AST SpaceMobile's L-band spectrum access agreement with Ligado comes as the booming interest in direct-to-device service is running into limited spectrum availability, spectrum consultants and analysts tell us. Some see a similar deal with a satellite operator getting access to EchoStar's 2 GHz band spectrum for D2D as possible. The federal bankruptcy court overseeing Ligado's Chapter 11 plan signed off last week on the financial breakup terms of the Ligado/AST deal (see 2501270026). Ligado has said the AST deal is key to it emerging from bankruptcy (see 2501060026).
Charter Communications sees broadband subscriber competition from fixed wireless access (FWA) having peaked and predicts that fiber overbuilding will slow down. In a call with analysts Friday as Charter reported its Q4 2024 results, CEO Chris Winfrey said the broadband environment is "still competitive in terms of fiber and cellphone internet overlap." But, he said, "we better be better this year than we were ... last year" -- especially with the loss of the Affordable Connectivity Program (ACP) no longer dragging down results, as it did in the second half of 2024. Charter executives used the term "cellphone internet" five times in Friday's call.
Comcast "will lean into wireless more than ever,” President Mike Cavanagh said in a call with analysts as the company announced Q4 results Thursday, which included worse-than-expected broadband subscriber losses. In December, Comcast predicted losses just north of 100,000 during the quarter (see 2412090029); they came in at 139,000. “Competitive conditions remain intense, dynamic and varied across our footprint and customer segments, and we see no signs of this changing in the near term," Cavanagh said. Comcast closed at $33.25, down $4.11, Charter at $336.62, down $22.71, with the latter to announce Q4 results Friday.
The Kids Online Safety Act (KOSA) isn't likely to make much headway with the 119th Congress absent a major revamp, tech policy panelists said Wednesday at a Congressional Internet Caucus event, which also featured some panelists disagreeing on the FCC's role in cybersecurity enforcement.
If the U.S. Supreme Court uses the FCC USF case as a route for establishing a judicial test about the nondelegation of power, that test should consider the nature of the power being delegated, legal academics say. A Federalist Society panel discussion about the 5th U.S. Circuit Court of Appeals’ 9-7 en banc decision invalidating part of the USF program and subsequent SCOTUS appeal (see 2411220050) saw speakers discussing how courts have looked at Congress' delegation of its powers to other branches or agencies and the high court's available options.
The FCC received feedback from space and wireless interests in docket 24-687 on selection of a space launch frequency coordinator (SLFC) for the agency's space launch service, and in docket 13-115 regarding licensing and frequency coordination procedures and data requirements. Comments were due Wednesday in both. The space launch spectrum allocation order adopted in 2023 (see 2309210055) requires that launch operators seeking to use the 2025–2110 MHz or 2200–2290 MHz band complete a frequency coordination process with a third-party coordinator.
Few of the first tranche of rural digital opportunity fund program recipients authorized in 2021 are behind on their buildouts of broadband to unserved areas. The FCC has seen only a smattering of notifications in recent days from operators alerting it about falling short of the milestone of being 40% deployed as of the end of 2024 (see 2501160056). But broadband experts told us the rate of missed milestones could be higher when it comes to the second batch of RDOF carriers, authorized in 2022. That group has until the end of this year to meet its 40% buildout milestone.
BEAD-related construction in Louisiana, Delaware and Nevada should start as soon as Q2, according to state officials, some BEAD subgrantee award winners and BEAD experts. The three states last week received NTIA approval of their final proposals, the first to do so. Unclear is whether other states will get started this year due to questions surrounding the change in administration possibly causing delays, we're told.
The demand for broadband infrastructure deployment job applicants and the supply of people trained in those fiber installation and construction fields are misaligned to a concerning degree, industry and educational experts warn. Some fear that companies will post many job openings at once, as BEAD money starts flowing to subgrantees, Lindsey Ekstrand, Youngstown (Ohio) State University director-workforce education programs, said. "No one is going to be ready for that," she warned during a Wireless Infrastructure Association event Thursday.
FCC Chairwoman Jessica Rosenworcel's final monthly meeting was largely a victory lap for the outgoing leader, with commission officials offering more than two hours of testimony Wednesday detailing accomplishments during her tenure. Also, Commissioner Anna Gomez criticized what she called an "apparent campaign to bring broadcasters and content platforms to heel" -- a seeming jab at Commissioner Brendan Carr's commitment to battle a "censorship cartel" (see 2411180059, 2412160052 and 2411080046).