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Sprint and T-Mobile Merger: Internationally recognized analyst, Derek Kerton, answers some questions for Bloomberg

Author: Telecom Council

Derek Kerton, The Kerton Group Analyst and Telecom Council Chairman, appeared on Bloomberg TV this morning to answer a few questions about Sprint:

 

  • Tough Spot – Sprint is not a marquee carrier like Verizon and AT&T, which have the best national coverage and international roaming and therefore attract the big enterprise customers, and not the uncarrier T-Mobile is very successfully positioning themselves as. They lie in the middle which is a tough place to be in.

 

 

  • Concern of a Verizon/AT&T Duopoly – Both companies have a good position going forward. The industry looks at telcos with both fixed and mobile assets as having a strategic advantage – customers combine services like security monitoring, internet services, TV, etc. Companies like T-Mobile and Sprint aren’t able to offer those services as well as AT&T and Verizon.

 

 

  • Sprint’s Spectrum Advantage – Their Spectrum is one of their biggest differentiators which they can leverage long-term. Via some smart acquisitions, they have more spectrum than any other service provider in the US. They still have to build out the towers and capacity to leverage it, but they can offer faster speeds long term than some of the other providers. Softbank brings in the capital they need to build out these capabilities, so the spectrum is probably their main competitive advantage which they should be working on.

 

 

  • Will Sprint/T-Mobile Merger Go Through? – T-Mobile’s recent uptick in subs is leading the DOJ to think they’re doing well on their own, and creating good competition for the industry. Not looking good for Sprint.

 

See full interview HERE

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