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Light Reading

@lightreading.bsky.social
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Telecom news and views. www.lightreading.com

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Light Reading @lightreading.bsky.social · 06/08/2026
SpaceX told the FCC that Starlink has made billions a year in rural broadband subsidies pointless. Rural telcos and electric co-ops say the argument doesn't hold up.
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SpaceX to FCC: Starlink makes rural subsidies obsolete
Broadband groups want the FCC to protect High-Cost programs and raise speed standards, while SpaceX says the programs have 'outlived their purpose.'
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Light Reading @lightreading.bsky.social · 04/08/2026
AI and cloud propel SoftBank's earnings to grow 3%, as the Japanese telco announces $634 million investment in 7-Eleven partnership to build "next-gen lifestyle infrastructure."
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SoftBank boosts earnings with help from AI and cloud services
AI and cloud drive SoftBank earnings growth as it announces $634 million investment in 7-Eleven partnership to build 'next-gen lifestyle infrastructure.'
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Light Reading @lightreading.bsky.social · 30/07/2026
Samsung warns memory shortage will last until at least 2028 as its mobile unit reports losses despite overall $63 billion profit in Q2.
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Samsung reports $63B profit but mobile unit sinks to loss
Samsung warns memory shortage will last until at least 2028 as its mobile unit reports losses despite overall $63 billion profit in Q2.
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Light Reading @lightreading.bsky.social · 24/07/2026
Tata Communications has restructured its workforce, joining a broader industry trend as operators increasingly 'realign talent' in the face of AI.
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Tata Communications latest to restructure as AI reshapes networks
Tata Communications has restructured its workforce, joining a broader industry trend as operators increasingly 'realign talent' in the face of AI.
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Light Reading @lightreading.bsky.social · 23/07/2026
The FCC cleared AT&T to retire copper voice service at 184,000 California locations – a move the state is fighting to undo. But on the facts, and on what Californians say they want, the FCC is right and California is wrong.
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Making AT&T keep its copper protects nothing
The FCC in June cleared AT&T to retire copper voice service at 184,000 California locations. The state is fighting the decision. Here's why that's wrong.
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Light Reading @lightreading.bsky.social · 20/07/2026
The FCC's proposal to bring D2D connectivity to unlicensed wireless devices initially keys on three spectrum bands that are already being used for Wi-Fi, Bluetooth and other unlicensed use cases.
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FCC IDs three bands for unlicensed D2D
FCC's proposal to bring D2D connectivity to unlicensed wireless devices keys on three spectrum bands that are already support unlicensed spectrum.
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Light Reading @lightreading.bsky.social · 15/07/2026
In a move that could lead to a bigger wave of broadcaster consolidation, the FCC set an August 6 vote to repeal its 39% broadcast ownership cap and replace it with case-by-case reviews.
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FCC sets vote to repeal and replace broadcast ownership cap
The FCC set an August 6 vote to repeal its 39% broadcast ownership cap and replace it with case-by-case reviews.
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Reposted by Light Reading
Nicole Ferraro - Light Reading @nicfer.bsky.social · 15/07/2026
CWA, Public Knowledge, Benton, NDIA and others are the latest to push NTIA's Arielle Roth to release BEAD performance results, stating they are "deeply concerned about some providers' ability to carry out their commitments." www.lightreading.com/broadband/cw...
lightreading.com
CWA pushes NTIA for BEAD performance reports
We are 'deeply concerned about some providers' ability to carry out their commitments,' said CWA in a letter urging NTIA to release BEAD performance tests.
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Reposted by Light Reading
Nicole Ferraro - Light Reading @nicfer.bsky.social · 14/07/2026
lightreading.com
FBA to OMB: New grant rules create 'real risk for broadband'
The Fiber Broadband Association urged OMB to reconsider rules changes for federal grants, saying they 'could create real risk for broadband deployment.'
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Light Reading @lightreading.bsky.social · 14/07/2026
Ericsson outlined plans to mitigate rising, AI-driven component costs, which include price increases for telco customers, as it reported Q2 earnings.
