17
but the rate of turnover actually looks quite substantial. The
Commission points to average monthly churn rates of 1.56%
in mobile broadband across four leading providers. Order
¶ 98 n.211. Assuming that a single person does not switch
more than once in a year, that rate of churn means that
18.72% of customers switch providers each year, suggesting
quite robust competition. Interestingly, the Commission is
especially hard on declines in churn rate, id., which in the
absence of increased concentration or some new obstacle to
switching might well suggest increased consumer satisfaction.
To bolster its switching data claims, the Commission
points to documents in which parties to the rulemaking make
conclusory assertions purportedly showing that 27 percent of
mobile broadband consumers do not switch though
“dissatisfied” with their current carriers. Order ¶ 98. Without
a plausible measure of “dissatisfaction” (none is offered), the
number is meaningless.
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