Wireless Internet

To the dismay of other internet service providers, the three Fixed Wireless Access cellular carriers continued to perform well in the third quarter of 2024, and collectively picked up 913,000 net customers in the quarter, just 20,000 fewer than in the second quarter. The big cable companies continue to lose customers. However, both Comcast and Charter reported that they would have had small customer gains for the quarter except for losses due to the end of the Affordable Connectivity Program (ACP). We’re liable to hear more about the impact of ACP with the year-end customer numbers. 

The Federal Communications Commission's Space Bureau granted the application of Space Exploration Holdings, LLC (SpaceX) to construct, deploy, and operate a constellation of second generation non-geostationary orbit (NGSO) fixed-satellite service (FSS) satellites, known as its Gen2 Starlink constellation.

5G users report higher performance satisfaction than 4G users, but face issues in high-traffic locations, meaning that 4 in 10 users are no longer willing to accept best-effort 5G performance. Further, 35 percent of surveyed 5G users show a growing appetite for elevated connectivity beyond standard 5G performance, signaling a strong willingness to adopt and pay extra for differentiated connectivity. So, what can differentiated connectivity do for them?

The Justice Department and a group of states asked a federal court to force Google to sell Chrome, its popular web browser, a move that could fundamentally alter the $2 trillion company’s business and reshape competition on the internet. The request follows a landmark ruling in August by Judge Amit P. Mehta of 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.

With USCellular's agreement to sell AT&T $1.018 billion of spectrum, all three of the major mobile operators "have taken a chunk" of the rural carrier's assets. The agreement includes the sale of 1,250M MHz-Pops of 3.45 GHz and 331M MHz-Pops of 700 MHz B/C block licenses to AT&T. This spectrum will likely enable AT&T to layer in better coverage on its existing 5G footprint. The sale, once approved by regulators, will add additional spectrum to AT&T's existing bandwidth to improve overall coverage. The 700 MHz band is valuable for distance coverage.

The fixed wireless access (FWA) market has largely matured, and it's no longer offering many surprises. As a result, the pressure the technology has put on the cable industry appears to be easing. "We now have better insights into FWA collectively," wrote the financial analysts at New Street Research. The analysts now expect T-Mobile to gain around 1.45 million fixed wireless customers next year.

Rise Broadband announced it has acquired MidAtlantic Broadband’s 100% fiber-to-the-home broadband/internet business in Missouri. Operating under the Yondoo Broadband brand, MidAtlantic Broadband’s business in Missouri adds almost 10,000 residential and commercial locations across eight markets in the eastern part of the State. With this acquisition, Rise Broadband will now provide service in the cities of Kahoka, Canton, La Grange, Bowling Green, Elsberry, Potosi, Belle, and Bland in Missouri. 100% of homes passed are serviceable with fiber-optic service. 

In 2016, to address the unique needs of providing broadband service in Alaska, the Federal Communications Commission established the 10-year Alaska Plan to support the maintenance and deployment of voice and broadband fixed and mobile services. This Plan, along with other frozen support and model-based support, has resulted in substantially increased deployment of both fixed and mobile broadband services.

In what is bad news for many other internet service providers (ISPs), both T-Mobile and Verizon have plans to continue their aggressive growth of FWA cellular broadband.