VZ and SOBA (btw. why is this the stock symbol of ATT?) had some bad losses in this market recently.
TMUS has done really well, I don’t know exactly why it has done so well actually.
Nevertheless, It came to my mind that ISPs are generally moving towards wireless connectivity in the US because it’s cheaper and easier to maintain. In ten years from now, we will probably have new standards that are even more reliable then 4G, 5G, 6G etc. From consumer perspective, most people will prefer wireless because they can reach similar or higher bandwidth for the same price, probably without sacrificing reliability in the future.
Now I thought about Mr. Musk and his Starlink. With satelite powered internet you have basically the same benefits with even higher speed, however, the hardware is more expensive. Over the years it will get cheaper and cheaper to a point where I think that many people will prefer using Starlink over traditional wireless connectivity.
The problem for SOBA, VZ, and TMUS is that they cannot simply launch tons of satelites into the space to compete with Starlink, however, Starlink could easily buy bands and create base stations that use their satelite network to provide wireless connectivity.
What am I missing? Isn’t that a bear case for most of the ISPs and connectivity providers?
Leave a Reply