DING! DING! DING!
There's the bell! Round One is on in Germany, the strongest cellular market in the beleaguered Eurozone, and what a match it's gonna be!
Rival telecom companies including British heavyweight Vodafone (NASDAQ: VOD) and Spanish powerhouse Telefonica (NYSE: TEF) surge onto the mat! They're after a bigger piece of the strudel, but homegrown favorite Deutsche Telekom (NYSE: DT) isn't going to let them more »
Note: This article initially stated Windstream had cut their dividend, they didn't. This article has been amended.
The telecommunication industry is a in a constant state of flux with broadband and wireless technologies radically transforming the industry dynamics. The US alone has a wireless penetration rate of 95%, with telecom companies eager to capitalize on these high growth figures.
In this battle of technology, three companies emerge to the more »
After months of whispers and behind-the-curtain chit-chats, Spain-based telecommunications services provider Telefonica (NYSE: TEF) shook hands on a deal with Dutch mobile operator RoyalKPN that's supposed to rock the boat of the German market by knocking Deutsche Telekom (NYSE: DT) and Vodafone (NASDAQ: VOD) out.
Could this deal enable Telefonica to make up for its gloomy five-year revenue growth or should you just steer clear of this beaten-down stock more »
Day by day competition in the telecom sector is getting stronger, forcing providers to change the scope of their operations.
Although the industry is heading towards its maturity there is still room for the players to expand their businesses. To ensure their survival, the players in the industry are either making investments in cloud computing and mobile Long Term Evolution (LTE) or acquiring rivals to provide diversified product mixes that more »
The shares of numerous European and Canadian telecommunications providers look to have significant upside at their current valuations either for the near term or long term. I have selected several companies to discuss, and decide where to invest based on their income and balance sheet metrics. Stock recommendations will follow.
A Canadian behemoth
Canada's largest telecommunications provider, BCE (NYSE: BCE), operates through four segments:
1. Bell Wireline is a more »
Telecom industry has merged as key driver for global economic recovery, unprecedented growth in the high speed internet and wireless segment has transformed the industry in most evolving and contested space. Research firm OVUM reported that worldwide revenues of the telecom firms were $2 trillion in 2012 nearly 2% growth on year over year basis and mobile services account for the 60% of the total revenue. The most attractive feature more »
Diversification is a subject most investors understand well. As the theory goes, it’s important to spread your bets so as to not become too heavily concentrated in one stock or industry. A critical piece of risk management is to not just try to maximize reward, but also minimize loss potential.
While most investors are likely diversified across asset classes, within their equity portfolios, they may not be diversified geographically more »
In another sign of the continuing consolidation in the telecommunications industry, AT&T (NYSE: T) recently indicated that it wants to scoop up the much smaller Leap Wireless International, Inc. (NASDAQ: LEAP).
The Goliath vs. David deal will probably benefit long-suffering Leap investors. The stock price had been on a downward spiral until a reversal occurred on news of the potential acquisition. While the company has been signing up new more »
Verizon (NYSE: VZ) is rumored to be looking at buying into Canada. AT&T (NYSE: T) has been rumored to be interested in European telecom giants. With a mature domestic market, such investments might be the only way these giants can really grow.
The United States telecommunications market is mature. Although growth in the cellular area is expected to keep the top and bottom lines at both Verizon more »
Vodafone (NASDAQ: VOD), the British telecom juggernaut, made waves with its UK customers a few days ago by changing its pay-as-you-go price structure.
Customers are up in arms, and with good reason. Vodafone broke the news to them via a text message.“Pay as you go pricing just got simpler.” That's what the message said, but what did it actually mean?
The red-hued network currently charges per second, but more »
Vodafone Group (NASDAQ: VOD) is a global provider of telecommunication services and operates in more than 30 countries with over 403 million customers. It also offers hosting and cloud services and sells its products through 1500 branded retail stores. Vodafone owns wireless phone companies in Turkey and India as well as a 45% share in Verizon Communications Inc. (NYSE: VZ), a U.S. wireless service provider.
For the more »
AT&T (NYSE: T) tried to buy T-Mobile but got shot down by the U.S. government. International acquisitions have been the rumor lately, and that isn't as far fetched as the corporate denials suggest.
The telecommunications industry is all about scale. The bigger you are the easier it is to compete and the larger your recurring revenue stream. The desire for scale, however, often bumps up more »
Vodafone Group (NASDAQ: VOD); the second largest telecom service provider in the world faces a decline in its top and bottom line due to increased competition and economic downturn in Europe. However, Vodafone’s improvement in the Spanish market is expected due to its joint venture with France Telecom to develop an optic fiber network.
Vodafone Group has reported revenues of £44.4 billion ($59 billion) for its year more »
Verizon Communications Inc. (NYSE: VZ) is one of the largest U.S wireless operators. Verizon’s top and bottom line is continually mounting over the last three years. Despite the slow economy and low interest rates, telecom stocks are eye catching for investors because of solid dividend. AT&T, Inc. (NYSE: T) is a strong competitor of Verizon and both players control more than two-third of the U.S subscribers more »
Income is hard to come by in today’s market. Despite the recent hiccups, the Dow Jones Industrial Average and the S&P 500 Index sit near historical highs. As a result, dividend yields are at depressed levels, and those investors who need income—namely, those in or nearing retirement—are in a tough spot.
An interesting area that you might not have previously considered for hefty income is international more »
AT&T (NYSE: T) is a bellwether within the US economy, given its ties to both consumers and business spending. AT&T’s earnings report will give us a glimpse into what consumers value and how these companies will continue to evolve and drive revenue growth in a market where smartphones are starting to become saturated.
Further stock repurchases
In an environment of record low interest rates, AT&T’s more »
Currently, there are around 5 billion mobile users in the world, out of which 1.08 billion are smartphone users. Around 84% of smartphone users access the Internet on their phones. An increase in the downloading of applications has led to an increase in data usage by smartphone users. The highest amount of data is consumed by Android users at 582 Mbs a month, whereas iPhone users consume 492 Mbs more »
Editor's Note: The initial post references Liberty Media. The post has been modified to reflect Liberty Global. Motley Fool apologizes for the error.
The entire telecom industry is going to through a restructuring process. In the last few months, a number of M&A related stories have hit the market. Whenever an industry reaches its maturity, there is industry wide consolidation. This consolidation serves a number of purposes, most more »
In 2005, Southwestern Bell (SBC) Communications acquired AT&T (NYSE: T) in a $16 billion transaction to “create the industry's premier communications and networking company," as described by AT&T. Shortly afterwards, SBC changed its name to AT&T. At that time, the AT&T management team was hungry for bulk through acquisition, investors were unhappy with the price paid for acquiring Cingular, and the Motley Fool recommended AT more »
Vodafone Group Public Limited Company (NASDAQ: VOD) is a global provider of telecommunication services, operatse in more than 30 countries and has over 403 million customers. It also offers hosting and cloud services and sells its products through 1500 branded retail stores. Vodafone owns wireless phone companies in Turkey and India as well as a 45% share in Verizon Communications Inc. (NYSE: VZ).
For the year ended March more »
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