A record-high 71% of U.S. homes were using content streaming or download services when canvassed July 24-26, said CTA Thursday. Nearly one in 10 booked telehealth appointments or other online health services, it said: “Different types of streaming and download services remain a primary way for households to stay entertained during the COVID-19 pandemic, especially as some live sports return to TV, notable new albums drop and exciting video games release.”

Despite being locked out of the U.S. market due to government restrictions, Huawei became the leading global smartphone vendor in Q2, the first quarter in nine years that a company other than Samsung or Apple led, reported Canalys Thursday. The Chinese tech manufacturer shipped 55.8 million devices, down 5% year on year, overtaking second-place Samsung, whose 53.7 million smartphone shipments plummeted 30%. China has “emerged strongest from the coronavirus pandemic, with factories reopened, economic development continuing and tight controls on new outbreaks,” said the research firm. Analyst Ben Stanton attributed results to COVID-19, saying Huawei took “full advantage of the Chinese economic recovery to reignite its smartphone business.” Samsung has less than 1% share in China, while its core markets -- Brazil, India, the U.S. and Europe -- were hit by the coronavirus. It will be hard for Huawei to maintain its lead long term, said analyst Mo Jia, because major channel partners in key regions, such as Europe, are “increasingly wary” of carrying Huawei devices; they're taking on fewer models and bringing in new brands “to reduce risk.” Strength in China alone “will not be enough to sustain Huawei at the top.”

Best Buy CEO Corie Barry sidestepped our questions during her Northern Virginia Technology Council video chat Wednesday (see report, July 30 issue) about how the pandemic was affecting consumer demand for more discretionary tech products like premium TVs. “We haven’t talked about that publicly,” she said. “About a trillion dollars of spend” last year went to sporting events, movies, cruises and vacations, she said. “A minuscule amount of that is being spent right now. Spending is moving into other buckets because of the way we are living our lives. I just think the idea of what might be discretionary and not will evolve over time because we’re living our lives in a way that is completely unique to anything that has come before.”

PayPal rode the pandemic’s e-commerce spike to its “strongest quarter” since eBay spun it off as an independent public company five years ago, said CEO Dan Schulman on a Q2 investor call Wednesday evening. “Merchants are embracing a digital-first strategy, and these trends have fueled the rapid rise of digital payments. These are durable and meaningful tailwinds.” Q2 transactions grew 26% to 3.7 billion, “rivaling the volumes that we usually experience during the five days between Thanksgiving and Cyber Monday,” said Schulman. PayPal added 21.3 million new customers, a 140% increase from the 2019 quarter, he said. “Net new actives” in Q2 exceeded the number of new customers added in all of 2016, he said. PayPal ended the quarter with 346 million active accounts, he said. “Given our momentum, I believe that we will add approximately 70 million net new actives this year.” PayPal is seeing “a tremendous amount of new cohorts coming in that have never used e-commerce before,” he said. Seniors are “the fastest-growing segment of net new actives,” he said. The stock closed 4.3% higher Thursday at $192.51.

Tech companies told the FCC it should reject reconsideration petitions from CTIA, Verizon and the Fixed Wireless Communications Coalition seeking changes to 6 GHz rules, approved 5-0 in April (see 2004230059). Other comments divided on what the FCC should do. Oppositions were posted Thursday in docket 18-295. “None presents any argument that would justify altering the carefully reasoned decisions in the Commission’s order,” said Apple, Broadcom, Cisco, Facebook, Google, Hewlett Packard Enterprise, Intel, Microsoft, Qualcomm and Ruckus Networks: “Most of the petitions merely repeat arguments already raised in the proceeding that the Commission explicitly rejected.” New America’s Open Technology Institute said similar. “The conclusions the Commission reached in its 6 GHz Report and Order were both well-reasoned and based on an extensive record,” the group said. The petitions “seek to delay or disrupt unlicensed access to this critical spectrum and all the innovation it has the potential to unleash,” said NCTA. “The sharp increase in fixed bandwidth demand resulting from the COVID-19 pandemic illustrates the importance of spectrum to better enable distance learning and teleworking and the importance of interference-free wireless backhaul links,” said the Wireless ISP Association. “Bare disagreement with the Commission’s conclusions -- without demonstrating any flaws in the Commission’s rationale for reaching those conclusions -- is insufficient grounds for granting reconsideration,” the Wi-Fi Alliance said. Southern Co. supported FWCC’s complaints. “The Commission relied upon hypothetical simulations, rather than actual field testing, to reach a determination that unlicensed use of the 6 GHz band would not cause harmful interference to primary, licensed incumbent operations,” the utility said: “Preliminary bench tests and field tests using the parameters established in the Report & Order have already raised concerns about potential harmful interference to licensed microwave systems.” The Utilities Technology Council backed the FWCC. “Interference must be prevented before it occurs, not after the fact because it will be far too late to undo the damage that could result," UTC said. Nokia supported higher power levels urged by Verizon.

