All Day Digital

What will the new administration mean for broadband operators deeply invested in the Broadband Equity, Access, and Deployment program? In this episode of All Day Digital, Mike Romano of NTCA-The Rural Broadband Association shares what his organization is watching for, including a possible shift away from “fiber first” and how that squares up with the definition of priority broadband projects.

Rural broadband operators are feeling a sense of urgency to deploy new network builds, but proper execution is critical. In this episode of All Day Digital, Marc Dyman, chief development officer for SQUAN, draws from his experience as both an operator and third-party provider to weigh the benefits of turnkey providers.

Data centers' share of all U.S. electricity use could hit 12% by 2028 but beyond that is too hard to predict, according to a new DOE Lawrence Berkeley Lab analysis. In this episode of All Day Digital, researcher Dr. Arman Shehabi outlines the factors and efficient technologies that will shape future data center electricity consumption.

The data center industry is pouring billions of dollars to restart old nuclear facilities and develop new technologies as it searches for more energy sources. In this episode of All Day Digital, Mike King of the Nuclear Regulatory Commission shares what the future of nuclear energy in the U.S. might look like.

 In 2025, Amazon's Project Kuiper service is entering the satellite internet residential market, joining Starlink, HughesNet and Viasat. In this episode of All Day Digital, expert Tim Courtney assesses Amazon's clear opportunity for bundling, satellite's impact for rural areas and its potential to disrupt fixed-line providers.

Drawing from CoBank's unique visibility into the private broadband market, Jeff Johnston shares his expert opinions in this year-end episode of All Day Digital. He explains why we're seeing a decline in deal value, what's behind the standoff between buyers and sellers and how investors could be lured back into the private broadband market.

While the BEAD funding program is a once-in-a-lifetime opportunity to expand rural broadband coverage, some providers have decided the red tape burdens just aren't worth it. In this episode of All Day Digital, Chad Duval with Moss Adams encourages small rural providers to think defensively and pursue BEAD funding for their service territories — otherwise, someone else will. 

About six years ago, rural operators were told to rip out and replace non-compliant, Chinese-made equipment from communication networks. However, the mandate is underfunded, operators need assistance and solutions are stalled in Congress. In this episode of All Day Digital, telecom policy expert and Rural Wireless Association general counsel Carri Bennet shares what's happening behind the scenes in Washington.

Federal programs are helping bridge the digital divide, but what then? Maintaining, sustaining and keeping networks affordable is the next objective, says Shirley Bloomfield, CEO of NTCA-The Rural Broadband Association. In this episode of All Day Digital, Bloomfield shares NTCA's creative approaches to current rural broadband challenges.

The U.S. 5th Circuit Court of Appeals has ruled that the FCC's Universal Service Fund is unconstitutional, a split from two circuit courts' previous decisions. In this episode of All Day Digital, the former executive director of the FCC's National Broadband Plan, Blair Levin, discusses what this means for rural telecom operators who rely on USF support and why he thinks the Supreme Court will take the case. 

Competition, growth opportunities and the race to get broadband service to the un- and underserved is forcing some providers to think more creatively about funding their capital budgets. CoBank's Mike Harder explains how banks are innovating their lending to this market as borrowers look to increase their leverage and risk. 

From Virginia to Alaska, the U.S. government is boosting national security investments, creating new opportunities and challenges for rural broadband operators. Telecom investor and Army veteran Chad Crank warns that as world geopolitics become increasing unstable, the U.S. government should work with the private sector to reduce risks from bad actors.

 Over the last two years, more data has been created than in all of human history combined, and it's not slowing down.The “compute” phase of generative artificial intelligence — when computers are learning from other computers — doesn't need to be near where the application is used. But it does take a lot of energy. In this episode of All Day Digital, data center investor Alexey Teplukhin explains why rural markets are ideal for this function.

Despite the uncertainties around BEAD implementation, it's a once-in-a-lifetime opportunity rural operators should consider. In this episode of All Day Digital, Solarus CEO Justin Huebner outlines how his Wisconsin co-op is doing its homework, from collaborating with other operators to outsourcing assets to other participants in the Broadband Equity Access and Deployment Program.

Whether rural or national, the growth opportunity for all wireless operators is in fixed wireless, says expert Tim Courtney with Further Enterprise Solutions. In this episode of All Day Digital, he points rural operators to BEAD funding as a strategy to offer fixed wireless where fiber does not make sense. 

Thanks to the emergence of artificial intelligence, demand for data centers is red hot. Data centers run on power-hungry chips, so they are locating to rural America – where the electricity is. In this episode of All Day Digital, Alan Bezoza, a managing director at DigitalBridge Investment Management, explains how the main requirement for cloud computing switched from adequate building space to power. 

