08-03-2022, 10:48 AM
(08-02-2022, 02:37 PM)cemanuel Wrote:They and T-Mobile need to stop out bidding each other for GOV rights. It's like sports league broadcasting deals. Keep running the price up and eventually you can't charge enough to make it work. If T hadn't made huge bad bets they would be in better shape now. In retrospect so smaller bets in growthy sectors would have had a better risk reward. It's hard to digest a $50B error and try to pay market leading Divs.(08-02-2022, 08:28 AM)fenders53 Wrote: A quick comment about VZ. The entire sector is struggling. CAPEX requirements are crazy high. Have you seen what they pay via auction for the 5G rights from the GOV. T is starting to see slow payments from subscribers. If nothing changes debt is going to eat all of them up eventually. Dividends are secure for now but it's going to get harder IMO.
VZ and T aren't going to say it outright but they know there isn't growth in their core businesses. That's why they've been trying so hard to branch into other areas. They just haven't been any good at it so far.