Verizon Tuesday reported it added a net 318,000 consumer wireless postpaid phone customers in Q4, compared with just 41,000 a year ago. Verizon also saw 375,000 fixed wireless adds in the quarter, bringing its total to more than 3 million. Officials said Verizon is on track to hit as many as 5 million by the end of 2025. Verizon was the first of the major wireless carriers to report Q4 results. Verizon finished up 6.7% Tuesday at $42.23 per share.
Howard Buskirk
Howard Buskirk, Executive Senior Editor, joined Warren Communications News in 2004, after covering Capitol Hill for Telecommunications Reports. He has covered Washington since 1993 and was formerly executive editor at Energy Business Watch, editor at Gas Daily and managing editor at Natural Gas Week. Previous to that, he was a staff reporter for the Atlanta Journal-Constitution and the Greenville News. Follow Buskirk on Twitter: @hbuskirk
The U.S. attained generally positive results at the World Radiocommunication Conference, but 6 GHz band issues remain, Steve Lang, the State Department official who headed the U.S. WRC delegation, told an American Enterprise Institute event Monday. In contrast, other speakers argued WRC wasn’t a clean U.S. win.
Partnerships between mobile carriers and satellite companies now cover 2 billion subscribers worldwide, including in developing markets, said Tim Hatt, head-research and consulting at GSMA Intelligence, Monday during a Mobile World Live webinar. The footprint is “wide and it's deep, and we’re only going to see more of these [agreements] coming online,” he said. About 6%-7% of the world’s population still lives in areas not served by terrestrial wireless, including in high-income countries, Hatt said. Satellite operators have served ships for more than 20 years, but the cost has always been high, he said. But they are “really coming down,” which makes service “a lot more accessible,” he said. Satellite IoT is seeing growth for logistics, as well as in cars, precision agriculture, mining, oil and gas production and in other areas where connections are hard to reach through terrestrial networks, he said. Carriers see potential growth in revenue and “that underscores a lot of the commercial deal making we’re seeing taking place,” he said. Hatt predicted that the most common deals will be based on satellite operators providing backhaul and front-haul connectivity and mobile carriers controlling “the customer relationship,” though other business models are emerging. The “hype” about non-terrestrial service in the wireless industry “is becoming more and more real,” said Anirban Chakraborty, Comtech chief technology officer. The drive to standardization of satellite service as part of 5G through the 3rd Generation Partnership Project is important because it provides a common technology platform, he said. “There are technical challenges, regulatory challenges,” he said. Ubiquity of service has long been one of the biggest concerns for everyone in the telecom industry, Chakraborty said.
Public Safety Spectrum Alliance (PSSA) officials made their case Friday for assigning the 4.9 GHz band to FirstNet, a proposal that faces objections on numerous fronts. A year ago, commissioners approved 4-0 a long-awaited order and Further NPRM on the band's future, establishing a national band manager governing the leasing process. The FCC also sought comment on rights and responsibilities of the band manager (see 2301180062). The PSSA has asked that a single, national licensee get the spectrum (see 2304240057).
Groups representing wireless carriers and cable operators urged the FCC to take a cautious approach as it responds to a November Further NPRM on protecting consumers from SIM swapping and port-out fraud (see 2311150042). Additional rules beyond those approved in an accompanying order aren’t warranted, industry groups said. However, the Electronic Privacy Information Center urged the agency to go further in protecting consumers. Comments were posted on Wednesday and Thursday in docket 21-341.
While the FCC received support for moving forward on a November proposal permitting schools and libraries to get E-rate support for off-premises Wi-Fi hot spots and wireless internet services (see 2311090028) many commenters raised questions. Commissioners Brendan Carr and Nathan Simington dissented on an NPRM, questioning the proposal's legal underpinnings, and several comments agreed. The comments were filed the same week as the U.S. Supreme Court considered the Chevron doctrine's future and how strictly regulators must adhere to statutory language (see 2401170074).
The U.S. Supreme Court’s conservative majority appeared receptive to industry arguments that the court should overturn, or at least narrow, the Chevron doctrine, which gives agencies like the FCC and FTC deference in interpreting laws that Congress passes. The court heard oral argument Wednesday for more than 3.5 hours in two cases challenging Chevron deference, Loper Bright Enterprises v. Raimondo and Relentless v. Commerce. Both concern fishing regulations and don’t touch directly on communications regulation.
Twenty-six attorneys general urged the FCC to use its AI notice of inquiry to clarify that AI-generated calls mimicking human voices are considered “an artificial voice” under the Telephone Consumer Protection Act. Reply comments on a November notice of inquiry (see 2311160028) were due Tuesday and posted Wednesday in docket 23-362. In initial comments, CTIA and USTelecom urged that the FCC allow flexibility in how providers use AI (see 2312200039).
Most early comments supported a proposal in a November FCC NPRM letting schools and libraries apply for funding from the E-rate program for Wi-Fi hot spots and wireless internet access services that can be used off-premises. The agency approved the NPRM 3-2, with Commissioners Brendan Carr and Nathan Simington dissenting (see 2311090028). Comments were due Monday in docket 21-31.
Industry lawyers and analysts expect a busy start for the FCC in 2024, with the 3-2 Democratic majority able to approve items without the FCC’s two Republicans, and Chairwoman Jessica Rosenworcel eager to address priorities before the usual freeze in the months before and after a presidential election.