Yes! T-Mobile is aiming to have 7-8M home broadband customers in 2025. Their home broadband business is relatively small right now, but it should be expanding f

Yes! T-Mobile is aiming to have 7-8M home broadband customers in 2025. Their home broadband business is relatively small right now, but it should be expanding fast. To put that in perspective, Verizon Fios only serves around 5M customers. Getting 7-8M customers would probably make T-Mobile the 4th largest home broadband provider behind Comcast, Charter, and AT&T. Verizon has also announced that it's looking to cover 50M households with home broadband in 2024. While not as ambitious as T-Mobile, that's still around 40% of households getting new home broadband competition. I'm less confident that coax will go the way of POTS. DOCSIS 3.0, 3.1, and 4.0 can offer pretty decent speeds and the networks are already built. I think the coming competition will push DOCSIS-based systems to actually offer better service. Comcast can and does offer gigabit service today, but they tend to charge a lot for it as a premium service. While I'm very bullish about wireless home internet (especially as carriers deploy mid-band spectrum with T-Mobile leading the way in 2021 and Verizon and AT&T following in the 2022-2024 time-frame), I think we're still going to see certain limitations with wireless. I don't think that will matter to most people. Most people just want to be able to stream video, Zoom, etc. They don't need gigabit speeds. Heck, 5 HD video streams can fit into 25Mbps. Even if wireless home internet won't be a great option for some power-users, the fact that it will be an option for so many people will make it a lot harder for cable companies to be mean to their customers.