March 2025

As state application windows continue to close for the $42.45 billion Broadband, Equity, Access, and Deployment program, a divide has emerged in provider participation. While some states have seen an influx of applications from internet service providers, others have drawn only a handful. Arkansas received bids to cover 96 percent of its BEAD-eligible locations, but Massachusetts, so far, has received just five applications proposing to reach about 50 percent of locations.

Fiber vendors have long been banking on the promise of revenue opportunities via the Broadband Equity, Access, and Deployment program and rural broadband expansion, but the hype is simmering down in light of fiber's uncertainty in the new administration. As a result, communications equipment vendors are eyeing greener pastures. For the most part, vendors are “being pretty quiet about the BEAD opportunity because so much is still up in the air,” said Dell’Oro Group VP Jeff Heynen.