Analysts Don Kellogg and Roger Entner discuss the FCC’s move to expedite the upcoming Upper C-band spectrum auction, its impact on various companies and industry segments, and why it may represent a win for American consumers.

00:00 Episode intro

00:25 Upper C-band auction overview

02:23 Utility and applications of the spectrum

03:05 Comparison with previous auctions

03:38 Forecasts for Starlink's strategy

04:43 Accelerated timeline and implications for cable

06:04 Industry deleveraging trends

06:30 Historical outcomes of spectrum purchases

06:51 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, auction, spectrum, Upper C-band, Big Beautiful Bill, Verizon, FWA, EchoStar, Starlink, Elon Musk, urban, rural, cable, deleveraging