While the White House increasingly wields tariffs as an economic policy tool, parts of the tech, media and telecom universe see a growing risk of getting enmeshed in trade fights. Some communications technology could be particularly exposed, Telecommunications Industry Association Director-Global Policy Patrick Lozada told us. Broadcasters, meanwhile, are bracing for tariffs that could potentially result in lower advertising spends. SpaceX's temporary loss of a $100 million contract over a U.S./Canada tariff fight also could point to satellite communications getting caught in the thicket of U.S. trade disputes (see 2502060004).
FCC Chairman Brendan Carr's criticism of how the 5G Fund was structured under former Chairwoman Rosenworcel is “legitimate,” New Street’s Blair Levin said in an email (see 2502100056). “Congress asked Rosenworcel to lay out an analysis of the future of USF post-BEAD in order to have the data Congress and the public would need to evaluate what needs to be done now and what should await the implementation of BEAD,” Levin said. “Rosenworcel's efforts did not accomplish that (or anything else) which is unfortunate.” While some parts of the fund could be done now, “others, no doubt, would benefit from knowing how the states' plans affect future deployment efforts,” he said.
Streaming services are expected to ramp up their spending on content by 6% in 2025, to $95 billion, surpassing commercial broadcasters and becoming the largest funder of content worldwide, Ampere Analysis wrote Tuesday. It said ad-supported and subscription-based services are expected to account for 39% of content spending worldwide this year. U.S. commercial broadcasters are cutting spending in the face of advertising revenue challenges from linear viewing declines, it said, adding that outside the U.S., commercial broadcasters have been more resilient and are expected to maintain their content investment in 2025.
T-Mobile highlighted risks to its business from wireless competition and cyberattacks in a report filed Friday at the SEC. The wireless industry “is highly competitive,” it noted. “As the industry reaches saturation, competition in all market segments, including prepaid, postpaid, enterprise and government customers will likely further intensify, putting pressure on pricing and/or margins for us and all our competitors.” T-Mobile also described the growing cyberattack threat. “Cyberattacks against companies like ours are increasing in frequency and scope of potential harm over time, and the methods used to gain unauthorized access constantly evolve, making it increasingly difficult to anticipate, prevent, and detect incidents successfully in every instance.” In some cases, “bad actors exploit bugs, errors, misconfigurations or other vulnerabilities in our Systems to obtain Confidential Information.” They also “obtain unauthorized access to Confidential Information by exploiting insider access or utilizing log in credentials taken from our customers, employees, or third-party providers through credential harvesting, social engineering or other means.” T-Mobile released annual and Q4 results last week (see 2501290058).
Plummeting prices are a challenge for geostationary orbit (GSO) satellite operators, but they ultimately could be a boon by opening markets and otherwise increasing demand, Eutelsat Vice President-Pricing and Analytics Mark Kirley said. During a Global Satellite Operators Association event Thursday, he and other GSO executives said price competition from SpaceX's non-geostationary orbit Starlink system is hitting some markets and applications harder than others. "It's a tough time for [GSO] satellite operators," said Glenn Katz, Telesat chief commercial officer.
In one of the first big antitrust decisions in the second Donald Trump administration, the DOJ sued to block Hewlett Packard Enterprise’s proposed $14 billion buy of Juniper Networks. The department said its decision, announced Thursday, was based on the proposed deal's competitive effects on the wireless local area network market. Both companies said they will contest the decision, which they called “substantially disconnected from market realities.” The acquisition was pending for more than a year.
Preempt California's regulatory framework for VoIP services, the Cloud Communications Alliance and Cloud Voice Alliance asked the FCC in a petition for declaratory ruling filed Monday (see 2501240002). The California Public Utilities Commission’s pending proceeding on the issue "conflicts with federal policies designed to promote competition, innovation, and affordable communications services," the groups said. They also asked that the FCC reaffirm its "end-to-end jurisdictional analysis as the definitive standard for determining the regulatory treatment of VoIP services."
With President Donald Trump yet to lay out with any detail what course he will chart on spectrum, experts warned Tuesday that the current administration faces the same issues as the last (see 2411140042). With various band studies underway, launched under Joe Biden, there are no obvious bands left to reallocate for exclusive licensed use, experts said at the RCR Wireless Wi-Fi Forum.
Todd Schlekeway, president of NATE: The Communications Infrastructure Contractors Association, called for changes in how the wireless industry does business with tower companies. Schlekeway's open letter came as earnings season begins for carriers and NATE members.
The FCC Office of Communications Business Opportunities on Tuesday issued small-entity guides on compliance with the agency's wireless handset hearing aid order, "all-in" video pricing order and pole attachment disputes order. It said in docket 23-388 that the hearing aid compatibility rule for handset manufacturers will take effect on or after Dec. 14, 2026, while the hearing aid compatibility rule for nationwide service providers will take effect after June 14, 2027, and after June 13, 2028 for non-nationwide service providers. In docket 23-203, the FCC said that while the all-in pricing order is already in effect, cable operators with annual receipts of $47 million or less have until March 19 to comply. The agency said in docket 17-84 that the pole attachment disputes order went into effect July 25.