T-Mobile US has improved its market position but still faces a tough competitive road.
Competition is increasing globally, which is driving down ARPU. Attempts to increase ARPU by moving customers to higher-priced 4G plans are progressing slowly, with only 4.7 million 4G subscribers.Vodafone could overpay for more acquisitions like Kabel Deutschland and Ono.The Indian government is a
Sprint's fate appears to be as a stand-alone company, forcing the firm to rectify its struggles on its own. Improving customer perception of the Sprint brand after a decade of poor performance will be difficult.While Sprint has struggled, Verizon Wireless and AT&T have benefited at its expense.
Frontier faces tough choices as the core phone business erodes. The firm needs to invest heavily in its networks to keep pace with rivals while meeting shareholder expectations for yield and managing the balance sheet.Frontier took on a huge burden with the Verizon assets. Verizon neglected these
Investors shouldn't anchor on the dividend as the basis for purchasing Windstream shares.
Despite increasing competition, AT&T still has a strong position in the wireless business.
Transurban's core Australian assets attract, but developments introduce high forecasting risk.
Bell's economic moat should allow it to withstand the economic and competitive heat.
Verizon has been slow to respond to the competition, but its position remains intact.
Oi hopes its merger with PT will insulate the firm from secular headwinds in Brazil and Portugal.