EPISODE · Aug 17, 2018 · 7 MIN
Verizon’s Debt/Equity Problems
from FutureCreators · host Future Creators
On May 2nd, we reported to you that 5G wireless is DOA and showed why: it is too capital inefficient and carrier balance sheets cannot support this level of capital inefficiency. Now come rumors that to pay for 5G, VZ may have to spin off Oath, it’s a mashup of Yahoo! and AOL. The $10 billion or so that it might get for this is a drop in the 5G bucket. So, expect way, way more capital restructuring than this. Recorded 7/6/2018 To understand why, sign up for a trial subscription on our website and watch 5G and the Kodak Moment. Francis McInerney Managing Director FutureCreators [email protected]
What this episode covers
On May 2nd, we reported to you that 5G wireless is DOA and showed why: it is too capital inefficient and carrier balance sheets cannot support this level of capital inefficiency. Now come rumors that to pay for 5G, VZ may have to spin off Oath, it’s a mashup of Yahoo! and AOL. The $10 billion or so that it might get for this is a drop in the 5G bucket. So, expect way, way more capital restructuring than this. Recorded 7/6/2018 To understand why, sign up for a trial subscription on our website and watch 5G and the Kodak Moment. Francis McInerney Managing Director FutureCreators [email protected]
NOW PLAYING
Verizon’s Debt/Equity Problems
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.