The FCC approved eliminating rules restricting same-market, commonly owned radio stations from airing duplicate programming, 3-2 Thursday. It eliminated restrictions for both bands, as expected (see 2008040063). The draft applied only to AM.
The pandemic “highlights the urgent need to advance toward smart healthcare systems” based on 5G, reported ABI Research Wednesday. It forecasts 5G will generate just under $400 million in healthcare revenue, with 4.6 million connections, by 2026. “These numbers underscore the huge momentum that we see for 5G adoption in the healthcare domain,” said ABI. “5G will be an important building block for smarter and more efficient healthcare systems.”
Stay-at-home orders are breathing new life into tablets, reported Strategy Analytics Wednesday. Q2 shipments grew 17%, the highest quarterly growth in six years, said SA. Back-to-school demand could further boost the tablet market in the fall, it said. “Sales could see an extended resurgence due to lower price points if remote work and school options remain post-pandemic.”
“Record-level unemployment and continuing uncertainty" led consumers to cut discretionary spending 50%, said Parks Associates' David Drury Wednesday. Consumer tech purchases increased during the COVID-19 pandemic, he said. Some 26% of U.S. broadband households bought electronics, and demand is expected to continue into next year and possibly 2022, said the analyst. Strong demand will continue for residential broadband to enable streaming video services and messaging, video calling and virtual meetings, he said. About three-fourths of households subscribe to at least one streaming video service; half to two or more. Some 30% intend to avoid public events and large gatherings into 2021 over concern of exposure, said Drury. Seventy percent believe the economy will need a long time to recover; 23% believe the economy will rebound quickly once social-distancing measures are lifted. About 29% say they are delaying vacations or personal travel at least until next year.
Competitive Carriers Association President Steve Berry urged congressional leaders Wednesday to “consider provisions” in any compromise version of the next COVID-19 aid bill that would “help Americans connect to broadband, and in particular, mobile." Senate leaders are negotiating with House colleagues and the White House, though there's no sign of a deal. Majority Leader Mitch McConnell, R-Ky., said Wednesday the chamber will delay the start of recess and be in session next week amid hopes for a breakthrough. Senate Republicans’ recent proposals included a few telecom and tech provisions (see 2007280059). House Democrats had more tech and telecom language in their Health and Economic Recovery Omnibus Emergency Solutions Act (HR-6800), including broadband funding (see 2005130059). “Wireless technology is the optimal way to provide immediate connectivity to Americans seeking a broadband connection,” Berry said in a letter to McConnell, House Speaker Nancy Pelosi, D-Calif., and the chambers’ minority leaders. “Prioritize policies and support for wireless broadband as you move forward with pandemic relief legislation. Consumers need connectivity now,” he asked. Sen. Amy Klobuchar, D-Minn., also sought broadband provisions in the next pandemic bill Wednesday, saying in a floor speech that "all Americans should have access to high speed internet. This pandemic has put a magnifying glass on the gap. It’s time to act now."
The pandemic will continue well past Sept. 30, so the FCC Wireline Bureau should extend its gift rules waiver to the Rural Health Care and E-rate programs to June 30, 2021, the Schools, Health & Libraries Broadband Coalition, Consortium for School Networking and State Educational Technology Directors Association said Wednesday in a docket 02-60 posting. The bureau approved the waiver in March to run through Sept. 30 (see 2003180054). The gift rules promote fair and competitive bidding in normal times, but the unprecedented health crisis means schools, libraries and healthcare providers should be able to accept needed broadband equipment and service donations from the private sector, the groups said.
Some broadcasters are seeing signs the downturn in advertising caused by the pandemic is slowly improving. Others remain uncertain, based on earnings releases and quarterly investor calls this week. Sinclair stock closed down 10% Wednesday at $19.32. Fox fell 7.3% to $24.73.
Policing political content curation by platforms like Facebook and Twitter isn’t within FTC jurisdiction, Chairman Joe Simons said Wednesday at a Senate Commerce Committee hearing. Chairman Roger Wicker, R-Miss., asked the commission about President Donald Trump’s social media executive order (see 2008040059).
The 7th U.S. Circuit Court of Appeals will continue to do oral arguments via phone or video communication through Dec. 31 due to the pandemic, said Chief Judge Diane Sykes of Milwaukee Monday. The court "should continue to minimize in-person on-site staffing and make use of telework to the maximum extent possible," she said.
Dolby fiscal Q3 revenue fell 18% from the 2019 quarter and 30% sequentially, with TVs, PCs and mobile products outperforming set-top boxes, said Chief Financial Officer Lewis Chew on a Monday call. The quarter ended June 26. Lower unit shipments, products and services sales and Dolby Cinema revenue were due to COVID-19, he said. Theaters are reopening more slowly than Dolby expected. Revenue guidance for Q4 is $225 million-$255 million compared with $299 million in Q4 last year. Most of the potential decline can be blamed on the “economic ripple effect of the pandemic,” plus lower royalty recoveries, Chew said. CEO Kevin Yeaman said there’s “still a lot of uncertainty,” and “in addition to lower consumer spending, the pandemic has resulted in some shifts in the timing of new customer wins and revenues.” Licensees remain “deeply engaged” with adding Dolby Vision and Dolby Atmos functionality, Yeaman said. Dolby Vision was installed on about 10% of 4K TV shipments in fiscal 2019, he said. The company expects to “materially increase that adoption rate” for fiscal 2020 “with a significant growth opportunity still ahead,” he said. Yeaman sees Dolby adoption accelerating on PCs and mobile devices and on gaming and music content. Colliers' Steven Frankel said Dolby has “navigated through the worst of the supply chain interruptions.” The analyst sees the potential for Dolby.IO, the company's developer platform effort, to move technologies from devices to applications, he wrote investors Tuesday.