The US mobile market is experiencing unprecedented growth, with Q4 2024 breaking revenue records and marking the industry’s best three-year performance in 16 years. Once a potential acquisition target for Softbank, T-Mobile now boasts a market cap four times that of its former suitor and exceeds the combined worth of most major European operators. The carrier’s dominance extends beyond market value – T-Mobile is leading the charge, dominating in postpaid net-adds and revenue growth, and surpassing competitors by a distance.
FWA has rapidly expanded and decimated cable companies’ broadband net-adds. With mobile operators adding significantly more broadband subscribers, the FWA market is projected to reach 22-25 million subscribers by 2028. How is the competitive landscape looking like for this 2025? What does the 2025 picture look like for investments, revenue growth, new services? How are operators thinking about AI and Opex? What’s driving this seismic shift in telecommunications, and what does it mean for the future of connectivity in US? How will US grow compared to China and India? How much will AI shape the Capex and new services?
Dive right in for insights that will keep you ahead in 2025.
Topics covered in the research update
• Q4 2024 US Mobile Market Highlights
• 2025: State of the industry and looking forward
• 5G’s Steady Advance
• Deepseek Shatters the AI Innocence of the Western World
• NTN – Wireless Wars move to space
• Convergence Battles Loom
• FWA Revenues • AI RAN – What’s Next?
• FWA vs. Cable Broadband – How is 2025 shaping up?
• Tier 2 Rankings • Tug of War: Broadband vs. Mobile
• 5G Monetization: What can the West learn from the East?
• End of Mobile Data Growth? The Implications
• Opex: The Silent Killer
• Global 5G Race Update
• Getting 6G Right
• What to Expect in the Coming Months?
• US Wireless Market Q4 2024 Analysis
o Service Revenues
o ARPU
o Subscribers
o Competition
o 5G Progress
o Fixed Wireless Progress
o Handsets
