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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Access Network Limitations are Not the Performance Gate, Anymore

In the communications connectivity business, mobile or fixed, “more bandwidth” is an unchallenged good. And, to be sure, higher speeds have ...