Report
Jonathan Chaplin
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The future of mobility and convergence – Day Two

We just wrapped up the second day of the BCG and New Street Research Future Series conference, which this year was focused on the Future of Mobility and Convergence in the Era of AI . The
second day featured discussions with over 30 companies, including AT&T, British Telecom, Deutsche Telekom, Frontier, Globalstar, Liberty Global, Omnispace, Recon Analytics, Samsung, Telecom Italia, and Vodacom.
Underlyings
AT&T Inc.

AT&T is a holding company. Through its subsidiaries, the company is a provider of telecommunications, media and technology services. The company's Communications segment provides wireless and wireline telecom, video and broadband services. The company's WarnerMedia segment includes media and entertainment businesses that principally develop, produce and distribute feature films, television content, and other content globally; and operate digital media properties. The company's Latin America segment provides entertainment services in Latin America and wireless services in Mexico. The company's XANDR segment relies on using data from its customer relationships, to develop digital and video advertising that is relevant to consumers.

Deutsche Telekom AG

Deutsche Telekom is engaged in the telecommunications services and information technology sectors. Co. operates as an integrated telecommunications provider. It is organized into four operating segments: Germany, Europe, and the United States; and Systems Solutions, as well as Group Headquarters and Shared Services. Co. provides fixed-network lines, broadband lines and mobile communications. Co. also provides customized Information and Communication Technology (ICT) solutions for corporate customers under the T-Systems brand. The Group Headquarters and Shared Services segment comprises cross-segment management functions, real estate services, and mobility solutions, among others.

Frontier Communications Corporation Class B

Frontier Communications is a holding company. Through its subsidiaries, the company is a provider of communications services. The company conducts business with both consumer and commercial customers. For consumer customers, the company provides broadband, video, voice and other services and products. The company delivers these services over a combination of fiber and copper-based networks. The company's commercial customers consist of: small, medium and larger enterprise customers, whereby the company provides services including broadband service, Ethernet service, circuit-based services, SD-WAN, and managed Wi-Fi; and wholesale customers, which buy both voice and data services to supplement their own network infrastructure.

Globalstar Inc.

Globalstar provides mobile satellite services including voice and data communications services via satellite. The company provides the following communications services via satellite: two-way voice communication and data transmissions using mobile or fixed devices including its GSP-1700 phone; one-way or two-way communication and data transmissions using mobile devices, including its SPOT family of products such as SPOT X?, SPOT Gen3 and Trace; and one-way data transmissions using a mobile or fixed device that transmits its location and other information to a central monitoring station, including its commercial Simplex products, such as its battery and solar-powered SmartOne, STX-3 and STINGR.

LIBERTY GLOBAL PLC

Samsung Electronics Co Ltd

Telecom Italia S.p.A.

Telecom Italia is a telecommunications group based in Italy. Co. is engaged in the communications sector and, particularly, the fixed and mobile national and international telecommunications sector, the television sector and the office products sector. Co. operates mainly in Europe, South America and the Mediterranean Basin. Co.'s operations are organized along two operating segments: Domestic - Italy (providing telephone and data services on fixed-line and mobile networks for final customers (retail) and other operators (wholesale)); and Brazil (operates in the mobile phone, fixed telephony, in long-distance and data transmission markets in Brazil).

Vodafone Group Plc

Vodafone Group provides mobile and fixed telecommunication services including: access charges, voice and video calls, messaging, interconnect fees, fixed and mobile broadband and related services such as providing televisual and music content, connection fees and equipment sales. Co. provides a range of consumer products and services including mobile, fixed voice, broadband and television, financial as well as other services to operators outside its footprint. Co. also provides a range of enterprise products and services including total communications such as mobile, fixed and a suite of converged communications services, internet of things, cloud and hosting and carrier services.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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  • Pan European Telecom Services and Cable
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  • Asian Internet
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  • Pan European Telecom Services and Cable


Analysts
Jonathan Chaplin

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