Telecom Intelligence: Week of March 10, 2025
Deregulation got a battle cry. On March 12 FCC Chairman Brendan Carr opened a docket bluntly titled Delete, Delete, Delete, inviting the public to nominate any Commission rule for elimination and signaling the most aggressive deregulatory push in the agency's modern history. The market week belonged to Verizon's candor: at a March 11 investor conference the carrier warned that first-quarter subscriber growth would be soft amid a brutal promotional environment, knocking its shares down more than 7 percent and dragging the whole telecom sector with them. And Crown Castle completed its retreat to a pure tower company, agreeing March 13 to sell its fiber and small cells businesses to Zayo and EQT for a combined 8.5 billion dollars.
Telecom Intelligence: Week of April 15, 2024
The CHIPS Act completed its leading-edge trifecta: Samsung landed $6.4 billion for its Texas expansion, meaning all three companies capable of frontier chipmaking — Intel, TSMC, and Samsung — are now building it on American soil. Netflix closed the book on the streaming wars' growth phase, posting a blowout subscriber quarter and then announcing it will stop reporting subscriber counts altogether. And on a Saturday vote, the House attached the TikTok divest-or-ban bill to a must-pass foreign-aid package — transforming a standalone gamble into near-certain law within days.