Two major purchases in the T vendor (by Amdocs and MasTec) space leads to assumptions that they will outsource wireless network engineering and operations ala Sprint with Ericsson.
MasTec CEO regarding purchase of Quadgen:
“From the Communications perspective, I feel really strongly that the second half of 2020 is going to be fantastic. I think we're not 100% sure when maybe that acquisition, it's a big deal, right. Because again there is three carriers that are being affected from their capital allocation decisions related to that and as soon as it as soon as it goes, we think all three of them are going to lead in a pretty big way; irrespective of that, right, because those are the way we think about it. Those three customers per se, haven't traditionally been very large customers for MasTec. So that's more about our growth story than it is about our base business. So, our base business, which is comprised more of AT&T and Verizon, that's going to be very strong. It's going to be up next year. So I think we're very confident in being able to talk about where we expect to be just on the base book of business when you throw in all of the potential opportunities for us, it only gets better.”