The Universal Service Fund, an FCC program that ensures connectivity in rural America, is being challenged in U.S. federal circuit court. The outcome could be disruptive for rural telecom operators who rely on USF support. In this episode of All Day Digital, the former executive director of the FCC's National Broadband Plan, Blair Levin, explains the situation and urges rural communities to be informed.

Money, money, money – an abundance is being directed toward rural broadband in 2024, but with caveats and conditions and a dizzying array of private and public funding options. In this episode of All Day Digital, communications financing expert and CoBank Vice President Lennie Blakeslee discusses how operators can home in on funding that is just right for them. 

With rising interest rates and tightening credit, broadband companies are exploring alternative ways of raising capital. One option getting attention is the securitization of network assets and customer contracts. This type of financing vehicle enables companies to raise capital quickly from a wide range of investors. In this episode of All Day Digital, Jim Stanley of Frontier Communications shares how the company raised capital with a securitization offering, and what they learned. 

The effort to rip out and replace non-compliant, Chinese-made equipment from communication networks has been hobbled by a 60% funding shortfall and processing delays of 5-10 months. It's jeopardizing not only national security, but also rural wireless access to 911 and the survival of local operators. In this episode of All Day Digital, telecom policy expert and Rural Wireless Association general counsel Carri Bennet outlines how we got here and what Congress needs to do now.

First it was towers, and now it's fiber: The days of separately owned digital infrastructure assets are coming to an end. One driver is wireless operators, who want one-stop broadband partners who can handle complex needs. In this episode of All Day Digital, investment banker and former communications equity analyst Jennifer Fritzsche explains how rapidly changing customer needs are helping drive consolidation, and what that looks like for rural America.

In confined settings of chickens, hogs and dairy cows, producers have widely adopted technology that monitors animal health and improves efficiency. But with cattle scattered on the range, beef operations are a different breed. That could change with private wireless networks. In this episode of All Day Digital, former rancher and current graduate research student Caleb Hurst digs into precision livestock farming.

With rigorous experience, commitment and strong balance sheets behind them, rural electric co-ops are doing for broadband today what they did for electricity last century. In this episode of All Day Digital, CoBank Regional Vice President of Electric Distribution Tamra Reynolds discusses how those co-ops providing the connectivity lifeblood to rural communities are finding a revenue opportunity in the smart grid.

Thanks to wholesale fiber networks, you may soon receive an offer from your wireless provider for a home broadband bundle. In this episode of All Day Digital, returning guest Tim Courtney, vice president of sales and business development for Further Enterprise Solutions, covers how the wholesale fiber business could usher in a new set of broadband service providers.

An alphabet soup of federal funding programs is determining the future of rural telecom, and now's the time to master the details. This episode of All Day Digital features telecom attorneys Clare Liedquist and Dee Herman, principals at Herman & Whiteaker. They outline what operators needs to know — from what to look for in broadband coverage maps to navigating BEAD, ACAM and RDOF.

The most significant outcome of rural broadband is the difference it can make for unserved and underserved communities—the patients, students and farmers behind the statistics. In this episode of All Day Digital, guest Josh Seidemann, vice president of policy and industry innovation for NTCA-The Rural Broadband Association, outlines how broadband providers magnify their impact with the Smart Rural Community initiative.

In a move that will increase broadband competition for fiber providers, Comcast and Charter have announced plans to boost speeds by deploying DOCSIS 4.0 on their existing infrastructure – a shrewd and cost-effective approach. In this episode of All Day Digital, host Jeff Johnston gets an expert assessment from Jim Gleason, the president and CEO of Vexus Fiber who also happens to be a cable industry veteran.

Large cable companies are making headlines as mobile virtual network operators, successfully selling wireless services under their own brands. Can the emerging MVNO business model work for smaller, rural cable companies and broadband operators? The answer is yes, according to private wireless expert Alex Besen, guest on this episode of All Day Digital with host Jeff Johnston.

As national wireless operators expand their coverage in rural America, rural telecom operators' local knowledge may help them enter the tower industry. In this episode of All Day Digital, Jeff Johnston hears from Scott Soden, managing principal at Alpina Capital LLC, about what's changed for the tower industry and how it'sachieved high valuations and predictable cash flows.

While inflation and surging interest rates pummel other sectors, rural communications appears unscathed. One driver is the essential role broadband plays in consumers' lives – and investors' ensuing interest. In this episode of All Day Digital, Jeff Johnston explores the economic angle with colleague Andy Smith, CoBank managing director and tenured expert in banking the communications industry.

