Access Providers News Today

I recently used Starlink on a cruise along the coast of Northwest Africa, and I'll summarize my experience below, but first let me explain why I put some in the title of this post. I posted the following request on the Reddit Cruise group: "What has been your experience of Starlink Internet service on Seabourn or other cruise lines? How was latency? Do video chats work smoothly? Games? etc."

The Washington Post recently published an article with a series of graphs showing the impact of the pandemic on various economic indicators, including unemployment, wages, air travel, grocery prices, home prices, and consumer sentiment. The article got me thinking about the impact of the pandemic on the broadband industry, and several important changes emerged from our collective pandemic experience.

At the end of 2023. LRG compiles most of these numbers from the statistics provided to stockholders, except for Cox and Mediacom - they now combine an estimate for both companies. Leichtman says this group of companies represents 96% of all traditional U.S. cable customers. I suspect there are regular blog readers who wonder why I post these statistics every quarter.

Major U.S. broadband providers are now mandated to display clear consumer labels outlining prices, speeds, and data allowances for their services. This directive from the Federal Communications Commission (FCC) applies to all major standalone home and mobile broadband plans, targeting providers with over 100,000 subscribers.

A series of underwater communications cables connecting Saudi Arabia and Djibouti have been rendered inoperative, an incident attributed to the actions of Yemen's Houthi rebels. This revelation comes from an exclusive report by the Israeli news outlet, Globes.

As was the case in the US during World War II, civilian volunteers are making important contributions to the Ukrainian war effort. On February 8, 2022, the first truckload of Starlink terminals arrived in Kyiv. A week later they were being used. By April 2022, there were 5,000 terminals in Ukraine, and 42,000 as of April 2023. (At this point, SpaceX and Ukraine have gone silent. Neither ChatGPT4, Gemini, Copilot, Perplexity, nor I could not find a current terminal count).

In a significant service disruption early Thursday, AT&T's network experienced widespread outages, affecting cellular service and internet connectivity for users across the United States. According to the tracking site Downdetector, the issues began around 4 a.m. ET, with over 32,000 reports of outages, which surged to more than 71,000 by 8 a.m. ET.

Recent coverage by CBS News on Channel 13 in Sacramento, California documented how AT&T had cut off landline telephone from 80-year-old Patricia Pereira in Camp Seco. She called at the beginning of 2023 to ask if landline service could be transferred from a neighboring home to hers. Instead of transferring the service, AT&T cut the copper lines dead on both properties.

I work with a lot of ISPs that own rural fiber. Some rural network owners have been successful in providing fiber to cell sites near their networks over the last decade. A few sell directly to a cellular carrier, but most of these connections are sold to an intermediate carrier that bundles together cellular connections across a large geographic area.

In 2019, I wrote that Amazon would be a formidable satellite-ISP competitor. I still think so, but I didn't expect it would be over four years until they launched the first test satellites. In the meantime, SpaceX has put over 5,000 satellites in orbit and has over two million Starlink customers. Amazon has permission to launch 3,236 satellites.