By John Anon
There's no doubt the battle of 5G in the U.S. comes down to AT&T and Verizon. There are other players in the mix, most notable T-Mobile (or the 'New T-Mobile'), but most perceive the race to be first (and by association, the race to lead 5G) as between AT&T and Verizon.
However, MoffettNathanson analyst, Craig Moffett, (via Light Reading) suggests there might not be much of a battle at all. At least, during the opening 5G years and unless Verizon makes some clear changes to its rollout strategy. According to Moffett, AT&T, and even T-Mobile are currently better positioned to transition to 5G than Verizon.