Podcasts about rdof

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Best podcasts about rdof

Latest podcast episodes about rdof

Connect This!
The Most Consequential Year in Telecom History Since 1996 | Episode 111 of the Connect This! Show

Connect This!

Play Episode Listen Later Mar 28, 2025 78:00


Catch the latest episode of the Connect This! Show, with co-hosts Christopher Mitchell (ILSR) and Travis Carter (USI Fiber) joined by regular guests Kim McKinley (TAK Broadband) and Doug Dawson (CCG Consulting) with special guest Blair Levin (New Street Research) to talk about states asking the federal government for defaulted RDOF funds back, the Arielle […]

The Week with Roger
Ep 218: Q3 Earnings Recap

The Week with Roger

Play Episode Listen Later Nov 18, 2024 15:47


Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.00:58 AT&T Q3 overview 2:36 Industry upgrade cycles 04:34 T-Mobile Q3 overview 07:29 T-Mobile vs. Verizon 08:20 Verizon Q3 overview 09:05 Comcast Q3 overview 09:48 Altice Q3 overview 10:00 Cable industry predictions 11:20 Dish Q3 overview 13:19 US Cellular Q3 overview 14:02 Q4 predictionsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence, upgrades, T-Mobile, FWA, cable, Verizon, Frontier, Comcast, Charter, RDOF, Altice, SOGA, Dish, ACP, US Cellular, elections, Apple, iPhone

The Week with Roger
This Week: Verizon Spends $1B on Spectrum from US Cellular

The Week with Roger

Play Episode Listen Later Oct 21, 2024 6:56


Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policyTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections

The Week with Roger
This Week: The State of Broadband with Jonathan Chaplin

The Week with Roger

Play Episode Listen Later May 13, 2024 31:25


Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.00:55 Jonathan's take on broadband's recent decline04:48 Roger's analysis of broadband 06:39 Jonathan's no-growth 2024 outlook 07:36 Roger's slightly optimistic 2024 outlook 09:04 Don's FWA predictions 10:49 Cable's culture is problematic 17:19 FWA's value vs. cable 21:08 T-Mobile's plan to buy parts of U.S. Cellular 24:10 What will happen to Dish's spectrum? 30:26 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T

The Week with Roger
This Week: Can FWA Help to Bridge the Digital Divide?

The Week with Roger

Play Episode Listen Later Apr 1, 2024 8:32


Analysts Don Kellogg and Roger Entner discuss Roger's latest article on FWA and why this technology is such a winner for the telecom industry.00:25 Roger's thesis on FWA 02:08 Broadband subsidies and dividing spectrum to foster competition 04:00 FWA's capacity limitations 05:12 FWA and consumer friendliness 05:49 The overall value of FWA 07:22 Wise use of spectrum and conclusionsRoger's Article on Fierce Wireless: https://www.fiercewireless.com/5g/industry-voices-congress-stands-way-broadband-competitionTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, FWA, fiber, spectrum, BEAD, RDOF, C-Band, cable, DOCSIS4.0, Wi-fi

All Day Digital
Time to Dig into the Nuances of Network Fed Funding

All Day Digital

Play Episode Listen Later Apr 12, 2023 22:17


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.

