📱 2022-03-18 19:00:11 - Paris/France.
Kwaye i-telecom stocks ihlawula ixabiso.
Nangona abantu baseMelika behlawula ngaphezulu malunga nayo yonke enye into, ixabiso eliqhelekileyo lezicwangciso zeseli liyaqhubeka nokuhla. Oku kungenxa yokhuphiswano olumandla phakathi kweVerizon (VZ), umzali we-CNN umzali we-AT&T (T), kunye ne-T-Mobile (TMUS). Iimfazwe zamaxabiso zixhaphake kakhulu kunangaphambili, nasemva kokuba i-T-Mobile idityaniswe ne-Sprint ngo-2020-isivumelwano abanye besoyikela ukuba siya kukhokelela kumandla amaxabiso amakhulu kwizigebenga zeshishini.
Ukwehla kwamatyala angenazingcingo "kukwahluke kakhulu ekunyukeni kwamaxabiso okubonakalayo kuyo yonke indawo," abahlalutyi befemu yophando yaseWall Street iMoffettNathanson babhale kwingxelo enesihloko esithi "Ukunyuka kwamaxabiso kwiShishini ulilibele."
Kwaye ibonisa kwiziphumo zemali. I-AT&T, i-Verizon kunye ne-T-Mobile zonke zixelwe kwikota yesine ukuhla kumyinge wengeniso ngomsebenzisi ngamnye (ARPU) - i-metric yexabiso eliphambili kwishishini elingenazingcingo. I-AT & T ibe nokuhla okukhulu kwi-1,1%, ngelixa ixabiso le-Verizon kunye ne-T-Mobile nganye yehla ngaphantsi kwe-1%.
Abahlalutyi bathi inokuba sesona sizathu sokuba kutheni izabelo zeVerizon kunye ne-AT&T zingasuki kulo nyaka. IVerizon ithe tyaba kwaye i-AT&T iphantsi nge-6%. Ngelixa ingalunganga njenge-S&P 7,5's phantse i-500% ilahleko, ayiseyonto yokufowunela (okanye ukuthumela umyalezo) ekhaya.
"Ngokuchasene nemvelaphi yengozi eyoyikisayo ye-geopolitical kunye nexhala lezemali, ayimangalisi into yokuba isitokhwe se-telecom siqhube kakuhle," abahlalutyi be-MoffettNathanson babhala. “Ukuba kukho into eyothusayo, kukuba abakhange baphumelele ngakumbi. »
Bachaza ukuba ababoneleli be-wireless abakhulu base-US abavezwanga eYurophu, apho imingcipheko yokudodobala kwezoqoqosho iphezulu kwaye abathengi baziva bexinene ngakumbi ngenxa yokunyuka kwamaxabiso e-oyile kunye negesi yendalo.
Izitokhwe ezingenazingcingo kusafuneka ziqhube kakuhle nokuba uQoqosho luyawohloka
Ngokuqhelekileyo, iinkampani ze-telecom zikwajongwa njengokubheja okuhle kokuzikhusela xa uqoqosho lucotha.
Ukuba kukho ukudodobala koqoqosho eUnited States, iinkonzo zabo, ngokubanzi, ziyimfuneko. Zombini iVerizon kunye ne-AT&T ngabahlawuli bezabelo ezizinzileyo, ”bongeze abahlalutyi. Zombini iinkampani zihlawula izabelo ezinezivuno eziphezulu kakhulu kunoNondyebo wexesha elide.
“Zifaneleke ngokugqibeleleyo, kubonakala ngathi, ngokwamaxesha. Into abasweleyo, nangona kunjalo, ngamandla amaxabiso, ”bongeze abahlalutyi.
I-stock ye-T-Mobile ibambe ngcono, ifumana malunga ne-10% kulo nyaka enkosi ngokuyinxalenye kwinzuzo yesabelo semarike kunye ne-churn ephantsi yabathengi (oko kukuthi ababhalisile batshintsha ababoneleli ngenkonzo ngaphandle kwentambo).
"Yi-T-Mobile kuphela ebonakala ikwimeko entle yokumelana nesi saqhwithi," utshilo abahlalutyi beMoffettNathanson. "Ngamathuba amaninzi okukhula asazayo ... sikholelwa ukuba iinzuzo zentengiso ye-T-Mobile zikulungele ukukhawulezisa." »
Njengenxalenye yesivumelwano sayo ne-Sprint, i-T-Mobile yathi ayizukunyusa amaxabiso kubathengi abakhoyo iminyaka emithathu. Kodwa i-AT&T kunye neVerizon babonakala beqaphela ukuba banokufuna ukunyusa amaxabiso.
Ngomhla womhlalutyi we-AT & T ekuqaleni kwale nyanga, uCFO Pascal Desroches uqikelele ukuba kuya kubakho "imekobume yeshishini eliqhelekileyo" kwaye oko wakubiza ngakumbi "ngotyando". Injongo "yi-ARPU ezinzileyo," wongezelela.
Kwaye uVerizon CFO uMat Ellis uthe ngexesha lokufumana umvuzo wenkampani ngasekupheleni kukaJanuwari ukuba kukho "iindaba ezimnandi" zenkampani kwinkcitho ngaphambili.
Uninzi lweendleko zenkampani zibotshelelwa kwiikontraka zexesha elide, watsho, ethetha ukuba iVerizon "ayiyi kubona impembelelo epheleleyo yokunyuka kwamaxabiso kunye nenqanaba elifanayo namanye amashishini."
Kodwa uEllis akazange akhuphe isoyikiso soxinzelelo lwamaxabiso olongezelelweyo.
“Ukunyuka kwamaxabiso kufikile. Kwaye ngokuqinisekileyo siza kuyibona enye loo nto, ”utshilo. "Yinyani. Siza kuthatha amanyathelo ukulungisa oku. »
SOURCE: Uphonononga Iindaba
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