BEAD
BEAD Participants Could Face Tough Finances: Moffett
NTIA has been adamant that it’s preventing defaults
Satellite
SpaceX Logs Thirteenth Starship Launch, First Starlink V3 Test
MoffettNathanson analysts don’t expect the rocket to reach reusability this year
Earnings
Verizon Inks $1 Billion Fiber Deal with Google
CEO Dan Schulman said there was ‘no backdoor’ to the company’s MVNO
Earnings
Charter Down 172,000 Broadband Subs
The company added 406,000 mobile lines, ahead of expectations
Earnings
Comcast Broadband Sub Losses Improving
The company said it’s not yet seeing an impact from Starlink in rural areas
Earnings
T-Mobile Broadband Adds ‘in the Upper 400,000 Range’
The company was pleased by the FCC's plan to auction 2.7 GHz spectrum in 2028
Satellite
Towers, Moffett Bearish on Direct-to-Device Mobile Competition
The FCC might take comment on opening three unlicensed bands to the service: 902-928 MHz, 2400-2483.5 MHz, and 5725-5850 MHz
Satellite
Starlink Best for Rural Areas, Analysts Say
The company is planning another test launch of its Starship rocket this week
Earnings
Cable One Expecting to Lose Up to 18,000 Residential Broadband Customers in Q2
The company’s stock fell on financial and operational estimates disclosed in an SEC filing
Satellite
SpaceX Buoyed by Launch Dominance, but Starlink Mobile’s Future Unclear, Analysts Say
A MoffettNathanson report said real competition with terrestrial mobile carriers was unlikely
mergers
Comcast Spinning off NBCUniversal, Sky
Analysts were split on whether that sets the stage for a merger with Charter
Infrastructure
Charter, Comcast Also Confident Amid Starlink Competition
Charter reached settlements with two intervenors in California’s review of its Cox acquisition.
Wireless
T-Mobile Content with FWA, Not Eyeing Cable, Exec. says
CFO Peter Osvaldik also reiterated he saw satellite operators as complementary rather than competitive.
Wireless
Verizon CEO Still Sees Satellite as Compliment to Terrestrial
Dan Schulman said Verizon still had capacity to grow its fixed wireless service.
Earnings
Optimum Down 64,000 Broadband Subs
The company posted 52,000 new mobile lines in the first quarter, its best in the last six years
Earnings
Lumen Acquiring Networking Company Alkira for $475 Million
The company beat revenue expectations in the first quarter.
