Smartphone prices may increase for wireless customers, but AT&T otherwise faces no major challenges from higher U.S. tariffs (see 2505120050), COO Jeff McElfresh told a JPMorgan financial conference Tuesday. Handset prices are “a moving target” and are likely "going to rise,” he said. Customers “will bear the brunt” of rising costs “as they have over the last many cycles in the industry.”
Carriers concerned about rising prices for iPhones and other devices and gear from China got good news early Monday as the Trump administration struck a preliminary agreement to temporarily slash a proposed tariff on Chinese imports from 145% to 30%. “We have reached an agreement on a 90-day pause and substantially moved down the tariff levels -- both sides, on the reciprocal tariffs, will move their tariffs down 115%,” said U.S. Treasury Secretary Scott Bessent.
Wiley's David Gross, a former top State Department official on communications, said the next World Radiocommunication Conference in 2027 will be critical, as WRCs usually are. But it’s unclear where the meeting will be held, with China making a strong bid to serve as host, he said. Gross spoke during a Free State Foundation webcast posted Friday and hosted by former FCC Commissioner Mike O’Rielly.
The outlook on what happens next on the Digital Equity Act (DEA) is uncertain after President Donald Trump said his administration won’t fund the program. Congress approved DEA in 2021 as part of a $1 trillion infrastructure package under former President Joe Biden. In a Truth Social post late Thursday, Trump said he's canceling DEA, which industry officials predicted will lead to inevitable legal challenges and months if not years of uncertainty.
What the Trump administration's tariffs will mean for the communications sector remains murky (see 2504030056). On Thursday, the administration announced a deal with the U.K., the first of what it said will be multiple trade agreements.
Senate Commerce Committee Chairman Ted Cruz, R-Texas, this week urged the wireless industry to rally behind his push to make a spectrum title part of the budget reconciliation package before Congress. Cruz was among the last of the speakers at CTIA’s 5G Summit on Tuesday (see 2505060036).
The importance of AI and other new technology to wireless industry growth and success was a major topic at this week’s CTIA 5G Summit. Other discussions centered on the need for more high-power licensed spectrum in the U.S. and the threat from China (see 2505060036).
The U.S. has a variety of paths to reach 600 MHz of high-power spectrum for carriers' use, the often-discussed goal of Congress, FCC Chairman Brendan Carr told reporters Tuesday following remarks at CTIA’s 5G Summit. The challenges that China presents also dominated discussions.
UScellular executives on Friday projected a mid-2025 closing on the proposed sale of wireless assets to T-Mobile following regulatory approvals. During a call with analysts to release Q1 results, UScellular said it lost 39,000 postpaid subscribers in the period ending March 31.
A petition by major trade associations asking the FCC for a rulemaking on the commission's enforcement procedures, especially in light of the U.S. Supreme Court’s 2024 Jarkesy decision, raises interesting issues for the agency under Chairman Brendan Carr, industry experts told us. The groups on the petition are CTIA, the Competitive Carriers Association, NCTA, USTelecom and the Wireless Infrastructure Association (see 2505010058). Experts said they’re watching closely what the FCC does next.