Wireless Internet

AT&T delivered strong fourth-quarter and full-year results highlighted by profitable 5G and AT&T Fiber subscriber gains. AT&T Fiber had 273,000 net adds in the fourth quarter and 1.1 million net adds for the full-year.

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.

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.

The Schools, Health & Libraries Broadband (SHLB) Coalition along with the Open Technology Institute at New America (OTI), filed comments responding to the Federal Communications Commission's (FCC) Notice of Proposed Rulemaking (NPRM) in support of E-Rate support for off-campus internet access. The NPRM proposes to allow schools and libraries to apply for funding from the FCC’s E-Rate program for Wi-Fi hotspots and wireless internet access services to be used by students and library patrons in need.

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.

John Deere will tap SpaceX’s satellite fleet to propel the tractor maker’s digital farming push and help automate planting and harvesting in remote locations. The world’s largest farm machinery manufacturer signed a deal with SpaceX’s Starlink business to connect tractors, seed planters, crop sprayers, and other equipment in areas that lack adequate internet service, allowing them to use Deere’s digital products. Illinois-based Deere has been investing billions of dollars in building out computer-assisted services for farmers, including software that allows herbicide sprayers to distinguish

One of the stickiest issues that State broadband offices are going to be wrestling with is how to recognize the service areas for ISPs that use licensed spectrum to deliver rural broadband. This issue comes from a ruling from the National Telecommunications and Information Administration that, for purposes of Broadband Equity, Access, and Deployment (BEAD) Program grants, fixed wireless networks using unlicensed spectrum are deemed to be unreliable.