Wavelengths
ACP Funding and Its Future, Part 1

Wavelengths

Play Episode Listen Later Mar 30, 2023 29:33


Broadband infrastructure is an integral part of society as it ensures that access to networks is possible, and that necessary cables are available to provide high-quality connectivity. Broadband was given priority when the Biden administration introduced a bill in 2021 to address and solve broadband connectivity issues, particularly in rural and disadvantaged areas. The two programs that came out of it were: the Broadband Equity, Access, and Deployment (BEAD) Program and the Affordable Connectivity Program (ACP). The multibillion-dollar bill provides funding to help increase access to the internet, and allow more customers to purchase and save on affordable internet plans. How have these programs and funding been implemented? The Wavelengths podcast recently explored this. Host Daniel Litwin interviewed Ben Elkins, the CEO of AireBeam, an Arizona-based fiber internet service provider. The two discussed how funding is being dispersed between states and how the National Telecommunications and Information Administration's (NTIA) work, in conjunction with states, is ensuring that broadband goals are met.Litwin and Elkins further discussed …1. BEAD and its necessity for rural and underserved areas 2. Why the FCC's broadband map is very detailed in pointing out areas in need of broadband infrastructure3. How the NTIA's crafty work with BEAD is already more impactful than previous programs, such as RDOF, in making sure funding is properly allocated“The NTIA and BEAD, you actually have them working together, and this is perfect — you have states and government working together, which a lot of times doesn't happen in our society, so this is really, really good. And NTIA was really smart to give each state upfront money to create two things: they got them to have office space and then get personnel and what this allowed them to do was … create directors of broadband in different folks to go out and meet the communities, meet the ISPs, and really get to know them and figure out where the needs were and where the real problem areas and how we can help different states, different counties, different communities; then figure out firsthand, ‘Okay. What ISPs could really be qualified to do this, and then what communities could be matching up well with them,' so, really smart,” said Elkins.Ben Elkins is the CEO of AireBeam. He has over 20 years of experience in the telecommunications field and is a graduate of Arizona State University.

Wavelengths
ACP Funding and Its Future, Part 1

Wavelengths

Play Episode Listen Later Mar 30, 2023 29:20


Broadband infrastructure is an integral part of society as it ensures that access to networks is possible, and that necessary cables are available to provide high-quality connectivity. Broadband was given priority when the Biden administration introduced a bill in 2021 to address and solve broadband connectivity issues, particularly in rural and disadvantaged areas. The two programs that came out of it were: the Broadband Equity, Access, and Deployment (BEAD) Program and the Affordable Connectivity Program (ACP). The multibillion-dollar bill provides funding to help increase access to the internet, and allow more customers to purchase and save on affordable internet plans. How have these programs and funding been implemented? The Wavelengths podcast recently explored this. Host Daniel Litwin interviewed Ben Elkins, the CEO of AireBeam, an Arizona-based fiber internet service provider. The two discussed how funding is being dispersed between states and how the National Telecommunications and Information Administration's (NTIA) work, in conjunction with states, is ensuring that broadband goals are met.Litwin and Elkins further discussed …1. BEAD and its necessity for rural and underserved areas 2. Why the FCC's broadband map is very detailed in pointing out areas in need of broadband infrastructure3. How the NTIA's crafty work with BEAD is already more impactful than previous programs, such as RDOF, in making sure funding is properly allocated“The NTIA and BEAD, you actually have them working together, and this is perfect — you have states and government working together, which a lot of times doesn't happen in our society, so this is really, really good. And NTIA was really smart to give each state upfront money to create two things: they got them to have office space and then get personnel and what this allowed them to do was … create directors of broadband in different folks to go out and meet the communities, meet the ISPs, and really get to know them and figure out where the needs were and where the real problem areas and how we can help different states, different counties, different communities; then figure out firsthand, ‘Okay. What ISPs could really be qualified to do this, and then what communities could be matching up well with them,' so, really smart,” said Elkins.Ben Elkins is the CEO of AireBeam. He has over 20 years of experience in the telecommunications field and is a graduate of Arizona State University.

The Week with Roger
This Week: Charter Investor Day 2022 Recap - How Cable will Compete with Fiber & FWA

The Week with Roger

Play Episode Listen Later Dec 19, 2022 17:57


Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:31: Charter's Investor Day Presentation - how it went.3:53: Charter laid out their expansion - is it a good plan?5:45: How 2023 could look for Charter especially in the realm of competition.11:54: The RDOF and BEAD Program money coming into Charter in 2023 and how that will help insulate them from their competitors.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Charter, Wall Street, 5G, 4K video, fiber, Comcast, WIFI 6E, WIFI 7, DSL, BEAD Program, RDOF, Rural Digital Opportunity Fund, Broadband Equity Access and Deployment, Fixed Wireless Access, FWA, CBRS,

Connect This!
Pricing Disparities by Monopolies, CostQuest, and Starry Abandoning RDOF Bids | Episode 56 of the Connect This! Show

Connect This!

