Cable Vs. Telco – How’s this battle shaping up?
While the battle between telcos and cable companies has been brewing for a couple of decades, 5G offers cable companies an opportunity to go beyond playing defense. At the same time, 5G and access to large swathes of mid-band spectrum offers wireless operators an expanded ability to address the home internet opportunity with fixed wireless access. We take a look at where the players stand today and how this is likely to play out.
This is part 1 of 3 that details the state of the U.S. wireless industry and recent trends. Part 2 does the same for the cable MSOs. And finally, in part 3, we do the head to head match-up with our proprietary analysis of revenue and profit pools each is chasing…
The following 7 charts should give you a birds eye view of where the industry stands today and where they might be headed:
