Wireless Telecommunications

I work with a lot of internet service providers that own rural fiber. Some owners have been successful in providing fiber to the cell sites located near their networks.  A few sell directly to a cellular carrier, but most of these connections are sold to an intermediate carrier that bundles together cellular connections across a large geographic area. This has been good business, but now I’m hearing about requests from cellular companies or intermediate carriers to increase bandwidth at cell sites.

The availability of high-speed internet has become one of the driving factors in attracting new residents to settle in the Monadnock region, giving some towns a competitive advantage for people who work or attend school remotely. Rebecca Morse, broker for RE/MAX Town Square in New Ipswich, said towns with lower internet services are generally less desirable, though not entirely off the table to most buyers, unless they have specific work-from-home needs.

Comcast Corporation reported results for the 4th quarter that ended December 31, 2023. Growth in residential connectivity revenue was driven by international connectivity revenue due to increases in wireless revenue, reflecting higher sales of wireless devices and services, and in broadband revenue, as well as the positive impact of foreign currency; domestic broadband revenue due to higher average rates; and domestic wireless revenue due to an increase in the number of customer lines.

Over the past year America’s spectrum policy faced an unprecedented set of challenges that jeopardize America’s 5G leadership and Americans’ ability to reap all of the economic and geopolitical benefits of a dynamic mobile broadband network and the ecosystems it supports. To overcome those challenges, 2024 must be a year of action for US policymakers if we are to maintain our global competitiveness, meet rapidly increasing consumer demand, and drive the innovation and growth we all want in the United States. Specifically, America’s wireless future hinges on:

The Federal Communications Commission updated its rules, and proposed additional updates, to improve communications network reliability, resiliency, and transparency during disasters and outages. The rule changes will increase participation in, and enhance the use of, the FCC’s Disaster Information Reporting System (DIRS), in which service providers report on their operational status during emergencies. Certain types of communications providers are required to report network outages to the FCC’s Network Outage Reporting System (NORS) on an ongoing basis.

The Federal Communications Commission adopted rules to more precisely route wireless 911 calls and Real-Time Texts (RTT) to 911 call centers, which can result in faster response times during emergencies and ultimately save lives. Wireless 911 calls have historically been routed to 911 call centers based on the location of the cell tower that handles the call. But in some cases, the nearest cell tower may be in a neighboring jurisdiction. In these cases, the call may be routed to a 911 call center in that neighboring jurisdiction, not the call center that serves the caller’s location.

AT&T delivered strong fourth-quarter and full-year results highlighted by profitable 5G and AT&T Fiber subscriber gains. AT&T Fiber had 273,000 net adds in the fourth quarter and 1.1 million net adds for the full-year.

Verizon Communications reported strong fourth-quarter and full-year 2023 results highlighted by total wireless postpaid net additions, fixed wireless net additions and increased wireless service revenue. Total broadband net additions of 413,000, represented the fifth consecutive quarter that Verizon reported more than 400,000 broadband net additions. Total broadband net additions included 375,000 fixed wireless net additions, bringing the subscriber base to over 3 million.

The two biggest cable companies in the country have clearly bogged down. In the third quarter of 2023, Comcast lost 18,000 broadband customers while Charter gained 63,000. There are a number of reasons for the sudden slowdown. At the top of the list is probably prices. Both Carter and Comcast charge significantly more than their fiber competitors. The other new competitor is fixed wireless access cellular wireless from T-Mobile and Verizon.

As the federal government plans to freeze new Affordable Connectivity Program (ACP) enrollments next month, the broadband industry has started to think about how that will impact internet service providers and subscribers on the subsidy. New Street Research released a report evaluating the ACP’s impact on Charter. The firm estimated Charter has at least 4.1 million fixed broadband ACP subscribers. That figure is a “conservative” estimate, taken from Charter’s share of broadband passings.