Competition/Antitrust

It’s long been a saying in telecommunications that “all wireless networks end in a wire.” But Charter CEO Tom Rutledge recently emphasized that point. Both Charter and Comcast have been making good headway with their mobile virtual network operator (MVNO) businesses, seeing substantial subscribers adds in recent quarters. And the CEOs of both companies have consistently said that they see their MVNO businesses as a way to offer more choice for their broadband customers. But perhaps their mindset is starting to evolve a bit, where they’re seeing real profit possibilities in wireless.

Between inflation, rising interest rates and turmoil in the stock market, it’s no wonder fears are rising that another recession might be around the corner. But broadband providers don’t seem all that concerned about how such a turn might impact the sector.

Frontier Communications expects to surpass one million new fiber passings by the end of 2022 – hitting 100,000 to 200,000 additional locations – according to CFO Scott Beasley. The accelerated buildout is mainly due to Frontier’s recent move to boost its liquidity to a total of $4 billion, meaning the company has plenty of cash on hand until mid-2024. “First, it sends a strong signal to overbuilders to build somewhere else if they thought we weren’t going to build [fiber].

Public Knowledge released the paper “A Lesson From the Landmark AT&T Breakup: Both a Sector-specific Regulator and Antitrust Enforcers Were Needed” by Senior Fellow Al Kramer. This paper discusses how the work of regulators and antitrust enforcers, working independently and with separate mandates, nevertheless complemented each other, to lead to the breakup of the AT&T Bell phone monopoly in 1984—marking a win for consumers and telephone competitors alike.

Altice USA followed rival AT&T in hiking service costs for consumers, raising internet pricing by $10 per month for new customers and also bumping up promotional rates for TV and phone service. An Altice representative stated the change applies to promotional rates for new customers rather than the monthly cost for existing customers, and said rates will vary by market.

Customer satisfaction with wireless service overall retreats 1.4 percent to a score of 73 (out of 100), according to the American Customer Satisfaction Index (ACSI) Wireless Phone Service and Cell Phone Study 2021-2022. Mobile network operators (MNOs) and full-service mobile virtual network operators (MVNOs) are steady at 73 apiece. Satisfaction with value MVNOs also is unchanged yet still outperforms the other wireless categories. After a slight dip last year, customer satisfaction with cell phones is stable.

Leichtman Research Group found that the largest cable and wireline phone providers and fixed wireless services in the US – representing about 96 percent of the market – acquired about 1,065,000 net additional broadband Internet subscribers in first quarter 2022, compared to a pro forma gain of about 1,120,000 subscribers in first quarter 2021.

USTelecom recently sent a letter to practically every politician who might have a hand in deciding how broadband grants are awarded – the White House and key Cabinet officials, the National Telecommunications and Information Administration, the Federal Communications Commission, members of Congress, Governors, Mayors, other local officials, Tribal leaders, and state broadband offices.

The Federal Communications Commission seeks public input to inform the FCC’s required assessment of the state of competition in the communications marketplace in its upcoming Communications Marketplace Report (2022 Communications Marketplace Report) to Congress. Specifically, the FCC seeks data, information, and comment on a wide range of issues relevant to the state of competition in the communications marketplace as a whole.

Federal Trade Commission chair Lina Khan has a chance to work her way down her Big Tech to-do list, nearly a year into her tenure, now that she has a Democratic majority in hand. The Senate voted 51-50 — with Vice President Kamala Harris breaking a tie — to confirm privacy expert Alvaro Bedoya to the FTC. The Democrats' majority at the five-person agency now opens the door for Khan's agenda, expected to include: