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The Sunday Brief: Earnings wrap—fiber fixes (almost) everything!

Greetings from Kansas City and Nebraska.  Pictured is our colleague, Bob O’Keefe, surveying the Omaha landscape during one of the coldest days of 2022.  Trust us – under that grin is one nearly frozen individual.  We had a terrific time in Nebraska this week...

Kagan: Xfinity, Spectrum, Alitce show wireless growth. What’s next?

Cable TV tried to get into the wireless phone business a decade ago. They failed. Then, years later they tried again. First Xfinity Mobile, next Spectrum Mobile and then Altice Mobile. We have not seen other pay TV companies like Cox enter the wireless...

Kagan: AT&T, Xfinity, Spectrum, Altice on diverse pay TV paths

Today, when we look at the pay TV leaders AT&T, Comcast, Charter and Altice, the future is heading in different directions. Let’s take a look at the differences, who will win and which different directions the pay TV industry is moving. Remember when the cable...

Portuguese operators shy away from using Huawei for 5G core networks

The Portuguese government has not banned Huawei Portugal’s three most prominent telecom operators — NOS, Vodafone and Altice — will not being using Huawei in the build out of their core 5G networks, according to Reuters. When considered together, the three operators in questions serve...

Cellnex, American Tower expand site portfolios via acquisitions

  Spanish wireless infrastructure operator Cellnex has reached an agreement with Altice Europe and Belmont Infra Holdings, to acquire the 100% of Portuguese telecommunications towers and sites operator Omtel for 800 million euros ($890 million), Cellnex said in a statement. The acquisition also covers the rollout...

Comcast and Charter’s MVNOs are disrupting the postpaid market, Tutela finds

The new MVNO kids are the block have set their sights on the coveted postpaid market, and they are succeeding in capturing a large chunk of growth while offering an experience that generally meets and can even succeed the experience of the underlying network(s)...

Kagan: What to expect as Altice Mobile enters wireless

First, Comcast entered the world of wireless a few years ago with Xfinity Mobile. Then, a year later Charter entered with Spectrum Mobile. Since that time, we have been waiting for Altice to enter and that’s just what they did recently with Altice Mobile....

Kagan: Congrats to Sprint and T-Mobile on merger. What’s next?

Congratulations to T-Mobile US and Sprint on finally getting DoJ merger approval. This has been one helluva ride, and it’s not over yet, but we are closer than ever. Now that the deal is done, what comes next? Let’s take a closer look at...

AT&T asks FCC to consider higher-power CBRS transmission; Altice and others protest

As the Citizens Broadband Radio Service shared spectrum stands on the brink of readiness for early deployments, AT&T has asked federal regulators to reconsider the rules around power transmission for CBRS base stations, and add a new, higher-power category of base station that would...

Kagan: Expect 5G wireless pay TV to begin in 2019

We’ve been hearing more and more about 5G wireless pay TV, but when will it come to market? It started several years ago when the wireless world was all about 4G. AT&T DirecTV NOW started the whole ball rolling. Verizon seeing the success of...

Altice reaches speeds of 2.3 Gbps in 5G test in Paris

  Altice said the 5G demo used equipment from Cisco and Huawei Altice France (SFR Group) has achieved downlink speeds of 2.3 Gbps in a live demonstration of 5G technology at the operator’s new headquarters in Paris. The 5G trial network enabled SFR to stream 4K content...

US firm KKR get green light to buy stake at Altice France’s tower business

  Altice France and KKR will form a new entity dubbed SFR TowerCo   The European Commission has approved a deal in which U.S. investment company Kohlberg Kravis Roberts will acquire a stake in European cable group Altice’s telecom towers business in France. In June, Altice Europe said...

Altice Europe sells telecom assets in France, Portugal

Altice said it expects to raise $2.9 billion through the sales of stakes in its businesses in these two countries Dutch-based telecoms and cable group Altice plans to raise 2.5 billion euros ($2.9 billion) through the sale of stakes in its telecoms towers businesses in...

With T-Mo merger on table, Sprint has best quarter ever; Claure moves to Softbank

Michel Combes promoted to Sprint CEO role vacated by Claure It has been a busy week for Sprint. On Monday the company agreed to merge with T-Mobile US to better compete against Verizon and AT&T. The combined company will be called T-Mobile and John Legere,...

Cox deal highlights role of cable in Sprint small cell densification plans

Sprint also working with Altice to use cable plant for small cell deployments As Sprint continues efforts to use small cell deployments to densify its network, the role of partnering with cable companies was again highlighted this week as the carrier announced it would work...

Altice spins off U.S. business as Sprint relationship develops

French cable provider Altice is reorganizing its corporate structure, including separating its operation in the United States into a standalone business called Altice USA. The move is subject to approval from regulators and shareholders. In a Jan. 8 presentation to investors, Altice described the thinking...

Investors spooked by Sprint CFO replacement

Shares of Sprint slid almost 5% on news that the company is replacing CFO Tarek Robbiati with French telecom executive Michel Combes. Combes has a history of taking on challenging assignments at troubled companies, so some investors may see his appointment as confirmation that...

Sprint replaces CFO with former Altice CEO

Move comes on the heels of Altice MVNO agreement and major exec shuffle at Sprint Michel Combes, former CEO of cable company Altice, is set to become the new chief financial officer of Sprint effective Jan. 6, replacing Tarek Robbiati who is set to depart...

Fiber, small cells, densification key to Sprint MVNO deal with Altice

Sprint will use Altice footprint to deploy thousands of Magic Box small cells The line between telcos and cable companies has been blurring for some time as telcos look to leverage existing network infrastructure and cable companies look to enter the wireless market. This morning...

SoftBank calls off Sprint, T-Mobile merger talks

Sprint rebounding with MVNO arrangement with Altice USA The months of will they, won't they speculation then formal discussions between Sprint parent SoftBank and T-Mobile US parent Deutsche Telekom are officially done. The two sides couldn't agree on terms regarding pricing and corporate governance of a...

Kagan: Should Altice acquire Charter or Sprint?

It looks like Altice may become one of the more aggressive growth-oriented pay TV providers. If so, would they be more interested in acquiring Charter to expand their cable television business or Sprint to offer wireless? To tell you the truth, I think the...

Gigabit Internet coming to France in Altice, Arris collab

In a partnership with Arris, the French-based Altice Group is rolling out gigabit Internet services to SFR customers in France, with Suddenlink in the U.S. and Orange-Tricom subscribers in the Dominican Republic. The two companies are deploying the Arris E6000 Converged Edge Router, which sets...

Reality Check: Top Q3 events (Pt. 1)

This week, we will examine five of the top 10 developments for the third quarter and determine their short- and long-term effects on the telecommunications industry. These events are in no particular order and several of them have been suggested by readers. Apple launch: Quién...

Sprint CEO on cable company merger

Sprint CEO Marcelo Claure made it clear that the carrier isn't currently discussing a potential merger with a cable company in an interview with Reuters, but said such a business decision could make Sprint "formidable." The questioning was framed around European service provider Altice's move...

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