Some projections for 2015 are noted in following article:
QUOTE: 2014 was a tumultuous year for wireless carriers. The telecom sector has underperformed the overall market due to failed merger attempts, intensifying price wars, and expensive spectrum auctions, The telecom ETF, iShares Dow Jones US Telecom has risen 0.34% year-to-date (YTD), compared to the S&P 500 Index which has risen 13% over the same period. As the year draws to a close, Bidness Etc speculates what investors can expect going into the New Year.
1. Price Wars To Intensify — Price wars were an ongoing theme in 2014.
2. Video Content As A Differentiator — As the price wars in the industry offset the revenue growth due to rising data usage, video content delivery is expected to be the next growth opportunity for wireless carriers.
3. Major Consolidation In The Industry – With a total of $83.7 billion worth of deals, M&A activity was robust in 2014 in the North American telecom industry, but consolidation is expected to slow down in 2015.
4. Wireless Spectrum — Wireless spectrum will continue to play a major role in the coming year when the results of the ongoing AWS-3 auction become public.