MediaTalk

Broadband's Biggest Questions in 2025: Amazon, Starlink and BEAD


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MediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence Kagan analyst Mau Rodriguez to discuss the current and future state of the US broadband industry. New technologies are changing the ways Americans connect and a new administration is raising questions about a major federal subsidy program. Fiber and fixed wireless were the primary drivers of growth last year, but that could change going forward depending on the competitive landscape of satellite broadband. The episode examines the performance of existing satellite providers, including Elon Musk's Starlink, and the potential impact of new entrants like Amazon's Project Kuiper. Also, the episode looks at the status of BEAD, a $42 billion federal subsidy program established under the Biden administration that aims to build out broadband infrastructure in underserved communities across America.

More S&P Global content:

Fixed wireless subscribers by state - https://www.spglobal.com/marketintelligence/en/news-insights/research/fixed-wireless-subscribers-by-state

MediaTalk | Season 2 EP 20 - Wireless Outlook for 2024 as Carriers, Cable Compete

Featured experts:

Mau Rodriguez - S&P Global Market Intelligence Kagan analyst

Credits:

Host/Author: Mike Reynolds Producer/Editor: Sarah James

www.spglobal.com

www.spglobal.com/market-intelligence

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MediaTalkBy S&P Global Market Intelligence

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