CTIA once estimated that up to 47 percent of U.S. rural households could be served by fixed wireless services. At the same time, some analysts make the argument that Charter Communications, a cable operator with lots of rural market geographies, can achieve initial take rates up to 40 percent and eventual take rates as high as 70 percent for its new rural fiber access facilities.
Presumably one of those forecasts is wrong, with the exception of an analysis that predicts new fiber will dominate in areas with sufficient density to support the FTTH builds, while FWA might continue to take share in less-dense areas where FTTH still does not prove in.
That might be the likely scenario if Charter and others build mostly in “edge out” areas surrounding existing areas of denser population, while FWA continues to be the “go to” alternative in low-density areas where FTTH still does not provide a business case, even after all available subsidies are tapped (both for construction and operations).
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