Traditional home broadband providers stand to gain millions of subscribers through expanded subsidies. However, as broadband technicians have social distancing tools to limit exposure, the rate of home installation has slowed. Providers who can find ways to continue onboarding new customers will unlock a long-term opportunity, considering that there will likely be little political appetite in the future to roll back subsidies and curtail internet access.
Long-term measures would likely include subsidies to expand home broadband infrastructure, which presents an attractive opportunity for regional broadband players and satellite connectivity providers. In January 2020, the FCC The immediate connectivity needs of rural communities could prompt an accelerated rollout timeline with additional funding, which could help address the
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