The Trajectory for FWA
Mike Dano, in LightReading recently quoted Sowmyanarayan Sampath, the EVP and CEO of Verizon’s consumer business, as saying that Verizon expects to have 4 to 5 million FWA customers at the end of 2024,...
View ArticleT-Mobile and Price for Life
T-Mobile is got a lot of bad press after sending out rate increases to people who believed they had guaranteed rates for life. For a number of years, the company promoted cellular plans that were...
View ArticleCan Cellphones Capture the Broadband Market?
Linda Hardesty wrote an interesting article in FierceNetwork that asks the question, “What if, in ten years, young people don’t subscribe to fixed broadband at all?” Her story is based on a U.K....
View ArticleT-Mobile Pursues Fiber
In one of the more interesting fiber transactions of recent years, T-Mobile announced the acquisition of Metronet, a fiber overbuilder. Metronet is currently owned by Oak Hill Capital, the Cinelli...
View ArticleThe Trajectory of FWA
In what is bad news for many other ISPs, both T-Mobile and Verizon have plans to continue their aggressive growth of FWA cellular broadband. As a reminder, this is home broadband delivered from cell...
View ArticleMerger Mania
The industry is suddenly awash with talks of acquisitions and mergers. In September, Verizon announced the acquisition of Frontier Communications in an all-cash deal valued at $20 billion. The deal was...
View ArticleEchoStar Stays Alive
We are in the midst of what can only be considered as merger mania, a topic I covered in yesterday’s blog. One of the recently announced deals is the announcement that DirecTV is acquiring all video...
View ArticleStarlink in the News
There is a lot of speculation that Starlink is positioned to get a lot more federal subsidy from the BEAD grant program. There are a few things that have to happen for that to come to pass, but that is...
View ArticleThe Ability of the FCC to Issue Fines
We are definitely entering into a new era in regulation. Verizon, AT&T, and T-Mobile are disputing the FCC’s ability to levy fines on them. The fines in question all stem from an FCC action to...
View ArticleDevaluing Spectrum
Mike Dano recently wrote an article for LightReading that talks about the plummeting value of 5G millimeter wave spectrum. The FCC started the process of auctioning this spectrum in 2018, and Verizon,...
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