Friday, July 1, 2022

U.S. Mobile Leaders Face Slowing Revenue and Subscriber Growth From 2023 to 2026

One characteristic of highly-competitive markets is that it is hard to achieve any sustained competitive advantage. Over time, any advantages in network performance, price or packaging tend to be countered by the other leading competitors. 


“There appears to be little perceived network differentiation across the wireless networks in the United States,” argue Walter Piecyk, Lightshed partner and Joe Galone, Lightshed senior director.

source: Lightshed 


In substantial part, revenue growth will be conditioned by net account additions, which Lightshed believes will slow towards 2026. 


source: Lightshed

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