AT&T is making a greater effort to market fixed wireless as an alternative to its digital subscriber line services, and is targeting a growing list of communities both inside its fixed network footprint as well as outside it.
Those markets include Los Angeles, Calif.; Philadelphia, Pa.; Cincinnati, Ohio; Harrisburg-Lancaster-Lebanon, Pa.; Pittsburgh, Pa.; Las Vegas, Nev.; Phoenix (Prescott), Ariz.; Chicago, Ill.; Detroit, Mich.; Flint-Saginaw-Bay City, Mich.; Hartford-New Haven, Conn.; Minneapolis-St. Paul, Minn.; Portland, Ore.; Salt Lake City, Utah; Seattle-Tacoma, Wash. and Tampa-St. Petersburg (Sarasota, Fla.).
According to Leichtman Research Group, Verizon and T-Mobile have a combined subscriber total of about six million customers for their fixed wireless services.
Importantly, in the second quarter of 2023, fixed wireless represented about 99 percent of all net account additions in the U.S. market. AT&T might have concluded it simply cannot ignore such gains, in areas where it mostly offers DSL service.
Some of the out-of-region areas seem to be communities where demand for fixed wireless already is meaningful and where AT&T will not likely want to build its own FTTH networks.The in-region areas seem to be markets where FTTH is not likely to be built soon.
According to estimates by Light Reading, T-Mobile’s best urban area take rate is about 20 percent, though in most markets take rates are far lower. By way of comparison, that is in the range of what new fiber-to-home networks generally can expect in the first year of marketing.
Light Reading also estimates the best Verizon take rates at about 15 percent of homes able to buy fixed wireless, while AT&T, which has not been a big proponent of fixed wireless, might still have gotten about 10-percent uptake in its best-performing fixed wireless markets.
According to a report by Light Reading, T-Mobile's fixed wireless penetration in Los Angeles is around 15 percent, while its penetration in Philadelphia is around 10 percent. In Cincinnati, T-Mobile's fixed wireless penetration is around 5 percent, while in Pittsburgh it is around 3 percent.
T-Mobile's fixed wireless penetration is higher in Las Vegas (around 20 percent) and Phoenix (around 15 percent). This is likely due to the fact that these markets are more spread out, and there is a greater need for wireless broadband.
T-Mobile's fixed wireless penetration is lower in Chicago (around five percent), Detroit (around three percent), and Flint-Saginaw-Bay City (around two percent).
T-Mobile's fixed wireless penetration is also lower in Hartford-New Haven (around five percent), Minneapolis-St. Paul (around three percent), Portland (around two percent), Salt Lake City (around one percent), Seattle-Tacoma (around one percent), and Tampa-St. Petersburg (around one percent).
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