5G Update – Deployment Expectations & Key Monetisation Opportunities – 29 June 2021

  • Public Equity
  • TMT
  • North America


Former AVP at AT&T Inc


  • Operating environments for Verizon (NYSE: VZ), T-Mobile (NASDAQ: TMUS), AT&T (NYSE: T) and Dish (NASDAQ: DISH) – 5G CAPEX expectations for the next 12-36 months
  • Key differentiating factors in the mature nationwide 5G network
  • Possible killer use cases – edge computing, IoT, private networks, next-generation cloud gaming and healthcare initiatives – telcos' ability to gain better share of incremental 5G revenues relative to 4G
  • Coopetition with hyperscalers such as Google (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT) and Facebook (NASDAQ: FB)
  • Outlook for H2 2021 and beyond – potential wildcards and industry winners and losers


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