Fixed wireless has always been a niche technology in the U.S. consumer services business. But 5G, in its incarnation as the platform for home broadband, might generate the most-identifiable source of "new service" revenues for 5G.
Even as attention is focused on ramped-up fiber-to-home investment by fixed network providers, 5G fixed wireless might well emerge as the most-significant driver of market share change in the home broadband business in 2022.
Though still a niche platform, that is a significant outcome for any niche technology.
Still, 5G is not the only important driver of behavior in the U.S. mobile industry. Competition is likely causing revenue per account pressure as some mobile virtual network operators and facilities-based providers rely on promotional pricing to maintain share positions or drive account growth.
U.S. cable operators, arguably the foremost forces in the MVNO market, gained 29 percent of domestic mobile industry phone account net additions in the fourth quarter of 2021, according to MoffettNathanson.
source: MoffettNathanson, LightReading
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