Mike Dano

Do 5G providers need to own a fiber network too?

AT&T and Verizon – two of the nation's biggest 5G mobile network operators – own extensive fiber holdings around the country, and both argue that such ownership is critical to their long-term success. T-Mobile and Dish Network, on the other hand, are building extensive 5G mobile networks (though Dish hasn't yet switched on commercial services) without owning any fiber whatsoever. And, according to both Dish and T-Mobile, that's just fine. So, which side is right?

5G providers reject mandates for backup power at cell sites

Cellular networks can sometimes play an outsized role in disasters because they can often function on backup power sources like generators. Meaning, when nothing else is working, cell phones can connect calls. But the nation's biggest wireless providers – as well as a variety of other entities – are pushing against suggestions that the federal government mandate the use of backup power generators at all cell sites. In general, the US wireless industry has rejected increased federal oversight over providers' operations.

How the FCC's 'rip and replace' program may help kill some small carriers

The Federal Communications Commission's "rip and replace" program, formalized in June 2021 as the Secure and Trusted Communications Networks Reimbursement Program, is designed to reimburse small carriers so they can tear out network equipment from Chinese vendors like Huawei and ZTE that the US government has deemed insecure. The program's goal is to finance the replacement of that equipment with gear from "trusted" vendors.

Comcast refuses to go public with assessment of Sprint/T-Mobile merger

Sprint and T-Mobile are urging Comcast to say publicly how it believes it will be affected by the proposed merger of the nation’s third and fourth largest wireless network operators.

Sprint touts 5G progress apart from T-Mobile

As 2018 comes to a close, Sprint said it has much to show for the roughly $5 billion it spent upgrading its network throughout the course of this year. “We are celebrating a banner year for the Sprint network,” wrote CTO John Saw. “We made a massive investment to drive strong improvements in our network performance today and prepare to launch mobile 5G starting in the first half of next year.

The top 10 owners of 600 MHz spectrum licenses

The Federal Communications Commission's 600 MHz incentive auction of TV broadcasters’ unwanted spectrum was a noteworthy event. It was the culmination of years of work by officials at the FCC—it initially arose from the National Broadband Plan in 2010—and it featured “beachfront” low-band spectrum ideal for long-distance connections. Further, the auction itself sported a unique “reverse” auction that paid TV broadcasters for their unwanted spectrum licenses, and then made that spectrum available to wireless carriers and others through a traditional “forward” auction.

Despite sky-high expectations, wireless capital expenditures show signs of sluggishness

At the start of 2018, a wide array of analysts predicted a dramatic upswing in the amount of money wireless network operators would spend improving their networks this year compared with spending in previous years. Indeed, the analysts at Deutsche Bank Research in February predicted nationwide carriers would increase their overall capex during 2018 by 14% over last year to $30.5 billion—which they pointed out would be the market’s biggest capex figure since 2014.

T-Mobile inks $533M reciprocal long-term spectrum lease deal with Sprint

T-Mobile disclosed a major new spectrum deal with Sprint that the company said stands apart from the two carriers’ plans to merge. However, details of the new transaction are vague at best.

Here’s how NextLink—the biggest CAF II auction winner—is spending its $281 million

NextLink, the internet service provider owned by AMG Technology Investment Group LLC, was the biggest winner in the recent Connect America Fund Phase II (CAF II) auction. Specifically, NextLink will get around $281 million of the $1.5 billion that the Federal Communications Commission distributed to telecommunications companies around the country so they can deploy services to rural areas in order to cross the digital divide. What does NextLink plan to do with all that money?

AT&T’s fix for the broadband mapping problem? Get everyone’s address

AT&T is proposing a potential solution to our broadband mapping problem: Get everyone’s address. 

Breeze Broadband to discontinue fixed wireless internet service

Breeze Broadband, a wireless internet service provider owned by Union Pacific Railroad, is shutting down its service. The company didn’t provide any further details about the action except to say that it “allows us to focus on our core business.” Breeze Broadband operated like many other fixed wireless providers: It broadcasted a signal from its cell towers to receivers on nearby homes and offices in order to deliver internet service.

Trump officials vow ‘America first, 5G first’

Top White House officials today held a “5G Summit” with one basic message: How can the Trump administration encourage the private sector to deploy 5G as quickly as possible? Although other US government agencies like the Federal Communications Commission and the National Telecommunications and Information Administration (NTIA) have long dealt in spectrum and network deployment issues, the White House summit was the first major signal by the Trump administration that it also wants to play an active role in smoothing regulations for 5G rollouts.

White House schedules 5G meeting for Sept 28, but details remain vague

The White House has scheduled a meeting Sept 28 between members of the Trump administration and wireless industry executives to discuss 5G network technology. However, details of the meeting—including whether it’s simply an educational event or if the administration is planning to discuss new policy initiatives—remain unclear. Nonetheless, the event is noteworthy considering that, at least so far, the Trump administration hasn’t engaged directly very often with the wireless industry on issues related to wireless networks or 5G.

