Mike Dano

New customer sign-ups in the US broadband industry slowed down dramatically in the first quarter of this year, according to a pair of analyst groups.

Some smaller US telecommunications providers are toying with the notion of shutting down their copper networks, following years of pioneering efforts by bigger network operators like AT&T and Verizon. According to the financial analysts at New Street Research, Frontier and TDS Telecom are eyeing the savings they might be able to derive from shuttering legacy network technology. To be clear, virtually all of the US market's telco operators are shifting from copper to fiber for their new network buildouts and upgrades.

There are growing concerns among some lobbyists that 5G network operators will be able to use network slicing technology to evade the Federal Communications Commission's (FCC) proposed net neutrality rules.

According to a new report from the financial analysts at New Street Research, the US telecommunications industry stands to lose roughly $4 billion in market value–and $1.1 billion in revenues–if the Affordable Connectivity Program (ACP) ends.

Spectrum is a hot topic in Washington these days, as lawmakers, lobbyists, regulators and others look for advantage ahead of the release of an implementation plan for the Biden administration's national spectrum strategy. The latest: A new bill from two top Republican Senators would require the government to reallocate at least 600MHz of midband spectrum for commercial use within three years.

Each of the big telephone company operators in the US—Verizon, T-Mobile and AT&T—plans to expand the reach of its broadband home Internet service in the coming years. Further, each company plans to do so via a combination of fiber and fixed wireless access (FWA) connections. Those efforts could be supercharged if the operators tap into subsidies from the US government.

Lobbyists backed by the cable industry are working to prevent 5G providers from obtaining more spectrum in the lower 3GHz band.

During America's Gilded Age, a handful of scrappy entrepreneurs built the nation's railway system and in the process created huge piles of money by controlling shipping and travel lanes across the country. Today, as AI hype begins consuming everything in sight, some are hinting that mobile network operators—and their equipment vendors—may be sitting in a similar position thanks to the data they own. After all, AI models are only as good as the data they're trained on.

The Federal Communications Commission (FCC) said it's going to more carefully look at the "competitive effects" of T-Mobile's plan to purchase more 2.5GHz spectrum for its 5G network.

Legislation currently wending its way through Congress could extend 100 percent bonus depreciation of property for US businesses.