Tuesday, October 11, 2016

The Broadband Wars, Part 1

There are some interesting things happening in the residential broadband wars.

Powered by government money and mandate, the ILECs are upgrading broadband infrastructure across the nation. AT&T, Windstream, CenturyLink and others (notably NOT Frontier or Verizon) are using a variety of technologies to compete against DOCSIS 3.1, which has been kicking their ass for the last couple of years. G.Fast to the MDU; Fixed wireless using 4G/5G; fixed unlicensed wireless; FTTN (fiber to the neighborhood) then VDSL2 (e.g., the retired brand U-Verse) and FTTH.

These upgrades are proving profitable per WIND's CFO: ARPU is up 5%.

Google Fiber acquired a WISP called Webpass. Following challenges with pole attachment rules and subsequent lawsuits in Nashville and Louisville from the Duopoly (AT&T and cable), Google Fiber is now looking at fixed wireless options to continue deploying Gigabit Broadband. Windstream, too.

"AT&T revealed today that it is trialing a 100 Mbps competitive fixed wireless broadband service to “multiple” apartment complexes in Minneapolis, a CenturyLink market," reports Telecomp. And it is with fixed wireless (probably licensed)! "The AT&T broadband wireless offering initially will support speeds up to 100 Mbps per customer using millimeter wave spectrum in a point-to-point configuration."

Windstream bought a WISP called BOB in 2013. Now they are pushing out fixed wireless in 40 markets. In NYC they use the 28 GHz band with a hub capacity can scale up to 13.2 Gbps.

Suddenlink (now owned by Altice which also owns Cablevision) is rolling out Gigabit, according to DSLR.

Want more info like this? Join the Facebook group.

What are Google's ISP Plans? Not as big as you think.

ISPs Weigh in on FCC Privacy Proposal.

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