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The Carr Agenda: What’s an FCC Majority Got to Do with It?

In the last several weeks two related questions have dominated our conversations with investors: 1) what constitutes FCC Chairman designee Brendan Carr’s agenda; and 2) how soon he will have a majority on the FCC that enables him to effectuate that agenda. That is a reasonable coupling of questions, reflecting recent history when it took the Biden Administration nearly two years to deliver an FCC majority to Chair Rosenworcel, which she contended delayed her ability to pursue her agenda.
Provider
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
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Blair Levin

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