5G Business Case 2020
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This report explores the fixed-mobile convergence and competition trend in the U.S. telecommunications market in the context of 5G technology transition. The report explores mobile’s fixed entry using 5G millimeter wave and a cable’s wireless entry using MVNO to see how their cost-per-GB unit economics compare. The report examines potential financial outcomes of both cable and mobile operators to see how might they compete as each side explores an entry into the other’s core markets.
January 2020.
