Wireless Telecommunications

T-Mobile is now the carrier with the largest number of prepaid customers, surpassing Verizon. Based on its Q3 2023 earnings reports, T-Mobile had 21,595,000 customers and Verizon had 21,420,000. Wave7 Research flagged the change in a report distributed to subscribers. Before the third quarter, Verizon was the biggest US prepaid carrier, but that title was relatively new. The operator bought TracFone Wireless from América Móvil in 2021, instantly giving it more than 20 million prepaid customers, but it’s been steadily losing customers ever since. 

At a New America Open Technology Institute event, Jonathan Campbell, legal advisor for Federal Communications Commission Chairwoman Jessica Rosenworcel, talked about spectrum sharing. In terms of the lower 3 GHz, he said, “We are ready to fulfill our obligation of moving forward with an auction for any of the spectrum that is identified through the Department of Commerce report and continuing to collaborate with our federal partners.” Of course, the FCC doesn’t even have auction authority right now.

I would wager that most of the supposed Affordable Connectivity Program fraud is coming from cellular carriers. My suggestion is that we stop using ACP to subsidize cellular service. The underlying concept of ACP is to get better broadband to folks, and I don’t care how you try to justify it—cell phone data is not a substitute for home broadband. Many people claim that they only use their cellphone as a broadband connection, but if they are more than a casual broadband user, they are probably getting most of their broadband through WiFi connections on somebody else’s broadband connection.

AT&T, T-Mobile, and Verizon made more money from providing wireless services in the third quarter of 2023 compared with the prior year as they added phone lines and nudged many clients toward more expensive plans. The boost in service revenue helped offset weaker equipment sales as purchases of pricey phones slowed at their stores and websites. “Customers are holding on to their phones longer,” said Tony Skiadas, finance chief for Verizon, the country’s largest wireless carrier by subscribers.

The information collected by, and stored within, mobile networks can represent one of the most current and comprehensive dossiers of our life. Our mobile phones are connected to these networks and reveal our behaviours, demographic details, social communities, shopping habits, sleeping patterns, and where we live and work, as well as provide a view into our travel history. This information, in aggregate, is jeopardized, however, by technical vulnerabilities in mobile communications networks.

Charter Communications released its third quarter earnings for 2023, reporting that total residential and small and medium business ("SMB") Internet customers increased by 63,000. As of September 30, 2023, Charter served a total of 30.6 million residential and SMB Internet customers. Third quarter total residential and SMB mobile lines increased by 594,000, and Charter currently serves a total of 7.2 million mobile lines. As of the end of the third quarter, Charter had a total of 32.2 million residential and SMB customer relationships, which excludes mobile-only relationships.

You may recall a number of years ago when Google experimented with delivering broadband from balloons in an effort labeled Project Loon. The project was eventually dropped, but a remnant of the project has now resurfaced as Taara—broadband delivered terrestrially by lasers. Project Loon functioned by beaming broadband from dirigible to receivers on the ground, and Taara sprung out of the idea of using those same lasers for terrestrial broadband. Taara claims to be able to beam as much as 20 gigabits for 20 kilometers (12 miles).

Competitive Carriers Association CEO Tim Donovan said he’s encouraged by the White House’s request to Congress to fill the $3 billion gap in the Federal Communications Commission’s Secure and Trusted Communications Networks Reimbursement Program, aka “Rip and Replace.” But it’s critical that the funding gets allocated ASAP, he added. Of course, when legislation actually clears both the House and Senate is anyone’s guess. The Senate Appropriations Committee has a hearing scheduled on Oct 31 to review the administration’s national security supplemental request.

Comcast reported results for the third quarter (Q3) ended September 30, 2023. The company reported the domestic broadband average rate per customer increased by 3.9 percent and drove domestic broadband revenue growth of 3.8 percent. Fierce reported that Comcast continued to lose broadband subscribers in the third quarter, with executives predicting slightly higher losses for Q4. However, the company touted an uptick in broadband average revenue per user (ARPU).

Verizon Communications reported third-quarter results and raised its free cash flow guidance for 2023. The company's performance was highlighted by continued wireless service revenue growth, total broadband net additions, and improving profitability. Total broadband net additions of 434,000, representing the fourth consecutive quarter that Verizon reported more than 400,000 broadband net additions. Total broadband net additions included 384,000 fixed wireless net additions, an increase of 42,000 fixed wireless net additions from third-quarter 2022.