Why do I suspect Gov't $$ in there somewhere....
On 9/20/24 11:28 AM, Jim Bouse [Brazos WiFi] wrote:
Same here. The same town I mentioned has Comcast trucks all over it.
They will be the 3^rd fiber provider in town.
Jim Bouse
Brazos WiFi
979-999-7000
*From:*AF <af-boun...@af.afmug.com> *On Behalf Of *ch...@go-mtc.com
*Sent:* Friday, September 20, 2024 10:29 AM
*To:* AnimalFarm Microwave Users Group <af@af.afmug.com>
*Subject:* Re: [AFMUG] race to the bottom?
Comcast is overbuilding fiber with fiber here. In semi rural areas.
*From:*Jim Bouse [Brazos WiFi]
*Sent:*Friday, September 20, 2024 8:46 AM
*To:*AnimalFarm Microwave Users Group
*Subject:*Re: [AFMUG] race to the bottom?
I’m pretty sure it’s burning other people’s money.
Nextlink, for example is expanding their fixed wireless into a town
nearby with 3 fiber providers. WHY?!
At best, they are going to get the 10-15% of the population that is
“never happy” and will end up spending so much time/money on truck rolls.
I can kind-of understand overbuilding a town using fiber because that
infrastructure lasts a LONG time. Fixed wireless has a short life,
comparatively.
Jim Bouse
Brazos WiFi
979-999-7000
*From:*AF <af-boun...@af.afmug.com> *On Behalf Of *Ken Hohhof
*Sent:* Friday, September 20, 2024 8:59 AM
*To:* 'AnimalFarm Microwave Users Group' <af@af.afmug.com>
*Subject:* [AFMUG] race to the bottom?
I’m noticing some trends with the numbers for FWA that I can’t make
sense out of.
- monthly price is expected to be $30 to $50
- speed is expected to be 100M to 1G
- equipment cost is around $1000 per sub for AP+CPE (if you have at
least 50-100 subs per tower)
- include a free router or mesh system
- throw in freebies like streaming, gift cards, reimburse cancellation
fees, etc.
I understand with fiber you probably have high take rate and low
churn, and eventually make that investment back. But with FWA, it
seems like there will always be churn, and expensive CPE either not
returned or having to be refurbished and reinstalled. New owner might
instead go with 5G home Internet or Starlink or another WISP (people
have lots of choices), or BEAD subsidized fiber and now you’ve
probably lost that location permanently (unless you’re the one putting
in the fiber).
So is this a race to the bottom with other people’s money? Or am I
missing other revenue sources like ads, harvesting and selling data,
bundled services?
I get the same feeling as the early days of streaming when everybody
was losing money to get market share, until the reckoning when they
tried to turn a profit. It also seemed that way in the 5G home
Internet world with T-Mobile and Verizon offering promo pricing, then
raising prices, but now they’re back to $30 and $50 prices.
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