Fixed-Mobile Convergence Research
Independent market intelligence for broadband and wireless decision makers — covering cable, fiber, FWA, and mobile provider competition across U.S. markets.
The Fixed-Mobile Convergence Quarterly
BroadbandSignals' primary research product, published each quarter. Analyzes the evolving competitive relationship between cable, fiber, mobile, and fixed wireless access providers across U.S. markets.
Each issue combines geospatial segmentation, FCC Broadband Data Collection data, provider footprint analysis, technical architecture review, and operator financial diagnostics to evaluate where convergence is creating measurable market pressure — and where that pressure is reaching reported results.
- Coverage spans major U.S. broadband, wireless, cable, fiber, and FWA providers
- Emphasis on market structure, network capability, and local competitive exposure
- Quarterly cadence aligned with provider reporting cycles
- Subscriber-only archive of prior issues included
Key analytical modules
Each quarterly issue includes structured analysis across six core dimensions of FMC market dynamics.
State of the market
Quarterly overview of convergence dynamics, competitive shifts, and macro trends across cable, fiber, and wireless segments.
Geospatial segmentation
Provider footprint mapping at the census block level using FCC BDC data, identifying where network overlaps are intensifying.
Technical architecture
Assessment of network capability — DOCSIS 3.1/4.0, FTTH, 5G NR, and FWA — and its competitive implications by market tier.
Provider performance
Subscriber trajectory, ARPU trends, and churn dynamics across major operators, contextualized against local competitive pressure.
Earnings durability analysis
Operator-level financial diagnostics that trace competitive pressure from footprint exposure through to reported KPIs, ARPU trajectory, and EBITDA quality — tracking the transmission before it fully appears in the numbers.
Competitive exposure index
Proprietary scoring of local competitive vulnerability by provider and geography, updated each quarter with current data.
Data methodology
Analysis is built on primary data sources including FCC filings, operator disclosures, and geospatial processing — not derived from secondary aggregators.
Subscription access for recurring FMC market intelligence
Structured, recurring analysis of broadband, wireless, FWA, fiber, cable, and local competitive exposure — for organizations that need it on a regular basis.
Pricing is provided upon inquiry. Most engagements begin with a brief conversation about your organization’s needs.
- ✓Full quarterly FMC report
- ✓Executive summary
- ✓Data appendices
- ✓Subscriber-only report archive
- ✓Quarterly FMC report access
- ✓Data appendices
- ✓Direct analyst briefings
- ✓Custom geospatial data extracts
- ✓Priority follow-up analysis