hikarulight

[hikarulight @manandsea]

@Unknown_Capital @Divergent7651 @heartof_thesea Capacity is unlimited if you have enough cell towers and back haul fiber. Spectrum is just one dimension

[hikarulight @manandsea]

@yummyCenturyEgg @cornerstone127 @CapitalObserver @Divergent7651 I don't think they will "allow" you to churn even if you stop paying your bills.

[hikarulight @manandsea]

@Unknown_Capital I think T-mobile FWA also peaked. They have a huge waitlist, which means they will have to deploy new spectrum or radio to serve new FWA users. It's no longer free lunch for them.

If I was T-mobile, I would use the spectrum for Cable residential MVNO.

[hikarulight @manandsea]

@Unknown_Capital @yummyCenturyEgg Price war slows fiber build & penetration, cost of capital will catch up. Let's see if some distressed fiber over builders finally realized it's game over. But the big MNO players will not backup.

[hikarulight @manandsea]

@Divergent7651 @cornerstone127 @yummyCenturyEgg I am bullish in the long run. The points you listed are not the deciding factors imho. 3 more important areas I am looking at:
1. FMC total cost
2. Business segment after COX merger
3. NRoC (Fiber-powered DAS)

Residential segment will be melting ice cube

[hikarulight @manandsea]

@Divergent7651 @cornerstone127 @yummyCenturyEgg 6) FWA is a perfect product for ~20% of customers
7) FWA capacity will increase significantly as AI-RAN + other technologies + more spectrum, FTTH deployment will increase mobile offloading and free up FWA capacity. FWA will stay
8) FWA customers use ~20-30x more data irrelevant

[hikarulight @manandsea]

@Divergent7651 @cornerstone127 @yummyCenturyEgg 1) Download / upload speed is the key factor, it's on overall experience era now. FWA and FTTH NPS is so high for a good reason.
2) FTTH is "perceived" as the premium product, that puts a ARPU cap on DOCSIS4.0.
3) Performance is not the key differentiator, overall experience is

[hikarulight @manandsea]

@1_adoy @yummyCenturyEgg @BuysideAIreview Charter CBRS deployment is already complete in 23 markets iirc. We should see mobile offload rate increases for Q4.

[hikarulight @manandsea]

@yummyCenturyEgg @BuysideAIreview Whoever offers the FMC experience with the lowest cost will win the war. Watch Charter's business segment carefully(TMUS deal). Charter has held back on national marketing for mobile due to Cox merge timing. MVNO can't keep their fiber ARPU low forever.