Ownership

The Federal Communications Commission proposed new rules that would require, for the first time, companies with existing authorizations to provide international telecommunications services to and from the US to file renewal applications at the FCC.

GoNetspeed President and CEO Richard Clark calculates that the founding team behind the provider holds about 100 years of experience in broadband operations and construction. The freshly-consolidated GoNetspeed is focused on rolling out one product and one product only: fiber. Each of the companies that merged under the GoNetspeed umbrella historically operated in varying states, but as of 2023, their footprint comprises communities in Maine, Alabama, Connecticut, Massachusetts, Missouri, New York, Pennsylvania, Vermont, and West Virginia.

Sitting atop a backdrop of economic imbalance are Wall Street hedge funds and private equity firms that daily manage hundreds of billions of dollars, leveraging debt to acquire companies, then firing workers, and stripping the carcasses of American industry for asset sales. This destructive way of running our economy is bad news in many sectors. Nowhere is it more pernicious than in communications and the media. Two massive Wall Street funds, Standard General and Apollo Global Management have set out to purchase the second-largest local TV station group in the U.S.—Tegna.

There are still lots of unanswered questions about the true benefit the $42 billion Broadband Equity, Access, and Deployment (BEAD) program will bestow upon some of the nation's top broadband providers. But a "rough, preliminary estimate" from New Street Research indicates the BEAD opportunity stands to beef up their combined enterprise values by billions of dollars. New Street Research employed a multi-step model to calculate the number of served and unserved homes that can qualify for BEAD subsidies.

For decades, municipal broadband operations have been subject to a minefield of restrictions and barriers designed to make the prospect of establishing or maintaining a community broadband network costly, difficult, and unsustainable. There are currently 17 states in total that have restrictive legislation against municipal broadband networks in the US. Although no states have managed to remove their restrictions in 2022, 2023 could be the year that things begin to change for states that have historically been opposed to allowing for a public option.

The Federal Communications Commission's Wireline Competition Bureau (WCB) announced that Gila Local Exchange Carrier d/b/a Alluvion Communications (GLEC) and Fond du Lac Communications (Fond du Lac) have notified the FCC of their decisions to withdraw from the Connect America Fund (CAF) Phase II auction support program. Fond du Lac’s and GLEC’s letters constitute notification to the FCC that they are defaulting on their obligations to meet their service milestones.

New York City is shutting down NYC Mesh, a community-run low-cost broadband network that provided affordable internet access to underserved areas. The network relied on a decentralized model where users helped expand it.

Telecom carriers and analysts have been talking about lower capital expenditures (capex) for 2023, so it’s no surprise that Dell'Oro Group released a report citing a decline in worldwide telecom spending in 2023. Dell'Oro states that the decline is going to continue for a while.

Some questions about T-Mobile’s Home Internet service remain unanswered, including the cause of a deceleration of subscribers from the third quarter to the fourth quarter of 2022. However, the analysts at MoffettNathanson took a stab at examining that and other issues related to fixed wireless access (FWA) in a new report. The report is an update of one from a year ago in which MoffetNathanson worked with Opensignal, formerly Comlinkdata, to analyze where FWA subscribers are coming from. Not a lot has changed from a year ago; Opensignal’s estimates of T-Mobile’s FWA subscriber mix show sign

Some people in the telecommunications industry like to compare the copper or fiber lines transmitting data under our feet to railways. They are both natural monopolies, they argue: duplication is wasteful, the high costs of construction deter new entrants, and economies of scale are essential for survival. But laying fiber costs much less than laying a railway track. The very fact that over 100 alternative network providers — or “altnets” — have popped up, backed by billions in private capital, suggests the financial incentives are there to multiply the infrastructure.