New Street Research | Connectivity Business

Broadband funding to underpin COVID-19 relief packages

14 January, 2021

Government support for improving connectivity to keep up with accelerating digitisation trends is building, with projects boosting rural and underserved regions likely one of the many lasting effects of COVID-19. Democrats gaining control of the Presidency, House and Senate in the US is expected to propel this trend forward.

Political moves in the US could change the operational landscape for connectivity and content...

Connectivity investors uneasy about aggressive C-band bidding

5 January, 2021

Some anxiety is emerging about the revenue outlook of US mobile carriers and their position to invest in 5G amid extravagant C-band spectrum bidding.

However, the FCC-led auction might prove to be a boon for certain players, such as…

C-band bidders scramble for resources amid strong 5G auction activity

15 December, 2020

Pressure is piling on heavily indebted US telcos to boost cash resources as early-stage C-band proceeds have already more than doubled the entire CBRS mmWave auction. While AT&T is shedding non-core assets, MNO newcomer Dish Network is turning to convertible debt.

The C-band auction...

Digital divide measures pushing non-traditional operators to the fore

9 December, 2020

Non-traditional operators grabbed the lion’s share of the FCC’s technology-neutral rural broadband fund in its first phase, where higher than expected competition from entrants signals a dynamic shift in efforts tackling the US digital divide.

Cableco Charter Communications won the highest...

IoT platforms and scale focus of connectivity as logistics sector ramps to meet demand

19 November, 2020

Shifts are coming to logistics including a deeper focus on IoT platforms and the scale of supply chain operations against the backdrop of disruption due to the pandemic.

Connectivity providers are looking at their strategies as the logistics market is expected to see…

Broadband funding to underpin COVID-19 relief packages

Connectivity investors uneasy about aggressive C-band bidding

C-band bidders scramble for resources amid strong 5G auction activity

Digital divide measures pushing non-traditional operators to the fore

IoT platforms and scale focus of connectivity as logistics sector ramps to meet demand

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