$80B 5G Auction: AT&T & Verizon rich enough to afford it

AT&T is a $207 billion company. Verizon’s market cap is $237 billion. Each has about $20 billion in cash flow per year. $40 billion is a helluva lot of money even for companies that size. Some pundits are panicking. But Craig Moffett points out the result could be “free cash flow accretive” after tax...

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Millimeter Wave: What’s Goin’ On

Verizon has the only substantial mmWave network on the planet. They may have already covered 5% of the US, but most is not yet turned on. The company refuses to release any figures other than 30 million passed one day, about a quarter of the US. The majority of Verizon’s “5G” will be low...

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Fiber: What’s Goin’ On

Telcos are adding fiber at a rapid pace. It makes money. AT&T’s CFO John Stephens explains that the fiber delivers three sources of revenue. Fiber works. I can use it three times. I can use it for my consumers. I can use it for my business customers. And I can use it for my...

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