Any operator with some decent residential mix would be drooling to have a $100 ARPU Matt. No matter what technology is being used, that makes for an excellent ROI. Those CLECs you mention are also likely providing fiber and big TDM pipes as a primary focus.
Patrick Leary AVP Marketing Alvarion, Inc. o: 650.314.2628 c: 760.580.0080 Vonage: 650.641.1243 -----Original Message----- From: Matt Liotta [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 2:52 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Not sure why the number of customers is even important when the quality of customers can vary so wildly. I run into WISPs regularly whose ARPU is barely above $100. At 1000 customers an ARPU of $100 is only $1.2M per year. That's a lot of radios and a lot of customers for very little revenue. Compare this to CBeyond, which is an Atlanta-based CLEC that in recent time went public. Today they have about 17,000 customers, but their ARPU is $761. With just 1000 customers, an ARPU of $761 would be worth $9.1M. Or to look at it a different way, with 17,000 customers an ARPU of $100 would only be $20.4M compared with the $155.2M they pull in now. A WISP would be wise to raise their ARPU as opposed to the number of customers. -Matt Charles Wu wrote: >>30% of what number Charles? >> >> > >At the last show, 500+ attended representing about 350ish operators >Of these, about 40% responded > >Unfortunately, we have a confidentiality agreement with our survey >respondents, so I cannot list names > > > >>How many WISPs said they have over 1,000 CPE. I can only think of about 20 >> >> >with that high a number. > >A recent Tim Saunders article in BBW World alone that showed about 40+ >Wireless Network Operators w/ 1,000+ CPE (and there are a lot more that Tim >missed) > >Keep in mind, the majority of these operators no longer actively participate >in these list-servs, most of em are busy out in the field installing >customers / running their businesses =) > >Did you know that in Sedona, AZ alone (middle of no-where in Northern AZ >mountains), w/ a total population of ~15k, there are 2 Operators w/ 1,000+ >CPE? (and there's also cable and DSL competition in town too) > >Even at the end of my equipment distribution days (late 2004), I had at >least 50 customers whom I'd been working with over the years who had >purchased over 1,000 CPE from me...I know for sure that most of these guys >are still operating and in business > >If you think about it, 1,000 isn't all that much -- take a look at the >numbers > >If you've been a WISP since 2001, and you've been steadily buying CPE / >installing 20 net new customers (minus churn, etc) / month (~ 1 install / >working day / month), in over 5 years time (e.g., today in 2006), you'd have >1,200 customers > >Nowadays, w/ $150-$200 turn-key WISP CPE pricing (Motorola, Tranzeo, >Trango), it's hard to even buy CPE in anything smaller than a 20-pack > >-Charles > >P.S. -- now another interesting statistics is the "top-end" of the >license-exempt operator market -- although a lot of people nowadays have >over 1,000 CPE installed, ALMOST NONE have been able to successfully scale >beyond the 10,000 CPE level -- still trying to figure that one out... > > >------------------------------------------- >CWLab >Technology Architects >http://www.cwlab.com > > > >-----Original Message----- >From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On >Behalf Of Patrick Leary >Sent: Tuesday, May 30, 2006 3:35 PM >To: 'WISPA General List' >Subject: RE: [WISPA] This is HUGE! > > >Patrick > >-----Original Message----- >From: Charles Wu [mailto:[EMAIL PROTECTED] >Sent: Tuesday, May 30, 2006 1:34 PM >To: 'WISPA General List' >Subject: RE: [WISPA] This is HUGE! > >Some interesting statistics -- 30% of the WISPs who attended our last WiNOG >"claimed" on their surveys they had been in the wireless business for more >than 5 years and had more than 1k wireless CPE deployed in the field > >Less than 10% of them claimed to be "pure-play" license-exempt fixed >wireless providers > >This is why we call them Wi- "NOGs" instead of "ISPs" nowadays > >Don't forget, a lot of rural telcos / CLECs / ILECs (e.g., the "enemy") have >gotten into license-exempt fixed wireless... > >-Charles > >P.S. - I heard a rumor that the current UL market leader, Motorola Canopy >sold close to $100 million in gear last year alone > >------------------------------------------- >CWLab >Technology Architects >http://www.cwlab.com > > > >-----Original Message----- >From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On >Behalf Of Jack Unger >Sent: Tuesday, May 30, 2006 1:46 PM >To: WISPA General List >Subject: Re: [WISPA] This is HUGE! > > > >Hopefully, the 8% (6,000,000) figure includes ONLY end-users who use >wireless broadband to get to/from their home and NOT the end-users who >have a copper/fiber-based (cable/telco) broadband connection to their >home and then use a Wi-Fi router/access point that provides the "final >50-ft" connection wirelessly. > >There's so much sloppy and innacurate "journalism" these days that I >need reassurance that the article means what it appears to be saying. > >If there are 6,000,000 end-users and if there are 5000 WISPs then each >WISP would, on average, have 1,200 subscribers. I'm not sure that this >passes the "sniff" test. > jack > > >John Scrivner wrote: > > > >>Check this out from the Pew report. It appears that fixed wireless is >>much >>bigger than what even I thought. According to this report 8% of all >> >> >broadband > > >>connections in the US are delivered via fixed broadband wireless. That >> >> >means you > > >>guys! Woo Hoo! >>Scriv >> >> >> >> >> > > > -- WISPA Wireless List: [email protected] Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ **************************************************************************** ******** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals & computer viruses. **************************************************************************** ******** **************************************************************************** ******** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals & computer viruses. **************************************************************************** ******** -- WISPA Wireless List: [email protected] Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
