The Road to Approval for a Sprint/T-Mobile Merger May Run Through DISH Network

It’s no secret that Sprint (S) and T-Mobile (TMUS) have been exploring a potential merger and that there are significant concerns over whether such a merger would be approved. Sprint and T-Mobile argue that the US wireless market is a near-duopoly dominated by ATT (T) and Verizon (VZ) with a combined market share of approximately […]

Intelsat’s Yearend Results Highlight Dependence on Next Generation Epic Satellites

DISCLAIMER: The analysis below is for information purposes only. We believe, but cannot guarantee that the information contained in it is accurate. Moreover, it should not be considered a recommendation to buy or sell any security of any kind. Please consult a qualified advisor before making significant investment or business decisions. See our Terms of […]

Five Reasons the Comcast/Time Warner Cable Anti Trust Concerns are Overbown

There has been a lot of market speculation that the Comcast’s proposed acquisition of Time Warner Cable might be blocked on anti-trust concerns. We believe these concerns are overblown. 1) The Cable Operations Don’t Compete in the Same Markets, so Industry Concentration Doesn’t Change. The combined company would serve over 30 million homes, which initially […]

Wireless Demand Projections – Elasticity of the Top-1% Percent Users

Wireless network traffic growth projections have been significantly cut since the FCC’s 2010 National Broadband Plan. The National Broadband Plan projected wireless network demand in 2010 to be 468 billion MB, vs the 398 billion MB actually carried in 2010 according to the CTIA. In 2011, the spread got wider, 1090 billion MB projected vs […]

Three Downstream Implications of a Sprint/T-Mobile Combination

While there has been significant industry discussion about a possible Sprint/T-Mobile combination, there has been little discussion about potential implications for other areas of the industry. Here are three: 1) Broadcast incentive auction (and other upcoming FCC spectrum auctions) could suffer. T-Mobile, having essentially no spectrum below 1 GHz was expected to bid aggressively in […]

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