ORLANDO -- This year has already seen multiple blockbuster mergers and acquisitions in telecom, and the relatively modest levels of BEAD-related consolidation should start to heat up in 2026, said Jonathan Adelstein, TWN Communications' chief strategy and external affairs officer, at the annual Broadband Nation Expo on Monday. Pointing to such activity as Verizon/Frontier, AT&T/Lumen and regional deals, the former Wireless Infrastructure Association CEO said mobile network operators are interested in fiber. The state of BEAD had been unclear going into 2025, but now the rules seem set, and BEAD activity is picking up, he added.
The FCC signed an agreement Thursday to continue to work with regulators from traditional U.S. allies to strengthen cooperation “in response to evolving threats and challenges in the telecommunications sector." Regulators from the U.K., Canada, Australia and New Zealand also signed the agreement. Industry experts told us that the pact shows that despite tariff fights and other disagreements with the nations under President Donald Trump, cooperation on security continues.
The U.S. Supreme Court’s decision to uphold the USF in Consumers’ Research v. FCC could prove critical as justices hear argument Wednesday on President Donald Trump’s legal authority to impose tariffs, said Adam White, a senior fellow at the American Enterprise Institute, in a blog post Monday. The case turns on how justices view presidential authority under the International Emergency Economic Powers Act of 1977, White wrote. “If justices see the Trump tariffs as mainly a matter of foreign policy, and if they see IEEPA’s ‘regulate’ provision as ambiguous, then perhaps they will give substantial deference to the president’s interpretation.”
CBS again faced controversy Monday over its editing of a 60 Minutes interview, this time with President Donald Trump, leaving FCC Chairman Brendan Carr and Democrats at odds over whether the changes constituted a violation of the commission’s news distortion rules. The volley of barbs compared the removal of pieces of Trump's interview -- at his request -- to 60 Minutes’ controversial October 2024 editing of an interview with former Vice President Kamala Harris (see 2410100050). Harris' campaign didn't seek edits to her 60 Minutes interview, which is itself the subject of an ongoing FCC news distortion probe and a lawsuit from Trump that CBS settled in July (see 2507020053).
The Pennsylvania Senate Communications and Technology Committee voted 6-5 on Tuesday to adopt SB-491, which would eliminate a variety of state regulations on wireline phone service. Sen. Kristin Phillips-Hill (R), who introduced the bill, said wireline companies represent fewer than 10% of voice subscriptions in the state but are at a competitive disadvantage to other types of providers due to a strict, archaic legacy regulatory framework.
More consolidation among local broadcast stations is a must for survival, but beyond a change in ownership, it will also bring a change in how stations operate, station group owners said Wednesday at NAB’s annual New York City show. They also said the ATSC 3.0 transition needs a deadline for exiting 1.0 that the FCC will support.
The FCC was right to eliminate programs that provided school bus Wi-Fi and internet hot spots to schools and libraries because they went beyond the agency's authority, wrote Daniel Lyons, a nonresident senior fellow at the American Enterprise Institute, in a blog post Thursday. Supporters of the programs say that on a practical level, halting the programs puts schools and libraries in a financial bind (see 2510150047).
The advent of AI means that everything is changing for the telecom industry, Qualcomm Chief Information Officer Atilla Tinic said Wednesday at the Mobile World Congress in Las Vegas. AI was again the main topic of keynote discussions on the second day of the conference (see 2510140041), which is co-sponsored by CTIA and GSMA.
FCC Chairman Brendan Carr is proving to be “a very consequential chairman,” New Street’s Blair Levin said in a new webcast with former FCC Commissioner Mike O’Rielly, part of a series for the Free State Foundation. Levin also said he doesn’t view President Donald Trump as a true advocate of free markets.
FCC Chairman Brendan Carr’s use of agency threats against Disney, ABC and local broadcasters on Wednesday led to Jimmy Kimmel Live! being pulled from the air within hours, and Carr is widely expected to keep repeating the tactic, academics and attorneys said in interviews Thursday.