The latest episode of "MediaTalk" delves into the dynamic landscape of mobile and broadband markets in the Americas with Kagan analysts John Fletcher, Lynette Luna, Tomás Sarmiento and Bruno do Amaral. As they explore the mobile markets, intriguing questions arise: How does the mobile penetration rate exceed 100% with a billion phones for 880 million people in the Americas? Why is Peru emerging as the fastest-growing market?

The discussion highlights the contrasting growth patterns between the US and Latin America. While the US leads in revenue and ARPU, Latin America's prepaid market, particularly in Mexico, dominates with 83% of the market. Bruno Do Amaral sheds light on the potential shift from prepaid to postpaid, especially in Brazil. Will this trend reshape the market dynamics?

The analysts also tackle the burgeoning 5G landscape. Despite its presence in countries like Brazil and Mexico, 5G adoption is slower than anticipated. Could upcoming spectrum auctions accelerate its growth?

Turning to broadband, John Fletcher emphasizes the US' unique reliance on cable due to historical early adoption. With fixed wireless gaining traction, could this be the key to achieving near-complete broadband penetration in the US by 2031? Meanwhile, Tomás Sarmiento points out the rapid fiber adoption in Latin America, driven by small and mid-sized ISPs. How will this affect future market dynamics?

As the episode concludes, each analyst shares their focus for the upcoming years, from spectrum challenges in the US to the evolving operator landscape in Latin America. With the potential for broadband price wars and increased convergence in services, what lies ahead for the telecom industry in the Americas?

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Featured experts:

• Lynnette Luna, senior research analyst at S&P Global Market Intelligence Kagan.

  John Fletcher, principal research analyst at S&P Global Market Intelligence Kagan.

  Tomás Sarmiento, research analyst at S&P Global Market Intelligence Kagan.

  Bruno do Amaral, research analyst at S&P Global Market Intelligence Kagan.

Credits:

• Host/Author: Mike Reynolds
• Producer/Editor: Sarah James

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