Mike Dano

Nokia, the Rural Wireless Association and others are raising additional concerns about the Federal Communications Commission’s planned vote in April on a proposal that is designed to bar companies deemed a national security threat from supplying equipment to US carriers.

[Commentary] A large and growing group of voices, including those from legislators, journalists, FiberTower shareholders and trade associations, argues that AT&T’s purchase of FiberTower’s millimeter wave licenses is a sweetheart deal that undervalues that spectrum—spectrum those in the industry believe is critical to the rollout of 5G.  Most recently, Rep Anna Eshoo (D-CA), in a letter to the Federal Communications Commission, claimed that the agency signed off on AT&T’s FiberTower purchase without holding an open debate about the transaction.

The Federal Communications Commission is scheduled later in March to vote on new rules designed to smooth the deployment of small cells for LTE and 5G, primarily by reducing fees local governments and other entities can levy against those buildouts. And, according to a variety of wireless players, those fees are “excessive,” to say the least.

Sprint CEO Marcelo Claure said that he doesn’t see anything wrong with charging customers more money in order for them to obtain faster service. “I don’t think there’s anything wrong for you to eventually charge a higher price for a faster access to your network,” Claure said.  “You have this anyway. In the United States in many roads you drive, you have a faster road and you pay more. There’s nothing wrong with that.

While much of the attention on Samsung’s latest device focuses on its features and functions—display, camera, speakers and that kind of thing—just as important to the nation’s network operators is what kind of network technology is in the S9. That’s because Samsung often leads the way in terms of implementing new wireless network technology. Samsung often builds iterations of its gadgets specific to individual operators in order to accommodate their specific technologies and spectrum bands.

“Indications suggest 2018 is going to be a big year for telecom-related spending,” wrote the analysts at Wall Street Research firm Barclays. Specifically, the analysts said they expect capital expenditures among the “big four” (Verizon, AT&T, T-Mobile and Sprint) to rise by 10 percent in 2018, which they said would be the largest increase in the past five years. That growth is likely to be driven mainly by AT&T and Sprint. Both companies have made it clear that they are getting ready to open their purse strings in order to grow their respective network strategies.

[Commentary]  Companies across the gamut are investing in new fixed wireless services. And government money aimed at bridging the digital divide could help fund further fixed wireless deployments. Perhaps more importantly, a surprisingly large number of new and existing vendors are selling increasingly inexpensive equipment for fixed wireless services. But the most interesting element in fixed wireless is that it appears to be a breeding ground for new wireless technologies.

The Federal Communications Commission announced a settlement with AT&T’s FiberTower that involves the company returning hundreds of millimeter wave spectrum licenses to the agency. The settlement essentially means AT&T won’t get access to those spectrum licenses, and it paves the way for the agency to reauction those licenses at some point in the future.  Specifically, as part of the agreement, FiberTower is abandoning all of its 24 GHz spectrum licenses (around 121 total) and roughly the same number of 39 GHz spectrum licenses.

Sprint renewed a promotion that offers a free year of unlimited service to customers who switch to the carrier and bring their own phone. The promotion is available to anyone who owns any one of roughly three dozen phones, including those from Apple, Samsung, Motorola, Google and others, but it appears mostly slanted toward unhappy Verizon customers. The new promotion is similar to the one Sprint unveiled in the summer of 2017. That promotion, described at the time by Wall Street analyst Craig Moffett as the “most aggressive promotion in the history of the U.S.

Verizon’s CTO said the company doesn’t plan to accelerate spending on its network due to new legislation that lowers corporate tax rates. “You probably don’t want to have big spikes in the capital allocation because then in the end it drives inefficiencies. We want to be consistent,” said Hans Vestberg, Verizon’s new CTO. “From an execution point of view you want to be consistent.” Added Vestberg: “It’s not helpful to go up and down in capital allocation because it ramps up and down resources—money wasted … But we are always debating.