Consultant Says Comcast or T-Mobile Buying Charter Is 'a Stretch'

While there's speculation that Comcast or T-Mobile might have an interest in acquiring Charter Communications, the rationale for either deal is questionable, consultant Terry Chevalier wrote Thursday. Comcast/Charter would have operational and mobile synergies, but the lack of competitive overlap means there wouldn't be big opportunities for revenue or cost synergies, he said. While T-Mobile/Charter offers strong synergy possibilities, a deal "feels like a stretch," given such issues as Deutsche Telekom's ownership stake in T-Mobile possibly running up against the White House's "America first" approach and T-Mobile's recent investments in new fiber technologies.