What if Elon Can Deliver a Gig? Where it Matters and Where it Doesn’t
As part of our election impact series, we recently published an analysis of how Elon Musk might influence telecommunications policy under a potential Trump Administration to benefit his Starlink service. While the note prompted significant feedback, nothing in the reaction causes us to reconsider what we wrote. Still, the reaction prompted us to do a second note laying out several paths a Trump Administration could take that would benefit Starlink related to the BEAD program and would work to disadvantage those incumbents (including but not limited to T, CHTR, and FBYR) seeking to gain BEAD funding as soon as possible. In addition, we fielded numerous inquiries related to Starlink’s petition to the FCC for modifications that Starlink claims will allow it to offer a Gig service; specifically, whether granting such a petition would change the competitive dynamics in a material number of locations. In this note, we address that question.Charter Communications is a holding company. Through its subsidiaries, the company is a cable operator and a broadband communications company providing video, Internet and voice services. The company also provides its mobile service to residential customers. In addition, the company sells video and online advertising inventory to local, regional and national advertising customers and communications and managed solutions to enterprise customers. The company also owns and operates regional sports networks and local sports, news and community channels. The company owns and operates a two-way telecommunications network which passes various households and small and medium businesses across United States.
T-Mobile US provides mobile communications services, including voice, messaging and data, under its brands, T-Mobile and Metro? by T-Mobile, in the United States, Puerto Rico and the United States Virgin Islands. The company provides mobile communications services using its 4G Long-Term Evolution network and its 5G technology network. The company also provides various wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through Equipment Installment Plans and leasing through JUMP! On Demand?. The company provides reinsurance for handset insurance policies and extended warranty contracts offered to its mobile communications customers.
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