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Ericsson warns of price rises to counter high component costs
Ericsson outlined plans to mitigate rising, AI-driven component costs, which include price increases for telco customers, as it reported Q2 earnings.
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Light Reading @lightreading.bsky.social · 13/07/2026
AT&T and Ericsson showed how 5G network sensing can detect and track drones flying near AT&T Stadium in Arlington, Texas, paving the way for 6G's ISAC.
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AT&T and Ericsson demo 5G sensing for drone detection
AT&T and Ericsson showed how 5G network sensing can detect and track drones flying near AT&T Stadium in Arlington, Texas, paving the way for 6G's ISAC.
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Light Reading @lightreading.bsky.social · 08/07/2026
While some view the Amazon-Globalstar deal as a boon for D2D competition, the transaction is getting static from Yippy, a company that is partially owned by Globalstar.
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Amazon-Globalstar deal draws concern and support
While some see positives in the Amazon-Globalstar deal, the transaction is getting static from Yippy, a company that is partially owned by Globalstar.
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Light Reading @lightreading.bsky.social · 07/07/2026
Telcos want a smooth path to 6G and to avoid the mistakes of 5G, but it's early days for the industry's preferred migration architecture.
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Can the telecom industry pave a smoother path to 6G?
Telcos want a smooth path to 6G and avoid the mistakes of 5G, but it's early days for the industry's preferred migration architecture.
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Light Reading @lightreading.bsky.social · 06/07/2026
As sustainability talk within 6G standard setting gets serious, AI can be a 'gamechanger,' Ericsson's Bhushan Joshi argued in an interview with Light Reading.
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AI, modernization amid key RAN sustainability levers – Ericsson
As sustainability focus in 6G formulation gets serious, AI can be a 'gamechanger,' Ericsson's Bhushan Joshi argued in an interview with Light Reading.
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Light Reading @lightreading.bsky.social · 01/07/2026
House Democrats pressed NTIA's Arielle Roth on ongoing delays with the $42 billion BEAD program, including guidance on $21 billion in 'non-deployment' funds which Roth now says are expected 'this summer.'
lightreading.com
Dems probe NTIA's Roth on BEAD delays at House hearing
House Dems pressed NTIA's Arielle Roth on ongoing BEAD delays, including guidance on non-deployment funds which Roth now says are expected 'this summer.'
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Light Reading @lightreading.bsky.social · 30/06/2026
The FCC granted Verizon and Arcadyan expedited waivers that provide some relief from the agency's ban on new, foreign-made routers. NTCA, ACA, USTelecom and Askey also want one.
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Verizon, Arcadyan net router waivers; NTCA and ACA want one, too
The FCC has granted Verizon and Arcadyan expedited waivers for the agency's ban on new, foreign-made routers. Several organizations also want a waiver.
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Light Reading @lightreading.bsky.social · 29/06/2026
Comcast's decision to separate its cable/connectivity unit from NBCU and Sky is already fueling speculation about potential M&A involving both sides of the business. Comcast's Brian Roberts downplayed that possibility.
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Comcast-NBCU/Sky split not a step toward strategic M&A – Roberts
Comcast's Brian Roberts downplayed the possibility of strategic M&A amid a decision to separate Comcast from NBCU and Sky.
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Light Reading @lightreading.bsky.social · 25/06/2026
SpaceConnect, an organization focused on the policies and interests of the LEO satellite sector, has formed with support from Amazon, Iridium, Telesat and Globalstar. Analysts aren't surprised that SpaceX and AST SpaceMobile aren't participating.
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LEO satellite trade org forms, without SpaceX and AST
SpaceConnect has formed with support from Amazon, Iridium, Telesat and Globalstar. Analysts aren't surprised that SpaceX and AST aren't participating.
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Light Reading @lightreading.bsky.social · 23/06/2026
When surveyed about AI, fear barely varies by age or income. The real split is hope and the hardening among Americans who have never tried AI.
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Most Americans fear AI, but hope is splitting the country
When surveyed about AI, fear barely varies by age or income. The real split is hope and the hardening among Americans who have never tried AI.
