Tefficient’s FWA tracker

Pioneering insights into fixed wireless access offerings and dynamics

Skip the background, take me to the FWA tracker


The introduction of 5G has perhaps not yet delivered on all promises, but it has actually exceeded all expectations in one segment: broadband.

Although fixed wireless access (FWA) was an established product in as diverse markets as Finland, Austria, Australia and the Philippines already before the launch of 5G, most mobile operators elsewhere were either avoiding to offer it or limiting it by selling it only in e.g. rural areas.

But 5G – with all its added spectrum – unleashed mobile operators and 5G-based FWA now proves to be a major sales success also in markets that previously didn’t have any FWA. And it’s not just offered by pure mobile operators, now integrated operators with both fixed and mobile have started to offer FWA too – to complement its fixed broadband reach or to address households and small businesses which a higher requirement on location mobility than fixed broadband can deliver.

The US is a compelling example of a booming FWA market.

By December 2023, T-Mobile had gained 4.776 million FWA subscribers whereas Verizon – who unlike T-Mobile also provides fixed broadband – built a base of 3.067 million FWA subscribers. US Cellular had a total of 114 thousand FWA subscribers. AT&T did initially not follow its mobile competitors in launching FWA, but eventually put its Internet Air offer on the market in Q3 2023. It had 93 thousand subscribers in December 2023.

Development of the number of FWA subscriptions per provider in the US from Q2 2020 to Q4 2023.

These numbers are large, but do they make an impact on the overall broadband market? Yes, a massive impact.

The total broadband net adds per category – fixed vs. FWA – for the seven largest broadband providers in the US.

If we sum up the reported broadband net adds for a total of seven US broadband providers, Comcast, Charter/Spectrum, Verizon, AT&T, Altice, T-Mobile and US Cellular, we get the graph above.

Since mid 2022, the fixed broadband base of the US is, in essence, no longer growing.

At the same time, FWA providers add roughly 900 thousand FWA subscribers per quarter. Prior to the launch of FWA, fixed broadband had a similar growth as FWA now has. It very much looks as if the growth of FWA has come at the expense of fixed broadband growth.

FWA has been a sales success also elsewhere. If we look at Europe, Austria and Finland are two markets where mobile operators early, actually already during the 3G era, embraced FWA. In our appreciated public mobile data usage analysis (latest update here), you can see what this means for the average mobile data usage of these two countries.

But rather than repeating what is already said about Austria and Finland in that analysis, we here point at Norway as a European example of a 5G-based FWA success.

The background is that the telecom incumbent there, Telenor, had an aggressive plan to retire its copper network, thereby forcing hundreds of thousands of DSL (and PSTN) subscribers to pick a more modern technology while Telenor risked to lose them to competition. Although Telenor already had a cable TV network that of course could deliver internet, and although Telenor rapidly expanded the reach of its fibre network, it could not replicate the nationwide coverage of the copper network. So Telenor decided to, in parallel, bet on FWA. It worked well.

The development in the reported FWA base of Telenor Norway.

In December 2023, Telenor had 125 thousand FWA subscribers in Norway. It might not sound that much after having seen the US figures, but since the total broadband base, including FWA, of Telenor is 727 thousand, FWA represents 17% of Telenor’s broadband base.

FWA represents 17% of Telenor’s broadband base in Norway.

In the process of sunsetting the copper network – a process completed for the retail market in 2023 – Telenor did lose broadband subscriptions, but without FWA it would have looked much worse. It’s worth mentioning that Telenor’s main mobile competitor, Telia, launched FWA too and has managed to gain an approximate 50 thousand FWA customers, representing about 11% of Telia’s total broadband base.

Staying in Europe, we have also seen successful FWA launches by mobile operators in e.g. Denmark, Italy and the UK.

Surprisingly, even in highly developed, fibre-everywhere, Asian markets like Hong Kong and Japan, FWA has seen remarkable success, exemplified by NTT docomo’s acquisition of 926 thousand subscribers to its home5G FWA service in a short time.

