3.45GHz Auction Results Sat, Jan 15, 2022

On Friday, the FCC posted the results from Auction 110.  On Saturday we updated the January 2021 release of our Mobile Carrier - Spectrum Ownership Analysis Tool to reflect the auction results.  These results provide the most detailed view of each carrier's spectrum that can be deployed for 5G, particularly all of the available upper mid-band spectrum including EBS/BRS, 3.45GHz, CBRS, and C-band.

In the Spectrum Grid, we can see the channel allocations.  In general, Dish took the upper end of the band with T-Mobile and AT&T alternate having the lower parts of the band.  In many markets, AT&T is pinned in the middle of the band between T-Mobile, Grain, and Columbia Capital.  Each of the spectrum investors has selected spectrum assignments adjacent to AT&T's spectrum meaning they are each well positioned to sell to AT&T if the 3.45GHz spectrum cap is lifted. 

In the National Band Ownership slides we look at each carrier's ownership based upon the percent of MHz-POPs that they control.

For the 3.45GHz band, AT&T leads the way with 39% of the MHz-POPs, Dish has 30%, T-Mobile has 12%, and USCellular has 4%.  

Looking the the complete picture for Upper Mid-band spectrum, T-Mobile still leads with 34%, Verizon follows with 30%, then AT&T with 24%.  Dish has 9% of the upper mid-band MHz-POPs and USCellular has 2%.

How much spectrum does Dish have for its Las Vegas network? Tue, Jan 04, 2022

Last month Light Reading re-published results from Signals Research Group's testing of Dish's first 5G network in Las Vegas.

Signals Research indicated that Dish is using 5MHz of their AWS-3 spectrum, 10MHz of their 600MHz spectrum, and 25MHz of their AWS-4. 

Initially I was curious whether Dish deployed all of their available spectrum so I utilized our Spectrum Survey Tool, which lists each channel block in a selected county along with the operating details for each channel including the current and future operator.  Dish's spectrum for Clark County, NV is displayed below.  The channel blocks that Signal Research Group indicates that Dish is operating are shaded green.  From my understanding of Signal Research Group's test results, Dish can still expand their Las Vegas network to include the 700MHz E block supplemental downlink channel, the A1/B1 AWS-3 uplink channel, the remainder of their AWS-4 spectrum and their CBRS spectrum.

To see this in terms of spectrum depth, below is an output from our Spectrum Depth Analysis module highlighting each of the national carriers' spectrum depth by category in Clark County.

Which AWS-3 Licenses are at the center of the FCC - Dish Decision? Thu, Nov 19, 2020

Today, the FCC ruled that Dish should not have received small company discounts for their bidding partners in the AWS-3 auction, meaning that Dish would need to pay full price for the spectrum licenses won by Northstar and SNR or they would need to return the spectrum to the FCC for a re-auction.

Below is a map that reflects the AWS-3 spectrum that would be available at auction if Dish declines to pay the full auction price.

The next questions will focus on who could benefit most from this spectrum.  In the image below from our Spectrum Ownership Grid, the AWS-3 ownership for the Top 3 US markets are shown.  The columns filled with "FCC" indicate the spectrum that would be re-auctioned, so there would be a 5x5 channel in the New York EA (Economic Area Market) and a 10x10 channel in the Chicago market between the Chicago CMA (G channel) and the Chicago EA (H channel).  It is work noting that AT&T already has a strong position in these markets, but Verizon lacks AWS-3 spectrum in each of these markets, although no AWS-3 spectrum is available in the Los Angeles market.

T-Mobile's 600MHz Spectrum Leases - More work still needs to be done Tue, Sep 22, 2020

Assessing the COVID Temporary Spectrum Licenses Tue, Mar 31, 2020

Last week we began to see announcements from the FCC authorizing a series of temporary spectrum usage agreements to provide additional spectrum to several of the wireless operators to increase network capacity as workers are dispatched to their homes.

We will look at the effect of these agreements in a few markets to see how they are increasing LTE capacity.  The analysis will be supported with outputs from our Mobile Carrier - Spectrum Ownership Analysis Tool  specifically the Spectrum Ownership Grid.

