Permanent Work From Home Will Create New, Billion-Dollar Market for MSOs
Real-time technology innovators VelociData Inc. released the landmark report, The Desktop Diaspora: Fixed Broadband After COVID-19, documenting the rapid growth of permanent Work from Home (WFH) and detailing its likely business impact on fixed broadband providers. The 19-page report details the gathering threat of 5G to the home service hegemony of cable and fiber network operators and prescribes the technology transformations needed by Multi-System Operators (MSOs) to win the home worker.
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“The global pandemic has given enterprises of all types a crash course in remaining productive while office workers are displaced to their homes, and it has highlighted the costs that companies can save by leaving them there,” said Chris Galvin, VelociData Chairman and former Motorola Chairman and CEO. “For fixed broadband providers, this once in a generation shift represents an enormous net-new market for services dedicated to home-based workers,” he added. “But to win in WFH, fixed operators must up their data analytics game – starting now – and this report shows them how,” Mr. Galvin concluded.
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Written for executives and strategists in cable and fiber MSOs, the report shows that within two years, in the U.S. alone, there will be 25-30M or more new home-based workers in the 100M+ households now served by MSOs, and it offers a view of the new services and support that will be demanded by those users, which the report calls “prosumers.” The report goes on to reveal how the provider-to-person business model of mobile operators may give them a critical information advantage over the provider-to-household model now employed by fixed broadband operators.
“The coming battle between fixed and mobile network operators for new WFH subscribers will not come down to technology – that’s a toss-up,” observed tech analyst and author, Robin Bloor, concluding, “The first mover advantage will go to the providers having the best understanding of the individual home-based worker, and mobile may have an edge there.”
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