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The Sunday Brief: Three very important trends impacting telecommunications landscape in 2020

December 16, 2019

Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend). We are focusing this week’s TSB on three foundational trends: a) Increased home broadband competition, b) Increased “channelization” of content thanks to Verizon and AT&T launchpads, and c) Increased commercial-focused connectivity. Between these trends wind the threads of increased fiber deployments, decreasing overall capital expenditures, and industry consolidation (assuming T-Mobile wins the current case pending with the attorneys general). There are many ways for each telecommunications provider to increase its value in 2020, with the greatest opportunities awaiting Verizon and AT&T.

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