Old 07-22-2019, 11:18 AM
  #2  
Flyby1206
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Joined APC: Mar 2006
Position: 320 CA
Posts: 5,549
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Yea, I posted over on BP about it too.

2018 wireless market share:
35% Verizon
34% AT&T
17% TMobile
12% Sprint

2018 airline market share (roughly):
18% AA
18% SWA
17% Delta
15% United
6% Alaska
6% JetBlue

Each industry has 4 companies controlling a vast majority of market share. If Tmobile/Sprint happens then that industry goes to 3 carriers controlling 98% market share. I don't think it would be unreasonable for that to set the stage for the airline sector to at least go to 4 airlines controlling 85% market share (Alaska and JB both being gobbled up by larger carriers).

Source:

https://www.statista.com/statistics/...subscriptions/

https://www.statista.com/statistics/...g-us-airlines/
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