Infrastructure

Even before Donald Trump was re-elected, his best-known backer, Elon Musk, had come to him with a request for his presidential transition. He wanted Trump to hire some employees from Musk’s rocket company, SpaceX, as top government officials — including at the Defense Department. That request, which would seed SpaceX employees into an agency that is one of its biggest customers, is a sign of the benefits that Mr.

Donald Trump’s most clearly articulated economic plan is that he intends to impose a lot of tariffs on foreign-made goods entering the U.S. We can also speculate that he won’t allow tax breaks given in 2018 to lapse as they’re scheduled to do, and that Republicans will probably address taxes as one of the first items on their agenda.

It's very likely that the incoming Trump administration will smile on satellite Internet companies such as SpaceX's Starlink and Amazon's Project Kuiper. And that could have serious implications for fiber vendors like Calix and Corning, as well as fiber network operators like AT&T, Brightspeed, Altice, Windstream and others. The Broadband Equity, Access, and Deployment (BEAD) program is designed to funnel $42.45 billion through US states for broadband networks in rural areas.

The fixed wireless access (FWA) market has largely matured, and it's no longer offering many surprises. As a result, the pressure the technology has put on the cable industry appears to be easing. "We now have better insights into FWA collectively," wrote the financial analysts at New Street Research. The analysts now expect T-Mobile to gain around 1.45 million fixed wireless customers next year.

The industry is suddenly awash with talks of acquisitions and mergers. In September, Verizon announced the acquisition of Frontier Communications in an all-cash deal valued at $20 billion. T-Mobile has announced two acquisitions of fiber overbuilders.

Mercury Broadband filed letters notifying the Federal Communications Commission that the company is returning census block groups (CBGs) awarded funding in Kansas, Illinois, Michigan, and Indiana. Mercury said deployment costs have increased dramatically since Mercury made its bids in the Rural Digital Opportunity Fund auction and factors outside of its control, including rising costs and competitive encroachment, have rendered deployment to many of these RDOF CBGs economically unviable and ultimately unachievable.

Presidential elections have real impacts arriving quickly. I think the following changed policies and strategies will happen fast, because the glidepath is both well-lit and pre-planned. 

Rise Broadband announced it has acquired MidAtlantic Broadband’s 100% fiber-to-the-home broadband/internet business in Missouri. Operating under the Yondoo Broadband brand, MidAtlantic Broadband’s business in Missouri adds almost 10,000 residential and commercial locations across eight markets in the eastern part of the State. With this acquisition, Rise Broadband will now provide service in the cities of Kahoka, Canton, La Grange, Bowling Green, Elsberry, Potosi, Belle, and Bland in Missouri. 100% of homes passed are serviceable with fiber-optic service. 

With Election Day in the rearview mirror, the U.S. is considering what a second Donald Trump administration means for the country. For the broadband industry, that means wondering what will happen with the $42.5 billion Broadband Equity, Access, and Deployment (BEAD) Program. The long and the short of it? The biggest influence on BEAD could come from outside the government.

When president-elect Trump is sworn in for his second term on January 20, 2025, his administration will take over wireless policy. What analysts say we should expect: