Heavy competition the cable industry faces from fiber and fixed wireless access (FWA) is moving downscale, with multiple cable operators telling Wall Street in recent days that there's more pressure at the lower end of the market. Some anticipate greater pressure on their internet subscriber numbers due to the looming end of the affordable connectivity program. Moreover, Charter Communications said it's already seeing effects from February's freeze on new ACP enrollments (see 2402010075).
Matt Daneman
Matt Daneman, Senior Editor, covers pay TV, cable broadband, satellite, and video issues and the Federal Communications Commission for Communications Daily. He joined Warren Communications in 2015 after more than 15 years at the Rochester Democrat & Chronicle, where he covered business among other issues. He also was a correspondent for USA Today. You can follow Daneman on Twitter: @mdaneman
The low earth orbit (LEO) satellite boom is aping the consumer electronics model of cheap and standardized, meaning the industry must focus more on rapid replacements that are also environmentally sustainable, said Aaron Boley, University of British Columbia Outer Space Institute co-director, speaking at an IEEE event Thursday on LEO and sustainability. Darren McKnight, LeoLabs senior technical fellow, said the proliferation of spent rocket bodies left in orbit is an increasing concern. Among regulatory agencies, the FCC has "set a good example" in trying to tackle orbital debris, McKnight said. The commission has said it would refresh its space debris mitigation docket (see 2405020048).
Rather than the FCC requiring reviews for each mission undertaken on an in-space servicing, assembly and manufacturing mission, numerous ISAM interests are pushing the agency to consider a blanket license approach. In docket 22-271 comments this week, numerous parties also questioned the FCC's authority over ISAM and whether it's drifting far from its spectrum oversight role. Commissioners, on a 5-0 vote, approved an ISAM licensing NPRM in February (see 2402150053).
With legacy satcom operators seeing new competition from low earth orbit entrants and rapidly changing technologies, big scale and multi-orbit capabilities are "critical to success," SES CEO Adel Al-Salah said Tuesday in a call with analysts as the company announced its $3.1 billion purchase of Intelsat. Combined, the two will have a $9 billion backlog, a constellation of well more than 100 satellites covering 99% of the globe and revenue focused heavily on growth areas such as maritime and aviation connectivity, he said. The companies said the deal is expected to close in the back half of 2025, pending regulatory approval.
HOT SPRINGS, Virginia -- Restoring the FCC’s lapsed spectrum auction authority is a major priority of the Senate Commerce Committee and the House Communications & Technology Subcommittee, Democratic and Republican staffers said Saturday at the FCBA annual retreat here. John Lin, House Communications and Technology Subcommittee Republican senior counsel, said while Republicans would consider discussing continuing the affordable connectivity program, changes to it must come first. Speakers also covered next steps for the cyber trust mark and interagency relations on spectrum conflicts.
HOT SPRINGS, Virginia -- Expect increasingly heated clashes in coming years between factions advancing exclusive use of spectrum and those supporting spectrum sharing, as well as policy discussions about USF contribution changes, aides to the FCC commissioners said Friday at the FCBA annual seminar here. Meanwhile, AI experts said that in the absence of congressional action they see the FTC and states becoming vigorous in regulating generative AI.
The anticipated end of the Affordable Connectivity Program will bring big competition among broadband internet access service providers for low-income subscribers, according to telecommunications and wireless industry analysts. Multiple BIAS providers are already rolling out new low-cost offerings or pledging to temporarily subsidize ACP subscribers as they seek to capture or keep them. More providers will follow suit, we're told. With the last of its funding, ACP will provide a $14 reimbursement in May rather than the usual $30 (see 2404100082).
Vermont National Telephone (VTEL) is challenging the DOJ's move to dismiss fraud litigation against Dish Network and designated entities (DE) Northstar Wireless and SNR Wireless regarding 2015's AWS-3 auction (see 2403040052).
"The sky's the limit" when considering Chinese capabilities for conducting digital attacks on critical U.S. infrastructure, since China switched from focusing on economic and political espionage to a strategy that can only be pre-positioning for attacks, Brandon Wales, executive director of Homeland Security's Cybersecurity and Infrastructure Security Agency (CISA), said Wednesday. Also at a Semafor conference on digital infrastructure, Kathy Grillo, Verizon senior vice president-public policy and government affairs, said the lack of FCC auction authority could have significant ramifications in a handful of years for keeping up with growing data demands. Numerous conference speakers talked about AI’s potential and risks.
The satellite industry is divided over an FCC proposal to assess FY 2024 regulatory fees on authorized but not-yet operational satellites and to put a bigger portion of the satellite regulatory fee burden on the shoulders of non-geostationary orbit operators. Comments filed in dockets 24-85 and 24-86 also show pushback regarding regulatory fees specifically for in-orbit servicing, assembly and manufacturing (ISAM) operations. Comments were due Friday on an NPRM adopted in March regarding regulatory fee changes for satellite and earth stations due to the agency reorganization that replaced the International Bureau with the Space Bureau and the Office of International Affairs (see 2403140060).