Satellite-delivered consumer broadband is increasingly concentrating in low earth orbit (LEO), with SpaceX's growth expected to start facing competition from Amazon's Kuiper within months, satellite industry experts tell us. Geostationary orbit (GSO) providers continue losing residential broadband subscribers, though EchoStar says it sees a slower decline. Viasat has begun redirecting residential broadband spectrum capacity to other uses.
Matt Daneman
Matt Daneman, Senior Editor, covers pay TV, cable broadband, satellite, and video issues and the Federal Communications Commission for Communications Daily. He joined Warren Communications in 2015 after more than 15 years at the Rochester Democrat & Chronicle, where he covered business among other issues. He also was a correspondent for USA Today. You can follow Daneman on Twitter: @mdaneman
Satellite broadband has a niche role in some of the state broadband equity, access and deployment program plans that NTIA has approved thus far. Multiple states' finalized BEAD volume 2 plans indicate that satellite is a last-resort option absent fiber proposals. Other states exclude satellite in their cured volume 2 plans. Seven states and the District of Columbia have received NTIA sign-off on their volume 2 plans.
NTIA Administrator Alan Davidson came under repeated fire Wednesday from House Republicans for low-cost offering requirements in the broadband equity, access and deployment (BEAD) program, with the lawmakers repeatedly charging -- and Davidson denying -- they amount to rate regulation. The House Communications Subcommittee oversight hearing also saw lawmakers chide one another across the aisle about the looming funding cliff of the affordable connectivity program (ACP).
Supplemental coverage from space service will provide a huge backstop to terrestrial networks' coverage, especially when disasters and emergencies strike terrestrial networks. But SCS also will carry significant challenges for pinpointing callers' locations, speakers said Tuesday at an FCBA CLE.
Opening the 2 GHz band and the 1.6/2.4 GHz band to more satellite operators won't happen without a fight from incumbent satellite operators in those bands. SpaceX is pushing for such openings (see 2403270002). EchoStar and Globalstar argued against amending the rules governing those bands in comments posted Monday. The FCC Space Bureau in March rejected SpaceX requests to operate in the bands but put on public notice SpaceX petitions about amending the rules governing the bands.
Expect more Max bundling with other streaming services and partnering with telcos around the world, Warner Bros. Discovery executives said Thursday as the company announced Q1 2024 results. WBD and Disney this week unveiled a Disney+/Max/Hulu streaming bundle that will launch this summer.
Other nations are increasingly interested in regulatory alignment or reciprocity with the U.S. on space sustainability-related issues, leadership at Commerce's Office of Space Commerce told an FCBA audience Wednesday. But a murkier issue is who would handle that harmonization, OSC Director Richard DalBello said.
EchoStar's initial move into the postpaid wireless market "was rushed," as the company had spent a lot of focus on its wireless network infrastructure and not as much on its go-to-market strategy, CEO Hamid Akhavan said Wednesday as the company announced results for the quarter ending March 31. He said the prepaid and postpaid wireless businesses will do better in the second half of the year. Raising cash is one of its biggest objectives, given looming debt and lack of sufficient cash on hand, he said. EchoStar shares closed Wednesday at $15.44, down 11%.
Space operations need more data sharing and openness about who is operating where, satellite operators and space industry representatives and regulators said Tuesday in an FCBA CLE. Multiple speakers expressed the need for more global, integrated rules as well as added consistency in space situational awareness (SSA) data.
Heavy competition the cable industry faces from fiber and fixed wireless access (FWA) is moving downscale, with multiple cable operators telling Wall Street in recent days that there's more pressure at the lower end of the market. Some anticipate greater pressure on their internet subscriber numbers due to the looming end of the affordable connectivity program. Moreover, Charter Communications said it's already seeing effects from February's freeze on new ACP enrollments (see 2402010075).