Why Work Stoppages Boost FWA
When a major ISP faces a work stoppage, it creates a bottleneck for traditional wired broadband (Fiber/Cable). This environment acts as a massive tailwind for FWA providers like T-Mobile or Verizon for a few key reasons:
Zero-Touch Installation: Fiber requires a technician to roll a truck, drill holes, and run lines. If the technicians are on strike, the wait time for an install can jump from days to months. FWA is just a box you plug in yourself.
Operational Drag: During a strike, management often pivots to "maintenance mode." Marketing and sales for wired products take a backseat because they can't fulfill the orders, leaving the door wide open for FWA marketing.
Customer Frustration: If a wired outage occurs during a work stoppage and repairs are delayed, churn increases. Those frustrated customers often switch to the "easier" wireless alternative immediately.
3 replies (most recent on top)
FWA have significant churn rates... service su-ks compared to Fios and Cable. Once Customers realize Vz Home Internet isn't always fios big disconnects in 60 days. Reason why this touted 1M Q4/25 results are so misleading with nomival revenue growth.
@ee "work Stoppage" in title !!!
Fwa and fios areas typically do not overlap so what your saying has no real merit.