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Cable And Mobile Telecom Mergers: The Technology That Could Force It Now

Mark Rewers profile picture
Mark Rewers


  • Mobile primed to dominate and explode - consumers win big.
  • eSIM technology will likely force cable operators to the negotiating table for merger or partnership.
  • Liberty Global has sold or merged 3 cable operations in the last 6 months – are they the first to see the light?
  • The end of mobile and cable operators as we know them – this could be the next big sector hit.
  • The motivation for mobile operators launching5G fixed wireless instead of 5G mobility.

Source: Androidcentral

Vision trumps all! If you are not looking into the future you are already behind.

Both the cable television or multiple system operators (MSO's) and mobile network operators (MNOs) sectors have recognized the advantage for expanding into each other's arena for some time.

A newer technological advancement has recently been introduced into mainstream mobile telecom in the United States, by Google (GOOG) (GOOGL), which will disrupt both the cable television and mobile network sectors, driving them towards merger or joint venture scenarios.

In addition, the technology will create a potential gold mine of primary additions to the mobile operator subscriber base. The above scenario does not even include the billions of devices from IoT that are projected to be added.

I believe consumers will benefit enormously, with cable TV coming out on the short end of the stick, and will be forced to capitulate towards the mobile operators, which may have already started.

Smartphone - Meet the eSIM

The current revenue model for mobile carriers is a simple one: they sell Subscriber Information Modules (SIM) to consumers and businesses.

That is about to change drastically.

Google recently became the first company to implement a newer technology, which has been initially employed by IoT chips, into a smartphone. The technology is called embedded Subscriber Identification Module (eSIM), and has been promoted by Apple (AAPL) and the GSMA (represents mobile operators worldwide) for a few years.

Today's traditional SIM's are pre-programmed for one carrier and one number. They are removable and inserted into the phone by the carrier, or you can do it yourself if you so desire. The SIM contains the carrier's profile and connection algorithms.

The eSIM is different from the traditional SIM in the fact that it is built right into the device (not transferable) and it is a

This article was written by

Mark Rewers profile picture
Innovative and powerful leader with 30 years in the technology sector while successfully launching, growing, and divesting multiple start-up technology firms. These companies covered manufacturing, installation, and design/integration for telecom/technology solutions. I now use my experience, knowledge and expertise as an influential, creative, and outspoken technology consultant guiding clients on new revenue streams, and implementing business development and revenue growth strategies through new technologies. I am a part time investor, writer, and researcher within my fields of expertise.

Analyst’s Disclosure: I am/we are long S, T, VZ. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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