"As fixed wireless access (FWA) broadband grows in popularity, the major carriers face key decisions about how to deploy it. Among the most important is whether the technology makes sense in areas where consumers and businesses already have options. A recent report by MoffettNathanson Research made it clear that both AT&T (through the acquisition of about 30 MHz of nationwide 3.45 GHz spectrum from Echostar) and Verizon (through the acquisition of Starry) have accepted FWA as an important tool."
"The answer comes down to math. The availability of FWA is expected to rise. The report said that the big three will not overbuild their own fiber. Once pending transactions are complete, a bit more than half the country will have fiber, mostly owned by AT&T and Verizon. The report said the "natural limit" for three-player markets is about half the country. This amount open for third players will drop as fiber expands."
""According to Opensignal's vast dataset, about 9.9% of the in-home Wi-Fi routers to which wireless subscribers connect today are from FWA providers," the report said. "That 9.9% average market share is the weighted average of 7.2% FWA share in one player markets, 10.7% FWA share in two-player FWA markets, and 13.4% FWA share in three-player FWA markets.""
Fixed wireless access (FWA) broadband adoption is rising and major carriers face deployment decisions in areas with existing connectivity options. AT&T and Verizon have embraced FWA through spectrum and company acquisitions. Approximately 80% of U.S. households are in areas served by at least one FWA provider; an increasing share have two providers and 13% have three. FWA availability will continue to grow, but fiber expansion—largely owned by AT&T and Verizon after pending transactions—means the feasible geographic limit for three-player markets is about half the country. Market share gains for each new entrant will shrink as fiber spreads.
Read at Telecompetitor
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