EchoStar adds 212K subs, surprises with big LEO deal with MDA
EchoStar added 212,000 wireless subscribers in Q2 The company struck a deal with MDA Space to build a new low Earth orbit (LEO) constellation The 2 GHz/AWS-4 spectrum figures prominently in plans for its new D2D service EchoStar delivered a...
How the Big 3 think about their fiber growth strategy
AT&T, T-Mobile and Verizon collectively want to deploy fiber to about 119M U.S. locations Each operator is progressing differently with fiber, but AT&T is most ahead so far Here’s what they said in their Q2 earnings calls about fiber strategy...
DoD’s latest spectrum proposal is not good for CBRS
The DoD’s plan calls for moving CBRS from the 3.55-3.65 MHz part of the band to the lower 3 GHz, according to a New Street analysis That’s similar to what AT&T proposed last fall – a plan that was met...
AI just got a lot more expensive for U.S. companies
One key component seems to have escaped Trump’s new tariffs But other countries could hit back It all seems like bad news for continued cloud and AI deployments in the U.S., analysts said Buried in the fine print of President...
Is the next big telecom M&A deal on the horizon?
A sale of Lumen’s consumer fiber biz is probably the most likely deal to happen 2025, according to analysts Other possible transactions, like a Comcast/Charter merger, are a bit more far-fetched Changes to copper retirement policy could pave the way...
Carriers prepare for battle to fill US spectrum pipeline
New Street Research analysts figure 500 MHz+ of spectrum could end up in U.S. carriers’ hands over the next four years They estimate the value of these bands at $160 billion based on prior transactions That sounds like a lot...
Prospects for lower 3 GHz look better than ever for 5G
Commerce secretary nominee Howard Lutnick provided new hope for the 5G industry during his confirmation hearing Lutnick said he leans toward the commercial sector vs. the federal government His comments come as the wireless industry seeks to wrest 3 GHz...
With Trump now in office, what about BEAD?
Before anything changes with the BEAD program, Trump needs to name a new NTIA administrator States waiting for NTIA to approve their BEAD proposals may see their deployment plans stall A new NTIA regime could lower the program’s high-cost threshold,...
EchoStar gets more time to meet 5G buildout requirements
Dish parent EchoStar has met previous buildout commitments, but its financial situation is grim The buildout extension comes with a promise from EchoStar that it will make a low-cost wireless service plan and 5G device available to consumers nationwide The...
T-Mobile talks a big talk, but who’s buying it?
T-Mobile held its Capital Markets Day in San Francisco on Wednesday, laying out its growth strategy for the next three years Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman were surprise guests and provided some all-star sizzle to the...