On 6/16/23 21:19, Josh Luthman wrote:
Mark,
In my world I constantly see people with 0 fixed internet options. Many of these locations do not even have mobile coverage. Competition is fine in town, but for millions of people in the US (and I'm going to assume it's worse or comparable in CA/MX) there is no service.
As a company primarily delivering to residents, competition is not a focus for us and for the urban market it's tough to survive on a ~1/3 take rate.
I should have been clearer... the lack of competition in many markets is not unique to North America. I'd say all of the world suffers that, since there is only so much money and resources to go around. What I was trying to say is that should a town or village have the opportunity to receive competition, where existing services are capped, uncapping that via an alternative provider would be low hanging fruit to gain local marketshare. Of course, the alternative provider would need to show up first, but that's a whole other thread. Mark.