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Teltik Rumored To Be Transitioning To An MVNO Model

Christian

The business line reseller Teltik may be transitioning to a more conventional structure as an MVNO.

Earlier today, a Reddit user shared a transcript from a conversation with a Teltik support agent. The agent suggested that a migration is underway and that Teltik will accept new customers in a few weeks. Based on what the support agent said, it looks like Teltik will continue to run over T-Mobile’s network but will transition to a traditional MVNO model. Some perks Teltik used to offer, like international data access and T-Mobile Tuesdays, will not be available under the new setup.

T-Mobile’s Ultra Capacity 5G

Christian 3 Comments

In a press release shared yesterday, T-Mobile started referring to some of its 5G services as Ultra Capacity 5G. We’ve seen this kind of branding move before. Verizon calls its 5G service using low-frequency signals 5G Nationwide and its millimeter wave service 5G Ultra Wideband. AT&T calls its millimeter wave service 5G+.

T-Mobile’s Ultra Capacity 5G will typically deliver excellent speeds, but it isn’t well-suited for extensive coverage. Ultra Capacity 5G stands in contrast with T-Mobile’s low-frequency 5G, which T-Mobile is branding as “Extended Range 5G.” T-Mobile’s Extended Range 5G has better coverage potential than Ultra Capacity 5G, but Extended Range 5G will tend to deliver slower speeds.

I expect T-Mobile intentionally copied the word “ultra” from Verizon’s term 5G Ultra Wideband. While Verizon reserves the phrase Ultra Wideband for millimeter wave 5G, T-Mobile is using Ultra Capacity to refer to both mid-band and millimeter wave 5G.1 I’m guessing T-Mobile is hoping consumers will incorrectly conflate the two terms.

While I’m not a fan of T-Mobile’s deceptive naming, I have to acknowledge the company’s cleverness. T-Mobile is leading the nation in mid-band 5G coverage, but the network is way behind AT&T and Verizon in millimeter wave coverage. By using a single branded term for both mid-band 5G and millimeter wave 5G, T-Mobile can brag about how extensive its Ultra Capacity 5G coverage is without drawing attention to how little millimeter wave coverage the network offers.

Trouble At Teltik

Christian

Teltik, a reseller of T-Mobile business lines, has been running into trouble lately. This summer, Teltik abruptly suspended activations of new lines. Starting yesterday, many subscribers began to report service outages. Hundreds of comments have been shared on a Reddit thread about the current issues.

Subscribers who lost service yesterday were often told Teltik would restore service within two hours. That appears not to have been the case. Today, Teltik’s website has a banner running across the top that reads, “Teltik is working aggressively with T-Mobile to resolve the service disruption we are experiencing. We anticipate a resolution by the end of the morning.”

Reports about the issues vary. Several commenters on the Reddit thread reported receiving an email from T-Mobile explaining that their accounts had been deleted. One user reported receiving the email three separate times over the last day. While most commenters reported losing service yesterday, a handful of commenters say their Teltik service hasn’t been interrupted. At least one commenter reported that his or her service worked yesterday and only ceased to work today.

I’m not sure what’s going to happen. I don’t think Teltik will manage to resolve the issue this morning.

2:47 MT Update: Teltik has updated the notice on its website. It now reads, “Teltik is working aggressively with T-Mobile to restore service on all disrupted lines. We anticipate all service interruptions to be resolved by the end of the day.”

Farmer with tablet

Rural Digital Opportunity Fund (RDOF) Phase 1 Results

Christian 2 Comments

Today, the FCC announced the winners of the Rural Digital Opportunity Fund Phase 1 auction. In this reverse auction, the FCC had up to 16 billion dollars in funds available for compensating companies building out broadband networks in underserved areas.

The excerpt below comes from the FCC’s press release:

Auction results released today show that bidders won funding to deploy high-speed broadband to over 5.2 million unserved homes and businesses, almost 99% of the locations available in the auction. Moreover, 99.7% of these locations will be receiving broadband with speeds of at least 100/20 Mbps, with an overwhelming majority (over 85%) getting gigabit-speed broadband.

While up to 16 billion dollars was available in this phase, only 9.2 billion dollars were allocated. The leftover funds will be added to the pot of money available in the next RDOF phase.

