New 5G revenue sources available at scale in the early days of deployment are likely going to be quite a challenge for mobile operators. That especially is true if one assumes little incremental revenue from customers who replace mobile 4G connections with 5G.
In that regard, fixed wireless stands out as the biggest near-term new source of revenue, allowing mobile operators to grab market share from cable operators or other telcos.
T-Mobile US, should its merger with Sprint be approved, plans to win 9.5 million customers for “in-home broadband” service by 2024.
New T-Mobile, using 5G, argues it can deliver improved broadband connectivity at a lower price for rural and urban households. “A low cost structure means we can aggressively price this service below what in-home broadband providers typically charge today,” said John Legere, T-Mobile US CEO, featureing “a simple monthly price, no annual service contract, no extra charge for the router, no installation charges, and no surprises.”
“We also will deliver 100+ Mbps speeds for wireless broadband to 90 percent of the population and in-home service to over half the country’s households by 2024,” he said.
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