Wireless Telecommunications

Deutsche Telekom is making good on its promise to become majority owner of T-Mobile US, paying $2.4 billion to SoftBank Group to increase its stake to 48.4 percent in the US company. Deutsche Telekom (DT), based in Bonn, Germany, bought 21.2 million T-Mobile shares at an average price of $113 per share. The move raised its stake in T-Mobile by 5.3 percent.

The Federal Communications Commission’s upcoming 2.5 GHz spectrum auction is generating some excitement among smaller rural US operators because of the FCC’s decision to offer flexible-use, county-based overlay licenses. The auction, which will start July 29, will be for licenses in the 2.5 GHz band where no one currently owns the spectrum. Top executives at several smaller operators have said that they were encouraged by the FCC’s format for Auction 108 because it will be amenable to rural operators.

One-third of T-Mobile fixed wireless access (FWA) subscribers are in rural areas, according to an estimate from telecom financial analysts at MoffettNathanson. It’s a surprising finding, considering that the analysts estimate that only 6 percent of locations that can get T-Mobile fixed wireless are in rural areas. Forty-four percent of T-Mobile fixed wireless subscribers are in urban census blocks, which represent 74 percent of locations that can get T-Mobile fixed wireless, according to the estimates.

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?

The National Telecommunications and Information Administration’s (NTIA) Institute for Telecommunication Sciences (ITS) announced the launch of the 5G Challenge in collaboration with the Department of Defense (DoD). ITS, the US’s Spectrum and Communications Lab, supports the Department of Defense 5G Initiative through a combination of its subject matter experts in 5G and its research, development, test, and evaluation laboratory infrastructure in Boulder (CO).

Dish Network has been quietly building out its new cellular networks and plans to launch in 25 major markets and over one hundred smaller markets before June 2022. This company is shooting to stay on track for its commitment to the Federal Communications Commission to cover 20% of the US population by this summer and 70% by June 2023.

Steven Berry, CEO of the Competitive Carriers Association, said smaller carriers are happy, along with everyone else, that billions of dollars of government funding will be poured into closing the digital divide. But he stressed that bringing fiber to rural areas is not the same as bringing mobile. “Fiber to the home is not mobile,” said Berry. “The Biden administration is going to spend $42.5 billion on fiber to the home. Great.

In this analysis, Opensignal takes its first look at the impact of AT&T and Verizon's C-band launches on the 5G mobile experience. We analyzed the 5G speeds seen on the US carriers when connected to mid-band 5G spectrum, using T-Mobile’s 5G experience on the 2.5 GHz band for comparison because T-Mobile is using 2.5 GHz for a similar purpose to C-band.

Federal Communications Commission Chairwoman Jessica Rosenworcel and Assistant Secretary of Commerce Alan Davidson met on March 29 to discuss spectrum policy efforts, the first monthly FCC/NTIA coordination meeting since the leaders launched their Spectrum Coordination Initiative. The leaders also announced that they have launched a joint task force which met this week to begin discussing the details of a new Memorandum of Understanding (MOU) between the agencies.

Verizon’s deployment of mid-band spectrum for 5G is delivering boosts to download speeds for users connected to C-band, according to new analysis from Opensignal –  getting the carrier closer as it works to catch up to speed leader T-Mobile. Verizon and AT&T both started activating C-band spectrum in the 3.7 GHz range on January 19.