Play Episode Listen Later Oct 19, 2022 82:45


Join us live on Thursday, October 20, at 11am ET for the latest episode of the Connect This! Show. Co-hosts Christopher Mitchell (ILSR) and Travis Carter (USI Fiber) will be joined by regular guests Kim McKinley (UTOPIA Fiber) and Doug Dawson (CCG Consulting). They'll dig into the chase for gigabit Tarana by Travis, a new […]

Light Reading Podcasts
The Notebook Dump: DOCSIS ain't cheap, edge computing is 'meh' and Starry bet and lost on RDOF

Light Reading Podcasts

Play Episode Listen Later Oct 14, 2022 25:26


Light Reading editors Kelsey Ziser, Mike Dano, Jeff Baumgartner, Nicole Ferraro and Phil Harvey discuss DOCSIS 4.0 network upgrade costs, edge computing sites, and RDOF and SD-WAN updates in this recap of the work week ended October 14.The stories covered include:Analysts peg DOCSIS 4.0 network upgrade costs at $180 per home passedAirlines start asking for permanent changes to C-band 5GAfter two-year delay, Verizon begins move to standalone 5GDish Network in talks to sell Boost to Ergen's SPACStarry to default on all RDOF bids – FCCSpaceX to FCC: Starlink 'not required to show' it meets RDOF speed needs yetSD-WAN roundup: Cisco and Azure team up; Orange adds 'vroom' to SD-WANIf you want to skip around and listen, here are a few more things covered in this interview:Network upgrade costs for DOCSIS 4.0. (01:09)FCC's rip-and-replace program, Verizon standalone 5G and Dish Network's plans to sell Boost Mobile brand to Charlie Ergen. Microsoft and AT&T launch public edge computing sites. (05:39)Rural Digital Opportunity Fund (RDOF) updates – Starry defaults on all its bids. Starlink over promises on broadband speeds. (08:53)SD-WAN roundup with updates from Microsoft, Cisco, Orange Business Services and Aryaka. (18:01)Update on Leading Lights Awards. (22:00)Have a great weekend! Hosted on Acast. See acast.com/privacy for more information.

Futurum Tech Podcast
The 5G Factor: Lumen's New CEO Bodes Well for the Company, Mavenir and Deutsche Telekom, Starlink's Feud With the FCC, T-Mobile and Starlink Partner, T-Mobile's Got Apple Deals

Futurum Tech Podcast

Play Episode Listen Later Sep 16, 2022 22:57


In this episode of The 5G Factor, I'm joined by my colleague and fellow analyst Ron Westfall to talk all things 5G. News, alliances, lawsuits, and new hires — there's always a lot going on in the 5G ecosystem and that's what this show is designed to cover. In this episode, we cover the following: Lumen's new CEO Kate Johnson comes to the job with serious chops and serious challenges ahead. Mavenir got the thumbs up from Deutsche Telekom CEO Timotheus Hötteges' move to “work towards a Chinese-free core network infrastructure” replacing Huawei in DT's core. Starlink fights back against the FCC's recent decision to deny the company $885.5 million in funding under the Rural Digital Opportunity Fund (RDOF). T-Mobile and SpaceX's Starlink partner to leverage Starlink's low Earth orbit satellits combined with the power of T-Mobile's wireless network to solve connectivity issues where most needed. Following Apple's ‘Far Out' event last week announcing the newest iPhone 14 and iWatch models, T-Mobile launched some pretty ‘far out' deals of its own.

