Telecom Giants Shift Focus to Cash Flow as 5G Matures
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The wireless industry's competitive landscape is evolving beyond infrastructure battles. T-Mobile, Verizon, and AT&T are now prioritizing financial discipline as 5G networks reach commoditization. Verizon's Q2 earnings highlight this pivot—wireless service revenue grew 5.2% to $20.9 billion despite losing 51,000 postpaid phone lines, with management raising full-year cash FLOW guidance.
Fixed-wireless broadband emerges as a key growth driver, accounting for 278k of Verizon's 293k net adds. All three carriers are leveraging pricing strategies and operational efficiency to capitalize on reduced capital expenditures. The sector's transition from growth-at-all-costs to sustainable profitability mirrors broader tech industry trends.
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