Verizon Business
Leichtman Research Group: Fixed Wireless Services Accounted for 90% of the Broadband Net Adds in 2022!
Leichtman Research Group, Inc. (LRG) found that the largest cable and wireline phone providers and fixed wireless services in the U.S. – representing about 95% of the market – acquired about 3,500,000 net additional broadband Internet subscribers in 2022, compared to a pro forma gain of about 3,725,000 subscribers in 2021.
These top broadband providers account for about 110.5 million subscribers, with top cable companies having 75.6 million broadband subscribers, top wireline phone companies having 30.8 million subscribers, and top fixed wireless services having 4.1 million subscribers.
LRG’s findings for 2022 include:
- Overall, broadband additions in 2022 were 94% of those in 2021.
- The top cable companies added about 515,000 subscribers in 2022 – compared to about 2.8 million net adds in 2021.
- The top wireline phone companies lost about 180,000 total broadband subscribers in 2022 – compared to about 210,000 net adds in 2021.
- Wireline Telcos had about 2.4 million net adds via fiber in 2022, offset by about 2.6 million non-fiber net losses.
- Fixed wireless/5G home Internet services from T-Mobile and Verizon added about 3,170,000 subscribers in 2022 – compared to about 730,000 net adds in 2021.
“Top broadband providers added about 3.5 million subscribers in 2022. Fixed wireless services (FWA) accounted for 90% of the net broadband additions in 2022, compared to 20% of the net adds in 2021,” said Bruce Leichtman, president and principal analyst for Leichtman Research Group, Inc. “Total broadband net adds in 2022 were slightly lower than last year, and down from about 5 million in 2020, but were more than in any year from 2012-2019.”
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FWA in the Spotlight:
A recent survey of some T-Mobile fixed wireless customers, conducted by the financial analysts at Wolfe Research, “T-Mobile Fixed Wireless Consumer Survey & Broadband Industry Implications,” found that 90% rated their service as “good enough.” The firm surveyed Facebook’s T-Mobile FWA user group, totalling over 15,000 members, in December 2022. Based on the 60 replies it received, 90% said they were mostly satisfied. The firm also found that 42% of respondents previously subscribed to a cable connection, 37% hailed from DSL operators, and 6% previously used fiber. Around 8% had no prior broadband service. Moreover, the financial analysts at Evercore expect T-Mobile to accumulate around 450,000 new fixed wireless customers in the first quarter of 2023, down from the 524,000 the operator reported in the fourth quarter of 2022.
Verizon added 262,000 residential FWA customers in Q4, up from +38,000 in the year-ago period, to end 2022 with 884,000 residential FWA subscribers. The company also signed on 117,000 business FWA subs in the quarter, up from +40,000 in the year-ago period, ending 2022 with 568,000 business FWA customers. About 70% of the consumer fixed wireless gross additions have come from bundling an existing wireless service, while 30% are new to Verizon. Interestingly, the experience is flipped for Verizon Business, where 70% of FWA customers were new to Verizon.
In contrast to the widely-held view that FWA is a “lower quality” service than wired broadband, Verizon says their principal selling point is FWA network’s greater reliability versus wireline alternatives. Cable’s outside plant issues can take days to resolve, a particularly critical issue in B2B, where cablecos (like Comcast Business) have increased their market share.
Image Credit: Verizon
The Wireless Internet Service Providers Association (WISPA) kicked off its annual trade show this week in Louisville, Kentucky, stating that WISPs service a total of 9 million Americans, many of whom live in the hardest to reach and serve parts of the country
According to Fierce Wireless, Cox is using 5G technology to test FWA services near Macon, Georgia; Tucson, Arizona; and Oklahoma City, Oklahoma.
