Content is King

Recent data shows about 56% of consumers around the world not able to imagine life without a mobile device. To keep pace with a changing consumer and demographics, telecom carriers are aggressively expanding into the content.

Today (10/24/2016) AT&T announced they are purchasing Time Warner Inc. Verizon Communications recently purchased AOL and is now in the middle of purchasing Yahoo.

Both telecom companies will begin rolling out 5G in 2017. With speeds of 1 gigabyte per second, consumers will be able download faster and view more streaming entertainment on their mobile devices.

Adding more to a shift from cord to mobile for content.


Author: Walter Hester

Senior Portfolio Manager

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