Both big infrastructure items teed up for votes on Thursday were approved 3-0, without dissent from Democratic Commissioner Anna Gomez. The items were laid out in advance of their circulation (see 2507020036) in a speech by Chairman Brendan Carr on his "Build America Agenda.” More infrastructure items are on their way at the Aug. 6 meeting, Carr noted during a news conference.
AT&T expects to see up to $8 billion in tax savings for 2025-2027 as a result of the recently enacted reconciliation package and will invest $3.5 billion of those savings in its network, the carrier said Wednesday as it reported Q2 results. AT&T also reported 401,000 postpaid phone net adds for the quarter, 243,000 AT&T Fiber net adds and 203,000 AT&T Internet Air adds.
Utility and broadband interests are pushing the FCC for changes to the agency's pole attachment item on its July 24 meeting agenda. In a speech earlier this month laying out his "Build America" agenda, Chairman Brendan Carr highlighted the pole attachment draft order and a copper line retirement draft NPRM, also on July's agenda, as prime examples of an intertwined focus on infrastructure deployment and deregulation (see 2507020036). Communications infrastructure deployment experts have mixed feelings about whether the pole attachment item notably eases pole attachment gripes. Commissioners' unanimous approval is expected, as pole attachment issues are generally nonpartisan.
AT&T called on California lawmakers Tuesday to grant it and other carriers relief from carrier of last resort (COLR) obligations. A state bill, AB-470, is "only focused on COLR relief in those well-served areas or areas with no population," said Terri Nikole Baca, AT&T vice president of legislative affairs, during a California Senate, Energy, Utilities and Communications Committee hearing. The "idea of a COLR obligation is outdated," she argued. Meanwhile, the Communications Workers of America (CWA) and The Utility Reform Network (TURN) urged the committee to maintain its nearly 30-year-old rules.
The FCC on Thursday released draft items scheduled for votes at its July 24 open meeting, the second with a Republican majority in this Trump administration. Chairman Brendan Carr sketched out details of the meeting in a wide-ranging speech Wednesday (see 2507020036). The main focus will be cutting regulations and streamlining copper retirements and the pole attachment process. Among other items, the FCC would decline to adopt a tribal priority window prior to the AWS-3 reauction. Another draft order requires text providers to support a text-to-988 georouting requirement.
Wireless carriers and industry groups warned the California Public Utilities Commission (CPUC) against expanding its nearly 30-year-old carrier of last resort (COLR) rules to cover broadband, citing legal and technical limitations, in comments filed Friday (docket R.24-06-012). The filings came in response to an administrative law judge’s request for comment on two April workshops about proposed changes and the current landscape. While AT&T and others pushed to eliminate COLR obligations in areas with competition, consumer advocates argued that the rules remain essential to ensure universal access to basic voice service as the CPUC weighs changes.
While BEAD is critical to serving the most difficult-to-reach 5.5 million homes in the U.S., the money available through the program pales in comparison to what providers are spending to bolster broadband connectivity, Fiber Broadband Association CEO Gary Bolton said in an interview. The slow pace in making changes to the BEAD program has been “a colossal failure” on NTIA’s part, he added. FBA will hold its Fiber Connect conference next week in Nashville.
MoffettNathanson analysts said AT&T’s proposed buy of substantially all of Lumen’s mass-market fiber business for $5.75 billion in cash was a smaller deal than expected (see 2505210078). A deal "was widely expected," but AT&T “proposed a relatively small transaction,” the firm said Thursday: “Lumen is still left with the bulk of its [incumbent local exchange carrier] assets (all its enterprise business, both copper and fiber; all its copper residential plant and subscribers; and all the related infrastructure, like central offices). And AT&T will have a fiber footprint that today reaches only about a quarter of U.S. households, and which, even after eventually meeting all of AT&T’s expansion goals, will be available to less than a third of the country.”
Smartphone prices may increase for wireless customers, but AT&T otherwise faces no major challenges from higher U.S. tariffs (see 2505120050), COO Jeff McElfresh told a JPMorgan financial conference Tuesday. Handset prices are “a moving target” and are likely "going to rise,” he said. Customers “will bear the brunt” of rising costs “as they have over the last many cycles in the industry.”
What will come out of the FCC’s “Delete” proceeding is hard to say at this point, since it builds on other FCC efforts to cut regulations, experts said during a webinar Wednesday by the Center for Business and Public Policy at Georgetown University. The FCC has logged more than 1,100 comments so far in docket 25-133, with replies due this week (see 2504290054 and 2504290038).