Reports from CoBank Knowledge Exchange focusing on the communications industry.
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There has always been a valuation gap between public cable and private communication operators that offer internet, cable and phone services. Public equities are exposed to the whims of the stock market which can have a significant impact on valuations
As auto manufacturers pivot their business model away from internal combustion engine vehicles and towards electric vehicles, the stage is being set for millions of self-driving EVs to buzz through the streets.
The communications industry is expected to evolve significantly over the next several years as our work and lives grow increasingly digitized.
New advancements in wireless technologies and the flood of newly available spectrum are enabling national wireless operators to enter the home broadband market with a fixed wireless access solution.
The current state of 5G, when rural America can expect true high-speed 5G, and the opportunities that exist for rural operators as 5G is deployed.
With millions of bored consumers waiting out the pandemic at home this past year, 2020 was a tipping point for connected TV on-demand video streaming services, which drove an acceleration in cable cord cutting.
The FCC’s recently-released results for the first round of the Rural Digital Opportunity Fund left many questioning how the commission decided to allocate the funds.
As the U.S. and China continue to battle over trade, technology, and intellectual property rights, those living in rural America are getting caught in the middle.
The abrupt shift in 2020 to working from home and remote learning has significantly increased high-speed data subscriptions, representing a new catalyst for the broadband market.
The FCC recently concluded its CBRS spectrum auction and as expected, there was a wide range of winning bidders.
T-Mobile’s efforts to expand rural coverage should be a tailwind for rural tower operators as it’s likely the company will use existing towers in remote parts of the country rather than building its own.
On July 23, 2020, the Federal Communications Commission (FCC) will start its highly anticipated CBRS auction for the licensed portion of the spectrum band.
Satellite-based internet has been around for several years, but for the most part it has failed to gain traction due to slow data speeds and pricey rate plans with data caps.
Numerous rural operators are going above and beyond to keep their communities connected. However, in doing so, these operators are taking on increased cash flow risks.
The primary challenge to bridging the digital divide is cost. In many rural markets there simply aren’t enough residents to justify the capital and operating expenditures needed to run a profitable network.
Broadband operators are seeing a 20-40% increase in data traffic where a shelter in place order has been issued. This is putting undue stress on rural communication networks.
The coronavirus and the measures to prevent its spread are wreaking havoc for all Americans. But for those living in rural America, the disruption is even worse.
The verdict is in and a federal judge has cleared the way for Sprint and T-Mobile to merge. There are three main takeaways for rural America.
As Sprint and T-Mobile forge ahead with their merger, a number of states are standing in the way citing anti-trust concerns, among other factors.
Mergers & acquisition activity in the telecom market has driven an explosion in cloud computing, consumers’ insatiable demand for data, and new technologies.
Consumer adoption of over-the-top video streaming services, coupled with rising programming costs, have created significant headwinds for traditional pay-TV operators.
Hype is reaching fever pitch for 5G (fifth-generation cellular wireless service), which has been touted as a quantum leap for wireless internet speed. However, operators’ go-to-market strategies are unclear.
Broadband partnerships between Rural Local Exchange Carriers (RLEC) and Electric Distribution Cooperatives (EDs) are uncommon, but when done right, can benefit all involved.
Rural operators will be the ones hurt the most by the executive order, which will likely soon ban U.S. telecom operators from buying Huawei-made telecom equipment.
Citizens Broadband Radio Service, or CBRS, has introduced a new spectrum sharing business model that will improve broadband coverage in rural America.
As organizations look for cost-effective ways to manage their IT operations, the hybrid cloud offers an attractive alternative to on-premise data centers.
Wireless operator margins are being pressured and cost management is under the microscope as the mobile market matures. As a result, the legacy tower business model with its annual escalators and amendment fees are becoming a problem for operators.
As wireless carriers work towards building their 5G networks, many of them have yet to finalize their commercial strategy and business case, according to a report from McKinsey & Company.
Investments in U.S. fiber networks have become an area of focus for infrastructure funds looking to take advantage of the industry’s secular tailwinds and strategic buyers who want to diversify their business and/or gain operating leverage.
The U.S. administration is reportedly close to issuing an executive order preventing U.S. companies from buying telecom equipment from Chinese manufacturers.
Many rural local exchange carriers, or LECs, face secular headwinds in their core business thanks to declining regulated revenues. These revenues have been under pressure for years given a variety of factors, particularly with the shift away from landline service in favor of wireless.
FirstNet will enable rural wireless operators to evolve their business model with AT&T to a co-locate/backhaul structure versus just a roaming relationship, which opens the door to new long-term recurring revenue opportunities.
As rural telecom operators look for cost-effective ways to bridge the digital divide, 5G FWA has been identified as a potential solution. The issues deploying widespread fiber networks in rural markets are numerous and well documented, which has led to an estimated 25 million consumers without broadband access.
Over the past two decades, the rise of the Internet and the development of wireless smartphone technology have upended the conventional regulatory distinctions between the rural and urban telecom networks. Today, telecom users in rural communities access the valuable content and applications they need to remain well-informed and competitive in the knowledge economy via a complex telecom network that spans both rural and urban areas.