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Light Reading @lightreading.bsky.social · 17/06/2026
The FCC's AWS-3 auction passes $2.9B threshold for EchoStar to avoid paying penalty, and one analyst expects bidding to wrap up soon.
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AWS-3 auction hits $3.1B as bidding winds down
The FCC's AWS-3 auction passes $2.9B threshold for EchoStar to avoid paying penalty, and one analyst expects bidding to wrap up soon.
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Light Reading @lightreading.bsky.social · 16/06/2026
Ericsson CEO Börje Ekholm to retire and hand the baton to its head of networks, Per Narvinger, who will take over as president and CEO on October 1.
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Ericsson appoints Per Narvinger as CEO to replace Ekholm
Ericsson CEO Börje Ekholm to retire and hand the baton to its head of networks, Per Narvinger, who will take over as president and CEO on October 1.
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Light Reading @lightreading.bsky.social · 15/06/2026
Fox Corp. is poised to become a more central player in the streaming arena after striking a $22 billion deal to acquire Roku.
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Fox to acquire Roku for $22B
Fox Corp. is poised to become a more central player in the streaming arena after striking a $22 billion deal to acquire Roku.
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Light Reading @lightreading.bsky.social · 12/06/2026
Telefónica celebrates the arrival of a GSMA standard for application-aware 5G network slicing that could enable new services for telcos.
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Telefónica touts new standard for app-aware 5G slicing
Telefónica celebrates the arrival of a GSMA standard for application-aware 5G network slicing that could enable new services for telcos.
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Light Reading @lightreading.bsky.social · 11/06/2026
The FCC approved extensions for four more service providers that have fallen behind on their 'rip-and-replace' obligations. Providers blamed the delays on severe weather, supply chain issues and migratory birds.
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Weather, supply, birds blamed for rip-and-replace delays
The FCC granted extensions for four more providers to meet 'rip-and-replace' obligations. Providers blamed delays on weather, supplies and migratory birds.
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Light Reading @lightreading.bsky.social · 10/06/2026
Elon Musk insists that 'there's not some magic that's necessary' for SpaceX's ambitious plan to build orbital data centers given that much of the tech required has already been developed for Starlink.
lightreading.com
Musk: 'Magic' not needed for SpaceX's orbital AI data center plan
Elon Musk insists that SpaceX's ambitious plan to build orbital data centers will tap into tech already developed for Starlink.
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Light Reading @lightreading.bsky.social · 09/06/2026
More service providers participating in the Rural Digital Opportunity Fund (RDOF) have backed out of commitments, with the latest defaults hitting Kansas, Maryland and Texas. Texas, meanwhile, has also shed some BEAD winners.
lightreading.com
Three more providers default on RDOF awards
More ISPs backed out of their RDOF commitments, with the latest defaults hitting Kansas, Maryland and Texas. Texas, meanwhile, has also shed BEAD winners.
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Light Reading @lightreading.bsky.social · 08/06/2026
AT&T, T-Mobile, Verizon and the cable guys compete tooth-and-nail in the market, but they have formed a unified front when it comes to fighting copper theft, fiber cuts and other forms of network vandalism.
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AT&T, T-Mobile and Verizon join cable's 'STRIKE' force
AT&T, T-Mobile, Verizon have formed a unified front with the cable industry when it comes to fighting copper theft and other forms of network vandalism.
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Light Reading @lightreading.bsky.social · 03/06/2026
Rampant demand for AI has led to component shortages and driven up chip costs for network equipment vendors. Customers may eventually pay.
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AI is making telecom more expensive, warn Ericsson and Nokia
Rampant demand for AI has led to component shortages and driven up chip costs for network equipment vendors. Customers may eventually pay.
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Light Reading @lightreading.bsky.social · 01/06/2026
New Recon Analytics data shows where Starlink actually wins with business customers.
lightreading.com
Starlink in business connectivity: where real opportunities are
The strongest direct sales case for Starlink in business markets is the coverage gap.
