T-Mobile, Verizon Taking Different Tacks on Fixed Wireless: Moffett
Mid-band fixed wireless access from T-Mobile and Verizon “has emerged as perhaps the key controversy in broadband,” MoffettNathanson’s Craig Moffett told investors Tuesday. “Both companies have targeted broad rollouts and have set ambitious targets, and they have largely dismissed concerns…
Sign up for a free preview to unlock the rest of this article
Timely, relevant coverage of court proceedings and agency rulings involving tariffs, classification, valuation, origin and antidumping and countervailing duties. Each day, Trade Law Daily subscribers receive a daily headline email, in-depth PDF edition and access to all relevant documents via our trade law source document library and website.
about capacity constraints,” but neither offers much detail, he said. For T-Mobile, Comlinkdata’s data shows deployment skews “towards rural areas” with the “preponderance of subscribers … coming from areas where there is at least one robust competitive wired alternative,” he said. T-Mobile is “clearly being quite deliberate in where they accept new subscribers,” he said. “It is much harder to draw real insight from the Verizon FWA numbers, inasmuch as they apply only to Verizon’s relatively limited deployment of their [millimeter-wave] offering,” Moffett said: “Their subscribers necessarily skew towards dense areas, as the propagation of mmWave demands.”