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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Will AI Fuel a Huge "Services into Products" Shift?

As content streaming has disrupted music, is disrupting video and television, so might AI potentially disrupt industry leaders ranging from ...