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Opportunities and Risks in Fixed-Mobile Convergence (“FMC”)

Exploring the Path Ahead

National telecom markets are experiencing a slowdown in both mobile and fixed broadband growth, making fixed-mobile convergence an increasingly critical strategic frontier. Despite cable operators gaining ground and fixed broadband players combining forces, most U.S. households—about two-thirds—are not yet converged. While convergence driven by bundle discounts can depress ARPU, especially on the mobile side, it also lifts customer satisfaction by about 10 percentage points and reveals strong appetite among non-converged consumers: roughly 40 percent express interest in converged offers, with a 20 percent discount emerging as the optimal level to boost uptake and revenue.

Our team stands ready to help define compelling converged value propositions, craft targeted go-to-market strategies, and build data-driven business cases that anticipate competitive responses and unlock growth in this untapped convergence terrain.

Infographic showing six U.S. telecom insights on market potential, pricing, customer satisfaction, and convergence.
Infographic showing U.S. telecom insights seven to ten on customer convergence levels, provider preference, positioning, and bundle interest.
Bar chart showing 67% of U.S. households not converged, with 15% mobile only, 52% mixed providers, and 33% same provider.
Two bar charts compare converged and non-converged households by number of mobile lines and average monthly costs.
Chart showing satisfaction for AT&T, Verizon, T-Mobile, Charter and Comcast across both services, broadband and mobile.
Chart shows why customers use different providers and 37% interest in fixed-mobile bundles among U.S. non-converged homes.
Chart shows 37% of U.S. households interested in bundles with drivers like pricing, simplicity, benefits and control.
Chart shows 20% discount as optimal for FMC bundles, boosting take rate and revenue compared to 0%, 10% and 30% discounts.
Bar chart shows AT&T leads U.S. providers in home broadband and mobile convergence followed by T-Mobile and Verizon.
Chart shows 37% of U.S. households interested in bundles with 49% choosing mobile providers, 28% broadband, 23% third party.
Chart shows Charter and Comcast most at risk of losing non-converged customers while Verizon has more chance to convert.
Chart shows 30% of non-converged customers interested in other bundles, mainly entertainment, security, and digital services.
Chart shows telco strategies by mobile market share to defend, protect or expand using fixed-mobile convergence.
Graphic shows how FTI Consulting supports telecom firms with insights, analysis and go-to-market strategy development.