Deutsche Telekom CEO Timotheus Hoettges said the company will consider any partnership for T-Mobile US that can improve profitability at the carrier, comments that again open the door to potential M&A.
The push toward 5G is an ideal opportunity to reconsider the role of fixed networks, and how they should also be reengineered and operated in conjunction with the mobile networks. There is no reason why compelling network-architecture concepts and technologies including network-slicing, cloud, Network Functions Virtualization and Software-Defined Networking should be bounded by the pre-existing demarcation between fixed and mobile networks.
The CEO of regional carrier and Sprint wholesale partner nTelos Wireless declined to discuss speculation that nTelos will be taken over by peer Shenandoah Telecommunications (better known as Shentel). However, nTelos CEO Rodney Dir last week said that the company's board is focused on improving shareholder value and potential strategic opportunities.
Sprint MVNO FreedomPop is embarking on its long-awaited international expansion by partnering with the operator Three in the UK. FreedomPop is also still evaluating a possible acquisition.
Verizon Communications' $4.4 billion purchase of AOL will mean the telecommunications giant is no longer just competing directly against the likes of AT&T. The deal is all about advertising technology, or ad-tech, and with it Verizon will now be competing against Google, Facebook and others in the digital ad market, especially in video. If Verizon can develop content for its OTT venture, it now has the tools to make money off of that using AOL.
Verizon Communications' $4.4 billion acquisition of AOL and its advertising technology could improve the carrier's forthcoming mobile-first, over-the-top video business, but it is a risky bet in a still-developing market, according to financial analysts. The analysts see some potential benefits to the deal--but lots of reasons to doubt that it will materially improve Verizon's overall position in the market, especially in wireless.
AOL's advertising platform was the primary target behind Verizon Communications' $4.4 billion purchase of AOL today--but the company's bigger aspirations are to deliver a mobile-first video experience targeted at millennials.
AT&T is going to be in for a long haul in terms of upgrading its wireless network in Mexico. It will take "a couple of years" to reshape and improve the business in Mexico, according to AT&T Mexico CEO Thaddeus Arroyo.
Nokia's integration of Alcatel-Lucent following the proposed acquisition of its rival will be difficult and messy. Some significant rewards will take many years to achieve, if ever. However, very large research and development demands with economies of scale and scope in 4G, 5G and with fixed-mobile network convergence make this kind of transaction inevitable and indispensable.
Nokia's $16.6 billion deal to acquire Alcatel-Lucent would bring together two large network vendors that have each gone through major mergers of their own that have been difficult, to say the least. Although the companies' leaders are defending the deal, some analysts are skeptical that the firms can pull off such a merger without major integration headaches.