Thursday, February 3, 2022

Analysts Signal Belief that Home Broadband is a Material Revenue Driver for T-Mobile


There were lots of questions from equity analysts about fixed wireless on T-Mobile's fourth quarter 2021 earnings call. That is evidence that home broadband is expected by analysts to become a material contributor to T-Mobile's revenue and earnings. 

Perhaps most surprising is the revelation that “the majority of our customers come from suburban and urban markets,” according to Dow Draper, T-Mobile EVP. T-Mobile--and most observers--might have guessed adoption would be driven by rural account additions.

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U.S. Consumers Still Buy "Good Enough" Internet Access, Not "Best"

Optical fiber always is pitched as the “best” or “permanent” solution for fixed network internet access, and if the economics of a specific...