Satellites are the next giant leap in mobile phone communications, and could have a profound impact on rural Americans. In this episode, CoBank's Jeff Johnston and guest Tim Courtney, vice president of sales and strategy at Further Enterprise Solutions, explore what it will mean in the near future when smartphones can work anywhere in the U.S., regardless of cellular coverage.

Now that much of the $65 billion in rural broadband federal funds are heading to states, local level implementation is about to get real. In this episode, CoBank's Jeff Johnston is joined by Mike Romano, executive vice president of NTCA-The Rural Broadband Association. He outlines what rural stakeholders need to be aware of before they navigate the new Broadband Equity, Access, and Deployment (BEAD) program.

In many parts of rural America, building fiber to home networks is too expensive. So, lower-cost wireless networks are emerging as a solution. But not all wireless networks are the same. In this episode, CoBank's Jeff Johnston talks with Frank Louthan, managing director, equity research at Raymond James, to examine the nuances of fixed wireless internet, and compares it to the expense of satellite.

Edge computing is the next long-term growth opportunity for rural telecom operators as data storage and processing that supports low latency applications moves into smaller communities. In this episode, two experts at the forefront of the edge computing join CoBank's Jeff Johnston with insights on how rural operators can reap the benefits of an expanding market. Listen to Jeff's conversation with Marc Dyman of Kinetic by Windstream and Brian Porter with the Tensor Group.

The metaverse is the next frontier in technology: personalized experience in digitally enhanced physical spaces with augmented and mixed reality. In other words, the world becomes your desktop or your home screen. What does this mean to enterprises, consumers, and communication providers? CoBank's Jeff Johnston breaks it down with Qualcomm's Brian Vogelsang, the company's metaverse product management leader.

Supply chains snags continue just as U.S. communications companies are working to “rip and replace” Chinese-made equipment from their networks. How can small, rural telecom operators compete with the larger national operators to get the equipment they need? CoBank's Jeff Johnston speaks with David Strauss, senior vice president at Ace Technologies, on effective strategies rural telecom operators can use.

The federal government promised to reimburse U.S. communication companies to “rip and replace” Chinese-made equipment from their networks. But Congress has yet to provide adequate funding, creating an environment of unusually high risk and uncertainty for rural operators. In this episode, CoBank's Jeff Johnston speaks with Carri Bennett, a communications policy expert with the Rural Wireless Association and partner at Womble Bond Dickinson, and John Nettles, president of Pine Belt Wireless.

Technology in precision agriculture has come a long way over the last several years and improved on-farm efficiency. As the ag economy grapples with ESG demands, labor challenges, and high fertilizer costs, better rural broadband is helping facilitate wide-spread adoption of cost-saving applications like robots, sensors, and artificial intelligence. In this episode, Jeff Johnston speaks with Kenneth Scott Zuckerberg, lead grain and farm supply economist with CoBank. Ken explains the concepts behind precision ag and how it can help the U.S. ag sector address key challenges and improve profitability. (Content note: this podcast was recorded prior to the Russian invasion of Ukraine, which has added even more volatility to fertilizer supply chains and prices.)

More and more electric co-ops are entering the broadband business and playing a vital role in bridging the digital divide. But building a broadband service can be complicated and demands a comprehensive approach to planning. In this episode, CoBank's Jeff Johnston speaks with Marcellus Nixon, vice president, internet services for United Cooperative Services. Marcellus draws on his telecom background with advice about how electric co-ops can avoid pitfalls.

Private wireless networks have the potential to deliver significant benefits for schools, businesses and other organizations throughout rural America, while helping to bridge the digital divide. In this episode, CoBank's Jeff Johnston speaks with Tim Courtney, vice president of sales and strategy at Further Enterprise Solutions, to discuss the emerging role of private wireless networks. Listen to their conversation for insights on how the availability of the CBRS band is enabling smaller organizations to build carrier-grade wireless networks at a reasonable cost.

Investor interest in the communications market is red hot, as consumer demand for high-speed digital services seems unstoppable. The amount of money flowing into the communications industry is unprecedented and cable broadband valuations have never been higher. Consolidation within the industry should continue, as investors and strategic buyers look to quench their insatiable appetite for communication assets. In this episode, CoBank's Jeff Johnston visits with Steve Soraparu, a communications investment banker and managing director at Stifel. Listen to their conversation for insights on how investors are currently viewing the industry and what prospective sellers need to consider.

The rural broadband landscape should evolve significantly over the next few years, as an unprecedented amount of capital hits the market. In this inaugural episode of All Day Digital, CoBank's Jeff Johnston visits with Bill Baker, CEO of Nextlink Internet. Nextlink has been involved in rural broadband buildouts in six states and Baker shares his perspective on how the industry has evolved and where it's going.