Verizon, T-Mobile, and AT&T Can't Ignore This Any Longer

Motley Fool2022-02-03

The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...

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Comments

geniet
2022-02-04
geniet
👍
Targarean
2022-02-04
Targarean
The biggest question for telecom companies is whether they are able to pivot and stave off competition. Everyone is coming for their piece of pie
JCKL488
2022-02-04
JCKL488
Stock winterland is here
Aurum
2022-02-04
Aurum
Pls like and comment
lcloud
2022-02-04
lcloud
Ok
koolgal
2022-02-04
koolgal
Watch out for Charter and Comcast as the new contenders for the mobile business. The Big Boys Verizon, TMobile and ATT need to keep an eye out for the new competition. 🤔

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But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4507","symbol_name":"流媒体概念","start_time":0,"source_url":"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/","article_id":"2208739123","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2208739123","pubTimestamp":1643900267,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The nation's wireless industry is being rattled by newcomers nobody saw coming just a few years ago.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4507":"流媒体概念","BK4550":"红杉资本持仓","BK4115":"综合电信业务","BK4515":"5G概念","T":"美国电话电报","BK4534":"瑞士信贷持仓"},"translate_title":"Verizon、T-Mobile和AT&T不能再忽视这一点了","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"T":1},"content_text":"The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their heads stuck in the sand any longer either.The country's top two cable television companies -- already serving more than 66 million telco customers between them -- are making inroads with their wireless service efforts. In fact, both Comcast (NASDAQ:CMCSA) and Charter Communications (NASDAQ:CHTR) just saw their best-ever quarterly wireless customer additions, netting a collective total of 692,000 subscribers.It sounds like an issue worth phoning home about.Cableco wireless is coming on strongApparently, the nation's top two broadband and cable TV names are no longer fringe wireless service providers. They're quickly becoming contenders. Charter's Spectrum brand now boasts 3.5 million customers, and Comcast's Xfinity has just under 4 million paying subscribers. That's a solid result for an effort Comcast began in 2017 and Charter began one year later.Data source: Comcast Corp. and Charter Communications Inc. Chart by author.While not shown on the chart (since it's not your typical cable company), DISH Network (NASDAQ:DISH) is also chipping away at the mobile business. Its Boost Mobile serves nearly 8.8 million customers as of the end of its third quarter.For perspective, AT&T handles around 100 million wirelessly connected devices. Verizon's got around 115 million customers. T-Mobile's in between there with 106 million wireless subscribers. Comcast and Charter aren't exactly in a position to destroy the wireless telecom industry's much bigger providers.At the other end of the spectrum, though, none of the wireless industry's giants can afford to ignore Charter and Comcast any longer. Pew Research says 97% of Americans now own a mobile phone, meaning any meaningful market growth from the mostly saturated market is linked to population growth.From that standpoint, the 7.5 million mobile phone consumers Charter and Comcast now serve are critically important. They could have been (and arguably should have been) someone else's customers.Perhaps the most concerning aspect of the cable industry's foray into the world of wireless service is that their growth is still accelerating rather than decelerating. Last quarter was another record-breaker in terms of Charter and Comcast's wireless subscriber growth. Verizon, AT&T, and T-Mobile have been mostly unwilling or unable to stymie the budding competition.Time for AT&T and Verizon to answer tough questionsThere are natural stumbling blocks for both nascent wireless services. Spectrum Mobile is only offered to Spectrum internet customers. Likewise, Comcast's Xfinity Mobile is only available to Xfinity broadband subscribers. Both services rely on wholesale access to towers and infrastructure already operated by AT&T and Verizon. And both also rely on their own broadband infrastructure to handle the connection load when a customer is within reach of Spectrum and Xfinity networks -- a benefit DISH can't tap into. Neither would be able to offer ultra-low-price mobile plans without their existing broadband platforms. For that reason, don't look for either provider to venture into geographical markets where their TV and high-speed internet businesses aren't already entrenched.On the other hand, with 66 million customers of at least one of their services, Comcast and Charter don't necessarily have to expand to make waves for AT&T, Verizon, or T-Mobile.The opportunity here for Charter and Comcast is not enough (yet) to make these cable company stocks more of a buy than they would be without their budding mobile businesses. It's not even enough to make the mainstream wireless providers less ownable than they would be if they were not facing new competition. It is enough, however, for T-Mobile, AT&T, and Verizon investors to start asking questions about what these companies intend to do about this new threat. There's already very little room left for customer growth. 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Everyone is coming for their piece of pie","listText":"The biggest question for telecom companies is whether they are able to pivot and stave off competition. Everyone is coming for their piece of pie","text":"The biggest question for telecom companies is whether they are able to pivot and stave off competition. Everyone is coming for their piece of pie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091410164","repostId":2208739123,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9091434809,"gmtCreate":1643929305640,"gmtModify":1676533871471,"author":{"id":"3574736103389937","authorId":"3574736103389937","name":"JCKL488","avatar":"https://static.tigerbbs.com/b46f479e98d6cf2484ad9c767786e663","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"Stock winterland is here","listText":"Stock winterland is here","text":"Stock winterland is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091434809","repostId":2208739123,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9091432241,"gmtCreate":1643928960325,"gmtModify":1676533871433,"author":{"id":"3581551558648648","authorId":"3581551558648648","name":"Aurum","avatar":"https://static.tigerbbs.com/9b62b380c4f32358425ddfcfada4c880","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091432241","repostId":2208739123,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9091405299,"gmtCreate":1643924861808,"gmtModify":1676533870901,"author":{"id":"4105427546399090","authorId":"4105427546399090","name":"lcloud","avatar":"https://community-static.tradeup.com/news/0d804c601923902f18fe5551fcb71b6a","vip":1,"crmLevel":2,"crmLevelSwitch":1},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091405299","repostId":2208739123,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9091401595,"gmtCreate":1643923330680,"gmtModify":1676533870805,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1},"htmlText":"Watch out for Charter and Comcast as the new contenders for the mobile business.&nbsp; The Big Boys Verizon, TMobile and ATT need to keep an eye out for the new competition. 🤔","listText":"Watch out for Charter and Comcast as the new contenders for the mobile business.&nbsp; The Big Boys Verizon, TMobile and ATT need to keep an eye out for the new competition. 🤔","text":"Watch out for Charter and Comcast as the new contenders for the mobile business. The Big Boys Verizon, TMobile and ATT need to keep an eye out for the new competition. 🤔","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091401595","repostId":2208739123,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":508,"commentSize":19,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2208739123"}