Show notes
Analysts Don Kellogg and Roger Entner discuss the FCC’s move to expedite the upcoming Upper C-band spectrum auction, its impact on various companies and industry segments, and why it may represent a win for American consumers.00:00 Episode intro 00:25 Upper C-band auction overview 02:23 Utility and applications of the spectrum 03:05 Comparison with previous auctions 03:38 Forecasts for Starlink's strategy 04:43 Accelerated timeline and implications for cable 06:04 Industry deleveraging trends 06:30 Historical outcomes of spectrum purchases 06:51 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, auction, spectrum, Upper C-band, Big Beautiful Bill, Verizon, FWA, EchoStar, Starlink, Elon Musk, urban, rural, cable, deleveraging