Is Fixed Wireless Broadband a Bigger Threat Than We Realized?
T-Mobile and Verizon posted fixed wireless net adds of 185k between them last quarter. This had a much bigger impact on Cable broadband trends than Fiber. T-Mobile and Verizon will expand their offering to new markets in coming quarters. Starry and other new entrants will too. And then there is the threat from space…
We will explore the opportunity in fixed wireless broadband and the threat this poses to established players at the New Street Research and BCG Global 5G Conference, on November 15th (agenda here, and registration here).
Neville Ray from T-Mobile (1PM ET) will discuss the company’s plans to expand from roughly 30MM addressable homes to 60MM+ addressable homes over the next two years, ultimately capturing 7-8MM subs by 2025. In addition, he will discuss how the product will evolve as T-Mobile ramps up mid-band spectrum deployed from 60MHz to 100MHz and ultimately 200MHz. Adam Koeppe from Verizon (8:40AM ET) will discuss the Company’s ambition to serve at least 10MM subs (or 20% of 50MM homes covered) with fixed wireless by 2025. He will also touch on the role millimeter wave deployments will play in Verizon’s fixed wireless broadband roadmap.
Chet Kanojia from Starry(10:50 AM ET) has just raised $450MM in new capital that will help fund expansion from close to 5MM addressable homes today to 19MM by 2026.Iyad Tarazi from Federated Wireless(10:50 AM ET) will touch on how companies are using CBRS for fixed wireless broadband.
Adam Koeppe from Verizon (8:40 AM) will also touch on the Company’s new partnership with Project Kuiper, and how it will fold into Verizon’s plans for delivering fixed and mobile 5G beyond the reach of Verizon’s mobile network. Intelsat(2:10PM ET) will discuss their ambitions in the fixed and mobile connectivity space. Both ought to be able to shed light on the threat posed by Starlink.
Conference speakers and agenda here.
Register for the conference here.
Full 12-month historical recommendation changes are available on request
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