Wireless Telecommunications

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.

In November 2023, the National Telecommunications and Information Administration (NTIA) published its draft national Spectrum Strategy (NSS) and asked for comments to be filed by January 2, 2024. Seventy three organizations submitted written comments by the deadline. All three major national wireless carriers filed comments, which were remarkably similar to each other in their talking points. AT&T, Verizon and T-Mobile stressed their desire to put a rush on more mid-band spectrum.

There is an interesting discussion that has been percolating in the industry for many years. Many wireless ISPs have extolled the benefits of building wireless networks as the first step to eventually build fiber networks. For over a decade, I’ve been a big proponent of this business plan and have worked with many rural internet service providers who entered new rural markets with wireless with the hope of eventually building fiber in the same areas.

Some of the top proponents of open RAN in the US warned lawmakers that the technology remains in danger of sliding into irrelevance if trends toward fragmentation and proprietary solutions continue. John Baker, senior vice president of Ecosystem Business Development at Mavenir warned that there can be different flavors of open RAN.

Key data about internet performance in countries across the world. This quarter we’ve provided updated analyses for 52 markets using Speedtest Intelligence. In the US, T-Mobile was the fastest mobile operator with median download and upload speeds of 188.96 Mbps and 12.19 Mbps, respectively. T-Mobile also recorded the highest mobile Consistency at 87.3%, and the lowest median mobile latency of 50 ms. T-Mobile also led the market with the fastest median 5G download speed at 238.87 Mbps, as well as the lowest 5G latency of 48 ms.

Dish Network already is spinning more heads than some companies do in an entire year. Among the revelations: More layoffs at Dish Network, affecting employees at its Colorado headquarters. Dish is transferring certain spectrum licenses to an EchoStar holding company.

After closing on his re-merger of Dish Network and EchoStar, Chairman Charlie Ergen outlined a series of strategic asset shifts that shield certain spectrum assets, as well as the cash generated by about three million Dish pay-TV subscribers, from existing creditors. The moves “further unlock incremental strategic, financial and operating flexibility for its business following completion of its merger” with Dish Network.

The Department of Commerce’s National Telecommunications and Information Administration (NTIA) awarded nearly $80 million in the third round of grants from the Public Wireless Supply Chain Innovation Fund’s first Notice of Funding Opportunity. This round includes the first awards in the Testing & Evaluation (T&E) category, designed to expand industry-accepted T&E activities, making testing more accessible to the entire wireless ecosystem. The $1.5 billion Wireless Innovation Fund supports the development of open and interoperable wireless networks.