UBS analyst John Hodulik sees the writing on the wall: A laissez faire administration; an eager Sprint owner in SoftBank’s Masayoshi Son; T-Mobile’s thirst for high-band spectrum; and a combined critical mass that would make for a strong No. 3 carrier. It all adds up to a mobile marriage once the FCC’s current 600 MHz spectrum auction closes, he says.
“Increasing competition in the wireless market highlights the need for consolidation among operators, UBS Analyst John Hodulik said this morning. And an attempt at a deal between T-Mobile and Sprint may be the first domino to fall as M&A activity heats up.”