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| Broadband Providers | Subscribers at end of 2022 | Net Adds in 2022 |
| Cable Companies | ||
| Comcast | 32,151,000 | 250,000 |
| Charter | 30,433,000 | 344,000 |
| Cox* | 5,560,000 | 30,000 |
| Altice | 4,282,900 | (103,300) |
| Mediacom* | 1,468,000 | 5,000 |
| Cable One** | 1,060,400 | 14,400 |
| Breezeline** | 693,781 | (22,997) |
| Total Top Cable | 75,649,081 | 517,103 |
| Wireline Phone Companies | ||
| AT&T | 15,386,000 | (118,000) |
| Verizon | 7,484,000 | 119,000 |
| Lumen^ | 3,037,000 | (253,000) |
| Frontier | 2,839,000 | 40,000 |
| Windstream* | 1,175,000 | 10,300 |
| TDS | 510,000 | 19,700 |
| Consolidated** | 367,458 | 724 |
| Total Top Wireline Phone | 30,798,458 | (181,276) |
| Fixed Wireless Services | ||
| T-Mobile | 2,646,000 | 2,000,000 |
| Verizon | 1,452,000 | 1,171,000 |
| Total Top Fixed Wireless | 4,098,000 | 3,171,000 |
| Total Top Broadband | 110,545,539 | 3,506,827 |
* LRG estimate
** Includes LRG estimate of pro forma net adds
^ Includes the impact of a divestiture completed in October 2022
- TDS residential subscribers, includes 305,200 wireline subscribers and 204,800 cable subscribers
- Company subscriber counts may not solely represent residential households – about 6.5% of the total are non-residential
- Top broadband providers represent approximately 95% of all subscribers
- Net additions reflect pro forma results from system sales and acquisitions, reporting adjustments, and the addition of new providers to the list – therefore, comparing totals in this release to prior releases will not produce accurate findings
About Leichtman Research Group, Inc:
Leichtman Research Group, Inc. (LRG) specializes in research and analysis on broadband, media and entertainment industries. LRG combines ongoing consumer surveys with industry tracking and analysis, to provide companies with a richer understanding of current market conditions, and the potential impact and adoption of new products and services. For more information about LRG, please call (603) 397-5400 or visit www.LeichtmanResearch.com
References:
https://wispa.org/news_manager.php?page=29725
https://www.verizon.com/about/blog/fixed-wireless-access
Verizon deploys Private 5G at Wichita Smart Factory; 5G Radio’s an Issue?
Executive Summary:
Verizon Business announced that its private 5G wireless network is live at The Smart Factory at Wichita, a new immersive, industry experience centre convened by Deloitte. Verizon collaborates with Deloitte and other companies in the Smart Factory ecosystem to advance smart manufacturing deployment and allow manufacturers to quickly adopt cutting-edge Industry 4.0 solutions and technologies that support new business models that improve quality, productivity, and sustainability.
Verizon, as a builder-level collaborator in The Smart Factory at Wichita ecosystem of 20 leading global companies, intends to use this network of companies to help customers from various industries to innovate their approach to better connectivity and use of data to improve real-time coordination between people and assets. Verizon’s private 5G wireless network provides features that will help drive select use cases at The Smart Factory in Wichita, which include:
Select Use Cases at The Smart Factory:
- Improved shop floor visibility: Using predictive maintenance analytics on assets can improve uptime and productivity by addressing up to approximately 50% of the root causes of downtime.
- Improved quality assurance and reduced defects: Detection of potential defects in manufactured products or services before they reach customers, thereby improving the customer experience and reducing waste.
- Material handling automation: Orchestration and management of AGV and AMR fleets can improve the reliability, consistency, safety, and accuracy of moving material across the plant.
- Workplace safety: Reduces human error and manual workloads to minimize injury and productivity loss.
Commenting on the Private 5G Network Deployment, Jennifer Artley, SVP, 5G Acceleration, Verizon Business, said: “The Smart Factory at Wichita is a microcosm of industry 4.0 itself, with a wide range of enterprise partners, suppliers, researchers, and complementary technologies coming together in one ecosystem to make a supercharged impact. 5G brings massive bandwidth and incredibly fast data speeds to the equation to help make these impacts replicable in a plethora of business applications at virtually any scale — customers have the flexibility to dream big and start small.”
“5G is the backbone of Industry 4.0, and we’re so excited to bring it to Deloitte’s The Smart Factory at Wichita to help catalyze scalable, collaborative innovation,” added Jennifer Artley.
