Regional broadband operators still open their lender presentations with homes passed and subscriber totals. Fixed-wireless competition has shown how much those figures can hide, and boards should ask for serviceable locations, paying relationships and churn by tenure instead.
Regional broadband operators still open their lender presentations with homes passed and subscriber totals. Fixed-wireless competition has shown how much those figures can hide, and boards should ask for serviceable locations, paying relationships and churn by tenure instead.
Public money for rural broadband is real and useful, but the award letter is the smallest part of the bargain. Before accepting one, a board should value the match, the build deadline, the service commitment and the cost overrun that stays with the company.
Cable operators keep unprofitable video bundles because they believe video customers are less likely to cancel broadband. When we measured that belief properly, most of the effect belonged to the customer, not the bundle.