We've been fighting a fiber price war for a while. Around us, in most
AT&T Lit buildings, at&t is selling 1G business service for <$50. They
have a Cienna switch in the Telco room fed with 1-4 1G fibers, and a
plain D-Link Media Converter in the customer suite. So not enterprise
level, but it's still cheap, and the Small Office guy is going to get
that because it's cheap and it's fiber. They probably throw in a free
cellphone too.
On 12/8/2025 10:05 PM, Ken Hohhof wrote:
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.
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