The Smart Factory in Wichita:
The Smart Factory at Wichita assists firms through their most difficult manufacturing challenges by showcasing modern manufacturing techniques in a variety of applications on a shop floor. The Factory, located on the Innovation Campus at Wichita State University, includes a fully operational production line and experiential labs for creating and researching smart manufacturing technology and strategy.
Visitors to the facility can explore smart manufacturing concepts that combine the Internet of Things (IoT), cloud, artificial intelligence (AI), computer vision, and more to create interconnected systems that use data to drive real-time, intelligent decision-making.
Verizon Private 5G:
By utilizing Verizon 5G and edge computing to create applications and solutions that drive both the manufacturing and retail industries, this work with Deloitte at The Smart Factory at Wichita strengthens the commitment between the two businesses to co-innovate.
Verizon Business announced that its private 5G wireless network is live at The Smart Factory at Wichita, a new immersive, industry experience centre convened by Deloitte. Verizon collaborates with Deloitte and other companies in the Smart Factory ecosystem to advance smart manufacturing deployment and allow manufacturers to quickly adopt cutting-edge Industry 4.0 solutions and technologies that support new business models that improve quality, productivity, and sustainability.
Commenting on the Private 5G Network Deployment, Jennifer Artley, SVP, 5G Acceleration, Verizon Business, said: “The Smart Factory at Wichita is a microcosm of industry 4.0 itself, with a wide range of enterprise partners, suppliers, researchers, and complementary technologies coming together in one ecosystem to make a supercharged impact. 5G brings massive bandwidth and incredibly fast data speeds to the equation to help make these impacts replicable in a plethora of business applications at virtually any scale — customers have the flexibility to dream big and start small.”
“5G is the backbone of Industry 4.0, and we’re so excited to bring it to Deloitte’s The Smart Factory at Wichita to help catalyze scalable, collaborative innovation,” added Jennifer Artley.
Could 5G Radios be a Problem for Private 5G?
CEO Hans Vestberg told a Citi investor conference this week:
“We need certain radio base stations for private networks, different price ranges. We need modems for certain things. You need more than the handset and the macro sites that is now in there,” Vestberg said at Citi’s 2023 Communications, Media, and Entertainment Conference. “We would now have offerings for cheaper private 5G networks with certain suppliers and more high level, high quality. We didn’t have this optionality, and that’s why we’re now sort of seeing that we’re actually meeting the customer demands of building private 5G networks.”
Vestberg added that the carrier now has “the ecosystem for radios so we are fully committed. We strongly believe in private 5G networks, and that’s a revenue stream we don’t have today because we’re not into Wi-Fi networks and optimization of a manufacturing site. We’re not into that today.”
Verizon Business CEO Sowmyanarayan Sampath during an investor conference in November said it had dozens of private networks already deployed, with accelerating momentum.
“On the private networks, we are very bullish on that opportunity and I think things have gotten a little faster in the last 90 days than they’ve gotten in the last year or so,” Sampath said, adding most of Verizon’s initial private network deals have resulted in incremental spending by customers.
“For example, if we are providing wireline network services – I’ll call it more broadly network services – to 10,000 stores, and if the realtor wants 100 sites or 200 sites of private network, they’re going to come to us because we are already integrated into their service stack, we are integrated into their day-two operating model, we are integrated into their operating system, so when a ticket happens they know what to do and vice versa,” Sampath said. “It’s a very logical extension to our business when you’re managing large portions of the infrastructure to manage their private network piece to it.”
References:
https://www.fiercewireless.com/private-wireless/verizons-arvin-singh-discusses-private-5g
https://www.verizon.com/about/news/verizon-private-5g-network-aircraft-hangar
Verizon makes 5G Business Internet (FWA) available in 24 U.S. cities
Verizon Business plans to expand its 5G Business Internet fixed-wireless connectivity offering to 21 new U.S. cities this month. The service uses Verizon’s 5G Ultra Wideband technology as its connectivity backbone. Offerings include 100, 200, and 400 Mbps plans serving large companies and SMEs, with no data limits. Verizon said it will also give a 10 year price lock for new customers, no long-term contract required.
