I lost a customer today to $30 AT&T 5G Home Internet. Starlink has 100 Mbps at $40 with $0 equipment, and that is without competition yet from Amazon Leo.
All the companies looking to deploy BEAD fiber, I'm guessing they are counting on around $55 for their base tier, and something like 80% take rate. But it looks like we are already into a price war. Are they going to be disappointed at the revenue? We could say the price war will end and prices will rise, but how will that happen unless some of the competitors drop out or consolidate? In the case of the big 3 mobile carriers, that's not going to happen (although DISH is probably a goner). They could become less aggressive about FWA pricing though if they use up all their excess 5G capacity and don't get more spectrum. Yeah, right. Convince me I'm wrong.
-- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com
