The House began considering amendments to the Democrats’ Moving Forward Act infrastructure legislative package (HR-2) Tuesday, including 10 on broadband. The underlying measure contains $100 billion in broadband funding, with $9 billion for a Broadband Connectivity Fund to give eligible households an “additional broadband benefit” and $5 billion for E-rate. It also includes $12 billion for next-generation 911 (see 2006180062). House Majority Whip James Clyburn of South Carolina and other Democrats pushed for the measure's adoption. Republicans argued it's a purely partisan measure that has no chance of making it through the Senate or getting support from President Donald Trump.
The end of the FCC's Keep Americans Connected (KAC) pledge -- which was to have expired Tuesday -- won't necessarily mean a universal end of ISPs offering a safety net of modified broadband subscriber terms during the pandemic, companies and consumer advocates told us. They expect a patchwork response of a rollback of some terms and more emphasis on setting up payment plans. Resumption of data caps is expected, as reported in a previous installment in this series of stories about the novel coronavirus (see 2006180002).
Despite concerns networks might buckle under the strain of a sustained spike in internet traffic during the COVID-19 pandemic, Comcast’s network averaged “above-advertised speeds," blogged Chief Network Officer Jan Hofmeyr Monday. As part of a $12 billion investment, Comcast has doubled capacity every 2.5 years, said the executive. In March and April, Comcast added more than 35 terabits per second peak capacity to regional network facilities and 1,700 100-gigabit links to the core network vs. 500 in the year-ago period. It invested in pushing fiber to customers’ homes, Hofmeyr said.
Q1 smartphone panel revenue grew 3% globally, topping $9 billion, reported Strategy Analytics Monday. Samsung Display's revenue share was 51.8% in smartphone panels, followed by BOE (14.3%) and Tianma (8.2%), SA said. "We expect the display panel market to continue to observe a slowdown in smartphone panel demand due to disruptions in supply chains of customers along with a strong decline in demand for end-market products owing to COVID-19 pandemic.”
The COVID-19 pandemic is harming Sony “production, development, sale and distribution” of products and services in all segments, said the company’s annual report posted Monday at the SEC, saying Sony expects “this negative impact” to continue well into the future, but it doesn’t risk delaying the holiday launch of the PlayStation 5. Sony-owned factories in China and Thailand making digital cameras and smartphones “are currently operating as usual,” it said. Sony’s retail sales are down “significantly due to the closure of retail stores globally,” said the report. Work-from-home orders and the ban on international flights due to the coronavirus “presented some challenges” in bringing the PS5 to market in time for the holiday, said the report. Sony encountered delays in the PS5 “testing process and the qualification of production lines,” it said. Development is “progressing” well, and “no major problems have arisen in the game software development pipeline,” it said.
Sheltering-at-home spurred a record number of consumers to experiment with over-the-top video, reported Parks Associates Monday. The churn rate for OTT services grew to 41% in Q1 from 35% in Q1 2019. During the COVID-19 pandemic, more than two in five U.S. broadband households trialed an OTT service, and 8% of U.S. broadband households surveyed subscribed to at least one new OTT service. Stay-at-home orders helped newcomers Disney+ and Apple TV+ beef up their subscriber rosters in Q1, with 49% of new OTT subscribers joining Disney and 27% picking up Apple TV+, Parks said. A key question is whether subscribers will keep these service, said analyst Steve Nason. “A significant challenge, especially for services relying on original programming, is delivering new content since production on many series has halted.”
European regulators may not make decisions for another 10 years on the future of broadcast TV in the UHF band, speakers said Monday at conclusion of the virtual European Spectrum Management Conference. The FCC repurposed 84 MHz of UHF for wireless in a 2016-17 incentive auction. Such a swath in Europe remains hotly contested between carriers seeking low-band for 5G and broadcasters.
The amplified national conversation about racism after recent police-involved deaths of Black people is providing an opening to grow momentum on Capitol Hill for legislation to place new limits on prison phone charges and increase media ownership diversity, lawmakers and lobbyists said in interviews. Lawmakers sponsoring some of the bills told us they are pushing to ensure such language is included in the next COVID-19 aid measure and other vehicles, including the House Democrats’ Moving Forward Act infrastructure legislative package (HR-2).
AT&T denied it's resisting a proposed rural broadband grant program responding to the COVID-19 pandemic in Mississippi. The House received SB-3046 Thursday after senators voted 49-2 the previous day. Tweeting Friday, Mississippi Public Service Commissioner Brandon Presley claimed AT&T and the cable industry are lobbying the House on the bill “to kill rural broadband.” The NARUC president added, “We cannot allow them to rule the roost on this issue any longer.” AT&T has “no opposition to the grant program established by the Senate,” though it hasn’t seen details of what the House is considering, the carrier’s spokesperson emailed. “In general, we see the value of programs -- like the FCC’s Connect America Fund and others -- that help spur increased investment by the private sector in underserved, rural communities.” The Mississippi Cable Telecommunications Association didn’t comment, and Presley didn’t comment further. The House voted 114-4 Thursday for HB-1786 providing $200 million for a distance-learning grant program for electronic devices. It goes to the Senate. In Louisiana, lawmakers’ second try at an electric cooperative broadband bill looks likely to be enacted after state senators voted 35-0 Thursday to concur with amendments by the House. That chamber voted unanimously for SB-10 Wednesday (see 2006240065). Gov. John Bel Edwards (D) said he supported the cooperative-backed SB-10 when he vetoed SB-406, an earlier bill that co-ops opposed because it restricted them to unserved areas. Edwards “will review the final version of the bill when we receive it and make a decision,” emailed a spokesperson.
World Wrestling Entertainment's annual shareholder meeting, postponed from April due to the COVID-19 pandemic (see 2004100003), will be held virtually on July 16 because of health concerns, it said Friday.