Episode notes
Welcome and Milestone
- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.
- Reflection on the longevity of their roles as analysts.
AT&T's Fiber Expansion
- AT&T acquires Lumen's fiber portion for nearly $6 billion.
- Expansion adds over 4 million consumer locations, primarily on the West Coast.
- AT&T's goal to reach 60 million locations by 2030.
Spectrum Auctions and Political Involvement
- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.
- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.
- Consideration of revenue generation through government spectrum monetization.
Upper 12 GHz Spectrum for Satellite Connectivity
- FCC chairperson's comments on freeing up spectrum for low Ea ...