telecom – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The Escalating New Cold War

A few thoughts on the collapse of the Qualcomm-NXP deal

Earnings season, TMT consolidation and the threat of FAANG

Cable companies now under competitive threat, beginning to hemorrhage customers

Economic and market themes: 2014-05-20 Spain, China, Russia, Telecom

Why T-Mobile’s John Legere will continue to shake up the telecom industry

The unbundling of the handset subsidy and the coming mobile price war

Negative free cash flow in Europe, slowing in China and the US, scandal in Spain, and telecom consolidation

The impact of T-Mobile’s new strategy on TMT

Mobile is driving merger mania and consolidation in the TMT space