Every year by law the FCC has to “determine whether advanced telecommunications capability is being deployed to all Americans in a reasonable and timely fashion.” If not, the FCC “shall take immediate action to accelerate deployment of such capability by removing barriers to infrastructure investment and by promoting competition in the telecommunications market.” It’s the so-called “Section 706” report, and the FCC is currently accepting comments about it. While broadband data is in better shape with the new BDC maps, there are critical gaps that mean we don’t have enough data to fully answer the question.
One quibble. You assume in your Stockton, CA example "I suspect that almost every home in this subdivision subscribes to the Comcast service and that very few use the fixed wireless options." Absent supporting data, that is a questionable assumption. Nobody ever went broke overestimating the degree to which consumers hate their cable providers. On top of that, VZ and TMUS price their FWA plans much lower than the MSOs, especially with the mobile+fixed bundle. Anecdotally, a lot of people have at least tried out VZ and TMUS FWA service in hope that it might be a viable alternative. *If* VZ has good C-band coverage in the subdivision, it might have a higher share than you'd expect.
Mike,
Great observations.
One quibble. You assume in your Stockton, CA example "I suspect that almost every home in this subdivision subscribes to the Comcast service and that very few use the fixed wireless options." Absent supporting data, that is a questionable assumption. Nobody ever went broke overestimating the degree to which consumers hate their cable providers. On top of that, VZ and TMUS price their FWA plans much lower than the MSOs, especially with the mobile+fixed bundle. Anecdotally, a lot of people have at least tried out VZ and TMUS FWA service in hope that it might be a viable alternative. *If* VZ has good C-band coverage in the subdivision, it might have a higher share than you'd expect.