T-Mobile 600MHz Capacity Expansion:

The first agreement provides T-Mobile with access to 600MHz spectrum from Bluewater Wireless, Channel 51 LIcense Co and LB License Co (Columbia Capital), CC Wireless Investment (Comcast), ParketB.com Wireless (Dish), New Level (Grain), and Tstar License Holdings (Tri-Star).

In the image below for the New York CMA market, T-Mobile will have access to Comcast's spectrum (XFI) and Dish's spectrum increasing their 600MHz channel size in New York from 10MHz channel to a 20MHz channel.  T-Mobile would have access to the entire 35MHz of spectrum so they could provide a 20MHz channel and a 10MHz channel for capacity.   Because T-Mobile has already deployed Band 71 equipment in New York, they can turn up the expanded spectrum without additional equipment installations.

USCellular AWS-3 Capacity Expansion:

The next agreement provides USCellular access to AWS-3 spectrum from their bidding partner Advantage Spectrum.  In the image below a few of the Washington markets where USCellular will access AWS-3 spectrum are indicated.  In most of these markets, USCellular currently operates on their cellular frequencies but doesn't have Band 66 operations.Thus,  USCellular will need to add base stations and antennas to their sites for Band 66 to utilize these new frequencies.  In five of these counties USCellular is likely operating on AWS-1 spectrum in Band 66 so the spectrum will be easier to deploy in those counties. 

Verizon AWS-3 Capacity Expansion:

In the image below we illustrate the AWS-3 spectrum that Verizon will gain temporary access from SNR License Co and Northstar Wireless (both Dish partners).  Northstar controls the AWS-3 G channel and SNR LIcense Co controls the AWS-3 H channel.  In the New York market, Northstar Wireless owns the G block spectrum and SNR Wireless owns the H block spectrum.  Accessing this spectrum will provide Verizon a second Band 66 LTE channel, increasing their LTE capacity from 20MHz to 30MHz.

Verizon & AT&T AWS-3 Capacity Expansion:

Verizon and AT&T have also requested access to the spectrum that Northstar Wireless and SNR Wireless returned to the FCC when their auction discounts were eliminated.  The AWS-3 spectrum depth that is "unassigned" is indicated in the map below.  In our data, we reflect these unassigned licenses with the FCC heading.

AT&T requested the I block spectrum in the New York market, so it will expand their Band 66 LTE from 10MHz to 15MHz.  The markets AT&T requested are listed here and the markets that Verizon requested are here.

AT&T AWS-4 Capacity Expansion:

AT&T has also requested access to Dish's Band 66 spectrum.  From the image above AT&T can expand their Band 66 LTE by and additional 5MHz to 20MHz by using part of Dish's AWS-4 spectrum.  AT&T will still have an additional 15MHz of Dish's spectrum that they could use as an additional LTE channel in New York.  AT&T only requested access to Dish's Band 66 spectrum, not their Band 70 AWS-4 spectrum.

AT&T 700MHz E-block Expansion:

Dish also reported that AT&T requested access the the 700MHz E-block in the markets that AT&T doesn't own.  In the image below, Dish's ownership in Chicago and Detroit will provide AT&T the capability to expand their Band 29 supplemental downlink from 5MHz to 10MHz.

Auction 103 Millimeter Wave - Spectrum Ownership Analysis Tool Update and Release Thu, Mar 12, 2020

Allnet Insights & Analytics is pleased to announce that our Millimeter Wave - Spectrum Ownership Analysis Tool has been updated with the Auction 103 results and is available for purchase.

Below is a sample of the Spectrum Grid Analysis Module, highlighting the 37/39 GHz spectrum ownership for the New York, Los Angeles, and Chicago CMA markets.

The Millimeter Wave - Spectrum Ownership Analysis Tool contains 20 additional analysis modules including:

• Spectrum Depth - County
• Spectrum Depth - Company Profile
• Spectrum Depth - NR Band Class
• Spectrum Depth - Frequency Band
• Spectrum Depth - Market
• Cellular Market Area (CMA)
• Partial Economic Area (PEA)
• Designated Market Area (DMA)
• Spectrum Depth - Country
• Spectrum Depth - State
• Spectrum Depth - Channel
• Licensed POPs Analysis
• By Channel
• By Frequency Band
• MHz-POPs Analysis
• By Frequency Band
• By Country
• NR Channel Analysis 
• Contiguous Spectrum Analysis
• Frequency Band Ownership Analysis

With our Web Spectrum Viewer subscription, maps for each carrier's total Millimeter Wave spectrum depth and their spectrum depth for each frequency band are available.  Below is a map for the 47GHz spectrum that Sprint won in Auction 103.