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Light Reading @lightreading.bsky.social · 29/05/2026
In a big setback for Jeff Bezos' Blue Origin, its heavy-duty New Glenn rocket exploded during a prelaunch test Thursday. 'We experienced an anomaly during today's hotfire test,' Blue Origin said.
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Blue Origin's 'New Glenn' rocket explodes during prelaunch test
In a big setback for Jeff Bezos' Blue Origin, its heavy-duty New Glenn rocket exploded during a prelaunch test Thursday.
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Light Reading @lightreading.bsky.social · 28/05/2026
European Commission proposal for 2GHz band leaves opening for US players like Starlink and Amazon but keeps most of the spectrum for EU operators.
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EU risks US ire with limits on 2GHz satellite spectrum
European Commission proposal for 2GHz band leaves opening for US players like Starlink and Amazon but keeps most of the spectrum for EU operators.
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Light Reading @lightreading.bsky.social · 20/05/2026
Huawei bans leave fiber operators with little choice besides Nokia
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Huawei bans leave fiber operators little choice besides Nokia
Operators looking for broadband access network products are limited to Nokia and much smaller vendors in countries that have banned Chinese suppliers.
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Light Reading @lightreading.bsky.social · 19/05/2026
Apple is dominating young smartphone buyers. They're also the most likely to leave
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The cohort Apple is winning most is the least loyal
Apple gained 6.3 points in installed-base share among 18- to 29-year-old US smartphone users from Q3 2025 to Q1 2026.
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Light Reading @lightreading.bsky.social · 18/05/2026
Fiber to 60 million locations by 2030, a stumble with AST SpaceMobile, and a blunt take on 6G: AT&T EVP Jenifer Robertson on where the carrier is headed.
lightreading.com
AT&T's mass-markets chief: Consumers aren't eager for 6G
Fiber to 60 million locations by 2030, a stumble with AST SpaceMobile, and a blunt take on 6G: AT&T EVP Jenifer Robertson on where the carrier is headed.
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Light Reading @lightreading.bsky.social · 15/05/2026
AT&T, T-Mobile and Verizon agreed to pool spectrum and resources for a unified direct-to-device satellite platform. Roger Entner says the FCC should approve it.
lightreading.com
The big three telcos' satellite JV is good for America
Why the big three telcos' satellite joint venture is good for America
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Light Reading @lightreading.bsky.social · 14/05/2026
What the EchoStar deals actually change: AT&T adds rural lowband coverage it's lacked since 2008 and SpaceX graduates from T-Mobile vendor to spectrum holder.
lightreading.com
115 MHz off the shelf: What the EchoStar approvals actually mean
Two FCC approvals, $40B+, and a structural shift: SpaceX now holds nationwide spectrum and can route around T-Mobile once buildout obligations are met.
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Light Reading @lightreading.bsky.social · 13/05/2026
The NTIA's recently circulated guidance for the BEAD program seeks to restrict states from enforcing certain regulations in a move that could cause further confusion and delays and ultimately benefit Starlink, says Blair Levin.
lightreading.com
BEAD update a 'clear and material benefit to Starlink' – analyst
NTIA's updated BEAD guidance appears designed to 'do favors for carriers' but is likely to cause delays that ultimately benefit Starlink, says Blair Levin.
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Light Reading @lightreading.bsky.social · 12/05/2026
Comcast is urging the FCC to step in amid claims that Appalachian Power Company is violating a first-of-its-kind order related to how much cost the operator must bear for certain pole replacements.
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Comcast claims utility company is violating FCC pole order
Comcast wants the FCC to step in amid claims that Appalachian Power Company is violating an order tied to the costs of certain pole replacements.
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Light Reading @lightreading.bsky.social · 11/05/2026
AT&T, Verizon, T-Mobile, Charter and Comcast made big promises to customers in 2025. Not all of them locked your actual bill.
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Your carrier's price lock may not lock your price
AT&T, Verizon, T-Mobile, Charter and Comcast made big promises to customers in 2025. Not all of them locked your actual bill.