Andy & John Talk Telecom
41. Big SCTE CableTec News & RDOF

Andy & John Talk Telecom

Play Episode Listen Later Sep 12, 2022 22:33


Andy & John discuss the upcoming SCTE CableTec Expo and some news (good and bad) for RDOF participants.

rdof
Signals & Bits
Sigh of Relief for Fixed Wireless, Next Up for Weddings, and Hello Brightspeed

Signals & Bits

Play Episode Listen Later Sep 2, 2022 13:24


The FCC is finally ready to authorize 2 major fixed wireless providers with RDOF funding. This may be just the momentum fixed wireless needs. Have you ever fallen in love with yourself? Some people are taking self-love to a new...

Signals & Bits
Sigh of Relief for Fixed Wireless, Next Up for Weddings, and Hello Brightspeed.

Signals & Bits

Play Episode Listen Later Sep 2, 2022 13:24


The FCC is finally ready to authorize 2 major fixed wireless providers with RDOF funding. This may be just the momentum fixed wireless needs. Have you ever fallen in love with yourself? Some people are taking self-love to a new level. Brightspeed is off!

Connect This!
RDOF, Universal Service Fund, and the Future of Video | Episode 50 of the Connect This! Show

Connect This!

Play Episode Listen Later Aug 16, 2022 80:37


Join us live on Thursday, August 18th, at 3:30pm ET for the latest episode of the Connect This! Show. Co-hosts Christopher Mitchell (ILSR) and Travis Carter (USI Fiber) will be joined by regular guest Kim McKinley (UTOPIA Fiber) and Casey Lide, Partner at Keller and Heckman. The panel will talk about LTD Broadband and Starlink recently getting removed from […]

The G2 on 5G Podcast by Moor Insights & Strategy
The G2 on 5G Podcast – Amazon 5G Robot Rumors, CHIPS Act Signed, Airtel 5G SA, Starlink Loses RDOF Funding, La Defense 5G Trials, Softbank's $23 billion Loss and Arm's Stellar Earnings

The G2 on 5G Podcast by Moor Insights & Strategy

Play Episode Listen Later Aug 12, 2022 25:03


The G2 on 5G Podcast – Episode 112 – August 12th, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Are the rumors of Amazon building 5G robots true?2. CHIPS and Science Act Signed - What does it mean for 5G and 6G?3. Indian operator Bharti Airtel sees big things for 5G SA private networking services but will mobile network operators be the only path?4. FCC shockingly denies RDOF funding for Starlink and LTD Broadband to the tune of $2 billion5. Paris La Defense sets 5G neutral host and mmWave trials - what are the use cases that will be proven out?6. Softbank $23 billion quarterly loss, while Arm posts record revenue and profits with net sales increasing 25% and EBITDA up almost 240%

Wavelengths
Has Federal Funding Solved Rural Broadband Connectivity Issues? Featuring: Dr. Christopher Ali

Wavelengths

Play Episode Listen Later Aug 11, 2022 30:48


The availability of broadband in rural areas remains a big area of concern. The Federal Communications Commission (FCC) has seemingly addressed the issue by providing funding through RDOF, or the Rural Digital Opportunity Fund, but the initiative isn't exactly foolproof.In this new episode of Wavelengths, host Daniel Litwin chatted with Dr. Christopher Ali, an associate media studies professor at the University of Virginia, and author of “Farm Fresh Broadband: The Politics of Rural Connectivity.” He emphasized that while RDOF is a sign that rural broadband and connectivity has a bright future to stay on pace with urban connection, the companies that can truly solve the issue are not benefactors of the fund. Dr. Ali said that the same companies manage to make it to the top ten of fund recipients, which prevents the more suitable companies from getting adequate funding.“One of the concerns that I have around this particular first round of RDOF is, ‘Have we just been funding what I call the largest and the loudest providers at expense of the local and regional providers — who have been the ones doing a lot more of the fiber to the home, fiber to the node, fiber to the curb, fiber to the tower — in recent years than the largest providers have?'” questioned Dr. Ali.As continued RDOF funding consistently goes to these more familiar companies, it strands companies that can truly address the rural broadband gaps. It is through mapping that the FCC is able to point out and target rural areas in need. But Dr. Ali said that this method is not that reliable, “I think one of the things that concerns me with all this money coming down the pipe, is that we are still using bad maps.”This became a glaring issue when demands for video conferencing arose during the pandemic, exposing poor connectivity across some regions.“I worry that where is this money going, literally, in the geography of the United States, and are we going to see uninhabited areas be funded for broadband,” said Dr. Ali.

