United States Telecommunications Q4 2019
The four 'national' mobile network operators have now all launched 5G services, as both mobile and fixed iterations.Smaller carriers will follow suit over the next two- to three years. The emphasis is currently on home and mass market applications,but we believe 5G's greatest potential will be in the industrial and enterprise arena and operators should look to develop servicesand applications that unlock the industrial and utility IoT segments. Meanwhile, cable operators are also moving into mobile, albeitas resellers, but they will struggle to compete once the T-Mobile/Sprint merger sees a doubling-down on converged services.
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