Winning companies in this phase of the auction will have funding awarded over the next ten years (contingent on companies meeting certain milestones).

Results

Below, I share the full list of 180 winners sorted by the funding awarded.1

Company Amount
LTD Broadband LLC $1,320,920,718.60
CCO Holdings, LLC (Charter Communications) $1,222,613,870.10
Rural Electric Cooperative Consortium $1,104,395,953.00
Space Exploration Technologies Corp. $885,509,638.40
Windstream Services LLC, Debtor-In-Possession $522,888,779.80
AMG Technology Investment Group LLC $429,228,072.90
Frontier Communications Corporation, DIP $370,900,832.80
Resound Networks, LLC $310,681,608.90
Connect Everyone LLC $268,851,315.90
CenturyLink, Inc. $262,367,614.20
Etheric Communications LLC $248,634,963.10
California Internet, L.P. dba GeoLinks $234,889,665.70
Consortium of AEG and Heron Broadband I $194,378,552.00
NRTC Phase I RDOF Consortium $156,714,678.20
Segnem Egere Consortium $152,854,440.70
NexTier Consortium $126,287,693.30
RDOF USA Consortium $112,044,022.70
Prospero Broadband Consortium $100,366,008.80
Point Broadband Fiber Holding, LLC $78,414,413.10
Mercury Wireless, Inc. $68,310,842.00
Co-op Connections Consortium $61,485,589.50
Consolidated Communications, Inc. $58,873,337.50
Frontier Communications Northwest, LLC $57,202,650.80
Talkie Communications, Inc. $57,065,010.20
Citynet West Virginia, LLC $53,516,858.30
Consortium 2020 $48,918,960.90
Computer 5, Inc. d/b/a LocalTel Communications $48,818,171.30
Wilkes Telephone Membership Corporation $46,055,343.40
Bay Springs Telephone Company, Inc. $41,871,850.10
Continental Divide Electric Cooperative $38,004,786.20
Cal.net, Inc. $29,169,982.60
Commnet Wireless, LLC $28,436,936.10
GigaBeam Networks, LLC $28,067,881.20
Cincinnati Bell Inc. $26,887,580.40
Aptitude Internet LLC $24,655,295.20
Armstrong Telephone Company – Northern Division $22,009,640.50
Grain Communications Opportunity Fund II, L.P. $19,172,673.60
Arrowhead Electric Cooperative, Inc. $18,462,273.10
RHMD, LLC $18,303,843.20
Paul Bunyan Rural Telephone Cooperative $16,307,892.10
Direct Communications Rockland, Inc. $15,745,252.70
Connecting Rural America $14,180,599.00
Blackfoot Telephone Cooperative, Inc. $12,703,077.60
Halstad Telephone Company $12,141,118.40
South Arkansas Telephone Company $11,387,245.50
Pine Belt Communications, Inc. $11,126,003.10
Centre WISP Venture Company, LLC $11,086,348.40
Micrologic Inc. $10,036,047.70
Emery Telephone dba Emery Telcom $9,822,853.00
Digital Connections Inc. dba PRODIGI $8,583,001.40
Rural American Broadband Consortium $8,471,858.10
Chariton Valley Communications Corporation $8,070,272.00
Northern Arapaho Tribal Industries $7,799,035.00
Hamilton County Telephone Co-op $7,796,825.30
St. John Telco $7,116,876.00
Cox Communications, Inc. $6,636,520.50
Reedsburg Utility Commission $6,439,594.10
Savage Communications $6,090,479.10
Hawaii Dialogix Telecom LLC $6,009,953.00
Tennessee Cooperative Group Consortium $5,981,516.90
Peoples Telecom, LLC $5,668,121.40
Cherry Capital Connection, LLC $5,620,840.40
Pioneer Wireless, Inc $5,543,142.00
Atlantic Broadband Finance, LLC $5,407,684.70
Hotwire Communications, Ltd $5,150,040.00
Shenandoah Cable Television, LLC $5,059,616.50
Wisper-CABO 904 Consortium $4,974,442.30
Midcontinent Communications $4,960,473.00
Visionary Communications, Inc. $4,450,264.40
DoCoMo Pacific, Inc. $3,706,235.00
Daviess-Martin County Rural Telephone Corporation $3,565,039.40
Rivers High Group $3,540,398.10
Great Plains Consortium $3,427,873.30
Cellular Services LLC. $3,294,968.60
City of Farmington $3,179,884.50
4-Corners Consortium $2,598,030.00
Pine Cellular Phones, Inc. $2,303,742.10
Mediacom Communications Corporation $2,254,655.00
Hankins Information Technology $2,171,844.50
BEK Communications Cooperative $2,157,719.00
TruVista Communications, Inc. $2,059,050.80
Minnesota Connections c/o Consolidated Tel Company $2,040,278.70
