Infrastructure

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: 

Telephone companies are getting tired of their legacy copper cables. It’s bad enough old copper is difficult to maintain, people want to steal it, too. AT&T recently posted a $10,000 cash reward for information on copper cable thefts in the Austin (TX) area.

National Rural Electric Cooperative Association CEO Jim Matheson issued a statement on the election results, congratulating President-Elect Trump and touching on electric cooperative policy priorities: 

Hackers linked to Chinese intelligence used precision strikes to quietly compromise cellphone lines used by an array of senior national security and policy officials across the U.S. government in addition to politicians. This access allowed them to scoop up call logs, unencrypted texts and some audio from potentially thousands of Americans and others with whom they interacted.

Comcast’s CFO Jason Armstrong said that two years ago the company used to increase its broadband footprint by passing 800,000 more homes per year, but now it’s pacing at around 1.2 million new homes passed yearly. Armstrong recently reiterated what Comcast executives have been saying for several quarters now—that fixed wireless access (FWA) and fiber are its two key competitors in terms of technology. Jason Livingood, VP of Technology Policy, Products and Standards with Comcast, said the company has been focused on building in rural areas over the last couple of years, and Broadband Equity,

Across the country at federal, state, and industry association meetings there are dire warnings being issued that the cost involved on getting onto poles is going to be a huge hindrance to the implantation of Broadband Equity, Access, and Deployment (BEAD) grants. Everybody who is talking about this is right, but this is not a new topic—we’ve been talking about this for decades. Now that we are on the eve of finally seeing broadband offices reviewing BEAD grant applications, these warnings feel like too little too late for me.

In 2016, to address the unique needs of providing broadband service in Alaska, the Federal Communications Commission established the 10-year Alaska Plan to support the maintenance and deployment of voice and broadband fixed and mobile services. This Plan, along with other frozen support and model-based support, has resulted in substantially increased deployment of both fixed and mobile broadband services.

Bell Canada announced it was acquiring Ziply Fiber for $3.65 billion in cash plus the assumption of debt, resulting in a transaction value of about $7 billion. This deal follows Verizon’s recent announcement that it’s acquiring Frontier for $20 billion. The announcement between Bell Canada and Ziply would make Bell the third largest fiber internet services provider in North America, after AT&T and Verizon.

On October 31, NRECA sent a letter to the National Telecommunications and Information Administration expressing concern about the potential for BEAD funds being used to overbuild locations with fiber-to-the-home connections. CEO Jim Matheson wrote "As state broadband offices begin opening BEAD application windows and evaluating proposals, I write to express concern about the potential for BEAD funds being used to overbuild locations with fiber-tothe-home connections.