This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands
Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where.
00:00 Episode intro
00:25 Fiber segments are winning across the board
01:53 AT&T's fiber gains
02:40 Verizon's fiber gains and convergence
03:09 Cable's fiber gains
04:19 FWA and bundling
04:35 Satellite and rural competition
05:37 Only certain customers will bundle
06:00 T-Mobile's fiber gains are more limited
06:30 Is everything a fiber network?
09:29 Speed is not always a factor
10:53 Starlink vs. fiber in rural areas
13:28 Episode wrap-up…
The skinny
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