Pierce Pepin Cooperative Services Live Better
The Big Announcement from the FCC

Pierce Pepin Cooperative Services Live Better

Play Episode Listen Later Aug 11, 2022 26:24


On August 10, the FCC made a big announcement concerning the RDOF auction regarding Starlink and LTD Broadband. We dive into the details and discuss the impact of this decision.  RDOF was touted as the FCC's way to solve the digital divide for broadband. Over the past two years, there has been a lot of speculation and discussion around many of the big winners in the RDOF auction. We hope you enjoy.

Signals & Bits
Fixed Wireless Momentum, Derby Upset, and Epic Fiber Broadband Fail?

Signals & Bits

Play Episode Listen Later May 13, 2022 11:26


Welcome to the first episode! There is a lot of action in broadband going on today, but we'll be focusing on fixed wireless, fiber broadband, the RDOF program, and a few hot takes.

Signals & Bits
Fixed Wireless Momentum, Derby Upset, and Epic Fiber Broadband Fail?

Signals & Bits

Play Episode Listen Later May 13, 2022 11:26


Welcome to the first episode! There is a lot of action in broadband going on today, but we'll be focusing on fixed wireless, fiber broadband, the RDOF program, and a few hot takes.

Wavelengths
RDOF and Broadband Deployment in the US with Tyler Cooper

Wavelengths

Play Episode Listen Later Apr 12, 2022 44:56


RDOF, the Rural Digital Opportunity Fund, is a critical piece of federal funding for broadband initiatives. RDOF already allocated round one of funding. Still, as round two gets underway, Wavelengths asked Tyler Cooper, Editor in Chief of BroadbandNow, to provide an eagle-eye view on RDOFs past and present to form some actionable strategies for the future as the FCC prepares new rules for fund payout. Cooper wrote an in-depth article for BroadbandNow on RDOF titled, Rural Digital Opportunity Fund (RDOF) –Map, Auction and Analysis. RDOF is an FCC program designed to close the digital divide by investing over $20 billion to construct rural broadband networks as a brief refresher. The total funding, spread out over ten years, will include multiple phases. RDOF is an evolving initiative that's already changed since its inception.

Wavelengths
How to Meet the RDOF Challenge of Deploying Fiber in Rural Areas

Wavelengths

Play Episode Listen Later Mar 30, 2022 60:24


The Rural Digital Opportunity Fund (RDOF) promises to bring true broadband connectivity to America's wide open spaces, as well as the nation's small "off the beaten path" spots.This webinar will focus on the various elements that make up a typical rural fiber network deployment, as well as how to plan, engineer, procure and construct such a network - labor resources, supplier selection, inventory management, construction and service turn-up at the customer premises. Our speakers will include key Amphenol executives who will share their expertise in technology and supply chain issues.Speakers:Jim Kane, VP Sales & Product Management, Amphenol Broadband SolutionsMinesh Patel, VP Product Management & Engineering, Amphenol Charles IndustriesTodd Richard, SVP Business Development, Mears Group, Inc.Alan Breznick, Cable/Video Practice Leader, Light Reading To learn more about Amphenol Broadband Solutions visit us at amphenolbroadband.com

