The marketing area of the broadband industry spends a lot of time convincing folks that the most important part of a broadband product is download speed. This makes sense if fiber and cable are competing in a market against slower technologies. But it seems like most advertising about speed is to convince existing customers to upgrade to faster speeds. While download speed is performance, the industry doesn't spend much time talking about the other important attributes of broadband.
Today, the Supreme Court will consider a challenge to the universal service subsidy program established soon after the introduction of telephone service by the AT&T Bell System and later officially adopted by the FCC as mandated by a 1996 law.1, 2 Universal service funding supports access to telephone and broadband service by subscribers in rural locales that commercial ventures will not serve absent a subsidy.
In a 2024 end-of-year memo, Gary Bolton of the Fiber Broadband Association said that FBA had partnered with the consulting firm Cartesian to look at the pros and cons of Starlink in the U.S. FBA says that report shows that Starlink currently has 1.4 million customers in the U.S., and with the current satellite constellation has the capacity to serve 1.7 million customers.
Fiber networks are getting a surprising new route: water pipes. An innovative technology promises faster, cheaper installations while avoiding traditional construction hurdles. However, concerns about water utility cooperation and repair challenges remain. This approach could revolutionize fiber deployment in municipal and greenfield communities, but its adoption hinges on proving its reliability and safety.
Strand Consult published an article on its website that makes numerous predictions for broadband and related industries in 2025 and compares them to the company's 2024 predictions. It's fascinating and well worth reading. There is one prediction in particular that got me thinking. In its 2024 predictions, Strand Consult compared Elon Musk's Starlink to Jeff Bezos' Kuiper and said that Bezos had opened a burger bar while Musk runs an interstellar McDonald's. The 2025 observation agrees with that assessment.
In April 2020, The Chinese State Council's executive meeting declared information technology, including satellite Internet, an important part of the "new technology," and in October, China applied for Guowang, a 12,992-satellite Internet service constellation. Subsequently, a few Guowang test satellites were launched, and two other large Chinese constellations were announced, and one, Thousand Sails, already has 54 satellites in orbit. (Thousand Sails launches have had problems with debris and orbit raising, which attests to the immaturity of the Chinese space industry). Finally, Guowang has launched its first production satellites.
The debate surrounding network usage fees in Brazil has intensified following the approval of Bill 469/2024 by the House of Representatives' Communications Committee in early December 2024. This bill prohibits telecommunications operators from charging internet companies based on data traffic. While this is merely a preliminary step in a lengthy legislative process, it signals that proposals from telecom companies to implement network usage fees are unlikely to gain traction.
There is a lot of speculation that Starlink is positioned to get a lot more federal subsidy from the BEAD grant program. There are a few things that have to happen for that to come to pass, but that is not the only news about Starlink these days. Starlink announced in September that it reached four million customers worldwide. What is most impressive about that announcement is the rate of growth, with the company just hitting the three million customer mark in May of 2024.
Starlink launched maritime service in July 2022, and by January 2023 Elcome International LLC, a maritime technology solution provider since 1970, had installed multi-antenna Starlink Maritime arrays on two super yachts with more than 100 passengers and crew. Elcome launched its Starlink maritime service in May 2024 and now has over 3,000 terminals under management.
I recently saw that AT&T is offering a $10,000 reward to anybody who provides information that leads to the arrest and conviction of people stealing copper wiring. The particular announcement is related to a recent theft of copper in South Dallas, Texas, but there have been numerous other thefts. This is not a small problem, and the estimated value of stolen telephone copper is between $1.5 and $2 billion annually.