Horizon Communications, Inc. $2,033,292.00
Custer Telephone Cooperative, Inc. $1,954,488.00
American Heartland $1,821,520.00
FiberLight, LLC $1,772,705.80
Bandera Electric Cooperative, Inc. $1,689,601.50
LICT Corporation $1,675,826.80
NBVDS Investment, L.L.C. $1,655,443.40
Central Arkansas Telephone Cooperative, Inc. $1,629,930.50
ACT $1,622,136.00
Siuslaw Broadband, LLC dba Hyak Technologies $1,611,684.90
HomeTown Broadband, Inc. $1,424,229.00
Hughes Network Systems, LLC $1,273,784.00
Union Telephone Company $1,264,770.00
Roseau Electric Cooperative, Inc. $1,228,494.00
Safelink Internet LLC $1,197,661.50
Pembroke Telephone Company, Inc. $1,053,063.00
Fond du Lac Communications Inc. $1,046,123.00
Wikstrom Telephone Company $983,637.00
SLIC Network Solutions, Inc. $978,722.00
Altice USA, Inc. $849,880.00
DTC Cable, Inc. $834,597.00
Nova Cablevision, Inc. $785,400.00
Farmers Mutual Telephone Company $759,822.00
Scott County Telephone Cooperative, Inc. $755,841.60
Horry Telephone Cooperative, Inc. $729,554.50
Terral Telephone Company $716,381.20
Worldwide Technologies, Inc. $700,874.20
Somerset Telephone Co., Inc. $669,564.00
AB Indiana LLC $668,304.10
Albion Telephone Company, Inc. $599,795.70
Palmetto Telephone Communications, LLC $570,024.00
Federated Telephone Cooperative $537,399.00
Daktel Communications, LLC $531,894.00
Redzone Wireless, LLC $507,752.00
MEI Telecom, Inc. $479,789.10
Zito West Holding, LLC $457,596.00
Baraga Telephone Company $444,490.80
Lakeland Communications Group, LLC $408,952.00
Heart of the Catskills Comm. Inc., dba MTC Cable $398,574.00
LigTel Communications, Inc. $385,924.00
Citizens Vermont Acquisition Corporation $373,680.00
Allen’s T.V. Cable Service, Inc. $371,348.10
Plains Internet, LLC $345,624.00
Reservation Telephone Cooperative $337,080.00
Miles Communications LLC $316,641.00
Mountain View Telephone Company $298,572.00
RC Technologies $263,796.00
QCOL, Inc. $235,146.00
Socket Telecom, LLC $232,768.80
St Paul Cooperative Telephone Association $190,908.00
Easton Utilities Commission $189,047.60
Newport Utilities $159,492.00
Mountain West Technologies Corporation $141,801.20
One Ring Networks, Inc. $137,715.00
Hamilton Long Distance Company $128,560.30
Bruce Telephone Company, Inc. $113,745.00
Winnebago Cooperative Telecom Association $104,637.80
WC Fiber, LLC $98,189.50
Net Ops Communications, LLC $69,676.40
Enduring Internet $65,690.00
Gardonville Cooperative Telephone Association $63,903.00
Northeast Missouri Rural Telephone Company $60,126.00
Skywave Wireless, Inc. $57,660.00
MARQUETTE-ADAMS TELEPHONE COOPERATIVE, INC. $55,378.00
yondoo Broadband LLC $54,833.80
Pioneer Long Distance, Inc. $50,994.00
All West Communications, Inc. $46,648.00
XIT Telecommunication & Technology $43,254.50
Corn Belt Telephone $42,237.00
WTC Communications, Inc. $40,845.20
Consortium 904 $40,470.00
MCC Network Services, LLC $36,204.00
Pinpoint Bidding Coalition $31,254.00
Wood County Telephone Company d/b/a Solarus $28,848.00
NMSURF, Inc. $26,964.00
KanOkla Telephone Association $26,538.00
Yucca Telecommunications Systems, Inc. $26,221.00
IdeaTek Telcom, LLC $23,590.60
Home Communications, Inc. $15,540.00
Barry Technology Services, LLC $14,502.00
LR Communications, Inc. $13,974.00
Farmers Mutual Cooperative Telephone Company $12,447.00
PVT NetWorks, Inc. $12,039.00
Baldwin Telecom, Inc. $11,370.00
H&B Communication’s, Inc. $11,301.60
NTS Communications, LLC $8,923.00
W. T. Services, Inc. $8,785.70
Computer Techniques, Inc. dba CTI Fiber $8,509.00
Sandhill Telephone Cooperative, Inc. $6,396.00
Taylor Telephone Coop., Inc. dba Taylor Telecom $5,466.00
Comcell Inc. $4,644.00
Peoples Communication, LLC. $4,140.00
Plateau Telecommunications, Inc. $3,150.00
Coleman County Telephone Cooperative, Inc. $3,142.80
Bloosurf, LLC $1,860.50
Wildstar $1,790.00
Unified Communications Inc. $1,604.00
Carolina West Wireless, Inc. $460.00