Click here to contact Allnet Insights & Analytics.

Five Important Ways to Look at Spectrum - Featuring the MVDDS (12.2 GHz) Spectrum Thu, Jan 30, 2020

What is the best report to use to understand the ownership for each block of spectrum or each carrier's spectrum portfolio?  I am going to walk through five of my favorites, using the Multichannel Video and Data Distribution Service (MVDDS) band as an example of a band where the spectrum owners and their relative ownership is not widely known.  The MVDDS 5G Coalition has been pressing the FCC since 2016 to make the 12.2-12.7 GHz band available for 5G. 

The first place to start is looking at the National Spectrum Depth averages.  This can be done with our National Weighted Average Spectrum Depth charts.    The chart below describes the average amount of spectrum that the 8 primary carriers own in the MVDDS band.  Since this band includes 500 MHz of spectrum in all markets, Dish is the majority spectrum holder, controlling 377 MHz of spectrum on average.  Because the National Weighted Average Spectrum Depth charts include of all of the millimeter wave spectrum bands, it is clear that Dish is the only MVDDS licensee that also owns traditional millimeter wave spectrum.

National Average Spectrum Depth:

The population weighted average spectrum depths are influenced significantly by the amount of spectrum held in population centers, so looking at Licensed Population values will provide insight into how much of the US population can be reached with each carrier's MVDDS licenses.  From the chart below, Dish's licenses can reach 75% of the  US population, with RS Access reaching 13%, and Go Long Wireless reaching nearly 5%.

Licensed Populations:

The next view, is to looking at the Top 25 or Top 50 population centers.  Using the CMA Market Analysis Module, in our Millimeter Wave - Spectrum Ownership Analysis Tool, it is easily seen that Dish controls the MVDDS spectrum in all of the Top 25 CMA markets except for Baltimore MD, where the spectrum is owned by Go Long Wireless.

Top 25 CMA Markets:

Next, to look at this spectrum band from a valuation perspective, it makes sense to detail the MHz-POPs that each carrier controls.  MHz-POPs is calculated by multiplying the size of the spectrum (500 MHz) times the population of each county where it is controlled.  Totaling these values for all counties provides the national band ownership quantity.

MHz-POPs:

Geographic Maps are fairly self explanatory.  Maps highlight areas not served, overserved, and highlight geographically adjacent markets that would be difficult to identify in the tabular results we have discussed above. Included in the maps below is a map detailing the licenses that the FCC now controls.  These typically include cancelled and terminated licenses.

Geographic Maps:

Dish Licenses:

Cass Cable Licenses:

FCC Licenses:

RSA Access:

Telus Expands Band 66 Capacity in Canada Tue, Aug 13, 2019

Last month, Telus applied and was approved to lease part of the AWS-4 spectrum band in Canada from Terrestar.  Terrestar owns both parts (uplink and downlink) of the AWS-4 band for all of Canada.  In Canada, the AWS-4 band is still configured for duplex (FDD) operation where in the US, Dish received approval to operate all of the spectrum for downlink.

Telus will be leasing the spectrum in the most urban areas of Canada, not including Toronto with typically 20MHz spectrum leases.  Telus is leasing this spectrum over a population of 13 million, roughly 38% of Canada's population. Below are geographic maps indicating each of the areas where Telus will be leasing spectrum. In Canada spectrum leases are called subordinations of licenses.  We will discuss why this spectrum is important to Telus below with outputs from our Canadian Mobile Carrier - Spectrum Ownership Analysis Tool.

From the Spectrum Grid below, Telus is acquiring the downlink AWS-4  spectrum which lies within Band 66 which is now widely deployed in the US for both the AWS-1 and AWS-3 bands.  This will provide immediate service improvements once the network is constructed because handsets have been supporting Band 66 for several years.  The remaining part of the AWS-4 spectrum (for uplink), would fall into Band 23, which has little to no handset support.

