The document discusses the outlook for the telecom, pay-TV, and satellite sectors, focusing on the anticipated mergers and acquisitions (M&A) that did not materialize in 2017. It highlights the competitive environment in the wireless sector, the expected increase in capital expenditures (CapEx) due to the arrival of 5G, and the strategic decisions by major players like Sprint, T-Mobile, AT&T, and Verizon. The document also mentions the impact on macro tower companies and metro fiber players.
doj/DataSet10/EFTA01385480.pdf
{"title":"Telecom, Pay-TV, and Satellite Outlook","key_people":["Anthony Klarman","James Gilson"],"document_date":"2018-01-03","document_type":"correspondence","key_organizations":["Deutsche Bank","Sprint","T-Mobile","SoftBank","Deutsche Telekom","AT&T","Verizon","AMT","CCI","SBAC","ZAYO"]}