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NSR Policy Spectrum Update: Hegseth and Iron Dome v. Lutnick, Plus Carr on More C-Band

As we reported last week, Commerce Secretary Nominee Lutnick indicated that he favored plans to have Congress force the Department of Defense (DoD) to allow some or all of the lower 3GHz band spectrum to be reallocated to commercial purposes and auctioned for exclusive use. While our take was that the fundamental challenge—DoD opposition—was unchanged, some believed that Lutnick’s comments represented the Trump Administration position and that therefore, the wireless companies would likely be able to obtain the prized spectrum.
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New Street Research
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
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  • Pan European Telecom Services and Cable


Analysts
Blair Levin

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