Episode 18

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Published on:

18th Jan 2021

This Week: C-Band Auction Concludes - Did the Bidders Pay Too Much?

0:27: The C-Band Auction is wrapping up, Stocks for AT&T and Verizon are down; more than $80B has been spent. 

2:11: A comparison between European telecom auctions and the US

3:30: What happens when you don’t buy spectrum that you actually need?

5:30: AT&T and Verizon need to get more spectrum to continue to compete with T-Mobile, especially since wireless is the core revenue-generator of their businesses.

7:44: Low interest rates are playing a factor in the amount that AT&T and Verizon can spend.

10:00: How the Spectrum Screen Ruling could affect mergers and acquisitions in the future and how it didn’t play into T-Mobile acquiring Sprint. 

13:51: When the Auction ends, where will the $80B be coming from? Which carriers will come out as winners?


Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, 3G, 4G, 5G, 6G, C-Band, C-Band Auction, proceeds, revenue, T-Mobile, Warner Media, wireless, Charter, Comcast, CBRS,

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About the Podcast

The Week with Roger
An Analysts Perspective on Telecom
Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.