Fierce

A new report entitled “U.S. Cable: What is Embedded in Valuations?” is optimistic about cable’s broadband prospects. Analysts at MoffettNathanson say they believe the market is undervaluing cable’s growth prospects. Moffett's analysis shows a big part of the stock drop can be traced to the current cost of capital, which is something that can change in the future and doesn’t go to the underlying prospects for cable’s broadband business.

Wireless internet service providers (WISPs) have hit a breaking point. With fiber players gaining steam and both public and private funding fueling overbuilds of their territories, the heads of several fixed wireless providers say that they don’t expect WISPs to survive beyond the next five to 10 years—at least not in their current form. WISP executives said they are up against rising construction costs, staffing struggles, spectrum questions, and the impending retirement of long-time CEOs.

Verizon is pulling out all the stops to help first responders in the wake of Hurricane Ian, and that includes THOR, the Tactical Humanitarian Operations Response vehicle that acts like a giant Swiss army knife. THOR boasts its own private 5G network and acts as a kind of mobile command center to deliver Verizon Frontline solutions, according to Cory Davis, assistant vice president for Verizon Frontline.

AT&T has made a point of pursuing public-private partnership agreements in recent months, striking deals in Indiana, Kentucky, and Texas. AT&T President of Broadband Access and Deployment Jeff Luong cites the company's ahead-of-schedule project in Indiana as a template for what might be achieved through future projects funded by the Broadband Equity, Access, and Deployment (BEAD) program. The executive noted that in addition to the publicly announced partnerships in Indiana, Kentucky, and Texas, AT&T has won a handful of other deals it hasn’t disclosed.