>The industry is moving to high-band and small cells for 5G, so Sprint will be well-positioned there. But building that is going to be insanely capital-intensive, and the question is whether Sprint has the money.
They don't, but Softbank could pony it up. T-Mobile is also well densified with Verizon also being comparable in this area.
AT&T is the one that sucks with densification right now and would most benefit the most by a Sprint acquisition. Nobody wants the trash fire though, so it comes down to what Sprint/Softbank might be able to afford. US Cellular would be an awesome target as well but anyone in the industry knows that that would have to be pried from the Carlson family's dead fingers.
They don't, but Softbank could pony it up. T-Mobile is also well densified with Verizon also being comparable in this area.
AT&T is the one that sucks with densification right now and would most benefit the most by a Sprint acquisition. Nobody wants the trash fire though, so it comes down to what Sprint/Softbank might be able to afford. US Cellular would be an awesome target as well but anyone in the industry knows that that would have to be pried from the Carlson family's dead fingers.