Doug Dawson
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Will Fixed Wireless Access Peak Soon?
Based on conversations I've had with some of my peers, I have to ask: will fixed wireless access (FWA) peak soon? Every person I've asked has dismissed FWA wireless as a temporary technology with no real long-term legs. My peers say that FWA is already oversubscribed, cell towers aren't designed to handle all-day broadband connections, and that the service is just not good enough. Interestingly, the numbers seem to be telling a different story: T-Mobile and Verizon predict they will collectively reach 15 million FWA customers.
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Supporting Rural Cell Towers
I work with a lot of internet service providers that own rural fiber. Some owners have been successful in providing fiber to the cell sites located near their networks. A few sell directly to a cellular carrier, but most of these connections are sold to an intermediate carrier that bundles together cellular connections across a large geographic area. This has been good business, but now I’m hearing about requests from cellular companies or intermediate carriers to increase bandwidth at cell sites.
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What’s Up With Comcast and Charter?
The two biggest cable companies in the country have clearly bogged down. In the third quarter of 2023, Comcast lost 18,000 broadband customers while Charter gained 63,000. There are a number of reasons for the sudden slowdown. At the top of the list is probably prices. Both Carter and Comcast charge significantly more than their fiber competitors. The other new competitor is fixed wireless access cellular wireless from T-Mobile and Verizon.
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Wireless to Fiber
There is an interesting discussion that has been percolating in the industry for many years. Many wireless ISPs have extolled the benefits of building wireless networks as the first step to eventually build fiber networks. For over a decade, I’ve been a big proponent of this business plan and have worked with many rural internet service providers who entered new rural markets with wireless with the hope of eventually building fiber in the same areas.
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Green Loans for Fiber
Ubiquity, which builds and operates open-access networks, recently obtained a green loan to help finance fiber network construction. It’s an interesting concept that other providers might want to consider.
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FCC Getting Serious About Rural Digital Opportunity Fund Defaults
In December 2023, the Federal Communications Commission (FCC) issued fines for two internet service providers that the FCC says defaulted on Rural Digital Opportunity Fund (RDOF) obligations. RDOF was the FCC subsidy program where broadband subsidies were awarded by a reverse auction that ended in December 2020. The first fine was to Etheric Communications for $732,000 for 244 locations. Etheric was one of the largest RDOF winners, having won $248.6 million to cover 64,463 locations.
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The Licensed Wireless Dilemma
One of the stickiest issues that State broadband offices are going to be wrestling with is how to recognize the service areas for ISPs that use licensed spectrum to deliver rural broadband. This issue comes from a ruling from the National Telecommunications and Information Administration that, for purposes of Broadband Equity, Access, and Deployment (BEAD) Program grants, fixed wireless networks using unlicensed spectrum are deemed to be unreliable.
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Cable Companies Fight an End to Junk Fees
All of the big cable companies, and many of the smaller ones, routinely use hidden fees to disguise the true cost of buying cable TV. The Federal Communications Commission has been moving to tackle hidden fees, and at its December 2023 meeting it released a Notice of Proposed Rulemaking that proposes to eliminate a service fee and early termination fees on customer who want to break the contracts that are required to get promotional pricing. Not surprisingly, the cable industry is fighting vehemently against the elimination of such fees.
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Update on Smart-Farm Technology
Agriculture ventures across the spectrum are adopting smart technologies to be more productive—all of which require decent broadband.
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Is Lumen in Trouble?
In a recurring theme, Lumen finds itself facing financial challenges. At the end of the third quarter of 2023, Lumen CEO Kate Johnson announced some restructuring with current debt holders to extend the due dates of some debt to ‘reduce the noise” around the company’s debt. The company is also eliminating staff to reduce expenses by $300 million annually. Lumen’s revenues dropped over 17 percent compared to 2022, but a large part of that drop comes from its spin-off of copper networks to Brightspeed for $7.5 billion and the sale of its Latin American business to Stonepeak for $2.7 billion.