Hogan Lovells 2023 Winnik Forum on Open RAN

By Armand Musey | April 14, 2023

<<Full Notes (14 pages)>> Executive Summary The 2023 Hogan Lovells Winnik Forum focused on Open RAN (“O-RAN”). The major elements of the March 24th event were 1) Two policy keynote speakers – Anne Neuberger, Deputy National Security Advisor, and Senator Mark Warner; 2) Two panel discussions – An operator panel and a technical panel; and…

Unofficial Notes: SatNews’ SmallSat 2023 Symposium

By Armand Musey | February 23, 2023

<<Link to Full Notes (76 pages)>> Executive Summary SatNews’ 2023 SmallSat Symposium was the largest ever, with 901 in-person attendees. However, the mood was somewhat subdued. The realization that financing will be tighter, and an inevitable winnowing of competitors is starting to sink in. Ambitious early-stage companies with significant funding needs before breakeven will likely…

Unofficial Notes from PTC-23

By Armand Musey | January 31, 2023

Pacific Telecommunications Counsil Conference 2023 – Unofficial Notes (Full Version – 44 pages) Here   EXECUTIVE SUMMARY One veteran consultant declared, “The PTC conference is the Davos of the telecom sector! Attendees have lots of honest unplanned conversations about a range of topics.” While that may be a slightly generous take, the PTC conference always…

Unofficial Notes from Euroconsult’s World Satellite Business Week 2022

By Armand Musey | October 27, 2022

<<Full Notes (52 pages) Here>> Executive Summary of Euroconsult’s 2022 Conference held in Paris September 12th-14th, 2022 This year’s World Satellite Business Week Summit was the first “normal” satellite industry event since the COVID-19 outbreak. Pent-up demand for in-person events was evident by the full capacity attendance that required Euroconsult, for the first time, to…

FCC Answers FCBA-NY Chapter’s Questions on Rip and Replace Reimbursement

By Armand Musey | October 6, 2021

Yesterday, Armand Musey and I hosted a webinar on behalf of the NY Chapter of the FCBA, which featured Justin Faulb and Callie Coker of the FCC’s Wireline Competition Bureau presenting an overview of the Secure and Trusted Communications Networks Reimbursement Program.  It covered a lot of familiar ground that you may have heard in…

Summit Ridge Group Bolsters Expertise in Advising Satellite, Telecom, Media, and Broadcast Industries with Appointment of Industry Experts

By Armand Musey | August 18, 2021

Robin Flynn joins as Advisor & Media Sector Consultant, Rebecca Hanson as Advisor & Regulatory Consultant, Whitney Q. Lohmeyer, Ph.D. as Advisor & Engineering Consultant NEW YORK, AUGUST 18, 2021 Summit Ridge Group, LLC, a leading provider of valuation and related financial advisory services in the communications sector, today announced three key appointments to its…

Rip and Replace: Latest Developments

By Armand Musey | August 12, 2021

Last week, the FCC released its final filing procedures for telecom providers seeking reimbursement through the FCC’s $1.895 billion Secure and Trusted Communications Networks Reimbursement Program, informally called “Rip and Replace” within the industry. See the FCC’s PN here:  https://www.fcc.gov/document/fcc-announces-final-supply-chain-reimbursement-program-procedures. This is the program through which Congress will pay for the removal and replacement of…

Summit Ridge Group White Paper Analyzes FCC Reimbursement Programs

By Armand Musey | July 21, 2021

Summit Ridge Group is pleased to announce the release of its white paper, “FCC Reimbursement Programs: Background, Accounting, and Financial Considerations for Participants.” Our 20-page white paper is designed to provide participants with information about the non-obvious implications of such programs for participating entities. As wireless technology advances and the spectrum appropriate for such uses…

Wireless Spectrum Life Cycle – Not Exactly Like Real Estate

By Armand Musey | July 19, 2021

Spectrum license valuation is often analogized to real estate. It is physically bounded, effectively zoned by regulators for specific purposes, and often leased. The analogy of spectrum licenses to real estate is effective. However, almost all analogies eventually break down. The spectrum license/real estate analogy breaks down when considering long-term future use. March to Higher…

LEO Satellite Systems – The New Challenge for WISPs

By Armand Musey | July 7, 2021

There is a lot of news about how new low earth orbit (“LEO”) satellite projects, particularly front runner SpaceX’s Starlink system, are turning the satellite industry upside down. The Starlink team apparently broke the code on a path to consumer-priced hardware and is rolling out service region by region as it installs gateways around the…