In Q1 earnings calls this week, TV broadcast executives emphasized their expectations of ownership deregulation, hinted at station deals and discussed a recent proposal by FCC Commissioner Nathan Simington to cap network affiliation fees (see 2505020066). Nexstar CEO Perry Sook said on his company’s call that Simington’s proposal for a 30% cap on fees would likely find “very little traction” in Washington. On Capitol Hill, “there is very little interest in getting involved in the commerce between stations and networks.”
Ongoing declines in video subscribers at multichannel video programming distributors are boosting the odds that a major MVPD will drop video service, video analyst and consultant Dan Rayburn told us Thursday. It could become a consideration when MVPDs near or dip below the threshold of 2 million video subscribers, he said. Altice USA finished Q1 with 1.8 million video subscribers, down from 2.1 million in Q1 2024, it said Thursday as it announced its latest quarterly earnings. Verizon ended Q1 with 2.6 million Fios Video subscribers, down from 2.9 million a year earlier.
What the Trump administration's tariffs will mean for the communications sector remains murky (see 2504030056). On Thursday, the administration announced a deal with the U.K., the first of what it said will be multiple trade agreements.
Supporters and opponents of the Congressional Review Act resolution of disapproval S.J.Res. 7, which would undo the FCC's July 2024 order allowing schools and libraries to use E-rate support for off-premises Wi-Fi hot spots, told us they are looking ahead to how the House will handle the measure after the Senate passed it Thursday on a 50-38 party-line vote. No senators switched sides on S.J.Res. 7 from how they voted Tuesday on a motion to proceed, as expected (see 2505060065).
Communications Daily is tracking the lawsuits below involving appeals of FCC actions.
The FCC’s recent pressure campaign against broadcast networks continued this week as Commissioner Nathan Simington blasted ABC and American Idol for hiring Lin-Manuel Miranda. Meanwhile, a group of nine Senate Democratic caucus members pressed Paramount Global not to settle President Donald Trump’s $10 billion lawsuit against CBS over 60 Minutes’ October 2024 interview with former Vice President Kamala Harris, who was then the Democrats’ presidential nominee (see 2411010044).
The importance of AI and other new technology to wireless industry growth and success was a major topic at this week’s CTIA 5G Summit. Other discussions centered on the need for more high-power licensed spectrum in the U.S. and the threat from China (see 2505060036).
Senate Public Works Committee Chair Shelley Moore Capito, R-W.Va., is pressing the Commerce Department and Secretary Howard Lutnick “to expedite not only the review and release of updated guidance” for NTIA's $42.5 billion BEAD initiative, “but the program as a whole.” Capito, who's also a Commerce Committee member, previously raised concerns that the review of BEAD, which Lutnick started, could unnecessarily delay NTIA's rollout of funding to West Virginia (see 2503050067). Senate Commerce Democrats have sharply criticized the Trump administration's BEAD plans, citing them in April as a reason to vote against NTIA administrator nominee Arielle Roth (see 2504090037).
Senate Commerce Committee ranking member Maria Cantwell, D-Wash., pressed Defense Secretary Pete Hegseth on Tuesday “to guard the critical spectrum resources currently assigned to” DOD, which has proposed reallocating some military-controlled bands (see 2504040068). Cantwell said any DOD reallocation in response to congressional Republicans’ push for a spectrum pipeline as part of a coming budget reconciliation package would put “short-term corporate gain ahead of our nation’s long-term security.”
Money, not technology, is the biggest hurdle to satellite providing "fiber in the sky"-like connectivity, said Michael Abad-Santos, Rivada Space Networks' deputy chief commercial officer, at International Telecoms Week on Tuesday. Satellite executives also discussed spectrum needs for satellite-delivered terrestrial connectivity. George Giagtzoglou, Omnispace's vice president-strategy and marketing, said reusing terrestrial spectrum will suffice in some areas. In others, there's already dense use of terrestrial spectrum and likely none to spare for a mobile network operator (MNO) to hand off to a satellite service, he said.