Biden Broadband Plan & Potential Implications – 2 June 2021

  • Public Equity
  • TMT
  • North America


Former AVP at AT&T Inc


  • Operating environment for key wireless carriers and cable companies – rural deployment efforts and challenges
  • Biden's broadband plan – key components, likelihood of legislation passing, potential revisions and future knock-on implications
  • Viability of municipal broadband business model – assessment of viable options to improve nationwide penetration rates and speeds
  • Outlook for H2 2021 and beyond – broadband ARPU runway, convergence of cable and wireless with 5G FWA (fixed wireless access), plus potential wildcards


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