CHARLESTON, S.C. -- While some states hope to have enough broadband equity, access and deployment money to also tackle adoption and affordability issues, not just infrastructure, BEAD project costs may dash those hopes, according to Nokia's Lori Adams. Separately Tuesday at NATOA’s annual local government conference, Joanne Hovis, CTC Technology & Energy president, predicted growing concerns when it becomes clear Western states lack enough BEAD money to reach 100% of locations with adequate infrastructure. Speakers also discussed issues local governments face with small cell deployment permitting.
Determining whether fixed wireless access is capacity-limited is “perhaps the most critical question hanging over the mobile and broadband sector in the US,” New Street’s Jonathan Chaplin said in a Monday note to investors. “If capacity is limited at 10-20%, then 80-90% of the broadband market remains a duopoly, with pricing power and high returns on invested capital, and assets will ultimately trade at higher multiples,” Chaplin wrote: If capacity isn’t limited “the broadband market is as competitive as wireless with no pricing power, and broadband assets deserve to trade at the 6-7x that they are trading at today. Cable subscriber growth won’t recover anytime soon, and some investments in fiber that are predicated on high and rising ARPU may prove to be a bust.”
The FCC addressed several pending petitions for reconsideration concerning the commission's rules for incarcerated people's communications services. In a notice for Monday's Federal Register, the commission granted Hamilton Relay's petition on certain aspects of the 2022 IPCS order. Hamilton sought reconsideration of the requirement that an incarcerated person's video relay service and IP-captioned telephone service registration information be updated within 30 days of the user being released from incarceration or transferred to another facility. It dismissed the United Church of Christ and Public Knowledge's joint petition on the commission's 2021 order (see 2302240041). It also dismissed Securus' petition for clarification regarding site commissions in the 2021 order and dismissed in part and otherwise denied Securus' waiver request for alternative pricing plans.
The FCC asked the 8th U.S. Circuit Appeals Court to schedule oral argument on an industry coalition's challenge of the commission's digital discrimination rules (see 2407080012). In a brief (docket 24-1179), the FCC said issues in the Minnesota Telecom Alliance's (MTA) challenge are "complex" and oral argument "may assist the court." However, in its reply brief, MTA and a coalition of industry groups urged the court should decide that the discrimination rules are unlawful and set aside the FCC's digital discrimination order.
ISP and banking groups urged that the FCC update letter of credit (LOC) rules for its high-cost universal service programs. In reply comments posted Tuesday in docket 24-144, the groups said the record reflected overwhelming support for changes to the rules. Weiss Ratings founder Martin Weiss defended the "independence, objectivity, and accuracy" of the company's ratings in a letter to the FCC.
The Ultra Wide Band (UWB) Alliance and the GPS Innovation Alliance (GPSIA) supported a waiver request by Norway's Kontur of rules for UWB devices (see 2407100057). “We agree with Kontur’s analysis that use of frequency-hopping modulation will improve the performance and speed of the device, while also not increasing the potential for interference,” the UWB Alliance said in comments posted Thursday in docket 24-209: “We also believe that frequency diversity can improve coexistence performance and potentially reduce impact on other users, particularly narrow band users.” GPSIA said Kontur adhered to its recommendations “regarding the information that should be included” in the UWB waiver request. “Because GPS signals are faint when they reach the earth, it is critical that the Commission take special care to ensure that interference into the GPS receive bands is limited,” the group said.
Brenda Villanueva, ex-The Utility Reform Network, named deputy division chief, FCC Telecommunications and Analysis Division ... Matthew Pearl announces his departure as National Security Council director-emerging technologies and special adviser (see 2408140044) ... Nexstar Media names Scott Weaver, ex-HSA Strategies, senior vice president, effective Sept. 5, to head broadcaster’s first government affairs office ... AI company Uniphore appoints Ravi Mayuram, ex-Luminary Cloud, chief technology officer ... Tamara Nolan, ex-KPMG, rejoins cybersecurity advisory firm MorganFranklin as lead-Cyber and Operational Resilience Practice.
SpaceX is facing opposition from wireless and satellite entities over its requested waiver that would allow relaxed out-of-band power flux density limits for the company's proposed supplemental coverage from space service, according to docket 23-135 filings Tuesday. In its June waiver request, SpaceX said its proposed PFD limits would protect adjacent band networks from interference while avoiding too-restrictive limits. Separately, Omnispace petitioned the FCC, urging denial of SpaceX's pending request to add the 340-360 kilometer altitude shells as a deployment option for its SCS service (see 2406210006).
Some states emphasize Buy American preference requirements more than others in their broadband equity, access and deployment plans, we found in our analysis of NTIA-approved BEAD volume 2 initial proposals. Whether Buy American provisions in state BEAD plans mean all the fiber optics and other materials used will be solely American-made is unclear. NTIA has signed off on 34 BEAD volume 2 plans so far, including Wyoming's on Thursday (see 2408080054).
Gogo Business Aviation asked the FCC to move forward on a rulemaking proceeding that considers revised rules for the 800 MHz commercial air-ground service to enable more flexible use of the spectrum. In June, the Wireless Bureau sought comment on Gogo’s request for an NPRM. Only APCO filed initial comments, Gogo noted in reply comments posted Wednesday in docket 24-184. APCO urged independent technical analysis of the interference potential of the rule change and a requirement for real-world testing, among its requests. While Gogo “disagrees with APCO’s proposals, each can be addressed and more deeply explored in the context of an NPRM,” the company said. Gogo “is developing a next-generation network to deliver higher capacity, higher quality broadband connectivity to aircraft operating in the United States,” Gogo said: “These network upgrades expand capacity and help Gogo BA more efficiently use its spectrum to meet aircraft operators’ ever-increasing demand for broadband data and new types of broadband services.”