Comcast -- which saw notable subscriber losses in Q1 in broadband and video -- also may be an early sign of a softening advertising market, analysts said Thursday after the company announced Q1 results. Pointing to what he called an "intensely competitive environment," President Mike Cavanagh said Comcast "was not winning in the marketplace in a way that is commensurate" with the strength of its network and products. He then laid out plans that would address the company's issues.
EchoStar's application for review of the out-of-band emissions (OOBE) limit waiver granted to SpaceX (see 2504080029) makes a "fact-free argument" and overlooks the FCC Space and Wireless bureaus' rationale, SpaceX said Wednesday (docket 23-135). SpaceX said the waiver, for its supplemental coverage from space operations in the PCS G block, was based on technical evidence in the record, but EchoStar never submitted any technical analysis of its own. EchoStar’s insistence that the FCC setting an OOBE limit precludes a waiver in appropriate circumstances would do away with the waiver rule itself, SpaceX said. The company also recapped conditions put on the waiver to protect adjacent-band terrestrial networks.
AT&T CEO John Stankey warned Wednesday that President Donald Trump’s tariffs could hurt the carrier, echoing Verizon CEO Hans Vestberg on Tuesday (see 2504220033). Unlike Verizon, which lost postpaid phone subscribers in Q1, AT&T reported 324,000 postpaid phone net adds in the quarter, buoyed by FirstNet.
T-Mobile, which will report earnings Thursday, announced new pricing plans Tuesday. The Experience More plan “includes all the benefits” of the carrier’s Go5G Plus plan “and adds more hotspot data plus T-Satellite with Starlink included through end of year,” the company said, and “Experience Beyond includes all the benefits of Go5G Next in addition to more data and T-Satellite included, providing over $200 in added value for each line, every month.” The carrier also offered four new Metro by T-Mobile plans. All the new offerings come with a five-year price guarantee. Choosing a wireless plan has become “almost as complicated as a mortgage,” T-Mobile said. “People need easy-to-understand plans, the ability to compare options across providers and the chance to switch providers when they want, rather than being locked into long-term device contracts.”
Changes wrought by President Donald Trump’s return to the White House are already affecting telecom industry financials. Verizon CEO Hans Vestberg noted the risks from tariffs on a call with analysts Tuesday after the company released Q1 results. The nation’s largest wireless provider reported a net loss of 289,000 monthly postpaid phone subscribers in the quarter, after adding 568,000 in Q4 2024.
The 5th U.S. Circuit Court of Appeals has overturned the FCC's $57 million fine imposed on AT&T, agreeing with the wireless carrier that the agency's in-house adjudication was unconstitutional. In its docket 24-60223 decision Thursday, the three-judge 5th Circuit panel said its analysis is governed by the U.S. Supreme Court's Jarkesy decision. And the court pointed to Jarkesy as it said the FCC was incorrect that its enforcement proceeding against AT&T falls under the "public rights" exception that lets Congress assign some matters to an agency instead of an Article III court. Common law suits presumptively concern "private rights" and must be adjudicated by Article III courts, they said. The judges said an in-house FCC proceeding "amputates the carrier’s ability to challenge the legality of the forfeiture order." "No one denies the Commission’s authority to enforce laws requiring telecommunications companies like AT&T to protect sensitive customer data," the judges said. "But the Commission must do so consistent with our Constitution’s guarantees of an Article III decisionmaker and a jury trial." Hearing the case were Judges Catrina Haynes, Stuart Duncan and Cory Wilson, with Duncan penning the decision. T-Mobile and Verizon are similarly challenging fines brought against them in the same April 2024 enforcement action accusing the three wireless carriers of failing to safeguard data on customers' real-time locations.
Hannah Lepow departs as legal adviser to FCC Commissioner Geoffrey Starks and will join NBCUniversal … Joel Thayer, ex-Digital Progress Institute, joins the office of FTC Commissioner Mark Meador as chief of staff ... Changes at Eutelsat America and OneWeb Technologies: General Counsel Joe Uglialoro adds COO title; Chris Hetmanski named chief technology officer, replacing Rodrigo Gomez, now with Amazon's Project Kuiper … Wireless broadband firm Inseego appoints Ryan Sullivan, formerly Sorenson Communications, as senior vice president-carrier product management ... Senan Mele, formerly Horizon Next, joins BIA as vice-president-forecasting and data analysis, replacing Nicole Ovadia, who is leaving to pursue station ownership.
The U.S. trade war and resulting geopolitical tensions are a short-term not a long-term worry, a trio of satellite executives said Wednesday during a panel discussion. They were also bullish about their prospects in the face of competition from SpaceX and, soon, Amazon's Kuiper.
The FCC’s pressure campaign against corporate diversity initiatives lacks a clear basis in the rules and isn’t likely to fare well if it is tested in the courts, said panelists during a Broadband Breakfast webinar Wednesday.
The U.S. reliance on tariffs should have minimal impact on most fiber broadband equipment pricing and deployments, Dell'Oro Group's Jeff Heynen wrote Monday. Key U.S. fiber broadband equipment providers have onshored most of their manufacturing and assembly so they can qualify for BEAD's Build America Buy America provisions, he said. Most commonly deployed components have already been self-certified by vendors and seen big increases in domestic manufacturing.