"Round Up – Industry Experts share their 2019 Telecom Predictions" December 31, 2018
Date: December 31, 2018
Outlet: Thrive Global
Written by: Lexie Smith
Excerpt: "2019 could be a turbulent year in the telecom/broadband space. If the FCC approves the proposed Sprint/T-Mobile merger, and if the court allows the AT&T-Time Warner merger, that could encourage even more consolidation in the marketplace. Of course, more consolidation among big players also opens up more opportunities for smaller, more nimble players to increase their market share. But there are increasing signals of an economic slow-down in 2019, which could mean belt-tightening and reduced investment by all players. The tariffs on Chinese-made equipment could mean increased prices for telecom gear, which could also lead to a pause in network investment. These trends may give a boost to the idea of a grand broadband infrastructure spending bill that both the President and Hill Democrats are trying to get in front of (assuming the government shutdown does not ruin the chances of bipartisan agreement forever.) Such legislation would only have a 30% chance of enactment but could be exciting to watch, as there are so many industry players that could benefit from government funding, especially in rural markets. I expect net neutrality to continue to percolate because the court is likely to remand the case to give the FCC another chance to justify its decision. Congress could and should step in, but there is no sign of compromise on the issue and likely will remain gridlocked. For anchor institutions, work will continue to get the E-rate and Rural Health Care programs running smoothly, but I do not anticipate major structural changes."
Original Posting: https://thriveglobal.com/stories/2019-telecom-predictions/