Competition/Antitrust

In 2023, broadband policy debates will center on how states expend tens of billions of dollars to deploy broadband networks in unserved and underserved areas, most through the Broadband Equity, Access, and Deployment (BEAD) Program. But that will not be the most consequential broadband deployment of the year.

T-Mobile is claiming that the price for its fixed-wireless access (FWA) is locked-in and will never be raised. In the pricing world, that kind of offer is referred to as a price-for-life, although T-Mobile didn’t use that term. This is the kind of idea that comes from marketing folks because it’s a gimmick that makes it easier to sell.

In January 2020, former-Mayor Bill de Blasio (D-NY) announced New York City’s Internet Master Plan, setting a path to deliver broadband for low-income New Yorkers by investing in public fiber infrastructure.

A lot of smaller broadband providers are currently expanding their service footprints. They are often using grant funding to add more service areas and customers, while others are expanding using the more traditional route of borrowing to build new networks. But not all small providers are expanding, or are only expanding in small increments. The reasons why they aren't expanding:

• Fear of Being Able to Compete
• Fear of New Debt
• Staff Can’t Handle Change
• Reluctance to Change Habits
• Lack of Creativity/Innovation

To Members of the 118th Congress, as you begin work on the many important issues facing our nation, NTCA–The Rural Broadband Association (“NTCA”) hopes that you will see broadband access as a key component to enhancing and sustaining our nation’s economic and civic well-being. We offer here a policy blueprint for achieving and sustaining universal broadband access in rural America.

US cable's big wireless gains in 2022 and expected to continue paired with a broader deceleration across the wireless industry will make it difficult for mobile's "Big Three"—AT&T, T-Mobile, and Verizon—to beat and raise their subscriber targets. "The twin headwinds of decelerating industry growth and share loss to Cable are not sufficiently reflected in industry and company expectations, in our view," said MoffettNathanson Analyst Craig Moffett. US cable raked in more than 40% of wireless industry net adds in 2022. Growth for the Big Three mobile carriers slowed in 2022, ending with a

Lumen is taking a different path forward than the other big telephone companies. The company announced a major upgrade to its long-haul fiber routes that cross the country. The company’s main fiber strategy is to beef up the intercity network with plans to add six million miles of fiber to existing fiber routes by 2026. The existing Lumen long-haul fiber network came to the company in two acquisitions. The original network came when CenturyLink bought US West, which had earlier merged with Qwest, a major builder of long-haul networks.

BT’s chief executive said the telecommunications group had turned its broadband network into an “unstoppable machine” that will ultimately “end in tears” for many of its fiber competitors. “There is only going to be one national network,” Philip Jansen said. “Why do you need to have multiple providers?” The former monopoly said that its networking division Openreach had laid fibre to 9.6 million premises, with 29 percent of people in those areas opting to move over to its fibre offering.

Nextlink Internet, which was one of the top 10 winners in the Rural Digital Opportunity Fund (RDOF) rural broadband funding auction, has purchased most of the assets of Bluestem Network, a fiber broadband provider based in Lancaster and Seward Counties in Nebraska. Nextlink said it plans on using Bluestem’s assets as “a base to continue growing our fiber internet presence across southeast Nebraska.” Nextlink is already deploying fiber in nearby Gage County.

Telephone companies (telcos) that have been deploying fiber broadband are having a moment in the sun, finally reversing years of broadband subscriber losses to the cable companies. But will this last? What has given telcos an edge is fiber broadband’s ability to support gigabit and even multi-gigabit speeds bi-directionally. With traditional technology, cable companies can offer gigabit and multi-gigabit speeds but only in the downstream direction.