Rumors About T-Mobile SIMs on Tello

Christian 1 Comment

While Tello has historically used Sprint as its host network, Tello announced plans to transition to T-Mobile’s network following the merger between Sprint and T-Mobile. It looks like that transition may be starting.

A user in Reddit’s NoContract community recently shared a transcript from a conversation with a Tello support agent. Among other things, the support agent mentioned a date for the beginning of Tello’s transition to the T-Mobile network:

Starting 12/07/202, Tello will switch to the T-Mobile Network

Based on the rest of the conversation, it looks like the agent was suggesting 12/07/2020 will be the first date new subscribers can order service and SIM cards running over T-Mobile’s network. When the support agent was asked when existing Tello customers would be moved over to T-Mobile’s network, he could share a specific date. However, the agent suggested existing customers that wanted to transition to T-Mobile as soon as possible may be able to order new SIM cards at their discretion:

However, you will have the option to purchase a Tello SIM if you want to switch networks.

Tello’s website as of 12/7/2020

When I looked at Tello’s website early today, I didn’t notice major changes. The coverage page still showed a Sprint coverage map. The page about Tello’s bring-your-own-device program still suggested Tello ran over Sprint’s network:

Screenshot from Tello's website suggesting the service works for phones built for Sprint's network

I’m not sure what to think. Tello may already be shipping T-Mobile SIM cards, and an update to Tello’s website could be coming soon. It’s also possible the transition to T-Mobile’s network didn’t start today. Whatever is going on, I expect we’ll see Tello beginning its transition soon. A blog post Tello shared in October indicated that the carrier planned to start transitioning to T-Mobile’s network by the end of 2020.

Satellite illustration

Oversubscription Rates For Satellite Internet

Christian

Today, Doug Dawson published a blog post titled Understanding Oversubscription. In the post, Dawson gives a good introduction to how and why internet service providers oversell their services.

In the post’s comments section, a question was raised about oversubscription rates with satellite internet services. Conveniently, there’s enough publicly available information to make a back-of-the-envelope estimates of the oversubscription rates for HughesNet and Viasat, the largest satellite internet providers in the United States.

