Mike Dano

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.

Broadband vendors continue to speculate on when network operators will resume spending on equipment. According to the latest data points, that might happen in 2024 but could take until 2025. For example, Calix's newest 2024 financial outlook "was significantly weaker than expected," wrote the financial analysts at Rosenblatt Securities.

Two top executives in the 5G industry renewed calls for more spectrum for commercial uses just weeks after the Biden administration released a 26-page national spectrum strategy. AT&T CEO John Stankey and Verizon's top networking chief, Joe Russo, both said that companies need access to more spectrum in order to innovate and grow the industry. Critics of President Joe Biden, including Federal Communications Commissioner Brendan Carr, argue that his administration hasn't done enough to support the 5G industry.