- Verizon 5G Business Internet is now available for businesses of all sizes in 24 U.S. cities.
- The fixed-wireless offering is an alternative to cable, with multiple pricing and service options and no data limits.
- Verizon offers a price lock for 10 years, no long-term contract required, and professional installation included.
- According to the Verizon 5G Business Report, business decision-makers largely agree that 5G will create new opportunities for their company (80%), their industry (79%), and their role (79%).
“As 5G Business Internet scales into new cities, businesses of all sizes can gain access to the superfast speeds, low latency and next-gen applications enabled by 5G Ultra Wideband, with no throttling or data limits,” said Tami Erwin, CEO of Verizon Business. “We’ll continue to expand the 5G Business Internet footprint and bring the competitive pricing, capability, and flexibility of our full suite of products and services to more and more businesses all over the country.”
The service launched on April 15th in parts of Anaheim, Atlanta, Cincinnati, Cleveland, Dallas, Denver, Detroit, Indianapolis, Kansas City (Missouri), Las Vegas, Miami, Minneapolis, Phoenix, Sacramento, Salt Lake City, San Diego, San Francisco, San Jose, St Louis, and St. Paul. Parts of Riverside-Corona (California) will become available on 22 April. The service previously launched in parts of Chicago, Houston and Los Angeles. Additional cities will be announced on a rolling basis.
Additional information about this offer and 5G Business Internet pricing, availability, service and more is available here. In addition, where 5G Business Internet is not yet available, Verizon offers LTE Business Internet to keep Verizon customers covered.
The launch comes at a time when business decision-makers are coming face to face with the transformational potential of 5G. According to a recent Verizon Business survey conducted in partnership with Morning Consult, seven in 10 decision-makers (69%) believe 5G will help their company overcome the negative impact of the COVID-19 pandemic, nearly half (48%) said their companies have already provided or are planning to provide a 5G-capable smartphone or device to employees within the next six months, and approximately eight in 10 agree that 5G will create new opportunities for their company (80%), their industry (79%), and their role (79%).
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References:
https://www.verizon.com/about/news/verizon-business-5g-business-internet-21-us-cities
https://www.rcrwireless.com/20200522/carriers/verizon-5g-virtual-lab-mmwave-amplification
Amazon AWS and Verizon Business Expand 5G Collaboration with Private MEC Solution
AWS and Verizon Business have expanded their 5G collaboration to provide private multi-access edge computing (Private MEC) for enterprises. Private MEC integrates edge computing infrastructure with private networks deployed on or near the customer’s premises. AWS and Verizon have integrated Verizon’s 5G Edge MEC platform with AWS Outposts [1.], a fully managed service that offers the same AWS Infrastructure, AWS services, APIs, and tools to virtually any data center, colocation space, or on-premises facility for a consistent, hybrid experience.
Note 1. Outposts is AWS’ on-premises option that involves data center equipment being installed at an enterprise facility. It uses AWS infrastructure, services, APIs, and tools to support a hybrid cloud service. Verizon is offering several form factor options of Outposts, include 1U and 2U deployments.
AWS initially launched Outposts in late 2019. “Instead of building this funky bridge between two things,” on-premises data centers and the cloud, Outposts brings native AWS services into on-premises data centers while “seamlessly connecting to AWS’s broad array of services in the cloud,” AWS CEO Andy Jassy explained at the time.
Outposts is similar to competing offers like Microsoft’s Azure Arc, Google’s Anthos, and IBM’s Cloud Satellite. AWS last month also struck a deal with Nokia to combine Outposts with the telecom vendor’s RAN and edge equipment to target the enterprise space.
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Verizon Business customers will be able to tap into the combination to deploy a fully managed private mobile edge compute network within their on-premises environment that can handle low-latency applications like intelligent logistics, robotics, and factory automation.
MEC deployment across different enterprise networks. Source: ETSI
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According to Amazon, cloud migrations are often inhibited by residency or privacy constraints that prevent data from leaving the premises, strict compute latency requirements, or the need for cloud infrastructure to connect directly to onsite equipment. Similarly, many workloads involve huge volume of data, making transfers to the cloud infeasible due to limited available network bandwidth and timing constraints.
