Light Reading

Comcast still sees fiber networks as its biggest competition in the long term, but a top exec acknowledged fixed wireless access (FWA) as a "near-term issue" that is taking a piece of the lower end of the market. Although the pace of FWA subscriber growth among some of the top US service providers is showing signs of slowing, T-Mobile, Verizon and 

Speculation is swirling that Verizon's $20 billion bid for Frontier Communications will spur more fiber-focused mergers & acquisitions among the nation's top mobile operators.

Verizon's $20 billion move to acquire Frontier Communications as part of an effort to expand and scale its convergence strategy is considered a compliment at Comcast. "That's validation of what we're doing.

The Federal Communications Commission approved additional requests from five service providers for extensions to complete the process of ripping and replacing network gear from Huawei and ZTE.

The cable industry's policy people are working through a smorgasbord of issues, including surprise litigation tied to the Universal Service Fund, a temporary stay on the return of network neutrality rules, tricky nuances tied to the Broadband Equity Access and Deployment (BEAD) program, and even the recent temporary injunction slapped on Venu, a new sports streaming service. Yet another challenge: a US Supreme Court decision in June that 

Many small and midsized cable and broadband operators are exploring a potential launch into the mobile arena, but other priorities, including fiber network buildouts, are keeping some of them on the sidelines. But the option is there for many operators that want it thanks to the National Content & Technology Cooperative's (NCTC's) mobile partnerships with Reach and AT&T. NCTC is 

US cable operators are struggling to return to broadband subscriber growth, but their mobile strategies continued to bear fruit in the second quarter of 2024. Cable's share of total mobile phone net adds (both post-paid and pre-paid) was roughly 54 percent in the quarter, MoffettNathanson found in its latest analysis of the US mobile market. Analyst Craig Moffett attributes the bulk of US cable's mobile growth to relatively lower pricing when compared to many of the plans offered by AT&T, T-Mobile and Verizon.

Hopes came alive again in Congress that the Affordable Connectivity Program (ACP), which lapsed in June, could actually get funded. First, a bipartisan group of lawmakers introduced a House bill on July 30, matching the language of a Senate bill that would extend the ACP with $6 billion and modify the program. On July 31, Democrats in the Senate Commerce Committee voted to advance an earlier bill – the ACP Extension Act – by attaching it as an amendment to the Plan for Broadband Act, legislation that would direct the NTIA to create a coordinated federal broadband strategy. Sen.

Starlink poses a potential threat to cable in largely rural areas, but it also turns out that Elon Musk's satellite broadband service is emerging as a partner for cable operators that are seeking new ways to keep their business customers connected.

J.D. Vance, the Ohio GOP senator announced as Donald Trump's running mate for the presidency, isn't expected to have a broad impact on US telecommunications policies. But he could have something to say about how the country helps consumers afford access to critical broadband services.