Wireless Telecommunications

T-Mobile has yet to take possession of the 2.5 GHz spectrum that it acquired via auction in 2022 to fill holes in rural territories across the US, but it’s ready to roll when the spectrum does become available. Congress passed legislation requiring the Federal Communications Commission to release the 2.5 GHz spectrum from Auction 108 and President Joe Biden signed the 5G Spectrum Authority Licensing Enforcement (SALE) Act into law in December 2023.

It seems cable internet providers are still lagging behind in customer satisfaction, especially when it comes to cost. In a 2024 CableTV survey, the best major internet service providers for overall satisfaction were either fiber or wireless providers, those being Google Fiber, T-Mobile, Verizon and AT&T.

During the fourth quarter 2023, the top three wireless operators in the US reported a total of 1.78 million new postpaid phone subscribers. How can each carrier report growth in postpaid phone subscribers each quarter in a country whose population is not growing very much? Recon Analytics Analyst Roger Entner said that question is top-of-mind among the operators, who pay Recon substantial sums of money for survey data to try and figure out the answers.

The First Responder Network Authority (FirstNet Authority) is evolving and expanding FirstNet, the nationwide public safety broadband network, through strategic network investments. At a special Board meeting, the FirstNet Authority Board took action to increase coverage on the network and accelerate FirstNet’s transition to a full 5G network. This network investment follows completion of the five-year initial buildout by the FirstNet Authority’s network contractor, AT&T.

Based on conversations I've had with some of my peers, I have to ask: will fixed wireless access (FWA) peak soon? Every person I've asked has dismissed FWA wireless as a temporary technology with no real long-term legs. My peers say that FWA is already oversubscribed, cell towers aren't designed to handle all-day broadband connections, and that the service is just not good enough. Interestingly, the numbers seem to be telling a different story: T-Mobile and Verizon predict they will collectively reach 15 million FWA customers.

Comcast lost 34,000 broadband customers across consumer and business channels in the fourth quarter and bled 64,000 subscribers for the full 2023, results that might have tanked the cable company's stock in previous quarters. But the company’s shares are up nearly 4 percent. Sure, good news from theme parks and streaming platform Peacock have a lot to do with that.

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: