FWA Improvements on the Horizon

I’ve written a lot about the unprecedented success of fixed wireless access (FWA) being sold by cellular carriers. By the end of the first quarter of 2024, T-Mobile and Verizon had accumulated 8.6 million customers nationwide on FWA cellular home broadband. This is an amazing success for a product that was just launched in 2021. The big cable companies have been downplaying the success and capabilities of FWA. They commonly characterize FWA as too slow and inconsistent. Unfortunately for the big cable companies, there are improvements to FWA technology on the horizon that will strengthen the FWA broadband. Cellular FWA is already a disruptive technology that is forcing big cable companies to lower rates—at least by offering special deals to keep customers. The potential trajectory for FWA skyrockets if speeds can be made competitive with cable broadband, and if the cellular carriers can serve more customers per cell site.