We can see a second reason for acquiring this spectrum by looking at the Company Analysis module, detailing Telus's spectrum holdings in each of these Tier 4 service areas.

In many of these Tier 4 service areas (similar to US counties), Telus has limited or no BRS (2.5GHz) spectrum.  The BRS spectrum they do control in these markets is paired (FDD) Band 7 rather than the TDD Band 41 that Sprint controls in the US.   Overall, this spectrum acquisition provides Telus with an immediate capacity improvement since they can expand their Band 66 downlink capacity by 10 or 20MHz.

Weekly FCC Spectrum Transactions Mon, Oct 22, 2018

Visualize 600MHz Reserved Spectrum Thu, Sep 07, 2017

With the September 2017 release of our Mobile Carrier - Spectrum Ownership Analysis Tool, we have also added the ability to visualize and track the 600MHz reserved spectrum by county or by market.

In our Spectrum Grid default view, you are able to visualize which spectrum blocks are designated as reserved for the counties in each of the most populated Cellular Market Area (CMA) markets.



To display the reserved spectrum for all of the counties within a Partial Economic Area (PEA) market, you can sort the county data using the PEA # column.

What portion of the US Population can Dish reach with its License Portfolio? Tue, Sep 05, 2017

With the September 2017 release of our Mobile Carrier - Spectrum Ownership Analysis Tool, we have added three new charts that provide insights into the US Population that each carrier can serve with each channel in their wireless spectrum portfolio, each frequency band, and each band classification.

Licensed POPs by Channel:

With our Mobile Carrier - Spectrum Ownership Analysis Tool, you can analyze over 1900 carriers and spectrum holders in a similar fashion to our Dish analysis. In the chart below, we examine the population that Dish could serve with each of the channels in their license portfolio.  For example, Dish's 700MHz E Block spectrum reaches nearly 250 million people while their AWS3 A1 Block reaches 300 million people.

Licensed POPs by Frequency Band:

This chart shows the cumulative population that can be served by all of a carrier's channels in a frequency band.  Where the Licensed POPs by channel chart shows the population served by each of Dish's 600MHz channels; none of which serve more than 200 million people; with Dish's overall 600MHz spectrum, they can reach nearly the total 322 million US population.

Licensed POPs by Band Classification:

This chart shows the cumulative population that can be served by all of a carrier's low-band, mid-band, or high-band spectrum.  This is an important perspective when you consider low-band spectrum being a traditional coverage layer with mid-band spectrum being traditionally a capacity layer.  Dish's current spectrum portfolio provides them with the ability to serve the entire US population both with coverage spectrum and capacity spectrum.

Dish's AWS-3 Licenses - Back in Play Thu, Aug 31, 2017

 Last week the US Court of Appeals  determined that the Dish had too much control of its affiliates (Northstar Wireless and SNR Wireless) and the FCC acted properly by denying both affiliates their combined $3.3 Billion in bidding credits which ultimately lead to Northstar and SNR giving back many of their AWS-3.    In Dish's favor, the court determined that the FCC needed to provide Northstar and SNR with the opportunity to revise their contracts with Dish to comply with the issue of control.    This opens the opportunity for Dish to regain some of the AWS-3 licenses they collectively won at the auction.  Below we have listed the licenses and channels that Northstar and SNR each returned to the FCC.

Comparing the Millimeter Wave Deals Fri, Jun 23, 2017

Yesterday Allnet Insights & Analytics presented at the Wells Fargo 5G forum.  Below are several of the slides that describe the millimeter wave spectrum holdings for each of the parties involved in the current millimeter wave deals. Each of these slides is a direct analysis output from our Millimeter Wave - Spectrum Ownership Analysis Tool.  In these slides we have selected 8 carriers from the 173 carriers available in the tool. The first slide compares the National Weighted Average spectrum depth for each of the carriers.  Verizon's spectrum position is displayed as NextLink Wireless since Verizon at the time this slide was created was only leasing NextLink's spectrum.  In this set of slides we also highlight the risk surrounding the FiberTower transaction for AT&T.  The largest portion of the FiberTower transaction is for licenses that the FCC has terminated.  It is unknown how many of these licenses will be restored and added to AT&T's spectrum holdings.

