   |   (0) comments


VeEX's Senior Director of Business Development, Perry Romano, explains how VeEX provides tools to help install, maintain, monitor and manage network infrastructure efficiently and effectively. The portfolio of products on display include the RXT-6000, MTTplus and TX300s.
LRTV Custom TV
Real-Time Telemetry & Analytics for Intelligent SDN Orchestration

7|25|16   |   03:09   |   (0) comments


Packet Design CEO Scott Sherwood discusses how real-time network telemetry and analytics are enabling a new breed of SDN orchestration applications.
From the Founder
The Russo Report: Driving Disruption

7|25|16   |   07:44   |   (2) comments


In the first episode of a four-part series, Light Reading Founder and CEO Steve Saunders and Calix President and CEO Carl Russo drive around town discussing the disruptive mega-changes in the communications industry and where hope lies for service providers to meet the escalating demands of the cloud.
LRTV Custom TV
NetScout: Maximizing Enterprise Cloud for Digital Transformation

7|20|16   |   04:53   |   (0) comments


Light Reading Editor Mitch Wagner talks to NetScout CMO Jim McNiel about maximizing the benefits of enterprise cloud and digital transformation while minimizing potential pitfalls with a proper monitoring and instrumentation strategy.
Women in Comms Introduction Videos
Ciena's VP Offers a Career Crash Course

7|20|16   |   4:14   |   (2) comments


How did Ciena's Vice President of Sales, Angela Finn, carve out her career path? Simple, she tells WiC. She stayed true to her company, customers and principles. She shares her advice for women on how to be authentic and credible, as well as for companies that want to make a real change to their culture and practices.
Upcoming Live Events
September 13-14, 2016, The Curtis Hotel, Denver, CO
November 3, 2016, The Montcalm Marble Arch, London
November 30, 2016, The Westin Times Square, New York City
December 1, 2016, The Westin Times Square, New York, NY
December 6-8, 2016, The Westin Excelsior, Rome
May 16-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Hot Topics
Cisco Developing 'Monica' Digital Assistant
Mitch Wagner, West Coast Bureau Chief, Light Reading, 8/22/2016
FirstNet: A Billion-Dollar Boondoggle?
Dan Jones, Mobile Editor, 8/26/2016
WiCipedia: Should Men Be Included? & Olympians Face Discrimination
Eryn Leavens, Special Features & Copy Editor, 8/26/2016
Google Fiber Can't Be Called a Failure
Carol Wilson, Editor-at-large, 8/26/2016
Google Fiber Downsizing Not Confirmed
Mari Silbey, Senior Editor, Cable/Video, 8/25/2016
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading CEO Steve Saunders and UXP Systems CEO Gemini Waghmare discuss the strategic importance of digital identity for operators in the midst of transformation.
Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Animals with Phones
Live Digital Audio

Bridging the tech skills gap is a major challenge for service providers and suppliers alike today – and the challenge is two-fold when it comes to increasing the number of women in the comms space. Level 3 Communications has made it a priority to overcome both challenges by implementing several unique programs focused on building the right candidates from within – in addition to filling the funnel by supporting STEM and other education programs. During this radio show, you’ll learn about these programs from Mary Beth McGrath, SVP of Global Talent Management at Level 3, and the best ways to bridge your own skills gap so that you are motivated and equipped for change. Plus you’ll have the chance to ask Mary Beth your questions live on the air.