2014 CTIA Wireless Industry Survey Suggest Maturing Industry

The CTIA recently released its annual wireless survey including 2014 results. This year’s survey is full of data suggesting a rapid maturation of the US wireless industry. Seven key data points: Annual Data growth slowed to 26%, growing from 3.23 trillion MB in 2013 to 4.06 trillion MB in 2014. This is the slowest data […]

Downstream Implications of AWS-3 Auction

While there has been extensive discussion about the AWS-3 auctions, there has been less discussion about the long-term industry impacts of the auctions: 1)    Upcoming 600 MHz Auction Prices – Higher transaction prices from the AWS-3 auction could imply higher prices for the 600 MHz auction. However: With the telecom industry spending ~$45B on the […]

New Draft Paper on Spectrum Demand Forecast Error

Aalok Mehta (PhD candidate at USC ) and I just finished a draft of a paper we are scheduled to present at the Telecom Policy Research Conference (TPRC) next month. The paper, “Overestimating Wireless Demand: Policy and Investment Implications of Upward Bias in Mobile Data Forecasts,” is about forecast error in demand estimates for spectrum. […]

U-verse is the Regulatory Key to the Proposed AT&T/DIRECTV Merger

AT&T ‘s proposed $48 billion acquisition of DIRECTV is based on two simple business facts – 1) AT&T has broadband but needs a stronger video product to compete with cable; and 2) DIRERCTV needs a voice and broadband product to compete with cable. By combining services the can save money on customer service, back office […]

FCC Auctions May Disappoint – Supply of Money Less than Supply of Spectrum

There’s a legitimate question as to whether the wireless industry has enough money to pay historical prices for spectrum the FCC intends to auction over the next 18 months. The FCC intends to auction approximately 150 MHz of spectrum between the AWS-3 and the Broadcast Incentive auction (assuming 65 MHz at AWS-3 and 85 MHz […]

Twitter