T-Mobile claims a fixed wireless footprint of about 40 million homes. That makes the T-Mobile FWA footprint bigger than Verizon and Lumen footprints, but smaller than Charter’s number of home passings.
Assuming about 20 percent of U.S. households already show they will buy home broadband at speeds T-Mobile can supply, that 40-million location footprint suggests a maximum of around eight million customers in the existing footprint, were T-Mobile the only active supplier.
But assume half that demand gets supplies by all the other suppliers. That leaves a potential customer base of about four million accounts, or 10-percent adoption within the areas where fixed wireless operates.
Of a total of 140 million U.S. homes, AT&T’s landline network passes 62 million. Comcast has (can actually sell service to) about 57 million homes passed.
The Charter Communications network passes about 50 million homes, the number of potential customer locations it can sell to.
Verizon homes passed might number 27 million. Lumen Technologies never reports its homes passed figures, but likely has 20-million or so consumer locations.
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