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The Broadband Reckoning: 2025 Will Belong to the Bold

Hi, Tim here!

As we close out 2024, one thing is clear: Broadband’s status quo is cracking, and 2025 is set to shake things up even more.

This isn’t just another year of incremental change. We’re standing on the edge of a transformational shift where the old ways of deploying, funding, and managing broadband are breaking down. What we’re seeing isn’t a glitch; it’s the broadband industry being forced to reinvent itself.

Let’s break down what’s happening — and more importantly, how to prepare for what’s coming.

What’s the Big Story?

The Industry Shifts You Can’t Afford to Ignore

  1. Funding Cliff: The Supreme Court’s review of the Universal Service Fund (USF) could undermine a critical $8 billion subsidy stream. BEAD funding is already under scrutiny. If 2024 was the year of funding opportunities, 2025 could be the year of funding upheaval.

  2. Resilience is Non-Negotiable: Hurricanes, wildfires, and other disasters are exposing the fragility of fixed infrastructure. We’ve seen it with Comcast’s losses. The question for 2025 isn’t “Will disruptions happen?” — it’s “How prepared will you be when they do?”

  3. Customer Trust is Eroding: Reports like Ofcom’s show that customers are fed up with opaque pricing, poor support, and rigid service plans. In a market where connectivity is a commodity, the real differentiator is trust and experience.

  4. Competition is Everywhere: Satellite providers like Starlink, 5G fixed wireless, and nimble regional ISPs are outflanking giants by offering flexibility and faster deployment. The old guard is being challenged on all sides.

2025: The Year of Strategic Adaptation

If 2024 taught us anything, it’s that waiting and watching is the fastest route to irrelevance. In 2025, the winners won’t be those who react; they’ll be those who adapt strategically — and fast.

Here’s how to get ahead of the curve:

  1. Rethink Your Funding Model

    • Assume traditional subsidies are at risk. Diversify with state-level grants, public-private partnerships, and incremental, phased deployments.

    • Treat funding uncertainty as a chance to become financially resilient — not a roadblock.

  2. Embrace Hybrid Infrastructure

    • Fiber is essential, but it’s not invincible. Integrate fixed wireless, satellite, and mobile solutions to create redundancy and resilience.

    • Hybrid models allow you to adapt to geographic challenges, disasters, and funding shifts faster than rigid, single-tech networks.

  3. Put Customer Experience at the Core

    • Trust is your currency. Focus on clear pricing, responsive support, and flexible service plans.

    • Make it easy for customers to see progress, track issues, and feel heard. Providers who do this will outlast those who don’t.

  4. Plan for Agility, Not Just Growth

    • Growth without flexibility is a liability. Invest in tools and processes that allow you to pivot quickly — whether that’s adapting to new tech, new regulations, or new customer demands.

    • The ability to change course without chaos will be a defining trait of the successful providers of 2025.

What Will Your 2025 Look Like?

We’re entering a year where bold decisions will separate the leaders from the laggards. The industry is changing — not at a crawl, but at a sprint. The question is: Will you change with it?

  • Will your networks be resilient enough to handle the unexpected?

  • Will your funding plans be diverse enough to survive a subsidy shake-up?

  • Will your customer experience be strong enough to keep trust intact?

2025 is just around the corner. It’s not about who’s the biggest anymore — it’s about who’s the smartest, the most adaptable, and the most customer-focused.

Top News Lately

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Taiwan is in discussions with Amazon to deploy the Kuiper broadband internet satellite system, aiming to enhance communication resilience amid increasing tensions with China. This move underscores the growing importance of satellite technology in ensuring robust connectivity in geopolitically sensitive regions.

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The European Union has signed a €10.6 billion contract to build the Iris² satellite network, aiming to provide high-speed connectivity across Europe and reduce reliance on non-European providers like Starlink. This initiative highlights Europe's commitment to achieving strategic autonomy in space-based communications.

Supreme Court Declines Challenge to New York's $15 Broadband Law
The U.S. Supreme Court has declined to hear the broadband industry's challenge to a New York law requiring internet providers to offer affordable $15-per-month service to low-income households. This decision emphasizes the judiciary's support for state-level initiatives aimed at bridging the digital divide.

Broadband Firm Pulled from Comparison Sites After 'Unfair' Selling Tactics Exposed
Onestream Limited, a UK-based broadband provider, has been removed from major comparison sites following revelations of enrolling customers into third-party services without consent. This incident highlights the critical importance of transparency and ethical practices in maintaining customer trust.

Tesco Mobile to Eliminate Mid-Contract Price Hikes Ahead of Regulatory Changes
Tesco Mobile, serving over five million customers, has announced plans to abolish mid-contract price increases starting April 2025, aligning with upcoming Ofcom regulations. This move reflects a broader industry shift towards greater pricing transparency and consumer protection.

Looking Ahead to 2025

If you’re planning to expand your fiber networks in the coming year, we’d love to show you how we can help you deliver higher-quality projects, stay on schedule, and manage costs effectively.

Got a topic you'd like us to dive into? Just reply to this email—we read every message! Otherwise, we’ll see you in the next edition.