The development in the reported FWA base of NTT docomo.

Let’s say that we see a trend here. But who aims to track and document the FWA development in key markets globally? Tefficient does.

Tefficient’s FWA tracker

In response to the escalating prominence of FWA globally, Tefficient introduces an innovative annual offering—the FWA tracker. Encompassing 15 key markets, including Australia, Austria, Denmark, Finland, France, Hong Kong, Ireland, Italy, Japan, Latvia, Lithuania, Norway, Sweden, the UK, and the USA, this tracker captures the offerings and statistics of approximately 55 FWA providers.

The 15 markets covered by Tefficient’s FWA tracker.

The markets are selected based on the availability of FWA offerings, the FWA maturity and the availability of take-up or outcome data. If a market in your view still is missing, let us know.

The planned timeline for Tefficient’s FWA tracker of 2024 is:

Planned timeline for Tefficient’s FWA tracker of 2024.

The comprehensive analysis draws insights from regulatory data, reported FWA take-up, broadband revenues, actual FWA propositions, and Tefficient’s expertise in data usage and monetisation. The outputs include trend charts showcasing FWA’s share of the base, broadband base split by technology, household adoption trends, data usage comparisons, fiber household availability, and a complete documentation of FWA propositions.

Inputs and outputs for Tefficient’s FWA tracker of 2024.

The inputs are:

  • Regulatory data for the 15 markets
  • Reported FWA take-up and broadband revenues of the about 55 FWA providers
  • Actual FWA propositions from the about 55 FWA providers
  • Tefficient’s intelligence in data usage and data monetisation

The outputs are:

  • Trend charts showing FWA’s share of base compared to mobile and fixed broadband
  • Trend charts showing the split of the broadband base per technology such as fibre and FWA
  • Trend charts showing the household adoption of respective technology
  • A comparison between the data usage of FWA with that of fixed and mobile broadband
  • A comparison of fibre household availability per market
  • A complete, categorised, documentation of all FWA propositions
  • What are the key messages in/positioning of the proposition?
  • How are the FWA routers integrated into the offering – buy, loan, BYOD, … ?
  • What is the policy and offering with regards to external antennae?
  • What is the policy with regards to data usage/caps, throttling, QoS/slicing, limitations on frequency bands, … ?
  • How do binding contract periods compare?
  • How is FWA tiering done? On speed, QoS, inclusive content or services, … ?
  • Where is FWA offered? To specific addresses only (after address search) or anywhere? Is there a requirement on a permanent address? Is FWA offered only if fixed broadband isn’t available or as an option even if fixed broadband can be delivered?
  • How does the subscription price of FWA compare in-country to that of fixed broadband? What service has a price premium – fixed broadband or FWA?
  • Trend charts showing the reported FWA take-up per provider
  • Trend charts showing the reported FWA revenue/ARPU per country or per provider – and a comparison to fixed broadband where possible
  • Customer-specific recommendation: What’s your opportunity in your market? What are the best practices that apply in your case? What’s Tefficient’s recommendation?

The deliverables are:

  • A tailored 100+ page PowerPoint report
  • On-site management presentation
  • One or two follow-up presentations on request

This invaluable resource, offered at a fixed fee, includes a 15% discount for fixed or mobile providers subscribing to the FWA tracker in its inaugural year.

How do you use it?

Whether launching FWA, optimising existing offerings, or strategising defense against FWA, providers can utilise the insights from Tefficient’s FWA tracker:

  • Mobile and fixed providers that have not yet launched FWA could use the analysis as basis for how to launch.
  • Providers that have a live FWA offer could use the analysis to get input and inspiration on how to shape up the proposition so that it performs better on the market.
  • Fixed providers that can’t offer FWA could use the analysis to understand how to better defend against FWA.

If you are a fixed or mobile provider keen on exploring the full potential of this analysis, please don’t hesitate to reach out to us.

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