Competition/Antitrust

AT&T offered more concrete plans for its telecommunications operations after it abandons the entertainment business, detailing goals to drop old copper telephone networks and build new fiber-optic lines. AT&T said it would focus its investments on fifth-generation wireless network connections and fiber-optic lines. To that end, the company said it would cut its network of copper lines—a legacy of its landline telephone network—in half by 2025, allowing the company to serve 75 percent of its network footprint using 5G and fiber.

Charter CEO Tom Rutledge isn’t sold on the idea that consumers need symmetrical broadband speeds, but says it has a roadmap to offer them using DOCSIS 3.1 technology to keep up with competition from fiber players. Rutledge said, “It’s a marketing claim. It’s a claim without much reality from a [data] use perspective…Even one gig down is to some extent a marketing claim from a reality perspective.” However, to the extent that it needs to keep up with such claims from competitors, Rutledge said it can.

Four trade groups and advocacy organizations representing the major tech companies spent roughly $2 million on Facebook advertisements opposing tech-related antitrust bills since the start of 2022. That number, which comes courtesy of an analysis of Facebook’s ad archives by Politico, will likely only increase as legislation to rein in the power of the tech giants moves through the House and Senate. Ad buys from tech trade group NetChoice made up the bulk of that spending.

A US fiber investment forecast from RVA LLC calls for service providers to spend $125 billion over the next five years, exceeding the total amount that has been invested in fiber since providers first began deploying it. The $125 billion includes money allocated in government programs, said Michael Render, RVA owner and principal analyst. The largest of these programs is the Broadband Equity, Access and Deployment (BEAD) program created in the Infrastructure Investment and Jobs Act.

The Infrastructure Investment and Jobs Act directs the Federal Communications Commission “to promulgate regulations to require the display of broadband consumer labels...to disclose to consumers information regarding broadband Internet access service plans.” INCOMPAS believes the FCC should clarify that the purpose of the broadband labels is to help residential and small business consumers—and that the requirements will not apply to providers or resellers providing services to large business or government customers. INCOMPAS suggests that the FCC exclude E-Rate and Rural Health Care provide

T-Mobile is using its considerable legal muscle to try and prevent the terms of its 2.5 GHz spectrum leases from being revealed. This is particularly newsworthy right now because the Federal Communications Commission recently announced it would kick off the process for its Auction 108 in July 2022. Auction 108 is the auction of 2.5 GHz spectrum in the “white-space” gaps in the band that are currently lying fallow.

Charter Communications continued a multi-year march to double the entry-level speed available on its Spectrum Internet service, rolling out 200 Mbps service in more than three dozen new markets. The 37 markets where the faster service is now available cover more than 5 million homes and include Bakersfield (CA), Bangor (ME), Binghamton (NY), Dayton (OH), and Green Bay (WI).

Boost Mobile appears happy with an earlier go selling Cox prepaid home internet service at its retail stores in a few markets, as distribution has expanded more broadly to all Boost store locations within the cable operator’s footprint. In December 2021, Boost Mobile, the Dish-owned prepaid brand, started selling Cox’s Straight Up Internet service in select stores in Las Vegas (NV) and Phoenix (AZ) while mulling a wider push.

Comcast CEO Brian Roberts said that the company’s mobile virtual network operator (MVNO) service runs on “the best network.” Roberts was referring to the fact that Xfinity Wireless rides on Verizon’s network due to a wholesale agreement between the two companies. Roberts bragged that Comcast and Verizon recently updated their agreement to make improvements. The wholesale agreement specifies that Comcast can use its Citizens Broadband Radio Service (CBRS) spectrum to offload mobile traffic from Verizon’s network.

Altice USA CEO Dexter Goei revealed the operator’s long-talked about multi-gig service launch is fast approaching and it expects to announce the first of hopefully many broadband grant wins in the coming weeks. Goei said Altice in recent months has stepped up promotional activity in areas where it overlaps with Verizon’s Fios service in order to “keep the pressure up” on its competition. He added it could soon gain the upper hand in their ongoing battle.