AT&T CEO John Stankey is optimistic that the FCC under new Chairman Brendan Carr will make more spectrum available for full-power, licensed use, though the business leader sounded a note of caution about the round of tariffs that President Donald Trump announced on Tuesday.
President Donald Trump urged lawmakers Tuesday night to “get rid” of the 2022 Chips and Science Act, which allocated $52 billion for domestic semiconductor manufacturing (see 2207280060). The law “is a horrible, horrible thing,” Trump said during his Tuesday night speech to a joint session of Congress. He asked House Speaker Mike Johnson, R-La., to use “whatever’s left over” in unobligated Chips and Science Act funding “to reduce debt or any other reason you want to.” Trump was sharply critical of the statute during the 2024 presidential campaign, saying subsidies were a bad idea (see 2412090046). Johnson drew heat himself during the closing days of the campaign by first calling for Congress to repeal the Chips and Science Act and then quickly reversing course (see 2411040062).
Permitting reform has bipartisan support, which bodes well for substantial action soon, speakers said Wednesday at ACA Connects' annual Washington summit. Yet while there's support, "nobody can quite figure out what [reform] looks like,” said Senate Commerce member John Curtis, R-Utah. Besides broadband, other sectors, such as energy, also have permitting woes, he added. Speakers said they believe BEAD, with some rules changes, will move forward. Commerce Secretary Howard Lutnick said the agency is launching a review of BEAD rules and dropping its fiber focus (see 2503050067).
FCC Commissioner Nathan Simington wants his colleagues to speak only English during FCC proceedings in the wake of a White House executive order declaring it as the U.S.’s official language, he said in a post on X Monday. The post seemed aimed at fellow FCC Commissioner Anna Gomez, who sometimes reads a Spanish version of her meeting statements. During last week’s FCC open meeting, Simington -- who was born and raised in Canada -- read out one of his statements in Romanian, seeming to mock Gomez.
TV broadcast executives during Q4 earnings calls last week were bullish on merger and acquisition opportunities under the new White House and FCC leadership, but several also mentioned “softness” in some advertising categories, possibly connected to tariffs. Concern with tariffs is “putting a natural chilling effect upon advertising in the automobile sector” but should eventually “settle out,” said Gray Media co-CEO Hilton Howell.
New U.S. tariffs against China and weakening consumer demand will result in a slower market for PCs and tablets than originally forecast, IDC said Wednesday. Global PC volume is now expected to hit 273 million in 2025, a 3.7% increase over 2024, while tablet shipments are expected to shrink 0.8%, IDC said. It projects an anemic compound annual growth rate of 0.4% for PCs in 2025-29. “Price hikes stemming from tariffs in the US combined with subdued demand are leading to a negative impact within the largest market for PCs,” said Jitesh Ubrani, research manager with IDC's Worldwide Mobile Device Trackers.
The Committee for the Assessment of Foreign Participation in the U.S. Telecommunications Services Sector, also known as Team Telecom, notified the FCC this week that it's reviewing Bell Canada's proposed acquisition of Ziply Fiber (see 2412090045). The deal is straightforward, and “there is no significant risk to the transaction being approved,” New Street's Blair Levin said Thursday. But, he added, approval may get caught up in President Donald Trump’s pursuit of tariffs.
The full FCC should reverse the Media Bureau’s dismissal of the Media and Democracy Project’s (MAD) petition against Fox’s WTXF Philadelphia, MAD said in an application for review Tuesday. The petition's dismissal under former FCC Chairwoman Jessica Rosenworcel (see 2501160081) was “politically manipulated” and intended to add “a patina of impartiality” to the contemporaneous dismissal of complaints against ABC, NBC and CBS, MAD said. Those complaints, from the Center for American Rights (CAR), weren’t based on court findings and “did not rise to the level” of the WTXF petition, MAD said. “In rescinding the three CAR decisions, while leaving the MAD decision to stand, [FCC Chairman Brendan] Carr doubled down on Rosenworcel’s biased, politically motivated adjudications,” the group said (see 2501220059). “It is not the duty of the FCC chair, whether a Republican or a Democrat, to play politics with legal proceedings,” and both parties' chairs "failed [in] their statutory duty.” The Media Bureau was incorrect not to consider the factual record and court findings from the litigation against Fox by Dominion Voting Systems over Fox’s 2020 election coverage, MAD said. It also disputed that its case against WTXF violates the First Amendment. “The question before the Commission is not whether Fox had a right to dissemble, rather it is about the consequences of those lies and the impact on Fox’s character qualifications to remain a Commission licensee.”
An emergency petition Sunday by the executive branch seeking U.S. Supreme Court intervention to block courts from interfering with the removal of the head of the Office of Special Counsel could have implications for the president’s removal power over FCC commissioners, said Free State Foundation President Randolph May in a blog post Tuesday. Acting Solicitor General Sarah Harris asked SCOTUS to vacate a temporary restraining order barring the removal of Office of Special Counsel leader Hampton Dellinger as “an unprecedented assault on the separation of powers.” Blocking the president from removing presidential appointees under his authority “inflicts the gravest of injuries on the Executive Branch and the separation of powers,” said the emergency petition. In it, Harris restated DOJ's argument (see 2502140047) that tenure protections for members of multimember commissions are unconstitutional. “If this view ultimately prevails in the Supreme Court, a president's authority to remove an FCC commissioner without providing any reason would be assured,” May said. The court could instead rule that Dellinger could be ousted based on language in the statute that allows the head of the Office of Special Counsel to be removed for inefficiency, malfeasance or neglect of duty, he added. Other agencies targeted in a recent letter to Congress from the Solicitor General -- such as the FTC and the National Labor Relations Board -- are based on statutes with similar language, but that language isn’t present in the Communications Act. That could be “determinative” if a president ever tries to remove an FCC commissioner, May said. He included a disclaimer at the end of his post clarifying that he isn't advocating for White House removal of FCC commissioners.
While the White House increasingly wields tariffs as an economic policy tool, parts of the tech, media and telecom universe see a growing risk of getting enmeshed in trade fights. Some communications technology could be particularly exposed, Telecommunications Industry Association Director-Global Policy Patrick Lozada told us. Broadcasters, meanwhile, are bracing for tariffs that could potentially result in lower advertising spends. SpaceX's temporary loss of a $100 million contract over a U.S./Canada tariff fight also could point to satellite communications getting caught in the thicket of U.S. trade disputes (see 2502060004).