Competition/Antitrust

T-Mobile told to stop with its ‘Save Up to 50%’ Home Internet claim

T-Mobile has been advised to stop implying that a consumer can save up to 50% on their home internet services compared to major competitors like Verizon. The recommendation comes from the National Advertising Division (NAD) of the Better Business Bureau (BBB) National Programs.

Traditional Big Broadband Providers Stagnate

In the first quarter of 2022, the big cable companies added 482,000 customers while telecommunications companies (telecos) added over 50,000 customers. In what is a surprise to the industry, that growth has disappeared in the second quarter, and all of the big broadband providers collectively lost almost 150,000 customers.

Dish sets sights on high power Citizens Broadband Radio Service tests

Dish Wireless is asking the Federal Communications Commission (FCC) for permission to conduct field experiments to evaluate high power Citizens Broadband Radio Service (CBRS) operations and its impact on current operations in the band. The application is notable given that Dish was the second largest bidder in the CBRS auction in 2020 and has been lobbying for a higher power level for the band

Subsidy blow for Elon Musk raises questions over orbital broadband

The Federal Communications Commission withdrew nearly $900 million in subsidies that had been granted to satellite operator Starlink to bring the internet to 642,000 remote, rural locations. The FCC subsidy was key anchor revenue for a new satellite broadband constellation that has to heavily subsidize customer terminals — priced in most markets at $599 — in order to expand the service. The FCC, in reversing a December 2020 decision, called proposals from Starlink and another subsidy candidate “risky," and questioned Starlink’s ability to deliver a reliable and affordable offer.

The New Open-Access

In the open-access network model, an entity owns a fiber network and allows other broadband providers to use the network to compete for customers.

Comcast and Charter Losing Broadband Customers

It’s big news that both Comcast and Charter lost broadband customers in the second quarter of 2022. Both companies have steadily gained customers every quarter over the last decade. Comcast blames the customer loss on two factors.

Is a Fiber Roll-up Coming?

When I look at all of the new market entrants into the broadband industry and the frenetic pace that internet service providers (ISPs) of all sizes are building fiber, one of the first thoughts that come to my mind is this is an industry that is headed for a roll-up. There has already been some consolidation of last-mile fiber networks, but the handful of networks that have been purchased will pale against the big roll-ups that I think will be coming in a few years. The industry will be ripe for roll-ups for several reasons.

President Biden’s antitrust adviser Tim Wu is leaving the White House

Tim Wu, the White House adviser helping to drive the administration’s push to rein in corporate giants with tougher antitrust enforcement is planning to leave his position in the coming months. Wu is expected to return to teaching at Columbia Law School after a roughly year-and-a-half as special assistant to President Biden for technology and competition policy. Wu was part of a trio of antitrust hawks President Joe Biden installed in 2021 as part of a push to curb the power of sprawling companies — a fight that has focused in particular on tech titans like Amazon and Google.

Just A Click Away: Broadband Competition in America

This report examines data from the US and around the world to explore the current state of broadband in America, and the potential for an open access fiber model to create robust competition and bring about more widespread access, better service, and lower prices.