Maura Sullivan

Senior Director of Industry Intelligence at One Touch Intelligence.

Ziply Fiber Acquisition Will Help Expansion Effort  

Ziply Fiber has been busily expanding its fiber infrastructure since it was formed out of WaveDivision Capital’s acquisition of its four-state Pacific Northwest footprint from Frontier Communications in May 2020. Impact: For the most part, Ziply’s fiber deployments have been all organic, with the company announcing a year ago that it would spend $500 million …

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Federal Broadband Funding Train Starts Rolling Down the Track  

Although the bulk of the federal broadband funding provided for in last year’s infrastructure legislation won’t be available until the FCC completes its overhaul of the country’s broadband maps later this year, the Biden Administration opened up the application process in May as part of its “Internet for All” initiative. Impact: The administration wants states, …

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Comcast Details Edge-Out Strategy for Broadband Growth  

On Comcast’s Q1 earnings call, company executives revealed more detail about a plan to grow the cable provider’s footprint by at least 800K new broadband passings in 2022. Impact: The strategy focuses on edge-out opportunities — areas adjacent to Comcast’s existing footprint — as a way to combat an ongoing slowdown in broadband subscriber growth. …

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Altice Doubles Down on Fiber as Broadband Losses Mount  

Despite an accelerated buildout schedule and subscriber gains on the fiber side, Altice USA’s overall broadband subscriber numbers trended negative again in the first quarter.  Impact: Altice added 145,700 new fiber passings in Q1, which pushed its total fiber locations past the 1.3 million mark. Edge-out locations also grew, by 42,000, and Altice reported adding …

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AT&T Fiber Additions Can’t Overcome Other Broadband Losses

Although CEO John Stankey reported during the Q1 earnings call that fiber makes up nearly half of AT&T’s consumer broadband revenue, gains in fiber were not enough to offset the losses from non-fiber broadband and legacy DSL service. Impact: AT&T added 289,000 fiber Internet customers in the first quarter, elevating its fiber subscriber count to …

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FCC Sets Date and Rules for Next Mid-band Spectrum Auction 

Wireless carriers pushing for more mid-band spectrum to use for 5G have gotten their wish, as the Federal Communications Commission has expedited its plans to auction off the remainder of 2.5 GHz spectrum. Impact: If that spectrum band sounds familiar, it’s probably because that’s the band T-Mobile acquired in its merger with Sprint and has …

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Big Cable Continues to Downplay Potential Threat from FWA

The CEOs from Charter and Comcast had similar responses when asked during recent investor conference appearances about the potential threat to cable broadband from the explosion of fiber and 5G fixed wireless offerings in the Internet space.  Impact: Not only did Comcast CEO Brian Roberts downplay any potential broadband threat his company might be facing …

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Shentel Reveals Big Fiber Plans During Q4 Earnings

The fiber buildout craze sweeping the country also extends to smaller regional players like Virginia-based Shentel, which has been implementing its own fiber deployment strategy under the Glo Fiber brand name across a four-state footprint. Impact: Shentel’s Glo Fiber service is currently active in 12 markets across Maryland, Pennsylvania, Virginia, and West Virginia, including eight …

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Rip-and-Replace Requests Nearly Triple the Program’s Budget

When Congress mandated that telecommunications providers would need to remove equipment supplied by Chinese vendors Huawei and ZTE from their networks over national security concerns, lawmakers seem to have underestimated how much such an undertaking would cost. Impact: Congress initially allocated less than $1 billion toward the program under the Secure and Trusted Communications Networks …

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