HughesNet Oversubscription Rate

HughesNet’s JUPITER 1 and JUPITER 2 satellites have a combined capacity of about 320Gbps.1 The last annual report for HughesNet’s parent company reported roughly 1.4 million subscribers in the Americas.2 I can guesstimate HughesNet’s oversubscription rate with the help of a few simplifying assumptions:

  • All 1.4 million customers in the Americans are served by JUPITER 1 and JUPITER 2
  • No other customers are served by JUPITER 1 or JUPITER 2
  • On average, customers subscribe to plans with 25Mbps speeds

With those assumptions, HughesNet has an oversubscription rate of about 109.3

Viasat Oversubscription Rate

Viasat’s 2020 Annual Report states that the company has 590,000 subscribers in the U.S.4 Based on some information on Viasat’s website, I can infer that the company’s active satellites have a combined capacity of about 375Gbps.5 Viasat serves a good number of customers outside of the U.S., which complicates the analysis. I’ll pretend half of the capacity, about 188Gbps, is available to U.S. customers. With these assumptions and an average speed of 25Mbps, I can roughly guesstimate Viasat’s oversubscription rate at about 78.6

Verizon store sign

Verizon To Offer Some Subscribers Up To 12 Months of discovery+ At No Cost

Christian

On January 4, 2021, Discovery, Inc. is launching the streaming service discovery+ in the U.S. It looks like the service will launch with a huge catalog of mostly non-fiction, unscripted shows. The catalog will include a wide range of content from Planet Earth to Fixer Upper.

Here’s an excerpt from today’s press release:

At launch in the U.S., discovery+ will have the largest-ever content offering of any new streaming service, featuring a wide range of exclusive, original series across popular, passion verticals in which Discovery brands have a strong leadership position, including lifestyle and relationships; home and food; true crime; paranormal; adventure and natural history; as well as science, tech and the environment, and a slate of high-quality documentaries.

Verizon will be offering some of its subscribers free access to discovery+. New and existing subscribers on Verizon’s Play More Unlimited and Get More Unlimited plans will receive 12 months of access. Subscribers on the Start Unlimited and Do More Unlimited plan will receive 6 months of access.1

I’ll be interested to see whether Verizon’s partnership with discovery+ evolves. When Verizon began its partnership with Disney+, Verizon included a time-limited trial of Disney+ with some of its plans. Recently, Disney+ became a perk available permanently on some plans.

Thanks For Approving My Merger!

Christian

T-Mobile’s former CEO, John Legere, was extremely successful in branding himself as an advocate for consumers. While I admire Legere’s success, I don’t think he lived up to the persona he created.1

Today, Legere shared a tweet that reaffirmed my feelings:


While I think a lot of criticism of Ajit Pai has been unfair, “advocating for wireless competition” is quite the phrase. It feels particularly insincere coming from Legere who made the better part of $100 million from a bonus and other compensation tied to the closure of the merger between T-Mobile and Sprint. I’m on the record saying I expected the merger to be bad for consumers. Eight months later, I continue to stand by my view.

Green traffic light

Tracfone Acquisition Gets A Green Light

Christian

Earlier this year, Verizon announced plans to acquire Tracfone and its roughly 20 million subscribers. Before an acquisition like this one becomes official, companies have to notify the FTC and DOJ. Here’s how the FTC explains the process:

The Hart-Scott-Rodino Act established the federal premerger notification program, which provides the FTC and the Department of Justice with information about large mergers and acquisitions before they occur. The parties to certain proposed transactions must submit premerger notification to the FTC and DOJ. Premerger notification involves completing an HSR Form, also called a ‘Notification and Report Form for Certain Mergers and Acquisitions,’ with information about each company’s business. The parties may not close their deal until the waiting period outlined in the HSR Act has passed, or the government has granted early termination of the waiting period.

It looks like Verizon’s acquisition of Tracfone was granted an early termination of the waiting period:

Screenshot from the FTC's website

More On Starlink Terminal Costs

Christian

A Business Insider article (paywalled) came out a few hours ago and suggested SpaceX is paying STMicroelectronics about 2.4 billion dollars to manufacture a million Starlink terminals. Business Insider kept the identity of its source confidential, but the source is described as someone “known to Business Insider.”

The source is quoted saying:

The production agreement specifies 1 million terminals at a price of roughly $2,400 each.

$2,400 is a significantly higher price tag than I would have expected for a terminal, but I’m not sure how seriously to take the new information. While I think it’s true that STMicroelectronics is manufacturing Starlink terminals, the full details of SpaceX’s arrangement weren’t communicated in the Business Insider piece. I wouldn’t be surprised if millionth terminal’s marginal cost ends up well under $2,400.