, 4 tweets, 2 min read Read on Twitter
Because @AndrewRangeley tried to trigger me this weekend... Here is Comcast's disclosed median broadband usage per household over the last 3.5 years. Can see in Q1 19 it was 200GB/HH growing 33% year over, a slight acceleration over the last 12-18 months.
OpenVault's data had median US usage at 145GB at YE 18, and would make sense that Comcast overindexes.
So one of the challenges for fixed wireless replacement beyond just physics and cost to build, is the monthly ARPU is relatively the same between wireless and home broadband, but the usage is like 10-15 GB/mo vs 200GB/mo.
CHTR median broadband usage over 200GB/mo now. And average usage for broadband subs that don't take video is 400GB/mo.
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