FWA hits middle age and gets boring

The fixed wireless access (FWA) market has largely matured, and it's no longer offering many surprises. As a result, the pressure the technology has put on the cable industry appears to be easing. "We now have better insights into FWA collectively," wrote the financial analysts at New Street Research. The analysts now expect T-Mobile to gain around 1.45 million fixed wireless customers next year. Verizon ought to come in second with 1.3 million, and AT&T should gain around 550,000 fixed wireless customers during the course of 2025. The analysts continued: "This is a big deal for cable. We have been expecting slower growth from T-Mobile and Verizon, but we didn't know what AT&T could ramp to. With better insight into AT&T, we now know that we are past the peak." Others have reached similar conclusions. "The impact of FWA will linger but has likely peaked," wrote the financial analysts at MoffettNathanson.