Telecom trends to watch in 2014
When Vodafone completes the sale of its stake in Verizon Wireless to Verizon in February, we expect AT&T to make initial approaches with a view to bidding for the entirety of the company. But we are not convinced that – if successful with its courtship – AT&T will find that married life is a bed of roses. US mobile operators AT&T Wireless and Verizon Wireless are brimming with confidence because of their successful LTE launches. They see LTE as a game changer and as the driver for the Internet of Things (IoT). But the European perspective is different. Operators there are struggling to charge a premium over 3G for LTE and it is not seen as being of fundamental importance for IoT and M2M where connectivity will only capture a small part of future value. Furthermore, Vodafone’s shares have appreciated by 24% over the last six months and a significant premium will be needed to persuade shareholders to sell. Informa believes that AT&T may be better advised to strengthen its position in the US fixed and converged market rather than pursuing Vodafone.
And it’s thanks in no small part to higher tablet usage, says new Q4 report. Oh, and Deal-ID transactions are up 160% q-on-q
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