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JohnDrake
JohnDrake
12/31/2018 1:33:41 PM
User Rank
Gigamaster
Activation Fees
"their free cash flow will face more pressure as they must increase capital expenditures"

 

I thought that is what activation fees are for. Large one-time fees may be pretty well tolerated, I understand, among customers as the ticket to a very desired new service, though competitive pressures may make that impossible.

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freehe
freehe
12/25/2018 2:37:23 PM
User Rank
Gigamaster
Re: The Big Squeeze
@DonBrowne. Good points. Companies will have to develop use cases and determine the ROI for using Capex and Opex as well as 5G. It seems like they will provide long-term benefits and returns versus short-term benefits. We will have to wait and see. 

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freehe
freehe
12/25/2018 2:35:35 PM
User Rank
Gigamaster
Transformation
High speed wireless data coverage and 5G deployments will improve companies bottom line. Time will determine if 5G promises to deliver and provide the transformations that are expected.

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freehe
freehe
12/25/2018 2:33:35 PM
User Rank
Gigamaster
Digital
Capex and Opex will help reduce costs. There will continue to be a surge in data consumption with consumers that have at least 2 portable devices that access data and offer multiple uses such as streaming data, recording videos, taking and storing pictures and accessing the internet. 

 

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Commisio44354
Commisio44354
12/24/2018 1:47:28 AM
User Rank
Gigamaster
Re: The Big Squeeze
They need to find revenue streams--and I find it surprising that you are not as optimstic about the advent of 5G--curious to see what you base it on. 

 

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DonBrowne
DonBrowne
12/19/2018 8:33:16 AM
User Rank
Gigamaster
The Big Squeeze
It will be inreresting to watch how the capex and opex will cut into profits and even expansions of services unless ways are found to save on those costs. And noting that 5G isn't expected to raise much additional profits in the near future adds to the pressures in the executive suites.

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KhoaQuanNet
KhoaQuanNet
12/17/2018 11:52:21 PM
User Rank
Narrowbander
Great!!!
Great!!!

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