5G fixed wireless access is “changing the broadband marketplace” but it needs the FCC to make more full-power, licensed, mid-band spectrum available for carriers, CTIA said in a Wednesday blog post. FWA is having “such an impact on cable’s bottom line that you’ve probably also seen their commercials attacking it -- a striking indicator that 5G home broadband is bringing real competition to cable incumbents,” CTIA said. The blog notes that the fastest growing broadband companies are all wireless carriers, led by T-Mobile. In the first three quarters of last year, FWA had 34 times more adds than cable broadband, based on reports by Leichtman Research, CTIA said. Wall Street analysts have found that nearly 20% of 5G home gross adds “are new to the broadband marketplace altogether,” the group blogged: “That’s twice what they found for the full broadband market, meaning FWA is connecting more people for the first time than cable or any other broadband service.” Spectrum is the sticking point, CTIA warned. “More spectrum will increase speeds -- we’re seeing that with the C-band allocations that have been coming online -- and allow providers to serve more Americans with more capacity.” CTIA called for a “pipeline of spectrum” starting with the lower 3 GHz and 7/8 GHz bands to give consumers “an even more robust 5G for home experience, all while keeping more money in their pockets.” T-Mobile said last week it added 541,000 home internet customers in Q4 and 2.1 million for the year (see 2401250076). Verizon reported 375,000 fixed wireless adds for the quarter, bringing its total to more than 3 million (see 2401230071).

CTIA sent a follow-up letter to NTIA Tuesday on implementing the national spectrum strategy, urging the agency to correct "mistakes made in earlier studies of the lower 3 GHz band and, consistent with Congressional intent, engage in a comprehensive review that includes licensed, full-power opportunities.” Umair Javed, CTIA senior vice president-spectrum, was among those raising questions about DOD’s study of the band at a recent American Enterprise Institute event (see 2401220066). “Licensed spectrum provides the only viable path for the wide-area coverage necessary to connect Americans with wireless service across the country,” the letter said: “The record supports evaluating all options for the lower 3 GHz band.” CTIA encouraged the administration to “restore NTIA leadership of spectrum studies and transparent, data-driven processes.” The administration should also take “a holistic look” at the entire 1,275 MHz of spectrum in the 7/8 GHz band “to identify the most promising opportunities, including making some or all of the band available,” CTIA said. That band, with the lower 3 GHz, has been a top wireless industry candidate for full-power licensed use. The 7/8 GHz band “is now a global ... target for expanding capacity for 5G and beyond” with the World Radiocommunication Conference deciding last year to include it in “a future agenda item for harmonization,” the letter said.

The FCC will continue updating Congress about the affordable connectivity program's status in hopes of convincing lawmakers for money to keep it running, Chairwoman Jessica Rosenworcel told reporters Thursday after the commissioners’ open meeting (see 2401250064). The FCC expects the initiative will exhaust its $14.2 billion allocation in April. The Wireline Bureau said earlier this month it would freeze new enrollments Feb. 8 as part of the program's wind-down process (see 2401110072).

Sen. Steve Daines, R-Mont., is considering attaching an amendment to a pending national security supplemental spending bill that would allocate $3.08 billion to fully fund the Secure and Trusted Communications Networks Reimbursement Program, communications officials and lobbyists said in interviews. Telecom-focused lawmakers are still eyeing FY 2024 appropriations bills as vehicles for allocating rip-and-replace money, and some are pushing to keep using a spectrum legislative package to pay for it. President Joe Biden asked Congress to authorize the additional rip-and-replace money in October as part of a domestic funding supplemental separate from the national security request (see 2310250075).

NTIA is expecting detailed comments from federal agencies this week about the proposed implementation plan for the national spectrum strategy (see 2311130048), Scott Harris, NTIA senior spectrum adviser, said during an FCBA webinar Wednesday. NTIA has shared with the agencies its initial thoughts, he said. Next, it will prepare “a full draft” implementation plan, which it will also share, and “kick off” interagency meetings seeking “government-wide” consensus, Harris added.

The U.S. attained generally positive results at the World Radiocommunication Conference, but 6 GHz band issues remain, Steve Lang, the State Department official who headed the U.S. WRC delegation, told an American Enterprise Institute event Monday. In contrast, other speakers argued WRC wasn’t a clean U.S. win.

Industry lawyers and analysts expect a busy start for the FCC in 2024, with the 3-2 Democratic majority able to approve items without the FCC’s two Republicans, and Chairwoman Jessica Rosenworcel eager to address priorities before the usual freeze in the months before and after a presidential election.

NTIA posted comments it received last week on the implementation plan for the national spectrum strategy (see 2401030059). Among noteworthy comments, public safety groups pressed the administration to also consider public safety spectrum. Utilities sought additional spectrum for their networks. T-Mobile and Verizon urged a focus on high-power licensed spectrum.

One of the big wireless questions for 2024 is whether Dish Network will succeed as a fourth national wireless provider, New Street’s Blair Levin said in a weekend note to investors. Another is whether another carrier will buy USCellular, he wrote. He added: “There is a question about whether any potential buyers would face a risk of a government rejection, particularly given the views of Democratic antitrust authorities and the results of the last major acquisition to face an FCC review (T-Mobile/Sprint)." Any buyer other than AT&T, T-Mobile or Verizon would likely see easy approval, he noted. “Lots of studies are in the pipeline” in the aftermath of the national spectrum strategy, but “these won’t lead to more spectrum coming online before 2025,” Levin said. No resolution appears likely soon on the lower 3 GHz band, but 12 GHz “is the one place” the FCC could authorize a new band for terrestrial use, he said: "Depending on if and how the FCC does it, it could be a boost for DISH.” Levin also predicted Congress could authorize the FCC to sell returned AWS 3 licenses. Congress could authorize a “targeted reauction” without addressing broader DOD concerns “that are blocking efforts to reauthorize spectrum auctions.”

CTIA and other industry players sought to keep pressure on the Biden administration to make more mid-band spectrum available for 5G and eventually 6G in comments on the implementation plan for the national spectrum strategy. Others stressed the importance of spectrum sharing. NTIA has not yet posted the comments, which were due Wednesday.