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New BEAD Rules: Funds to Shift from Fiber to Satellite (and Fixed Wireless)
As expected, last Friday, the Department of Commerce released its new rules for the BEAD program; rules that will significantly shift the expenditures from wireline to satellite and fixed wireless. In this note we analyzed the likely impact and potential ways the process may play out.
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New Street Research
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Blair Levin
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