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Light Reading @lightreading.bsky.social · 08/05/2026
Here's the latest on US efforts to find spectrum for 6G
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Here's the latest on US efforts to find spectrum for 6G
NTIA shares progress on preparing spectrum for 6G with updates on work in 7GHz, 4GHz, 2.7GHz and 1.6GHz bands.
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Light Reading @lightreading.bsky.social · 07/05/2026
Top tower execs believe that fresh spectrum for 6G, the rise of AI and a renaissance at the edge will lay the foundation for a profitable future.
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Tower companies bullish on spectrum, AI and the edge
Top tower execs believe that fresh spectrum for 6G, the rise of AI and a renaissance at the edge will lay the foundation for a profitable future.
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Light Reading @lightreading.bsky.social · 06/05/2026
Askey and pureLiFi have come out with an integrated 5G/Li-Fi platform that aims to resolve a long-standing FWA issue: easily penetrating windows without wasting precious cellular bandwidth.
lightreading.com
Askey and pureLiFi take aim at an FWA nemesis: windows
Askey and pureLiFi have come out with an integrated 5G/Li-Fi platform that aims to resolve a long-standing issue for fixed wireless access deployments.
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Light Reading @lightreading.bsky.social · 05/05/2026
T-Mobile quietly dropped its key growth metrics in Q1. Analyst Roger Entner rebuilds the numbers and explains what the silence is hiding.
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What T-Mobile stopped telling you about Q1 2026
T-Mobile quietly dropped its key growth metrics in Q1. Analyst Roger Entner rebuilds the numbers and explains what the silence is hiding.
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Light Reading @lightreading.bsky.social · 04/05/2026
Charter has promoted Dave Rodrian to SVP, connectivity products, where he now oversees a newly formed group that heads up strategy and development for the operator's Internet, Wi-Fi and voice products.
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Charter taps Rodrian to lead new connectivity products team
Charter has tapped Dave Rodrian to lead a new group that heads the operator's Internet, Wi-Fi and voice products.
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Light Reading @lightreading.bsky.social · 01/05/2026
Inseego CEO Juho Sarvikas discusses deal to buy Nokia's FWA business that will see it double revenues, expand beyond the US and enter the consumer CPE market.
lightreading.com
Inseego goes global with Nokia FWA buy
Inseego CEO Juho Sarvikas discusses deal to buy Nokia's FWA business that is set to double revenues, take it beyond the US and add consumer CPE offerings.
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Light Reading @lightreading.bsky.social · 30/04/2026
AI-mad Verizon to continue with cuts after CEO's jobs warning.
lightreading.com
AI-mad Verizon to continue with cuts after CEO's jobs warning
Verizon CEO Dan Schulman has now completed the 13,000 layoffs he promised last November, but more could lie ahead.
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Light Reading @lightreading.bsky.social · 29/04/2026
T-Mobile revealed Starlink-based direct-to-device service is not used as much as expected since it launched in July last year and rejected the idea of a Starlink MVNO deal.
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Starlink D2D use is less than expected, says T-Mobile
T-Mobile revealed Starlink-based direct-to-device service is not used as much as expected since it launched in July last year and ruled out an MVNO deal.
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Light Reading @lightreading.bsky.social · 28/04/2026
AI is raising network costs without a corresponding increase in revenues, according to India's operators.
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AI boosts costs as pricing power lags, say Indian telcos
AI is raising network costs without a corresponding increase in revenues, according to India's operators.
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Light Reading @lightreading.bsky.social · 22/04/2026
Deutsche Telekom is reportedly weighing a full merger with T-Mobile, a deal that would face regulatory scrutiny on both sides of the Atlantic.
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DT flirting with a full T-Mobile takeover – report
Bloomberg reports that DT is exploring a full combination with T-Mobile. Analysts believe such a deal would bolster DT's US position.
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Light Reading @lightreading.bsky.social · 20/04/2026
Patrick Halley, the president and CEO of the Wireless Infrastructure Association, discusses the top trends in the industry and how AI and 6G are poised to come together.
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WIA CEO braces for the AI and 6G era
Patrick Halley, the president and CEO of WIA, discusses the top trends in the industry and how AI and 6G are poised to come together.
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