Fixed broadband and FWA Markets, Q4 2025: developments and outlook

This report examines the major shifts reshaping fixed broadband, combining market analysis with a detailed review of operator propositions across eight countries. Growth dynamics are evolving, with mature markets approaching saturation and customer loyalty becoming harder to secure. Fibre continues to consolidate its position as the most important access technology, driven by ongoing migration from legacy networks and widening coverage through greenfield deployments. 5G FWA is also gaining traction, particularly where fixed deployment is constrained or too costly, and is increasingly being used for temporary, secondary or back-up connectivity.

This edition of the Industry Checkpoint series focuses on fixed broadband and FWA, highlighting how the market has changed in the last six months and its implications. The report considers four major developments: operators starting to bundle AI with fixed broadband services; a new wave of services and innovation emerging in 5G FWA; mobile evolving from an add-on service to a strategic priority among major US cable operators; and new contract schemes emerging in some developed markets, offering customers long-term fixed pricing.

Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition examines the approach of LG Uplus in the fixed broadband market.