The iconectiv petition asking the FCC to move to a competitive bidding process for selecting a toll-free numbering administrator (TFNA) (see 2006300003) got no clear industry consensus in docket 20-174 postings Thursday. AT&T said the TFNA's tariff use "is an anomaly" compared with competitive bidding and contracts the FCC uses for other numbering administrators. Going to a competitive process for the local number portability administrator resulted in hugely reduced costs, it said. Also backing the petition, USTelecom said FCC use of competitive bidding for numbering services shows market-based approaches lead to more efficiency. Now isn't the time to change TFNAs since the pandemic has been a major disruption to so many businesses already, and such a switch raises the risk of some kind of interruption that could hurt those relying on toll-free numbers, Unisys said. No one has shown that incumbent TFNA Somos hasn't been doing the job adequately, it said. Iconectiv should be commended for pointing out lack of Somos transparency, but its petition is meritless because it says TFN rates have gone up without reason when it's common knowledge Somos has been doing sizable technology upgrades, responsible organization Vanity International said. "This is nothing but a land grab by a 3rd party venture fund," it said. Iconectiv's complaint about use of a tariff-based approach would hold true no matter who is TFNA, and it would be nice to have multiple providers, but that isn't technologically feasible now, said EZ Texting. Somos is an independent, nonprofit TFNA, and someone else selected through competitive bidding might focus on cost control to the exclusion of protecting the public from scammers using toll-free numbers, Duke Energy said. Establishing a competitive bidding process for selecting a TFNA needs to carry guarantees the new TFNA provides the scam protection services Somos does, it said. Make sure new rules don't significantly interfere with or require changes to the way providers interface with the TFNA and don't require costly changes, said ATIS. Somos, in posting on meetings with aides to Commissioners Geoffrey Starks and Jessica Rosenworcel, said any consideration of changing processes to select a TFNA and changing the tariff structure requires issuing an NPRM. It said the current system "is working well." Its comments said similar.

The Environmental Health Trust (EHT), Consumers for Safe Cell Phones and the Children’s Health Defense asked the U.S. Court of Appeals for the D.C. Circuit to rule the FCC’s refusal to update its 25-year-old “obsolete” RF exposure rules is a violation of the Administrative Procedure Act, the National Environmental Policy Act and the Telecom Act. EHT officials argued for forcing FCC action during a news conference Thursday.

A State Department official built the U.S. case against Huawei and other Chinese companies and the threat they pose to 5G and the communications supply chain. “Trust cannot exist where a telecom vendor is subject to an authoritarian government” like China, said Robert Strayer, deputy assistant secretary-cyber and international communications and information policy, during a Thursday Telecommunications Industry Association webinar.

A draft order circulated to eighth-floor offices Thursday would reduce a Dec. 1 increase of the Lifeline program’s minimum service standard for mobile broadband. Currently, the MSS is to go from 3 GB monthly to 11.75 GB monthly on that date. The draft would instead shift it to 4.5 GB per month. It will “permanently clean up the mess” from the 2016 order that instituted the formula leading to the larger increase, Chairman Ajit Pai said. The agency waived a similar increase, from 3 GB to 8.75, in 2019. The metric has to rise to keep up with consumer data use, but increases that are too large prevent providers from keeping Lifeline affordable, Pai said.

FCC staff extended by a month an opportunity for tribes to file 2.5 GHz applications, until Sept. 2. That's less than the three additional months some sought.