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The two-horse race of the wireless industry

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There has been a lot of noise in the wireless industry in recent years. Between the competition between existing wireless operators and the challenges of new players, the industry has developed and transformed. However, despite all the chaos, one thing has remained unchanged: Verizon Wireless and AT & T Mobility are still the first two competitors in the space.

These two companies have been leading the industry for more than a decade. In both cases, their parent companies have begun stimulating new directions to grow their shareholders.

The Big 4 wireless

It started when AT & T acquired DirecTV and created DirecTV NOW, wireless TV or mobile TV. He also tried to acquire Time Warner, which would allow him to develop in many other areas.

Verizon acquired AOL and Yahoo, and it also took new directions. He has undoubtedly noticed the growth of AT & T with DirecTV and could go in the same direction, because of its success and the transformation of all the space.

T-Mobile and Sprint tried to merge. If they do, they will be able to organize a better challenge for both Verizon Wireless and AT & T Mobility as a No. 3 competitor. They would combine the marketing of T-Mobile and the spectrum of Sprint. In addition, T-Mobile could follow the success of AT & T DirecTV later this year with its own similar service.

Mobile industry and players

The Google Fi project went into the wireless space a few years ago. He resells T-Mobile and Sprint. There has not been a lot of turmoil lately, but this resale space will continue to grow. We do not know how much Project Fi did – Google was very calm.

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Comcast went wireless a year ago with Xfinity Mobile. It has not been competing as a traditional wireless reader. Instead, he put the emphasis on wireless as a way to create a more stable customer base. It offers a set of services encompassing Pay TV, High Speed ​​Internet and Wireless. It's a good start.

Charter is preparing to follow Comcast in wireless with its own set of services. Like Comcast, I do not expect the wireless industry to be upset, and it's been a year less than Comcast.

Altice is another cable TV company with the same growth problem. He plans to enter the wireless space next year and will most likely follow the models adopted by Comcast and Charter.

Comcast and Charter to Resell Verizon Wireless Services. Altice will resell Sprint's services. Or by the time they actually enter the wireless next year, maybe the Sprint and T-Mobile merger will have occurred, and they'll start selling with T-Mobile again.

The traditional cable TV space, like the traditional phone, has stopped growing. This means that players must create new ways to offer bundled service offerings to build and grow their customer base. Wireless is an excellent weapon in this new battle.

A curious element: What explains the separation of entries Comcast, Charter and Altice in the wireless space of an entire year each? It does not make sense. The opportunity is real, and it is now. What is it that takes Charter and Altice so long?

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Top 2: their market to lose

I'm expecting to see other companies enter the wireless sector – companies like Amazon and Facebook, for example. They tried to enter the space years ago but they failed. I think that if other companies enter the space successfully, there will be a renewed interest from these players and others.

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With all the activity of the wireless industry, it is easy to lose sight of developments. However, one thing is obvious: Verizon Wireless and AT & T Mobility are still the leaders in this field, and from what I can see, they will dominate the competitive landscape for the foreseeable future.

The opinions expressed in this article are those of the author and do not necessarily reflect those of ECT News Network.


Jeff Kagan has been a columnist for the ECT News Network since 2010. He focuses on the wireless and telecommunications industries. He is an independent
analyst, consultant and speaker.
Email Jeff.

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