Maura Sullivan

Senior Director of Industry Intelligence at One Touch Intelligence.

Verizon Stumbles in Fixed Wireless, New CEO Plans Big Changes

Verizon continues to struggle in several areas of its business, and the Q3 results showed the effects of that, but new CEO Dan Schulman plans a shift in strategy designed to turn the company around and drive customer growth. Impact: Though Verizon remains the second largest fixed wireless access provider behind T-Mobile with 5.4 million …

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Measuring How SpaceX Plans to Use $17B in EchoStar Spectrum

FCC Chairman Brendan Carr called the SpaceX deal to acquire $17 billion in EchoStar spectrum “a potential gamechanger for the American consumer,” but not everyone seems sure the transaction will change much beyond giving SpaceX access to more spectrum. Impact: Nevertheless, the transaction (and a similar AT&T deal two weeks ago) ended the FCC’s twin …

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BEAD Funding Still Leans Toward Fiber As Deadline Nears

With most states scheduled to submit their final proposals to the National Telecommunications & Information Administration by September 4, state broadband offices have been releasing provisional BEAD awards for the last several weeks, with new announcements occurring nearly every day. Impact: As of the end of August, 30 states had released their subgrantee selections using …

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SpaceX Unhappy with Benefit of the Bargain Round, Wants More Funds

With the BEAD program’s Benefit of the Bargain round well underway, trends have started to emerge that illustrate how states plan to navigate the new rules implemented by the Trump Administration. Impact: Though the round hasn’t ended yet, not everyone is happy with how states have decided to navigate the revamped process, with SpaceX particularly …

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BEAD Changes Throw the Entire Program into Disarray

The U.S. Department of Commerce and the National Telecommunications and Information Administration finally released a new notice of funding opportunity for the $42.5 billion federal BEAD program on June 6. Impact: As expected, the program’s fiber preference has been eliminated in favor of a more technology-neutral approach, although in this case technology neutral seems to …

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Broadband and Wireless Providers Face Increased Costs with Tariffs

The Trump Administration’s wide-ranging tariffs will undoubtably have a negative impact on telecom providers, with most of that expected to come from an increase in equipment costs that will make network upgrades and expansions more expensive. Impact: The tariffs on China, Vietnam, and the European Union potentially could do real damage to telecom supply chains …

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