Barron’s takes a look at T-Mobile’s fixed wireless and fiber plans,
T-Mobile has caught the eye of Barron’s, the weekly financial magazine published by Dow Jones, and not for the reason you might expect. The carrier’s achievements in wireless are highlighted as Barron’s points out how T-Mobile managed to take customers away from larger firms like Verizon and AT&T. The article notes how T-Mobile was able to shake up the wireless industry with its « un-carrier » branding, lower prices, flexible contracts, and a 5G rollout that took advantage of mid-band spectrum beating its rivals to the punch.
But the story focuses on T-Mobile’s fixed wireless and fiber businesses. The company has a lead in fixed wireless which sends 5G signals to homes. The carrier recently hiked its forecast and now expects to have 12 million fixed wireless customers by 2028 from the eight million expected next year. But T-Mobile might have already reaped the rewards from picking low-hanging fruit and might be having problems finding new customers for the service. During the second quarter of this year, the company added 406,000 fixed wireless subscribers which was down 27% year-over-year.S&P expects revenue from fiber to triple fixed wireless revenue by 2027
As a result, T-Mobile is looking to join Verizon and AT&T by offering fiber connections to the home. Fiber is more expensive for the consumer which leads S&P to expect revenue from the service to triple the revenue generated by fixed wireless by 2027.
