The $23 billion deal announced today between AT&T and EchoStar to transfer EchoStar’s 600 MHz and 3.45 GHz spectrum is far more than just a spectrum transaction. It has several strategic consequences related to market structure that will unfold over the next few months. I’m listing some thoughts here upon announcing this deal today. The… Read More »
On August 7, 2025, the FCC adopted new rules governing subsea cable landing licenses, marking the first major update in over two decades. This move reflects a broader shift in U.S. policy that treats economic security as national security, with implications for infrastructure deployment, investment strategy, and global data flows. The new framework introduces formal… Read More »
Are terrestrial spectrum-sharing frameworks like the FCC’s SCS and ISED’s SMCS failing to provide viable bandwidth, pushing Non-Terrestrial Network (NTN) operators to aggressively pursue Mobile Satellite Service (MSS) spectrum for greater independence and scalability? Recent developments suggest that the spectrum battle is shifting from terrestrial networks to orbital assets. There are growing indications that terrestrial… Read More »