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."
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.
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.
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.
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.
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.
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).
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.
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.
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.