Competition/Antitrust

Fiber Vs. DOCSIS 4.0: How Long Will Fiber’s Edge Last?

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.

Competition in the Mobile Application Ecosystem

After broad outreach, and input that included more than 150 comments from a diverse array of stakeholders, NTIA identified two key policy issues hindering a more competitive app ecosystem: 1) Consumers largely can’t get apps outside of the app store model, controlled by Apple and Google. This means innovators have very limited avenues for reaching consumers. 2) Apple and Google create hurdles for developers to compete for consumers by imposing technical limits, such as restricting how apps can function or requiring developers to go through slow and opaque review processes.

An American Industrial Strategy for US Tech Leadership: Investing in Competitiveness, Innovation, and Equity

The United States and our allies are in a high-stakes technology competition with authoritarian adversaries. How this competition plays out will profoundly shape our economic security – our ability to innovate, grow exports, create jobs of the future, and provide opportunities to all our people. It will also shape our national security – our ability to protect our advantages while preserving our freedoms and democratic values at home and abroad.

Upstream demand driven by 'marketing,' not true usage, Charter CEO says

Charter Communications is upgrading its widespread hybrid fiber/coax (HFC) networks to support faster speeds. But the demand for lofty upstream speeds is not being driven by actual customer usage, according to CFO Chris Winfrey. "The upstream demand today is much more of a marketing campaign as opposed to any real product demand," said Winfrey. Upstream usage soared during the early stages of the pandemic as people worked and schooled from home, but downstream usage still exceeds upstream usage by a wide margin.

Broadband for Under $50? In Mississippi and Arkansas, You're Out of Luck

Every few years, BroadbandNow dives into the cost of internet plans across 2,000 US-based internet service providers (ISP) and how they compare to the median incomes of households across all 50 states plus the District of Columbia. BroadbandNow is again checking who in America has broadband—defined as a connection with a minimum of 25Mbps for downloads and 3Mbps for uploads—and how many can get it for less than $50 per month. The answer is still: not everyone.

Regional fiber rollups may scream monopoly, but it’s complicated

With all of the recent buzz about fiber players getting prepared for acquisitions and incumbents expected to gobble up billions in forthcoming government funding, it’s not a far stretch to wonder if the rollup will result in less broadband competition across the country. But according to two leading telecom analysts, this is very unlikely to be the case post-mergers.

Charter Announces Fourth Quarter and Full Year 2022 Results

Charter Communications reported financial and operating results for the three and twelve months that ended December 31, 2022. Fourth quarter residential Internet customers increased by 92,000, compared to an increase of 172,000 customers during the fourth quarter of 2021. Spectrum Internet delivers the fastest speeds in Charter's footprint. Charter offers Spectrum Internet products with speeds up to 1 Gbps across its entire footprint.

Justice Department Sues Google for Monopolizing Digital Advertising Technologies

The Justice Department—along with the Attorneys General of California, Colorado, Connecticut, New Jersey, New York, Rhode Island, Tennessee, and Virginia—filed a civil antitrust suit against Google for monopolizing multiple digital advertising technology products in violation of Sections 1 and 2 of the Sherman Act. Filed in the US District Court for the Eastern District of Virginia, the complaint alleges that Google monopolizes key digital advertising technologies, collectively referred to as the “ad tech stack,” that website publishers depend on to sell ads and that advertisers rely on to

Competing Against Big Cable Companies

How can a small internet service provider (ISP) compete against the big cable companies? Comcast and Charter together have roughly 55% of all broadband customers in the country, so they are formidable competitors. But the two big cable companies have one obvious weakness – their prices are significantly higher than everybody else in their markets. Every marketing push by these companies involves giving temporary low special prices to lure customers – but those prices eventually revert to much higher list prices. Fixed wireless access (FWA) is clearly competing in price.

The FCC Communications Marketplace Report: More Must Be Done to Enable Broadband Competition and Choice

Big kudos to the Federal Communications Commission for the release of its Communications Marketplace Report at the end of 2022. This is the first Communications Marketplace Report released under FCC Chairwoman Rosenworcel’s leadership, so none of us should be surprised that there are vast improvements in the information covered.