A telecom nerd's alter ego tracking @FCC proceedings. Spectrum policy is complicated. But calling out industry bulls**t isn't.
FCC
Joined February 2026
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Spectrum Sleuth retweeted
This week, we revived the FCC’s tradition of hosting a Halloween party, and we invited staff to bring their kids to work for a costume parade.
Great to spend time together and enjoy all the creativity. 👻🎃
Spectrum Sleuth retweeted
NEWS: @SenateCommerce is highly likely to reschedule its postponed confirmation hearing for Republican @FCC nominee Danielle Thumann for 11/10, 1 week after the midterm elections, lobbyists told me. My report with @MontyTayloe for @Comm_Daily: communicationsdaily.com/arti…
Spectrum Sleuth retweeted
For a company the everyone says will be installing low-band spectrum on 80k towers, $SPCX is sure focused on making sure that they can meet buildout requirements through D2D...
$CCI $AMT
hey did you guys see this?
throw it on the good news pile.
$NN
fcc.gov/ecfs/document/261100…
People don’t understand that SpaceX is dead serious about building a terrestrial network. Now they just need spectrum.
New: @SpaceX is seeking at least 80K tower site leases for its planned wireless network, which will combine space- and ground-based infrastructure. @CrownCastle is one of the companies in talks for the real estate deals that could be worth billions.
bloomberg.com/news/articles/…
Spectrum Sleuth retweeted
Yesterday @SpaceX announced its biggest move yet into the wireless market with an $8 billion spectrum deal.
Today telecom stocks plunged. @ATT and @Verizon suffered their biggest one-day declines in more than 24 years. For @TMobile, it was the worst percentage drop in more than 13 years.
wsj.com/livecoverage/stock-m…
Spectrum Sleuth retweeted
At $12.35, NextNav trades for between 20 and 25 cents on the dollar. The vast discount is entirely due to regulatory uncertainty. The regulatory situation itself can be analyzed, and I will perhaps do another thread on that next, but the basics question is: do you think this FCC, which pushed Echostar and Grain into the arms of SPCX, and which approved the Anterix 5x5 R&O, is going to let the only other piece of low-band languish with 1995 rules? I think not.
Spectrum Sleuth retweeted
Last week we saw the acquisition of 800 MHz spectrum for $8 billion by SpaceX.
This is the most relevant comparable transaction NextNav $NN has had or will have before it runs its own deal process (post-FCC process). It is vital that shareholders know how to interpret it. Maybe someone has broken down the math, but I haven’t seen it. So, I will lay out how I think about it here.
SpaceX is expanding into wireless service with a deal to buy cellular spectrum from Grain Management. on.wsj.com/4ycCSBz
Spectrum Sleuth retweeted
$NN I understand we have strong support at key administrative levels but I believe they want to wait until after midterms. They don’t want any distractions before midterms. After midterms, full steam ahead.
SpaceX Wants More Spectrum for Direct-to-Device
It named NextNav’s proposal, which the security industry reiterated opposition to.
broadbandbreakfast.com/space…
Spectrum Sleuth retweeted
SpaceX is officially backing $NN’s proposal in an FCC letter dated Aug. 10. NextNav says SpaceX’s filing supports putting scarce low-band spectrum to productive use and highlights the value of its ground-based 5G-powered 3D PNT network as a backup and complement to GPS.
Spectrum Sleuth retweeted
Congratulations to Danielle on her nomination by President Trump to serve as a Commissioner on the FCC.
Danielle is a dedicated public servant and has consistently delivered policy wins from bridging the digital divide and protecting consumers to advancing public safety.
This has been rumored for nearly 2 week... we'll know for sure on August 7 after the NPRM is released.
$NN
Another great prediction by @hbuskirk...
Andy Hendrickson, chief of the Office of Engineering and Technology, told reporters the most significant change was removing the 900 MHz band.
The 900 MHz band is “significantly more complex” than the 2.4 or 5.8 GHz bands that remain in the notice, Hendrickson said. There are “multiple types of incumbent services with varying levels of protection.”
youtu.be/F9UHYp687VQ?si=CXq9…
Spectrum Sleuth retweeted
Analyst: Starlink should buy a Big 3 carrier: “If [Musk] wants to be an MNO, he will build it from scratch." fierce-network.com/wireless/… @FierceNetwork_
fierce-network.com/wireless/…
Spectrum Sleuth retweeted
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This is the equivalent of Charlie Ergen putting a giant for sale sign on the rest of Echostar's spectrum $SATS
fcc.gov/ecfs/document/105287…
Interesting look into the @FCC
Our deep dive on how Trump took over the regulatory agencies. With three of the best reporters and a FREE LINK. @DanaMattioli @rebeccaballhaus @jtoonkel wsj.com/politics/policy/trum…