Wavelengths
Beyond RDOF—A Look at Government-Funded Broadband Programs

Wavelengths

Play Episode Listen Later Feb 11, 2022 41:53


The Biden administration's ten-year plan to deliver high-speed internet access across rural America is already off to a head start with the Rural Digital Opportunity Fund (RDOF). Wavelengths' Daniel J. Litwin and Diana Goovaerts, Senior Editor of FierceWireless/FierceTelecom, spoke about other government-funded programs that are available to make broadband a reality for all.With phase one of RDOF completed in 2020, phase two budget allocations are still to come. According to Goovaerts, companies looking to fund broadband projects are turning to other government spending acts that will allocate federal budget to the states. Then, the states will distribute the funds via grant programs to companies with winning bids.

Connect This!
RDOF: One Year Later – Episode 33 of the Connect This! Show

Connect This!

Play Episode Listen Later Feb 8, 2022 76:41


In this episode of the Connect This! Show, co-hosts Christopher and Travis Carter (USI Fiber) are joined by regular guests Kim McKinley (UTOPIA Fiber) and Doug Dawson (CCG Consulting) to talk about current events in broadband. The panel will reflect on RDOF: one year later, how demands for remote work are fueling the broadband boom, […]

Recalibrate with Samsung Networks
What is Fixed Wireless Access?

Recalibrate with Samsung Networks

Play Episode Listen Later Feb 7, 2022 7:12


The digital divide is an ongoing, dire issue and the challenge to deliver high-speed broadband nationwide to underserved markets continues to go unsolved. Fixed Wireless Access or “FWA” is being deployed in large part to help close the digital divide and give both individuals and businesses affordable access to broadband. FWA lowers costs and expands deployment by using a local transmitter to send data to many receivers that exist in different homes or businesses. With FWA, the subscriber can get a receiver delivered to them with simple hook-up instructions. This cuts out the middleman having to lay fiber down cutting costs and time for home broadband delivery. To help stimulate FWA's deployment, the US government has allocated money through several programs to enable the deployment of affordable broadband, including RDOF with over $20 billion set aside to help rural communities and the most recent infrastructure bill with $65 billion allocated for high-speed internet supporting everyone from large operators to small regional providers. Broadband access is increasingly being seen as a right and a necessary way to participate in today's digital world. For subscribers, FWA will open new possibilities nationwide from enhanced access to education, stronger connections with loved ones, and better entertainment options. Companies like Samsung are jumping in to support the expansion of FWA; Samsung has been studying FWA since 2016 and unveiled the world's first 5G FWA commercial solutions in 2018. Since then, successful worldwide FWA deployments and trials have taken place encouraging global adoption. Listen to this Networks Tech Talk episode to understand the ways FWA is opening new possibilities for citizens nationwide and why everyone stands to win from its deployment.

CO-OPS CONNECT
Alternative Broadband Models Bring New Opportunities

CO-OPS CONNECT

Play Episode Listen Later Nov 2, 2021 30:47


After initially tabling the idea of bringing fiber broadband services to members, Osage Valley Electric Cooperative had a change of heart when leaders heard Conexon Founding Partner Randy Klindt speak about potential RDOF opportunities for the co-op's service territory. Jarrod Campbell, CEO of Osage Valley Electric Cooperative, sits down with Abby Carere, Conexon's SVP of Sales, Marketing, and Account Management, to reflect on how Conexon's feasibility study and change in business strategy during the RDOF auction allowed Osage Valley Electric in partnership with Conexon to hit the ground running with its fiber project.

Andy & John Talk Telecom
27. Special Guest Andy Parrott

Andy & John Talk Telecom

Play Episode Listen Later Oct 12, 2021 33:47


Andy Parrott of Vyve Broadband joins Andy & John to talk about SCTE CableTec, RDOF, and some cable history.

