Citing solid financial results, Goldman Sachs rated the three major U.S. wireless carriers as "buys" and picked AT&T as its top choice. "We believe investors are bullish on [AT&T] given solid commentary throughout the quarter with no apparent shift in management tone,” Goldman Sachs said Monday: “We think expectations are modestly elevated given the constructive wireless backdrop, offset by likely lower consumer broadband expectations given the union strike impact.”

The FCC’s Broadband Data Task Force will host a webinar on Oct. 24, 3 p.m. EDT, to provide guidance about how to challenge the mobile coverage data reflected in the national broadband map. “Challenges submitted by consumers and other stakeholders play an important role in the FCC’s ongoing effort to provide accurate and precise information regarding mobile service availability across the country,” said a Tuesday notice. The FCC will also host several virtual office hours sessions later this fall to answer questions about the challenge process and on submitting bulk mobile challenges, the FCC said.

The global wireless industry saw “continued strong wireless cellular expansion” in Q2, with growth in the IoT powering the trend, 5G Americas said Tuesday. Global IoT subscriptions stand at 3.4 billion, with 6.7 billion smartphone subscriptions, the group said, based in part on data from Omdia. Global forecasts suggest IoT subscriptions will reach 5.2 billion by 2029, with smartphone subscriptions at 8.2 billion, 5G Americas said. “The market is realizing 5G networks are more than just smartphones,” noted Viet Nguyen, the group's vice president-PR and technology: “Enterprise and business cases are emerging that showcase 5G’s versatility across a range of uses, utilizing [IoT]-connected devices like sensors, cameras, and many more solutions in both public and private 5G networks.”

The 7/8 GHz band will be a key band for 6G in the U.S., Veena Rawat, senior spectrum adviser to GSMA, predicted at the 6G Symposium on Tuesday (see 2409240032). An examination of additional bands for international mobile telecommunications was approved as an agenda item for the World Radiocommunication Conference in 2027, and 7/8 GHz is on the list, noted Rawat, who chaired the WRC in 2003. The reason for that agenda item is "the need for additional spectrum for 6G has been established,” she said. The 7/8 GHz band is “complex,” with government users, fixed satellites, meteorological satellites and other users. “Fixed you can work with,” she said, adding U.S. government users include DOD, NOAA and the FAA. Studies of 7/8 GHz are underway ahead of the WRC, Rawat said. “You need to know what your newcomer is, what are the characteristics of [the user], what are the parameters.” She added, “That’s the discussion we are having right now.” The studies will focus on protection of incumbents, not 6G, and the conditions under which the band can be shared, she said. Another band ITU is considering, with less promise, is 14.8-15.35 GHz, she said. “It’s good to discuss 14 GHz … but it’s kind of upper mid-band.” Rawat noted that the 600 MHz is being used for 5G worldwide, though not in the Americas, except in Mexico and Brazil. 7/8 GHz is among the bands the national spectrum strategy is studying and has been a top focus of carriers (see 2403120056). However you look at it, 7-24 GHz is “busy” in the U.S., said Tommaso Melodia, professor of electrical and computer engineering at Northeastern University. There is fixed wireless and fixed satellite, radiolocation services, radio astronomy and earth-exploration satellites use “and some of these services have pretty strict interference requirements,” he said. Open radio access networks and the ability to “observe” the network and use algorithmic controls will "potentially be an enabler for spectrum sharing.” ORAN can also enable sharing of information “between different systems, between even different technologies” and use increased data “to make decisions.”

Ligado urged the FCC to move forward on an order reallocating the 1675-1680 MHz band for shared commercial use licensed on a nationwide basis but limited to uplink-only use. The company noted that a NOAA report found that it's feasible to open the band to sharing with commercial uplink-only operations. The FCC sought comment on the band five years ago (see 2006010057). “In the years since the release of the NPRM, the record in this proceeding has come to reflect the substantial commercial potential of the band,” said Ligado's filing posted Monday in docket 19-116: “The record contains ample evidence for the viability of this approach.”

The FCC should complete its review of T-Mobile’s proposed buy of UScellular within the commission’s informal 180-day shot clock and finalize a decision on the deal (see 2409160029), Free State Foundation Director-Policy Studies Seth Cooper blogged Monday. “Delays in merger reviews can accelerate subscriber losses in small providers and have other harmful impacts,” he said. If approved, the deal would likely "produce pro-competitive results,” Cooper wrote: “On its face, the proposed combination does not appear to pose any significant competitive harm.”

Top executives at Anterix spoke with aides to FCC Commissioner Chairwoman Jessica Rosenworcel on the broad support they see for a proposed rulemaking authorizing 5/5 MHz broadband deployments in the 900 MHz band (see 2405210041). In 2020, the FCC authorized 3/3 MHz broadband in the spectrum (see 2005130057). “The FCC decision to create a 900 MHz broadband segment has already enabled utilities across the nation, including rural areas, to design, deploy, and operate private broadband networks tailored to their highly demanding specifications,” said a filing posted Monday in docket 24-99. “These networks are supported by an ecosystem of more than a hundred equipment vendors and other suppliers, an ecosystem launched in response to the FCC’s action and essential for addressing the nation’s need for a reliable, efficient, secure electric grid," Anterix said.

CTIA filed at the FCC results of its recent annual survey, which showed rapid wireless industry growth. “In 2023, wireless data traffic reached an extraordinary 100.1 trillion megabytes, marking the biggest year-over-year increase in history and nearly double the data used just a few years ago,” said a filing posted Monday in docket 24-119. As of the end of last year, “nearly 40% of wireless connections are 5G, and more than 330 million Americans are covered by one or more 5G networks,” CTIA said: 5G networks provide “a platform for other services and industries, including competitive and affordable 5G home broadband, which accounted for 95% of all new fixed broadband subscriptions over the past two years, underscoring 5G’s role in helping to close the digital divide and expand consumer choice.”

Aura Network Systems CEO Bill Tolpegin met with an aide to FCC Chairwoman Jessica Rosenworcel about the company’s 2021 pursuit of a rulemaking on expanding the use of air-ground radiotelephone service channels between 454.675-454.975 MHz and 459.675-459.975 MHz for voice and data communications, including by drones (see 2109230049). Tolpegin also met with aides to Commissioners Brendan Carr and Nathan Simington. Filings on the meetings had yet to be posted on Friday. The CEO earlier met with an aide to Commissioner Geoffrey Starks (see 2409180020).

An order on adopting out-of-band emissions in the 24 GHz band, aligned with limits adopted at the 2019 World Radiocommunication Conference, was circulated for a commissioner vote, per an update last week to the agency’s “circulation list.” The proposed changes had received mixed reviews (see 2403150037). Commissioners Brendan Carr and Nathan Simington dissented on a December NPRM. The proposed changes “are asks that were either rejected or never even studied at WRC-19,” Carr said at the time (see 2312260043): “Thus, WRC-19 provides no basis or justification for turning heel.”