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New Street Research
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09/19/2023
DOJ Supports DISH Extension for T-Mobile Airwaves
The Department of Justice filed in support of DISH’s request for more time to purchase T-Mobile’s 800 MHz licenses, though it reduced the extension to seven months from the 10 months requested by DISH.
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Premium Content
09/11/2023
Disney-Charter – Who Won?
MoffettNathanson called the deal a “win-win,” depending on how you slice it. New Street Research analysts said it looks like Charter got most of what it wanted, though it’s unclear how much that’s costing them.
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08/23/2023
Buy America: NTIA Releases Proposed Waiver for BEAD Projects
We’re getting closer to clarity on what Build America, Buy America will mean for BEAD projects. On Tuesday, NTIA released its proposed five-year waiver for recipients of funding under the $42 billion BEAD program, giving stakeholders until Sept. 21 to comment on the proposal. NTIA is expected to release the final waiver rules this fall.
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Premium Content
07/24/2023
Heavy Metal: Cost of Lead-Covered Cable Presence Gets Real This Week
We’ll hear more this week during earnings calls from AT&T and Verizon, both of whom have confirmed the presence of lead-covered cables in their network.
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Premium Content
07/18/2023
2Q Preview: Netflix Password Sharing Update, Fixed Wireless Winning
‘Tis the night before earnings season and all across the industry, investors are waiting with bated breath to see how programmers and broadband providers alike have managed continued uncertainty around the economy.
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Premium Content
06/30/2023
SCOTUS Refuses to take ON Dish/DE Case Against FCC
The Supreme Court has declined a cert petition from DISH and its designated entities to review a decision that denied the provider access to spectrum auctioned by the FCC in 2014.
