December 2023

US Starlink Data Points to Larger Addressable Base for LEO Broadband ISPs

The telecommunications industry continues to watch SpaceX Starlink’s expansion and performance closely, as the number of subscribers to its broadband service grows and other satellite providers enter the fray. While median download performance remains a key benchmark, we see strong demand to understand how Starlink is balancing net new additions with its network capacity as the service scales, and how LEO Non-Terrestrial Network (NTN) performance stacks up against the competition, particularly in rural locations. Key takeaways include:

92 Percent of U.S. Households Get an Internet Service at Home

Ninety-two percent of US households get an Internet service at home, compared to 83 percent in 2018 and 76 percent in 2008. Broadband accounts for 98 percent of households with an Internet service at home, and 90 percent of all households get a broadband Internet service- an increase from 81 percent in 2018 and 57 percent in 2008. Other related findings include:

Reviewing State (Draft) Low-Cost Options

Under the Broadband Equity, Access, and Deployment (BEAD) Program, providers are required to offer a low-cost option to subscribers who are eligible for the Affordable Connectivity Program (ACP). However, the exact definition of what will qualify as “low-cost” is up to state and territory broadband offices to decide.

An Open Letter to State Broadband Leaders on Digital Equity for Incarcerated People

The prison communication industry is dominated by two companies—Securus and ViaPath. Together, they serve the vast majority of jails and prisons. Bundling of services is standard practice: devices, communication services, payment services, and even ownership of the inmate networks.

News Publishers Are Fighting Big Tech Over Peanuts. They Could Be Owed Billions.

A bitter battle is taking place between Big Tech and the free press over how to share in the income that news content generates for technology giants. The future of our news ecosystem, a linchpin of democracy, depends on the outcome. Platforms gained their audience in part by sharing news content free.