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Jeff Baumgartner
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Jeff Baumgartner,
User Rank: Light Sabre
3/20/2019 | 1:23:27 PM
Dollars & Sense
Moffett also acknowledges in the report that there's no calculations of cost per small cell, so therefore no cost per home passed or cost per home connected in the report.

"We don't have the numbers to do it, and making up some numbers and then multiplying them and dividing them by each other wouldn't help our analysis. Instead, we have hewed to the numbers we do have. We suspect they are enough to make the answers relatively clear," he wrote.

However, a colleague pointed out to me that New Street Research estimated early last year that VZ could shell out as much as $35B in capex to deploy the 5G fixed wireless offering to 32 million US homes, and it could take 7 years to do it.



The MoffettNathanson report also keeps in mind that there's speculation that VZ could also use mid-band spectrum for this too thought it's not clear if it makes dollars and sense for them to use this kind of spectrum for that use-case given that home broadband connections generate about 1/20th as much revenue per GB as a wireless connection. JB
daveburstein
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daveburstein,
User Rank: Light Beer
3/20/2019 | 1:09:07 PM
Actually, CEO has said "Whole country"
Moffett's analysis is extraordinary and your writeup catches it well. But one data point to add. CEO Vestberg has said "whole country by about 2027." 25% the first few years and the rest after that when he expects prices of hardware to come down.


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