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Cable's record wireless gains create more trouble for mobile's Big Three
US cable's big wireless gains in 2022 and expected to continue paired with a broader deceleration across the wireless industry will make it difficult for mobile's "Big Three"—AT&T, T-Mobile, and Verizon—to beat and raise their subscriber targets. "The twin headwinds of decelerating industry growth and share loss to Cable are not sufficiently reflected in industry and company expectations, in our view," said MoffettNathanson Analyst Craig Moffett. US cable raked in more than 40% of wireless industry net adds in 2022. Growth for the Big Three mobile carriers slowed in 2022, ending with a
Upstream demand driven by 'marketing,' not true usage, Charter CEO says
Charter Communications is upgrading its widespread hybrid fiber/coax (HFC) networks to support faster speeds. But the demand for lofty upstream speeds is not being driven by actual customer usage, according to CFO Chris Winfrey. "The upstream demand today is much more of a marketing campaign as opposed to any real product demand," said Winfrey. Upstream usage soared during the early stages of the pandemic as people worked and schooled from home, but downstream usage still exceeds upstream usage by a wide margin.
'Greatest challenge' to closing digital divide is uncertainty about ACP, advocates warn
Whether or not the US closes its digital divide may come down to the fate of the Affordable Connectivity Program (ACP): the $14.25 billion program currently subsidizing broadband by $30/month for over 15.7 million households (up to $75 on tribal lands). That's the view of the National Urban League (NUL).
New York's $15 broadband mandate returns to court
The Second Circuit Court of Appeals heard oral arguments in a case regarding New York's Affordable Broadband Act, a 2021 law that would have mandated that internet service providers (ISPs) offer a $15 service option for low-income consumers. That law, signed by former Governor Andrew Cuomo (D-NY), was quickly put on ice when industry groups representing ISPs sued the state. But New York appealed that decision, with support from consumer groups and other states, bringing the parties back to court.
With planning funds in hand, states turn to broadband consultants
The National Telecommunications and Information Administration (NTIA) has made multiple announcements releasing funds to help states develop plans for the Broadband Equity, Access and Deployment (BEAD) program. With dollars in hand or incoming, a ticking clock, and few internal resources, several states are now turning to consultants for help. States have 270 days from receipt of planning funds to submit a five-year action plan to NTIA on how they will structure their BEAD and digital equity programs to close their digital divides.
Broadband priorities for outgoing and incoming Congress
The 117th Congress is nearing its end. There are still several broadband policy issues and related matters for Congress to sort out. Meanwhile, the current Congress has few working days left in 2022—and still needs to pass a budget for 2023—and it's unclear how much legislation will reach President Biden's desk when Republicans gain the House majority in January. Here are two policy matters to watch for the remaining days of this Congress:
SHLB Coalition urges FCC to label anchor institutions as broadband serviceable locations
With just over a month remaining until the Federal Communications Commission's deadline for broadband map challenges, the Schools, Health & Libraries Broadband (SHLB) Coalition is raising concerns over how the map displays community anchor institutions (CAIs) and is asking the FCC to revise its process.
With Democrats' Senate wins, Gigi Sohn is likely headed to the FCC
Gigi Sohn may soon take a seat as Federal Communications Commissioner thanks to Democrats' narrow victories in US midterm Senate races around the country, according to the financial analysts at New Street Research. "We now believe it is likely that a third Democratic commissioner joins the [Federal Communications] Commission, either through a vote in the lame-duck session (in which case it will be the current nominee Gigi Sohn) or sometime in the first few months of 2023," wrote New Street analysts. A Democratic FCC majority could move forward in areas such as digital discrimination, merger
How state-level subsidies might refill cable's broadband subscriber tank
With US cable broadband subscriber growth remaining flat or going negative, operators are hard-pressed to find a remedy that will rekindle growth in a service category now considered central to the overall business.