D.C. Memo: Verizon CEO Sees Starlink, Amazon LEO Capped at 5 Million U.S. Subs within 10 Years
Meanwhile. New Street Research says rapidly growing Starlink doubled its global subscriber base in 2025, hitting 2.7 million U.S. customers and becoming a Top 10 ISP
Today’s Headlines
■ BNP Paribas: EchoStar’s $2.4 Billion Escrow a Modest Setback
■ NFL-Netflix Deal Angers a Packers Fan: Sen. Tammy Baldwin, Wisconsin Democrat
■ OpenVault: Fiber Users Gulping Much More Data Than DOCSIS Users
■ New Mexico County 4X Size of Rhode Island Considers Data Center Ban
■ Public Citizen: Halt AI-Driven Prescription Drug Refills
■ Is Hughesnet Crashing to Earth (Financially)?
■ Minnesota LFAs Blast Gateway Fiber’s FCC Filing as ‘Not Credible’
■ Rural Wireless Group Asks FCC to Examine MVNO Market
■ Arkansas Broadband Director Looks Beyond BEAD Deployment
■ People: Joanie Vasiliadis Named SVP for Transformation at Gray Media
LEOs: Wall Street is always asking a question like this: Can Elon Musk and Amazon CEO Andy Jassy stay irrational longer than the competition can stay solvent? Verizon CEO Dan Schulman bumped into this question in a way yesterday when he basically said he was not worried about Musk or Amazon, claiming the low‑Earth orbit broadband providers posed no serious threat to the company’s core business. Speaking Wednesday at MoffettNathanson’s Media, Internet & Communications Conference, Schulman said LEO broadband is “a really good complimentary service for a product,” but insisted it cannot match land‑based networks where the wireless industry makes its money. “They cannot compete in urban and suburban against the terrestrial network. And by the way, that’s where like 95% plus of the revenues are,” he said. (More after paywall)