 While the National Average slide highlights how much spectrum each carrier has on average across the county, networks are deployed using the available spectrum within a market.  The slides below highlight the amount of spectrum that each carrier has in a CMA (Cellular Market Area).  The Top 5 markets are in the first slide including Los Angeles, New York, Chicago, Dallas and Houston.

 The remaining Top 10 markets are in the second slide: Philadelphia, Washington D.C., Detroit, Atlanta, and Boston. 

 The last slide highlights the estimated MHz-POPs for each of the carriers for their Millimeter Wave spectrum.  It is worth noting that the ranges for Mobile Carrier spectrum (600MHz-2.5GHz) for the National Carriers is 30B MHz-POPs to 65B MHz-POPs.  On this chart, the lowest range is 50B MHz-POPs.

Spectrum Trades - Highlighting Market Spectrum Changes Fri, Mar 10, 2017

In my most recent post on the filed FCC Transactions for February 2017 there were over 275 call signs that were assigned to new licensees and nearly 100 call signs that were leased.  In an industry driven by spectrum, these changes affect the operations for every wireless carrier, they change site interference, and they affect the channels that are programmed into private repeaters and DAS systems.

So how can your company stay on top of the changes that may affect your markets.  Allnet Insights' publishes a National Carrier Spectrum Depth Report which details the spectrum held by Verizon, AT&T, T-Mobile, Sprint, Dish, and USCellular in the Top 100 Cellular Market Areas (CMA).  We report both the spectrum that each carrier currently holds (Current Holdings) and the spectrum they will hold in the future (Future Holdings) based on pending FCC transactions.  Reporting on both current and future holdings enables Allnet Insights' to also report on the changes between current and future holdings which highlight the location and quantity of spectrum that is changing hands.

Below is a screenshot of the 11th through the 25th most populated CMA markets in our February 2017 report.  This highlights the markets where the national carriers are either increasing or decreasing their spectrum holdings.  In the Excel report you can reveal specific holdings by frequency bands that are changing but for this post, we will stay with the total spectrum view.   From this view, you can see that in San Diego, T-Mobile is increasing their held spectrum by 5MHz while AT&T is decreasing their held spectrum by 5MHz.  The reverse is happening in the Sacramento CMA.

We also highlight the spectrum that is changing hands in our Web Spectrum Viewer.  In the Spectrum Grid menu, we lower case the 3 letter carrier code to indicate that the carrier ownership is changing from the current to the future.  Looking at the same San Diego market (San Diego County) you can see (tmo) on the PCS B6 spectrum.  Since this screen shot is of the Future Holdings, T-Mobile is will control this spectrum in the future.   

Future:

The screen shot below is of the San Diego County Current Holdings. (att) in the PCS B6 column indicates that AT&T is the current operator of the B6 channel. 

Current:

For Sacramento (Placer, Sacramento, and Yolo Counties), we can see that AT&T will be the future operator of the PCS B11 channel and that T-Mobile will be the carrier giving up the PCS B11 channel. 

Future:

Current:

 My last example is in Tucson, AZ.  From the National Carriers Report we can see that T-Mobile is increasing their held spectrum by 10MHz.   

From the Web Spectrum Viewer, it is clear that T-Mobile is receiving the PCS A10 and A11 channels from Commnet (cmm).

Future:

Current: 

FCC Spectrum Transactions - February 2017 Mon, Mar 06, 2017

Today, we have released Allnet's Insights' March 2017 Mobile Carrier - Spectrum Ownership Analysis Tool.  Below are the transactions that have been updated by the FCC from February 1st to February 28th and are included in our update. 

The details for all of the below transactions are available by subscribing to Allnet Insights' Web Tool - Basic Module.  Our Web Tool provides spectrum transaction detail, a spectrum grid of spectrum owners at a county level, and spectrum database covering all mobile carrier frequencies from 600MHz to 2.5 GHz.

Granted Assignments (Assigning Ownership from Assignor to Assignee):

Granted Leases (Leased to Assignee from Assignor):

New Pending Assignments (Assigning Ownership from Assignor to Assignee):

Pending Leases (Leased to Assignee from Assignor):

Dish 5G Spectrum from Echostar Thu, Feb 02, 2017

FCC Spectrum Transactions - December 2016 Thu, Jan 05, 2017

Today, we have released Allnet's Insights' January 2017 Mobile Carrier - Spectrum Ownership Analysis Tool.  Below are the transactions that have been updated by the FCC from December 1 to December 31 and are included in our update. 

