the party is over ken. FWA coffin nails are enroute. the likes of nextlink and watch are going to push pretty much every FWA only operator out of the market. Those with a sufficient fiber base may be able to supplement their FWA service with that revenue, but over time the lube just wont stroke the meat anymore. And then Nexlink and Watch will jack those rates up
On Fri, Sep 20, 2024 at 9:01 AM Ken Hohhof <khoh...@kwom.com> wrote: > 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. > > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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