Earnings
AST SpaceMobile Pushing Back Near-Term Satellite Deployment Milestone
The company is planning to build its own rocket amid a shortage of launch space, something analysts are skeptical of
Telecom
Brightspeed Names Shawn O’Donnell CEO Amid Financial Uncertainty
The fiber broadband provider is bringing in a telecommunications executive with restructuring experience
Bankruptcy
Brightspeed Nearing Bankruptcy: WSJ
The company reported 17 percent penetration on its fiber network in September
Wireless
SpaceX Reportedly in Talks to Buy or Partner with EchoStar’s Boost Mobile
Analysts were skeptical that Boost’s MVNO agreements were transferable
Earnings
There’s a New Wildcard Haunting Telecom Earnings: Elon Musk’s SpaceX
Even AT&T’s 769,000 internet additions didn’t help, as investors are weighing satellite expansion against carriers’ pricing and bundling advantages
Satellite
Analysts Mull SpaceX’s Reported Interest in 80,000 Tower Leases
The company could be bluffing to secure an MVNO, or aiming to build a solution for autonomous vehicles and robotics, analysts said
Earnings
Verizon to Offer Faster Fixed Wireless in Urban Areas
The company also signed a $2 billion fiber deal with AWS, and again downplayed the threat of competition from SpaceX
Satellite
Starlink Still Rural For Now: New Street Research
The firm estimated Starlink could have the capacity to serve about 18 percent of U.S. households by 2035
Wireless
Tower Companies Optimistic Amid Spectrum Auctions, Potential AI Deployments
SBA Communications has been in early talks with satellite companies about terrestrial deployments
Infrastructure
Verizon Fiber Expanding as Bain, Tillman Invest $1.5 Billion in Eaton
Analysts expect more deals ahead for Verizon
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
Starlink Best for Rural Areas, Analysts Say
The company is planning another test launch of its Starship rocket this week
Spectrum
Dish Wireless, DBS File for Bankruptcy
EchoStar’s $23 billion spectrum deal with AT&T still hasn’t closed ‘due to unforeseen delays’
Wireless
Verizon Unveils New Mobile, Converged Plans
Like AT&T’s Build-A-Plan, Verizon Simplicity appeared targeted at customers with one or two lines
Spectrum
AWS-3 Re-Auction Clears $2.9 Billion
EchoStar would have been on the hook for a penalty payment if the licenses fetched less than that.
Spectrum
Demand Picked Up This Week in AWS-3 Re-Auction
Analysts say proceeds clearing $2.9 billion is looking more and more likely.
