Profit Pregame

How You Can Score Big on The 5G “Carrier War”

5G is the name of the game…

5G has officially kicked off what has been dubbed the “carrier wars. “

What’s happening?

Earlier last month, Apple hosted its highly anticipated launch event, revealing not only a brand new iPhone but an iPhone that could support 5G. The response to the event has been outstanding as Apple saw sales like it hasn’t in years. And now, the mobile carrier 5G battle has heated up.

5G has been the focus of mobile carriers for a while now. In fact, big names in the United States have spent tens of billions of dollars to build out their 5G networks. And with this uptick in interest, they’re eager to get consumers using what they’ve worked so hard to build.

Where’s the money?

The first 5G iPhone launch marks the most significant opportunity yet to profit off 5G – something that has been long-awaited by mobile carriers. And now, we’re seeing a surge in renewed competition among the big network providers.

For instance, AT&T (T), Verizon (VZ), and T-Mobile (TMUS) all announced promotional deals for the new 5G compatible iPhone. And while the iPhone 12 is not the first 5G smartphone to hit the market – it’s one of the biggest things to hit the wireless industry in years. And that’s because Apple users are notoriously known for upgrading their devices often. And with this upgrade, customers will not only get a new phone but a pricier data rate plan.

Some Wall Street analysts predict the iPhone 12 could prompt millions of Apple users to upgrade, which in turn would mean millions of new 5G customers for carriers. And it also means we could see customers switching services to get the best 5G plan. So, it makes sense that we’re seeing all the big names rushing to push the best deal they can offer.

And here’s how I think you can best profit off this 5G panic…

How do I get some?

Truthfully, when it comes to picking out who will come out on top of the 5G rush, it’s about as easy as picking out the winner in the crypto market. Because I believe we’ll see more and more deals come to market in hopes to sway customers.

But when it comes to picking out whom I want to invest in, it’s actually not that difficult. Because I believe all the big names will benefit from the move to 5G. So, I’m focusing more on the stock’s performance. And for me, AT&T is the stock that has caught my focus.

At&T had a rough go at it in 2020, and it has been beaten down hard. And this current low price point offers the perfect entry point for an investment with a ton of upside. On top of this, it also pays a nice dividend making it the ideal investment for my portfolio – and yours too.

In the spotlight: Spotify shifts its focus…

Spotify has really grown over the years. And now, the streaming company is making another major podcast acquisition. Here’s a breakdown of the deal:

On Tuesday, the company announced that it had reached an agreement to acquire ad tech company Megaphone for $235 million. Megaphone prides itself on offering technology for podcast publishers and advertisers who are seeking targeted slocks on podcasts. It also provides easy to use podcast hosting, distribution, and ad-insertion tools. On top of this, it serves advertisers by finding audiences that help suit their needs best. And it provides these services for companies like ESPN and the Wall Street Journal.

Spotify has really focused its energy on the growing podcast industry over the past couple of years. And it’s signed deals with some big names, including Kim Kardashian and Michelle Obama, all while buying companies like The Ringer and Gimlet Media. And now, with this new acquisition, it will be able to monetize these deals even further.

Over the years, advertising has made a small portion of Spotify’s revenue, but the company is hoping to change that this year. And it’s looking good for the streaming name as the company said 22% of its users listened to podcasts and that podcast ad revenue was up nearly 100% year-over-year. So, I’m looking forward to what Spotify does in the near future. And I’ll be sure to keep you updated.

Showing All the Signs

Spotify’s acquisition of Megaphone, along with positive subscriber and revenue growth, are making this company look better and better.

When you add to that the deals signed with major celebrities and continuing smaller acquisitions, Spotify is definitely something I’ll be keeping an eye on in the future.

But even without taking into account the hard numbers on subscriber and revenue growth, things still look good…

I used my S.C.A.N. trading algorithm to factor in elements such as the outlook for the streaming industry overall, and special events like acquisitions, to paint a more detailed picture.

That’s what I do with every pick I recommend to my Project 303 readers – and today’s your chance to join them before the next one is released.

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