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D.C. Memo: Investor Ron Baron Expects Starlink’s Value to Reach $14 Trillion, Fueled by $1 Trillion in Revenue within 10 Years
Eventually, he said the majority of Starlink’s revenue will come from government, enterprise, and mobile
Sep 18
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Ted Hearn
21
D.C. Memo: U.S. ISPs Spent $92.6 Billion on Capex In 2025; Google Alone to Spend $205 Billion in 2026
“Fiber isn’t just wiring for today’s Internet – it’s the load-bearing infrastructure for whatever comes next,” USTelecom CEO Jonathan Spalter said
Sep 17
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Ted Hearn
16
D.C. Memo: Regulating AI ‘As American as Apple Pie,’ Sen. Bernie Sanders Says
‘Here’s the bottom line: The future of humanity cannot be left in the hands of a handful of Big Tech oligarchs,’ the Vermont Socialist says
Sep 16
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Ted Hearn
24
D.C. Memo: Wall Street Analyst Has Cloudy Forecast for Comcast, Charter Shares
Wolfe Research’s Peter Supino expects impact of Starlink to grow, saying Starship deployments of powerful next-get LEOs ‘portend significant price cuts…
Sep 15
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Ted Hearn
16
D.C. Memo: Shentel CEO, Bucking the Trend, Says His ISP Does Not Need Mobile Service
The Virginia-based ISP’s standalone multigigabit Glo Fiber service is sufficient to fuel customer growth, even against cable rivals offering a…
Sep 14
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Ted Hearn
25
Special Report: Five Questions for GCI President and CEO Ron Duncan
‘The lesson from recent outages is not that Alaska needs less fiber. It is that Alaska needs more route diversity and more ways to move traffic when…
Sep 14
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Ted Hearn
D.C. Memo: West Virginia Gov. Morrisey Salutes Armstrong for Fiber Builds Connecting 5,000 Unserved ‘Country Roads’ Locations
At an event in Hamlin, West Virginia, Sen. Shelley Moore Capito and FCC Commissioner Olivia Trusty join in honoring Armstrong President Jeff Ross for…
Sep 11
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Ted Hearn
21
D.C. Memo: AT&T Likely the ‘Fifth-Largest Copper Mine in the U.S.,’ CEO Stankey Says
Speaking at a Goldman Sachs conference, Stankey says, ‘That copper needs to come out, it needs to be monetized’
Sep 10
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Ted Hearn
17
D.C. Memo: Nexstar Needs to Finish ATSC 3.0 Transition Before Leasing Spectrum to Starlink
EVP and CFO Lee Ann Gliha tells Wall Street that broadcasters’ Edgebeam Wireless consortium covers 97% of the country – optimal for a national LEO…
Sep 9
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Ted Hearn
22
D.C. Memo: Carr Warns Broadcasters about Airing Fake Polls, Says New Guidance Could Be on the Way
In an interview on the Fox News cable news network, the FCC leader says he’s concerned fake polls could suppress voter turnout
Sep 8
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Ted Hearn
19
D.C. Memo: Who’s Battling Disney for the FCC? Judge Jeanine!
The U.S. Attorney, recently in President Trump’s doghouse for dropping vandalism charges in D.C., told a federal judge her court does not have…
Sep 4
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Ted Hearn
11
D.C. Memo: Prominent Republicans Continue to Question USF’s Future without Reforms
Former Rep. Cathy McMorris Rodgers (R-Wash.), who led the Energy and Commerce Committee for one term, calls for USF’s overhaul before lawmakers consider…
Sep 3
•
Ted Hearn
10
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