Furthermore, enterprise applications commonly depend on local wired or Wi-Fi networks to transport data locally. While wired networks can provide acceptable performance, they are expensive to upgrade, reroute, and extend. On the other hand, enterprise Wi-Fi offers simplicity and cost-effectiveness, but offers less manageability and suffers from coverage, capacity, reliability, security, and handoff issues.
The Private MEC solution deployed on AWS Outposts addresses these challenges by providing a secure, dedicated cloud computing platform and reliable on-premises wireless networking based on 5G, all using a single infrastructure deployment. The private 5G network offers better performance, control, reliability, and density than existing options. Combined with the AWS services brought by AWS Outposts, we are enabling Enterprise customers to deploy low latency, high-performance applications on their premises, leveraging both the benefits of 5G and the cloud, locally. By leveraging Private MEC enterprises can host workloads in emerging areas such as Industry 4.0; for example, Private MEC and private 5G can facilitate deeper integration between IT and operational technology (OT) systems in manufacturing facilities.
Private MEC also supports many use cases beyond the factory. Events and venues, such as sports, concerts, and theme parks can use Private MEC to provide enhanced experiences with AR/VR, live information overlays, multi-camera, multiple angle views, and personalized instant replays. Healthcare providers use Private MEC for real-time diagnostics over 5G for rapid access to radiological scans on-site and local processing of sensitive patient data. Schools and universities can benefit from Private MEC by servicing students in rural areas without adequate broadband coverage to run applications like virtual desktops. We are excited about the innovations that Private MEC solutions can unlock across industries, and continue to work with customers to power their innovation with edge computing.
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Amazon AWS is also working with Corning Incorporated, a leading materials science and advanced manufacturing innovator, and Verizon to deploy a Private MEC solution on AWS Outposts at the Corning factory in Hickory, North Carolina. Corning uses AWS Outposts to run computer vision software from Gestalt Robotics that provides autonomous navigation and advanced environmental sensing. Corning recently installed an AWS Outposts rack that places the power of the AWS cloud within the four walls of its optical cable plant in Hickory, North Carolina.
The AWS capabilities that Outposts delivers, combined with the ultra-low latency, high throughput of the private 5G network, provide a powerful platform upon which Corning will innovate with applications never before possible, such as real-time analysis of large volumes of high-resolution video streams from across the factory and integration of high-data-rate automation systems. In factory environments like this, Amazon EC2 instances with GPU acceleration provide the necessary computing power to run Computer Vision (CV) and AI/ML workloads efficiently, enabling real-time control of Autonomous Mobile Robots (AMRs) that roam the factory floors.
The software running on the Private MEC service can guide the AMRs safely and speedily through a factory, avoiding people and obstacles while ferrying their payloads from point to point. The Private 5G network enables reliable, low-latency transmission of rich sensor data (lidar, vibration, temperature, audio) from these AMRs and other industrial devices located throughout the factory. Importantly, this enables operators to observe a live stream of video in near real-time and intervene when necessary.
The same computer vision technology used by the AMRs for navigation and safety can also be used to detect and inventory raw material and finished goods in a factory. Mobile video streams from the AMRs can be combined with feeds from cameras installed in the factory and onsite sensor inputs and RFIDs for accurate counting and tracking. In addition, integration with Manufacturing Execution Systems (MES) running on Outposts enables real-time monitoring, automation, and optimization, as raw material is turned into the final product.
This opens up possibilities such as performing predictive maintenance and servicing of onsite machinery without the need to ship massive amounts of sensor data over network links into the cloud. Private MEC solutions like this enable factories to become even smarter and leverage the power of innovation that AWS brings to the cloud, while simplifying the deployment and management of on-premise networking with the latest 5G technologies.
References:
https://aws.amazon.com/outposts/
https://www.sdxcentral.com/articles/news/verizon-adds-aws-outposts-to-5g-edge-plan/2021/04/
https://www.etsi.org/images/files/ETSITechnologyLeaflets/MultiAccessEdgeComputing.pdf