Charter has sparked RDOF work in all 24 states where it won bids. The cable op booked about $19 million in RDOF revenues in Q1, and expects to have about $9 million per month come in over the next ten years.
Launch of 2-Gig and 5-Gig FTTP tiers in 70-plus markets puts more pressure on cable ops to enhance their existing DOCSIS 3.1 network or accelerate their upgrade activity centered on the new DOCSIS 4.0 specs.
Ziply Fiber, an operator that tangles with Comcast and Charter, has launched two multi-gigabit tiers in 60 urban areas, aiming for all markets by Q2 2022.
Elon Musk's nascent broadband will need to radically accelerate the rate of satellite launches and navigate tricky supply chain logistics if it's going to come close to fulfilling its global ambition.
MoffettNathanson questions whether mobile operators will have the network capacity and the right business metrics to back their aggressive stance and forecasts for fixed wireless home broadband.
Thursday, August 4, 2022
11:00 a.m. New York / 4:00 p.m. London
The digital divide in North America is leaving millions without adequate broadband. Incumbents operate in islands of connectivity, serving densely populated areas and, at a national scale, perpetuating the digital divide in the gaps in between their service footprints. Regional ISPs have a clear role in closing that gap.
These regional ISPs operate in a highly fragmented landscape, including smaller wireless and FTTH incumbents, satellite ISPs, electric co-ops, tribal communities, and municipalities in public/private partnerships. These regional ISPs face the same cyber threats and operational challenges as their Tier 1 counterparts, but with far fewer resources and revenue-generating population density. As a result, many regional ISPs have developed highly innovated business models for access and core technology, partnerships, financing and services.
The discussion will cover: