Browsing Tag
Federal Communications Commission
18 posts
T-Mobile stock crashes 13% to $148.58: Is SpaceX a $24bn threat or an overreaction?
T-Mobile US lost approximately $24.4 billion in market value after SpaceX's latest spectrum deal intensified competition fears. With the stock near $149 and management forecasting $18.4 billion to $18.8 billion in adjusted free cash flow, the valuation now depends on whether satellite-enabled competition can meaningfully disrupt its earnings and customer economics.
SpaceX’s $8bn spectrum deal puts Starlink Mobile on collision course with US telecom giants
SpaceX is acquiring Grain Management’s nationwide 800 MHz spectrum portfolio in a transaction valued at about $8 billion, closing a critical coverage gap as Starlink Mobile prepares to challenge traditional United States wireless carriers.
Paramount and US states discuss Warner settlement as $7m daily fee approaches
Paramount Skydance and 12 US states are reportedly discussing a settlement that could remove one of the last barriers to the Warner Bros. Discovery acquisition. The possible remedies reach beyond conventional antitrust terms into theatrical output and independent monitoring of CNN.
Rocket Lab eliminates $3.6bn bridge loan as Iridium acquisition financing takes shape
Rocket Lab fully funds its $8 billion Iridium acquisition after raising $1.94 billion in equity and eliminating a $3.6 billion bridge loan.
Verizon plans equity in MobileX as Ergen’s CONX takes controlling stake
Ergen's CONX will take control of MobileX at a $200M valuation while Verizon converts debt to equity, tightening his grip on two rival prepaid brands.
Enphase (ENPH) surges 17% on FCC draft ban of foreign solar inverters
Enphase (ENPH) +17% on FCC draft ban of foreign solar inverters. Chinese Sungrow, Huawei face US lockout; ENPH's AI data center pivot gets tailwind.
Why Tractor Supply Company’s Starlink alliance matters even if broadband never becomes a major sales category
Tractor Supply Company is combining its rural retail footprint with Starlink connectivity and National 4-H Council’s community network. The initiative could deepen the retailer’s relevance in underserved markets, although its initial scale remains modest compared with the size of America’s rural broadband gap.
AST SpaceMobile (NASDAQ: ASTS) heads into a make-or-break mid-June satellite launch
AST SpaceMobile (NASDAQ: ASTS) is worth US$44bn with no live network and tiny revenue. Three BlueBird launches this month will test the whole story.
Nokia wins FCC exemption for Beacons and ONT Beacons, protecting U.S. broadband rollout momentum
Router rules are tightening. Nokia’s FCC approval turns U.S. broadband compliance into a deployment advantage for operators.
India’s answer to Starcloud and SpaceX: Pixxel-Sarvam Pathfinder bets on sovereign compute in space
Ground data centres are hitting power, land, and water limits. Pixxel and Sarvam are betting India can leapfrog the bottleneck from orbit.