The firm is completely repositioning its brand. While the new strategy targets contract customers, TIM's subscriber mix has weakened over the past two years.Claro, Vivo, and Oi all have integrated their networks and increased their respective scale advantages over TIM.TIM is controlled by Telecom
NTT owns 66.7% of DoCoMo and controls its strategy. NTT's objectives may not be in alignment with those of minority shareholders.Softbank has been aggressive in its marketing and pricing, taking market share and hurting DoCoMo's revenue. Softbank's exclusive rights to the iPhone until last year,
PCS continues to make progress, but network issues and competition ensure it will be a bumpy road.
Equinix's dominance in the data center colocation and interconnection markets is not guaranteed.
NII competes with telecom giants that are beginning to target the postpaid wireless market. America Movil is relaunching its push-to-talk service, which could affect NII's market share. These well-capitalized operators have the ability to launch a price war, which could significantly hurt NII's
While ARPU and churn have improved, margins are near multiyear lows. As smartphone loading continues, competition intensifies, and 4G buildout costs begin, it will be increasingly difficult for Leap to expand profitability.Despite the recent improvements, Leap has a long history of operational
America Movil's economic moat should keep it insulated from the competitive and regulatory heat.
Launching new integrated devices such as the iPhone has hindered the firm's near-term profitability because of the handset subsidies necessary to drive sales.Despite good Internet traction, the wireline segment is no longer growing. With about half of the firm's revenue still coming from this
More than three fourths of the firm's revenue is driven by the top four wireless carriers in the U.S. Any material disruption in spending or leasing activity from AT&T, Verizon, Sprint, or T-Mobile could be problematic.Although the firm is lowering its debt burden, it still bears the highest
Investments in new business initiatives that stray from the company's core competencies are not in the best long-term interest of shareholders. Investors would be best served if Crown Castle allocated capital solely to its traditional tower leasing business and returned all remaining cash to