The battle for Mexico's mobile phone future

Whoever owns the physical infrastructure, rules the internet.

This is part two of a two part series on the Mexican mobile sector. Click here to read part one.

The stage is set for a revolution in Mexico’s mobile telecoms sector. The trigger will soon be defined.

Ahead lie three principal paths that Mexico can take:

1. The exit of AT&T, Mexico’s number two mobile network.

2. Or AT&T could stay, enticed by the novel opportunities of 5G

3. Or a new challenger might emerge, regardless of what AT&T decides

Here is how each is likely to play out.