> On 10/4/23, 13:45, "Nnagain on behalf of David Lang via Nnagain" > <[email protected] > <mailto:[email protected]> on behalf of > [email protected] <mailto:[email protected]>> wrote:
> It's an unfortunate fact of reality that the enviornment in the US is one > where there is very little competition in the ISP space The SEC 10-K filings of ISPs no longer support that. Most wireline ISPs are losing subscribers (at material levels) to one of the three new national 5G FWA ISPs (Verizon, T-Mobile, AT&T). In addition, we will in a few years see the effects of $45B+ of grant money dedicated to underwrite new broadband access network construction - that is also pretty material. Per https://telecoms.com/523519/growth-in-5g-fwa-kit-matches-operator-hype/ - " 5G FWA customer premises equipment shipments more than doubled to 7.4 million last year and should reach 13.8 million – that’s 86% growth – this year " - " The GSA survey shows overall FWA CPE shipments of 25.5 million units last year, " - " Statistics shared by Leichtman Research Group recently showed that T-Mobile and Verizon together recorded the best part of 900,000 5G FWA net adds in the second quarter of this year, significantly more than the virtually flat cable segment and ahead of the wireline broadband market, which lost almost 62,000 customers in the three months. " JL _______________________________________________ Nnagain mailing list [email protected] https://lists.bufferbloat.net/listinfo/nnagain
