Monday, May 23, 2022

Canada Joins the Exodus from Huawei, ZTE 5G Equipment

By J. Sharpe Smith, Inside Towers Technology Editor
Huawei and ZTE will soon see another international customer slam its door on their 5G technology. The Government of Canada is banning the use of equipment supplied by them because it has “serious concerns” that they could be directed by foreign governments in ways that would harm Canadian interests. 

“Today, the Government of Canada is ensuring the long term safety of our telecommunications infrastructure,” said Fran├žois-Philippe Champagne, Canada Minister of Innovation, Science and Industry. “As part of that, the government intends to prohibit the inclusion of Huawei and ZTE products and services in Canada’s telecommunications systems.” Continue Reading

Friday, May 20, 2022

NTIA: 34 States and Territories Sign Up for Internet for All Initiative

By Leslie Stimson, Inside Towers Washington Bureau Chief


Source: NTIA

The National Telecommunications and Information Administration (NTIA) says 34 states and territories plan to participate in the Administration’s Internet for All initiative, which will invest $45 billion to provide affordable, reliable high-speed internet for everyone in the country by the end of the decade.  
 
Since NTIA began accepting applications for the initiative last Friday, the following states and territories have sent in their letter of intent or indicated they will participate: Alabama, Alaska, Arizona, Arkansas, American Samoa, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, Rhode Island, Tennessee, United States Virgin Islands, Utah, Vermont, West Virginia and Wisconsin. Continue Reading

Thursday, May 19, 2022

Carr Wants Mandatory Network Disaster Resilience Rules for Wireless Carriers

By Leslie Stimson, Inside Towers Washington Bureau Chief
FCC Commissioner Brendan Carr called for the FCC to update the wireless resiliency framework for disasters that carriers follow to speed communications restoration following crises. Currently, the program is voluntary. Carr proposes making it mandatory. He urged quick action, citing the proliferation of wildfires out west and the approach of the 2022 hurricane season.

The current framework stems from 2016. Carr commends the wireless industry for “stepping up to the plate” back then. “With the passage of time and experience learned under this framework,” he says, he believes it’s time to build and expand on it. Continue Reading

Wednesday, May 18, 2022

Verizon Budgets an Extra $149 Million of CapEx Into Florida Market

Verizon announced it is responding to Florida’s exponential and unexpected population increase by allocating an additional $149 million to its local capital spending to meet skyrocketing demands on the network.

From January 2020 to April of this year, more than a quarter of a million of its wireless customers have moved to Florida, and data traffic has spiked, according to the carrier. The company cites that since early 2020, rush-hour traffic in Miami has increased by 364 percent, in Tampa by 135 percent, in Orlando by 408 percent, in West Palm Beach by 165 percent, in Fort Myers by 173 percent, in Collier by 257 percent, and in Glades by 271 percent. 

“We are used to seeing seasonal increases in population in Florida and have always accommodated those temporary fluctuations with temporary network assets to add capacity at various times of the year,” said Kyle Malady, EVP and President, Global Networks and Technology. “With the evolution of the distributed workforce resulting from the pandemic, we’re seeing more people permanently change locations to Florida, and other places. Experiencing the impact of this influx, we revised our forecasting models and are pouring additional capital into the state to grow our coverage and capacity to meet the increased demands.” Continue Reading

Tuesday, May 17, 2022

5G mmWave Use Cases Touted as Moneymakers

By J. Sharpe Smith, Inside Towers Technology Editor
There are a number of different ways that carriers can get a quick return on investment from the deployment of millimeter wave technology, according to Philippe Poggianti, Vice President, Business Development, Qualcomm France, who led a master class, titled “5G mmWave Business Insights,” during last week’s Qualcomm 5G Summit, held in San Diego. 

If the mmWave nodes are strategically located, the return of investment will be faster and require less initial rollout, according to Poggianti. A study by Bell Labs shows that deployments in just 2,000 high density locations covering 24 percent of subscribers on a daily basis will provide a 55 percent ROI in four to five years.

Some of the first deployments of mmWave infrastructure are occurring in stadiums by Verizon in the U.S. commercially, as well as in Germany on a pre-commercial basis. They will be followed by train stations, airports, indoor shopping malls, and outdoor hotspots where people congregate. Continue Reading

Monday, May 16, 2022

NTIA’s “Internet for All” Launch Sparks Swift Reaction, Pro and Con

By Leslie Stimson, Inside Towers Washington Bureau Chief
House Energy and Commerce Committee Republican Leader Cathy McMorris Rodgers (R-WA) and Senator Roger Wicker (R-MS), Ranking Member of the Senate Commerce Committee are concerned over comments that Commerce Secretary Gina Raimondo made about the Broadband Equity, Access, and Deployment (BEAD) program during testimony before the Senate Appropriations Committee hearing last week.  

Raimondo went to Durham, NC, on Friday to launch the Administration’s Internet for All initiative. It will invest $45 billion with the goal of providing affordable, reliable, high-speed internet for everyone in the U.S. by the end of the decade. The National Telecommunications and Information Administration (NTIA) will administer and implement the program. She said governors can send their letters of intent to receive the broadband money. Each state gets $5 million to help officials consult with residents and write its plan. Continue Reading

Friday, May 13, 2022

Infrastructure Business Strength Not Reflected in Stock Prices

By John Celentano, Inside Towers Business Editor


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To look at recent stock prices of infrastructure companies – towers, fiber, data centers – one might think that these companies are badly underperforming. On the contrary, the leading infrastructure companies and their mobile network operator customers reported solid financial gains for 1Q22 and even raised their full-year 2022 guidance of key operating metrics.

The chart compares our proprietary Wireless Infrastructure Value Index to the NASDAQ composite index over a 52-week period dating back to May 7, 2021. The Value Index comprises 12 leading infrastructure companies: three tower companies (American Tower, Crown Castle, SBA Communications), five data center companies (Equinix, Digital Realty Trust, Iron Mountain, Switch, Cyxtera Technologies), two fiber companies (Lumen Technologies, Uniti Group) and two diversified infrastructure companies (Brookfield Infrastructure Partners, DigitalBridge Group). Continue Reading