Access Providers

A Mature Broadband Market? (Implications and Industry Shifts)

It is becoming clear that the broadband market is reaching maturity. This is already causing havoc in the industry for ISPs that relied on year-over-year customer growth to prop up stock prices. Earlier this year, the New Street Research, a company that specializes in research in the telecommunications and technology sectors, said that it estimated that new broadband customers would grow by about 1 million this year. more

Two New Chinese Internet Service Constellations and Their Market

China’s plans for low-Earth orbit Internet service constellations began with two projects, Hongyun (156 satellites) and Hongyan (864 satellites). These were eventually sidelined for Guowang, an ambitious, 12,992 satellite constellation that is expected to begin launching satellites this year. But, that is old news. China’s five-year plan designates satellite Internet as a strategic emerging industry and two new constellations have emerged, G60 (12,000 satellites) and Honghu–3 (10,000 satellites). more

Satellites Directly to Cellphones

AT&T and satellite company AST SpaceMobile announced a partnership to provide satellite cellular service directly from satellites to cellphones. This will provide a service that is much needed for the billions of remote users who are not in the range of a cell tower. This is an emerging industry that is still being referred to by different acronyms. more

Building Resilient Broadband Networks: Lessons from the Power Industry’s Transformation

It's almost impossible to talk about broadband at the community level without talking about resiliency and redundancy. It's hard to find rural communities that haven't experienced a broadband outage due to a fiber being cut somewhere. The issue hits the news when there are reports of regional or national broadband outages. more

ISPs and AI: Enhancing Customer Experience and Network Efficiency

One of the most common questions I've been asked lately is what I think the impact AI will have on the broadband industry. All of the big ISPs in the industry have actively been pursuing the use of AI. For example, AT&T Labs says it is investigating the use of AI to optimize the customer experience and auto-heal the network. Comcast says that it is using AI to help process petabytes of data every day. more

Starlink Service Is Great on (Some) Cruise Ships

I recently used Starlink on a cruise along the coast of Northwest Africa, and I'll summarize my experience below, but first let me explain why I put some in the title of this post. I posted the following request on the Reddit Cruise group: "What has been your experience of Starlink Internet service on Seabourn or other cruise lines? How was latency? Do video chats work smoothly? Games? etc." more

How the Pandemic Changed Broadband

The Washington Post recently published an article with a series of graphs showing the impact of the pandemic on various economic indicators, including unemployment, wages, air travel, grocery prices, home prices, and consumer sentiment. The article got me thinking about the impact of the pandemic on the broadband industry, and several important changes emerged from our collective pandemic experience. more

U.S. Cable TV Industry’s Rapid Decline Continues: Over 6.9 Million Customers Cut the Cord in 2023

at the end of 2023. LRG compiles most of these numbers from the statistics provided to stockholders, except for Cox and Mediacom - they now combine an estimate for both companies. Leichtman says this group of companies represents 96% of all traditional U.S. cable customers. I suspect there are regular blog readers who wonder why I post these statistics every quarter. more

Carrier Hotels: The Unsung Critical Part of Broadband Connectivity

Today's blog talks about a critical part of the broadband network that most people don't know about -- carrier hotels. These are locations that have been created for the specific purpose of allowing carriers to connect to each other. The need for carrier hotels became apparent in the year after the passage of the Telecommunications Act of 1996. That new law allowed local competition for telephone service. more

Massive African Internet Outage and the Fragility of Undersea Cables

Eight countries in West Africa reported Internet outages after damage was reported to four different undersea fiber cables. The most affected countries are Ivory Coast, Liberia, and Benin, with additional problems caused in Ghana, Nigeria, and Cameroon. Lesser impact was felt in South Africa, Senegal, and Portugal. There has been no official word on what caused the problem, but it's likely due to the shifting of the seabed due to seismic activity. more

Starlink Has Begun Delivering Promised Latency Cuts

In his January 12 SpaceX update, Elon Musk said the biggest goal for Starlink from a technical standpoint is to get the mean latency below 20 ms. He expanded by saying that given the speed of light, 8 ms is the absolute minimum latency for a satellite at 550 km. He believes they can optimize terrestrial and inter-satellite links, and minimize queueing delays and dropped packets, to recude the the rest of the time to below 10 ms. more

Civilian Tech Mobilization in Ukraine

As was the case in the US during World War II, civilian volunteers are making important contributions to the Ukrainian war effort. On February 8, 2022, the first truckload of Starlink terminals arrived in Kyiv. A week later they were being used. By April 2022, there were 5,000 terminals in Ukraine, and 42,000 as of April 2023. (At this point, SpaceX and Ukraine have gone silent. Neither ChatGPT4, Gemini, Copilot, Perplexity, nor I could not find a current terminal count). more

The End of Rural Landlines?

Recent coverage by CBS News on Channel 13 in Sacramento, California documented how AT&T had cut off landline telephone from 80-year-old Patricia Pereira in Camp Seco. She called at the beginning of 2023 to ask if landline service could be transferred from a neighboring home to hers. Instead of transferring the service, AT&T cut the copper lines dead on both properties. more

Supporting Rural Cell Towers

I work with a lot of ISPs that own rural fiber. Some rural network owners have been successful in providing fiber to cell sites near their networks over the last decade. A few sell directly to a cellular carrier, but most of these connections are sold to an intermediate carrier that bundles together cellular connections across a large geographic area. more

Amazon Project Kuiper vs SpaceX Starlink

In 2019, I wrote that Amazon would be a formidable satellite-ISP competitor. I still think so, but I didn't expect it would be over four years until they launched the first test satellites. In the meantime, SpaceX has put over 5,000 satellites in orbit and has over two million Starlink customers. Amazon has permission to launch 3,236 satellites. more