D.C. Memo: Amazon Leo to Launch Service Later This Year. Is That Good News for the BEAD Program?
LEOs like Starlink and Amazon Leo are shrinking the BEAD map, which has about 3.9 million locations today. How many will be left for fiber, fixed wireless, and cable BEAD subgrantees a year from?
Today’s Headlines
■ Texas Gov. Greg Abbott (R) Denies BEAD Favoritism for SpaceX
■ S&P Index Jumped 15% in Q2 but Cable and Telco Stocks Took a Beating
■ California Regulators Award Broadband Grants at $137,000 Per Location
■ Narrative Violation: SpaceX Denied Access to Upper C-Band Spectrum by Carr’s FCC
■ House Republican’s Bill Would Extend Deadline to Finish ARPA Broadband Grants
■ Oregon Governor Wants to Stop State Being ‘A Cheap Date’ for Data Centers
■ People: Jonathan Coscia Retires from Mediacom
■ Michigan Sen. McMorrow (D) Ends U.S. Senate Bid That Included Rural Broadband Plan
BEAD: The wait is apparently over. Amazon Leo is planning to begin low‑Earth orbit satellite Internet service later this year, putting new pressure on the federal government’s net $19 billion BEAD program. BEAD’s effort to close the digital divide, led by NTIA Administrator Arielle Roth, is steering about 96% of funding to fiber, cable, and fixed wireless networks nationwide, with Starlink and Amazon Leo getting the rest, equaling almost $1 billion. With Starlink already operating at scale and Amazon preparing to enter the market, satellite competition is accelerating faster than BEAD projects can be built, raising concerns that taxpayer‑funded networks may struggle to attain a sufficient number of subscribers to reach financial viability. The BEAD program currently has about 3.9 million locations to connect nationally. In a June 22 letter, the GAO urged Roth to “better communicate projects’ financial sustainability to Congress.” Amazon Leo did not identify the countries that will be first to receive service, though past statements have included Canada, France, Germany, the United Kingdom, and the United States. (More after paywall)
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