Satellite

The Starlink waitlist is back in certain parts of the US, including several large cities on the West Coast and in Texas. The Starlink availability map says the service is sold out in and around Seattle and Spokane, Washington; Portland, Oregon; San Diego; Sacramento, California; and Austin, Texas. Neighboring cities and towns are included in the sold-out zones.

The Federal Communications Commission has voted to revise its satellite spectrum sharing rules to promote market entry, regulatory certainty, and spectrum efficiency. The Report and Order released on November 15th refines the FCC’s non-geostationary satellite orbit, fixed-satellite service (NGSO FSS) spectrum sharing regime that provides clarity regarding sharing between systems licensed in different processing rounds, granting primary spectrum access to systems approved earlier, while enabling new entrants to participate in an established, cooperative spectrum sharing structure.

Is satellite broadband a reliable method of closing the digital divide? If you were to consult the BEAD program’s rules, the answer would be no. But Donald Trump’s second term could flip that equation if the new administration determines fiber is no longer the preferred technology. Elon Musk, who owns satellite broadband service Starlink, was just appointed by Trump to lead a new “Department of Government Efficiency” in his second administration.

I’ve been peppered with questions about the impact of the change of administration on the Broadband Equity, Access, and Deployment (BEAD) grant program. I don’t have any better crystal ball than anybody else. But it’s not hard to speculate on the kinds of changes that might come. Some possible paths for BEAD:

According to GSA, which tracks the satellite industry, 34 countries are either planning, evaluating, or testing broadband satellites. There have already been satellites launched by UK, Mexico, Japan, Papua New Guinea, the United Arab Emirates, and Timor-Leste. The skies are clearly going to be filled with satellites in a few years. It’s not hard to imagine 100,000 broadband satellites in orbit in a decade or so. One has to wonder what this will mean in terms of price competition. Starlink has one of the highest broadband prices in the U.S.

In an increasingly congested wireless spectrum, conflict is both inevitable but often resolvable. Between commercial applications (e.g., terrestrial and non-terrestrial wireless communications, navigation, and telemetry), scientific activities (e.g., radio astronomy, polar research, earth observation), and other vital spectrum-dependent uses (e.g., air traffic control), competition for spectrum access will only increase with new and emerging applications and technologies.

It's very likely that the incoming Trump administration will smile on satellite Internet companies such as SpaceX's Starlink and Amazon's Project Kuiper. And that could have serious implications for fiber vendors like Calix and Corning, as well as fiber network operators like AT&T, Brightspeed, Altice, Windstream and others. The Broadband Equity, Access, and Deployment (BEAD) program is designed to funnel $42.45 billion through US states for broadband networks in rural areas.

Elon Musk—the most influential backer of President-elect Trump, thanks to his money, time and X factor—now sits at the pinnacle of power in business, government influence and global information (and misinformation) flow. As this election showed, politics and influence flow downstream from information control. Musk, once seen by many as a fool for buying Twitter, now controls the most powerful information platform for America's ruling party. X makes Fox News seem like a quaint little pamphlet in size, scope and right-wing tilt. Imagine you wanted to help mold America.

With Election Day in the rearview mirror, the U.S. is considering what a second Donald Trump administration means for the country. For the broadband industry, that means wondering what will happen with the $42.5 billion Broadband Equity, Access, and Deployment (BEAD) Program. The long and the short of it? The biggest influence on BEAD could come from outside the government.

Satellite-based communications businesses have been making news recently, including a brand-new start-up.