New Street Research - Starks to Leave FCC: Impact?

Report

New Street Research

Blair Levin

EUR 9145.00 For Business Accounts Only

Starks to Leave FCC: Impact?

Democratic FCC Commissioner Geoffrey Starks announced he would leave the FCC this spring. This could give Chairman Carr a Republican majority before the Senate confirms Olivia Trusty. In this note, we discuss the implications.

18/03/2025 1 EN

Provider

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

See profile

Analysts

Blair Levin

Other Reports from New Street Research

Blair Levin

Blair Levin

Court Pushes Open Door to TV Broadcast Consolidation

Today, the Eighth Circuit Court of Appeals held its oral argument in a case in which television broadcasters challenged the 2023 FCC ownership rules. We expect the court to rule in a way that makes it easier for the FCC to loosen restrictions on broadcaster consolidation. In this note, we describe what we think happens next.

EUR 9145.00

8h / 12m 8h / 12m 1 EN

Blair Levin

Blair Levin

What Does Texas Tell Us About Fiber v. Satellite

One of the most important questions for investors about the BEAD program is whether the Trump Administration changes the program requirements to shift funds from fiber to satellite (or fixed wireless). As we have noted before, eliminating the Biden era fiber preference will not materially change the distribution of funds but setting a national high-cost threshold could do so. We covered this in a previous note where we discussed the different impact of certain high-cost threshold ranges. In this note, we look at real world data from Texas to provide a more accurate calibration of the impact...

EUR 9145.00

13h / 48m 13h / 48m 1 EN

James Ratzer

James Ratzer

Deutsche Telekom (Buy, €42, +25%) Two doses of mobile rationality

As has been well documented, the German mobile market has been through a period of disruption in recent months. Therefore, we are encouraged by two steps forward – what seems to be a rational outcome on the spectrum extension, and a new tariff plan from DT that also appears to re-inject some much needed rationality into the market.

EUR 9145.00

14h / 10m 14h / 10m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Starks to Leave FCC: Impact?

Court Pushes Open Door to TV Broadcast Consolidation

What Does Texas Tell Us About Fiber v. Satellite

Deutsche Telekom (Buy, €42, +25%) Two doses of mobile rationality

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe