Insights
Independent research and commentary on broadband markets, fixed-mobile convergence, and wireless economics. Written for investors, operators, and strategic decision-makers.
Recent Pieces
Latest Analysis
The Coverage Map Is Now a Displacement Map
AT&T's fixed wireless expansion in the last BDC cycle wasn't about reaching the unserved. It was about entering markets cable already owned.
Read more →The Broadband Competitive Map Is Being Redrawn
Three forces are reshaping U.S. broadband competition simultaneously: BEAD-funded overbuilders, fixed wireless taking suburban share, and telco fiber creating new overlap. Their combined effect is larger than any single one suggests.
Read more →Fixed Wireless Has a Real Ceiling — And Investors Are Starting to Price It In
FWA has been one of the most consequential broadband stories of the past three years. The thesis worked. But as penetration grows, the capacity constraint is structural — not cyclical.
Read more →Want the full research?
The FMC State of the Market report goes deeper — data, operator benchmarks, and strategic analysis for institutional subscribers.