On July 22, the FCC's open Internet order - which transforms Internet access service from a lightly regulated information service into a heavily regulated telecommunications service - will take effect. This article describes the policies and legal theories underlying the Order and the Order's effect on consumers of Internet services and providers of the service, including a number of entities that had previously escaped FCC regulation.
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.
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).
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.
Many readers will have seen recent news that the aurora borealis, or northern lights, were visible deep into the South for several days. This phenomenon is caused by a geomagnetic storm that is caused by strong solar flares. Solar flares can cause problems on Earth by emitting clouds of magnetized particles and hot plasma.
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.
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.
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.