Yet Another Value Podcast
Ben Claremon on $LUMN

Yet Another Value Podcast

Play Episode Listen Later Sep 27, 2021 69:44


Ben Claremon, Partner at Cove Street Capital, discusses his thesis on Lumen. Lumen is a complicated story and a bit of a battleground stock, but Ben think the company is trading at a large discount to their asset value and is making moves to unlock that value.Ben's first YAVP appearance on Viasat (VSAT): https://youtu.be/Otw0oWvuhdUBen's Compounders podcast: https://open.spotify.com/show/3Qbcrw84MDaJ3CZUNuqOxu?si=vD-uIjqVR4G_SFwH_ALVEg&dl_branch=1Chapters0:00 Intro1:35 Lumen Overview5:55 Why didn't Lumens' old management team believe in Fiber?13:30 Discussing the proxy statement and management incentives19:15 How can telecom investors get over their Lumen baggage?25:15 Looking at Lumen as a special situation35:00 What would Lumen look like if they sold all of their consumer business?37:05 Lumen's valuation and sum of the parts39:15 Lumen's looming dividend cut?47:00 Government subsidies (CAF going away; RDOF replacing it?)54:40 Why invest in Lumen vs. a cleaner story like Frontier (FYBR)1:03:25 Closing thoughts

The Broadband Bunch
“The FCC really should not be in the business of deciding winners and losers.” Doug Dawson, blogger

The Broadband Bunch

Play Episode Listen Later Apr 27, 2021 30:59


In this episode of the Broadband Bunch, we speak with Doug Dawson, owner of CCG Consulting and the voice behind the very popular industry blog: Pots and Pans, Broadband for all. Doug offers up his opinions on a variety of topics that are currently front and center in the broadband community including how he believes that the RDOF auction was terribly mismanaged. Craig and Doug also discuss how the industry should slow down the process and take a cue from our past when trying to solve the broadband connectivity. Click now to listen to this thought provoking episode. Also, be sure to subscribe on your favorite podcast platform so you never miss an episode of the Broadband Bunch!

Fiber Broadband Association - Fiber for Breakfast
FFB Week 9 - Can Fixed Wireless Deliver RDOF Gigabit Speeds

Fiber Broadband Association - Fiber for Breakfast

Play Episode Listen Later Apr 13, 2021 31:07


In the recent RDOF auction, 85% of the funding was won by bidders proposing to provide gigabit speeds using wireless or wireline technologies. While no one doubts the abilities of a fiber network, wireless gig deserves a closer look. Larry explores the circumstances where wireless may – and may not – be a fit for rural gigabit broadband.

The Broadband Bunch
"For us, fixed wireless has been such a flexible technology." Skyler Ditchfield, CEO GeoLinks.

The Broadband Bunch

Play Episode Listen Later Mar 9, 2021 33:00


In the latest episode of the Broadband Bunch, we speak with Skyler Ditchfield CEO of GoeLinks one of the leading telecommunication companies in Southern California. Skyler, Craig and Brad chat about a wide variety of interesting topics including GeoLinks recent RDOF funding win, expanding their footprint into both Nevada and Arizona as well as working with area school districts to accelerate broadband deployment to students in rural communities seeking better connectivity options. We also discuss GeoLinks recent partnership announcement with Globtel and some of the exciting and forward thinking things GeoLinks is doing in the IoT space. Click now to listen! Also, be sure to subscribe on your favorite podcast platform so you never miss an episode.

The Week with Roger
This Week: C-Band and Rural Digital Opportunity Auctions

The Week with Roger

Play Episode Listen Later Dec 14, 2020 13:01


0:27: The Rural Digital Opportunity Fund (RDoF) Auction just concluded. Who were the winners? 1:40: LTD's services areas. 2:20: Charter's plan to use CBRS spectrum for RDoF. 3:13: Space-X's win. 3:36: Rural Electric Cooperative Consortium's position in the market. 5:15: What the requirements are for these companies to get this money. 6:45: The C-Band Auction has begun; what the early bidding is telling us.