New T-Mobile’s plans for in-home, fixed wireless internet services begin to take shape

T-Mobile offered its clearest glimpse yet at exactly what it will offer in terms of in-home, fixed broadband internet services if the company is allowed to merge with Sprint—to become what it has called “New T-Mobile.”  T-Mobile’s chief operating officer Mike Sievert told the Federal Communications Commission that New T-Mobile “has confirmed that there is a large market for New T-Mobile’s in-home broadband offering at the anticipated pricing and service levels.” He said the company expects to offer in-home internet services to 52% of the zip codes across the county by 2024, covering 64% of

Boost, MetroPCS and Virgin to survive merger with Sprint, T-Mobile executives promise

In response to questions from commissioners at the Federal Communications Commission, T-Mobile executives promised that, if the company successfully merges with Sprint, the combined company will not eliminate any of its prepaid brands. T-Mobile currently operates the MetroPCS prepaid brand while Sprint operates the Boost and Virgin prepaid brands.

5 possible conditions on the Sprint / T-Mobile merger

Sprint and T-Mobile continue to work to obtain regulatory approval for their proposed merger. But, according to some analysts, don't expect the discussion to turn to conditions—including divestitures—until later in 2018. “We would not be surprised to see opponents refrain from offering conditions in these initial rounds of filings,” wrote the analysts at Wall Street firm New Street Research. “Generally, the opposition wants to push to kill the deal and only offer conditions as a last resort.

AT&T CEO Randall Stephenson's big headache

AT&T CEO Randall Stephenson has a lot on his plate, to say the least. And a new report from Wall Street investment firm Wells Fargo outlines just how many balls Stephenson has in the air as he works to integrate the Time Warner business, pay down a massive amount of debt, deploy 5G, stamp out a winning position in the video business, and build out fiber to millions of new locations. Indeed, the severity of the situation led the analysts at Wells Fargo to downgrade its rating on AT&T stock based on the company's top three major challenges:

AT&T, Verizon take aim at Lincoln (NE) as small cell battle goes local

The wireless industry continues to urge regulators at the federal, state and local levels to make it cheaper and easier for network operators and others to install wireless equipment including small cells in new locations. And some of the nation’s biggest operators are starting to single out specific cities charging what they argue are excessive small cell deployment fees. It appears that the officials in Lincoln (NE) have emerged as some of the industry’s primary antagonists.

Should LTE provide 5 Mbps speeds, 10 Mbps or something else? FCC to investigate

The Federal Communications Commission is opening a new proceeding to investigate the state of telecommunications in America, and as part of that effort the agency will seek comment on how mobile networks should perform across the country. Specifically, the FCC will investigate whether wireless carriers should provide 5 Mbps downloads/1 Mbps uploads, 10 Mbps downloads/3 Mbps uploads, or some other speed. The goal, the agency said, is to determine “whether advanced telecommunications capability is being deployed,” as required by the Telecommunications Act of 1996.

Dish: Our 5G network is for the good of the US

Dish’s Charlie Ergen said that the Federal Communications Commission should support his company’s efforts to build out a 5G wireless network because it would aid the United States’ technological position on the global stage. "The goal that they [at the FCC] have—to help the United States be the No. 1 in 5G—and the goal that we have at Dish, is exactly the same,” Ergen said. “And so we're very pleased with that.

The complete story of how T-Mobile finally reached a merger agreement with Sprint

Sprint and T-Mobile filed their S-4 with the U.S. Securities and Exchange Commission. An S-4 is a filing that details a business combination or exchange offer and includes details such as share distribution, amounts, terms and other information relating to the transaction. Included in the S-4 from Sprint and T-Mobile is a lengthy and detailed timeline about how the companies finally reached their April merger agreement.

Is wireless competitive? AT&T, Verizon say yes—but others disagree

AT&T: “Competition has never been greater than it has been over the past two years, and as a result prices are at all-time lows, output is at all-time highs, and innovation, network quality and consumer satisfaction are at unprecedented levels.”

Verizon: “The evidence of a robustly competitive and innovative mobile wireless marketplace remains overwhelming and is only growing stronger."

But not everyone in the wireless industry is seeing the same picture.

In wireless, competition is easing and revenues are poised to rise

According to some of the nation’s top Wall Street analysts, wireless network operators are positioned to reap the financial benefits of a relatively quiet first half of 2018.

FCC wireless chief peppers Dish with wireless network buildout questions

The head of the Federal Communications Commission’s wireless bureau fired a wide range of questions at Dish Network about the carrier’s wireless network buildout plans. Importantly, the FCC’s Donald Stockdale stated that “I am contacting you to request updates and more detailed information on your buildout plans for the 53 megahertz of low- and mid-band spectrum that is apparently lying fallow in these bands.” The implication of Stockdale’s questions is that the FCC may begin to take action against Dish for collecting spectrum licenses but not using them.