I guess it helps to have both government money and private equity money.
Watch has me confused, they originally announced they were deploying Ericsson equipment, but then said their CAF deployments in the Midwest would use Tarana G1. They show all these circles of licensed availability on the national broadband map but I can’t find any Tarana gear on towers by us. Are they waiting for Tarana G2? Are they deploying the Ericsson stuff? Could they be doing some joint deployment with DISH? The only Watch stuff I’ve seen are their pretty new trucks. In the pretty truck department, they’re eating my lunch. They must be using some licensed spectrum other than CBRS because they have no PALs in some counties where they claim licensed (not LBR) and even if they were leasing someone else’s PALs the SAS is not blocking any of those channels out for me. From: AF <af-boun...@af.afmug.com> On Behalf Of Steve Jones Sent: Saturday, September 21, 2024 10:08 PM To: AnimalFarm Microwave Users Group <af@af.afmug.com> Subject: Re: [AFMUG] race to the bottom? 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 <mailto: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 <mailto:AF@af.afmug.com> http://af.afmug.com/mailman/listinfo/af_af.afmug.com
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