The details for all of the below transactions are available by subscribing to Allnet Insights' Web Tool - Basic Module.  Our Web Tool provides spectrum transaction detail, a spectrum grid of spectrum owners at a county level, and spectrum database covering all mobile carrier frequencies from 700MHz to 2.5 GHz.

Granted Assignments (Assigning Ownership from Assignor to Assignee):

Granted Leases (Leased to Assignee from Assignor):

New Pending Assignments (Assigning Ownership from Assignor to Assignee):

Pending Leases (Leased to Assignee from Assignor):

Change in Spectrum Holdings? Tue, Sep 13, 2016

With this blog post, we are highlighting the Change in Spectrum Holdings feature of our National Carriers - Spectrum Holdings reports.  In this report, we detail the spectrum holdings for each of the national carriers, including Dish, and USCellular.  The first segment of the report details each carrier's future holdings, tracking the effects of all pending FCC transactions.  The second segment of the report details each carrier's current spectrum holdings.  Using each of these segments, we provide a Change in Spectrum Holdings segment which highlights the CMA markets where a carrier's spectrum holding are increasing (+) or decreasing (-) because of filed FCC transactions.

In the view above, from August 2016, you can see the summary details for the spectrum additions and subtractions for each of the national wireless carriers.  This view highlights a spectrum trade between Sprint and T-Mobile in the Cleveland market (5 MHz) as well as the T-Mobile's pending 700MHz A-Block transactions.

 The view above details the band classifications (low, mid, or high) and the frequency band that contribute to T-Mobile's 12 MHz increase in spectrum.  The August 2016 report concludes that the transactions for all of the listed market names are still pending.

Now looking at the September 2016, the Allnet's Spectrum Ownership Analysis Tool has updated the transactions that were consummated during August 2016.  The only pending 700MHz - A Block transaction is T-Mobile's purchase of Laser in Chicago, IL.

For the cost of a monthly subscription to the National Carrier - Spectrum Depth Reports ($495/mo), the monthly effect of pending and closed transaction can be seen and evaluated.

Allnet Insight’s Top 20 Peak Downlink Throughput Tue, Sep 01, 2015

These graphs detail the peak capacity for downlink files and streaming video for the four major national wireless carriers plus Dish and USCellular.  They illustrate the peak capacity on a market-by-market basis.  In creating the graphs, I anticipate the usage of each wireless carrier’s total spectrum available, not just the spectrum they have dedicated to LTE at this time. These graphs allow you to see the significant capacity advantage that Sprint will have once they deploy their 2.5GHz spectrum. They also provide a market-by-market comparison of AT&T and Verizon capacity.  You can see that AT&T has a capacity advantage versus Verizon in all Top 20 markets except Minneapolis-St. Paul.  In addition, you can see the relatively low capacity that T-Mobile is able to offer and the capacity that Dish could provide after they launch a network. 

I was able to construct these graphs by using Allnet Insights and Analytics Spectrum Ownership Analysis Tool determine the number of LTE channels that each carrier’s spectrum can support.

 Assuming that each LTE channel had the follow achievable LTE Peak Data Rates:

These rates were applied to each of the carriers LTE channels to create a total peak downlink throughput.  For all EBS/BRS spectrum (Sprint’s 2.5GHz spectrum), I assumed TDD (Time Division Duplex) LTE operation and each channel’s throughput was reduced to 75% to reflect the 75:25 downlink to uplink ratio for TDD operation. TDD LTE utilizes a single radio channel to both transmit to the mobile device (downlink) and transmit from the mobile device (uplink). In TDD LTE timeslots, similar to the wedges on the Wheel of Fortune, carry either downlink traffic or uplink traffic during that time interval.  Since internet traffic is typically 75% downlink and 25% uplink, US operators dedicate 75% of the wedges to downlink and 25% to uplink.  Most US spectrum bands are configured for FDD (Frequency Division Duplex) LTE, which utilizes two radio channels, one to transmit to the mobile device (downlink), and one to transmit from the mobile device (uplink).

US - Carrier Aggregation Plans Fri, Feb 06, 2015