The Battle for America’s Internet
Competition has increased significantly for home internet. T-Mobile and AT&T are dominating port out activity thanks to 5G and fiber overbuilds. Even Verizon Wireless has joined the party with their wireless home internet offering. Cable is busy swimming upstream.
December 20, 2022
As cable loses ground to fixed wireless internet and fiber overbuilds, the story going forward will not be if customers switch ISPs, but when.
Over the next six months, about 1 out of 4 customers are considering switching internet providers. In fact, it has already begun in certain areas with wireless operators invading cable’s home turf. For example, T-Mobile currently controls only a sliver of the market, but is expected to win the coming ISP turnover in a big way; AlphaROC’s data shows striking gains in not only rural areas, but in urban and suburban areas as well. Of course, cable reigns for the time being, but a cutthroat future awaits as regional comparisons highlight many more options for switchers.
Churn
I heard it through the Grapewine
About 1 in 4 customers are looking to change their ISP
In the next 6 months, how likely are you to switch ISPs?
Switchers
If You Build it, They Will Come (Apparently)
T-Mobile, AT&T (fiber), and Verizon Wireless are dominating ISP switches
T-Mobile Momentum
How Fast Can 5G Be, Really?
T-Mobile 5G Home Internet is making its presence felt across all types of communities
Demographics of T-Mobile Home Internet Switchers
T-Mobile Momentum
This is T-Mobile's Land
T-Mobile is extending its grasp across the mountains and coasts
T-Mobile Home Internet Switchers live Everywhere
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AlphaROC occam case studies are for illustrative purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees, data vendors, and advisors may hold positions, including contrary positions, in companies discussed in these reports. It should not be assumed that any investments in securities, companies, sectors, or markets identified and described in these case studies will be profitable. Investors should consult with their advisors to determine the suitability of each investment based on their unique individual situation. Past performance is no guarantee of future results.