The tech is extremely new and other telecom companies and ISPs are testing it to plug holes in their network, this gives them only limited ROI on the tech because they've already got fiber networks and their entire organization is geared towards the deployment of fiber.

Also, it's worth noting that most ISPs/telcos are manpower and regulations based resource extraction organisations. Their moat is being able to handle local bureaucracy and pump in the heavy capital required to deploy the network. They like to buy and use proven tech that comes with SLAs and support from large tech vendors. They will wait for FSOC to be mature before they do anything meaningful.

We get the largest ROI from FSOC tech simply because we're building the network from scratch and are targeting the low cost market that is currently underserved. Most other ISPs are aiming for the premium market.