Author: Mike Roberts
Dish swoops for Sprint, could win out with higher offer and better strategic fit
Dish Networks has launched a US$25.5 billion hostile offer for Sprint, a significant premium over Softbank’s US$20 billion offer unveiled in 4Q12. Dish’s move would combine the third-largest pay-TV and mobile operators in the US, which could be a better strategic fit than Japan’s Softbank combining with Sprint. First and most importantly, Dish could combine… Read more
T-Mobile’s new “un-carrier” strategy is the right move at the right time
T-Mobile’s new “un-carrier” strategy is bold and long-overdue attempt to revive its fortunes by clearly differentiating itself from other major US mobile operators on the four key fronts of prices, services, devices and network: • Prices: In the most aggressive part of its new strategy, T-Mobile is significantly undercutting its rivals on price. With the… Read more
Mike Roberts comments on Softbank’s $20 billion acquisition of Sprint
This is an audacious deal that could transform or hobble the companies depending on how it plays out. For Softbank it is a huge bet that it’s better to invest $20 billion in the third-largest US mobile operator rather than its home market of Japan where it is the third-largest mobile operator behind NTT DoCoMo… Read more
