These forecasts present Strategy Analytics' baseline view of the US wireless market, with T-Mobile and Sprint continuing as separate companies, in addition to a scenario assuming T-Mobile and Sprint successfully merge in 2019. We have modeled two main impacts of the merger on the forecast outlook in the scenario: faster overall 5G adoption, and slightly higher service revenue and slower ARPU decline facilitated by monetization of the richer user experience from 5G services (and the higher mix of these in the subscription base).
See the accompanying report, "US Wireless Outlook:T-mobile/Sprint Merger Accelerates 5G with 17% Uplift" (PowerPoint) for additional analysis of trends and carrier positioning.