In a note released this week following earnings reports from some communications giants, Jennifer Fritzsche, a telecom analyst with Wells Fargo, specifically called out Level 3 and TWC as two companies going after more of the fiber market, at the expense of AT&T and Verizon, in particular.
“On the wireline side, there seems to be a rebirth in views on enterprise. [Level 3] and [Time Warner Cable] are quite positive … fiber is king, demand is there, a lot of business to take from the big firms ([AT&T and Verizon]). [AT&T and Verizon] don’t share this view and continue to be a bit more muted in their enterprise outlook,” Fritzsche wrote, reported by Barron’s.
Fritzsche is among analysts industry-wide who are keeping a close eye on talk of an AT&T-DirecTV merger, and the impact it would have on wireless.
“The wireless side, we have fielded fewer questions on the pricing war and more on M&A,” Fritzsche added. “Is [AT&T] really pursuing DirecTV? What does that mean for DISH? Would [Verizon] go after it? What about [Sprint] and [T-Mobile USA]?
Follow senior online managing editor @Craig_Galbraith on Twitter.
Ever think, "Does my company have the right mobile strategy for this era?" Find out how you can help your clients a… twitter.com/i/web/status/1…
October 18 2019 @ 20:15:05 UTC
In our webinar learn about workplace communication trends that will help you scale your business in 2020. @nextiva dlvr.it/RGT7ks
October 18 2019 @ 15:43:02 UTC
Want to keep up with the hottest channel headlines? Our weekly newsletter is for you. Sign up here >>… twitter.com/i/web/status/1…
October 17 2019 @ 18:01:04 UTC