Enhanced Market Level Reports

The November 2014 Spectrum Ownership Analysis Tool includes several enhancements to the Market Level Reports.  Market Level Reports are available for Cellular Market Areas (CMA) and Economic Areas (EA).  Initially these market level reports only included spectrum depth values for each carrier by spectrum band.  With this update, you can see each selected carrier's total spectrum holdings, their spectrum holdings in each of the primary band classes (Low Band, Mid Band, and High Band), and their spectrum holdings in each spectrum band.

The band classes are defined as follows:

• Low Band
• 700MHz
• Cellular/SMR
• Mid Band
• L Band/S Band (AWS-4)
• AWS-1
• PCS
• AWS -3 (when the auction is complete)
• High Band
• WCS
• EBS/BRS

The user can select 8 carriers to be displayed in these reports from the 580 carriers available in the Spectrum Ownership Analysis Tool.  For the examples below, we have included most of the national wireless carriers as well as a few regional carriers.

The spectrum depth values for each of these reports are determined from the county-level spectrum ownership information in the Spectrum Ownership Analysis Tool using a population-weighted average.  This means that each of the county-level spectrum depth values is multiplied by a ratio of the county's population divided by the market population.  This provides for a higher weighting for spectrum depth in higher population counties.

CMA Market Report - Total Spectrum Depth and Spectrum Depth by Band Class

CMA Market Report - Spectrum Depth by Frequency Band

AWS - 3 Auction Tools

In support of the upcoming auctions we have included the available AWS3 channels in our Spectrum Grid worksheet and we have added both a CMA and EA Market Report.  

In the Spectrum Grid you can see the primary spectrum owner for any spectrum band, including the adjacent AWS1 band, at a county level.  The CMA Market Report displays the spectrum holdings for 8 selected carriers utilizing the Cellular Market Area (CMA) geographic boundaries. The EA Market Report displays the spectrum holdings for 8 selected carriers utilizing the Economica Area (EA) geographic boundaries. For both of these reports, AllNet's county-level data is population weighted averaged to either the CMA or EA markets.

Spectrum Grid (AWS3 Portion)

CMA Market Report 

EA Market Report 

600MHz Auction - Channel Sharing Agreement

Here is the first channel sharing agreement where spectrum will be sold back to the FCC as part of the 600MHz Broadcast Incentive Auction.

Los Angeles KCET/KLCS

It is interesting to note that neither of the stations involved is operating a for profit business.  KCET indicates that 2 million Southern Californians watch weekly.  Their broadcast footprint covers over 17 million people in Los Angeles, Orange, Riverside, San Bernardino, Ventura, Kern, and San Diego counties.  KLCS is a non-commercial educational channel directly supporting the 700,000 students within the Los Angeles Unified School District.  Both broadcasters are on the major cable, Dish, and DirecTV line ups.

For over the air broadcasts, one of these broadcasters will need to become the secondary video channel.  Since KLCS has a closed subscriber base, LA Schools, I think they are the ideal candidate for the secondary video channel.

With the transition to Digital TV in 2009, broadcasters utilized the new digital technology to place multiple video streams within the reallocated 6MHz channel.  With an aerial antenna, your TV would see the primary video broadcast as 5.001 with the secondary broadcast as 5.002. Few secondary broadcast channels make it onto the cable TV, Dish, or DirecTV line ups.

Link to Filing

T-Mobile 700MHz A Block Research Report

AllNet Labs is now producing research reports on topics that have a broad interest with customers through out wireless industry.  These reports will typical contain maps to provide a geographical view on an issues as well as tabular analysis data.  Our first report focuses on the 700MHz A Block spectrum owners.  Later this week we will release a report on the Band 17 and 29 spectrum (700MHz B,C,D, and E Blocks) which AT&T has in their deployment plans.

T-Mobile 700MHz A Block - Research Report

This research report evaluates T-Mobile's ownership of the 700MHz A-Block.  T-Mobile is the primary owner of the licenses for this band for a majority of the US population.  This report provides a map detailing the geographies where T-Mobile is licensed as well as the geographies licensed to other carriers.  This report also details the spectrum depth (MHz) and MHz-POPS (relative spectrum valuation) for each of the 700MHz A-Block licensees.  Last, the Top 50 markets are evaluated to determine which licensee controls each of these critical markets.

T-Mobile Research Report

The report includes:

Licensee Geographic Map

Licensee Holdings Summary Table

Top 50 Markets by Licensee

AllNet Labs July National Carrier Reports

For the rest of this week, AllNet Labs is discounting each of its National Carrier Reports to $199 (regular $495).  To receive this discount, enter discount code 8U1NXU4PCYNM during your check out process.  Selecting the report name below will take you to our store where you can add the report to your cart.

July's National Carrier Reports highlight the effects of recent spectrum transactions including Verizon's purchase of Cincinnati Bell, AT&T's purchase of Sprint's WCS spectrum, as well as many smaller transactions filed prior to 7/1/2014.

The National Carrier reports reduce the time and money spent researching the effects of hundreds of FCC transactions on the National Wireless Carriers (Verizon, AT&T, Sprint, and T-Mobile).  The National Carrier reports provide monthly visibility to each national carrier's Spectrum Holdings, available LTE Channels, and Peak Downlink Throughput for the 100 most populated markets (Cellular Market Areas) in the United States.  The National Carrier reports are delivered as Excel workbooks showing both summary information  for each carrier as well as spectrum band details.

Spectrum Holdings Report - Top 100 Cellular Market Areas

LTE Channels Report - Top 100 Cellular Market Areas

Peak Downlink Throughput - Top 100 Cellular Market Areas

Will Rural America get a 3rd National Wireless Provider?

The news yesterday that T-Mobile and Sprint are forming a Joint Venture to buy 600MHz Broadcast Incentive Auction spectrum shows a shift in the way that both Sprint and T-Mobile look at the places that aren't  in non-Top 100 markets, along Interstates, or along US Highway routes.  

Will the T-Mobile/Sprint JV use this low band spectrum to fill out the areas that they rely on partners (primarly AT&T and Sprint) to provide their coverage? 

Virtually all of T-Mobile's recently acquired 700MHz A band spectrum is in large cities (see my post from 11/2013) and Sprint has been reluctant to add towers in rural areas to utilized the 7MHz of low band SMR spectrum that they are using elsewhere for their Spark service.

Sprint's Current Coverage

T-Mobile Coverage (Light Pink indicates Partner Coverage)

T-Mobile has signaled with the FCC that they are concerned about reasonable roaming rates and Sprint is clearly in the same position with Verizon, needing Verizon's coverage to offer true nationwide coverage.  On the other side of the coin, T-Mobile indicates that they already cover 96% of the US population, leaving about 12.5 million POPs to be covered with this new low band spectrum.

For both T-Mobile and Sprint a build out in these uncovered areas would reduce their risk of of significant rate increases or roaming service elimination with Verizon and AT&T, but these towers would be much less efficient than towers elsewhere in their collective networks.  Obviously they would share the deployment costs and operating cost, but with these towers would have serve a low number of POPS (population)/Tower which is a standard industry metric on capital efficiency for deployed towers.

How would this affect Sprint's recent regional partners?
Sprint Regional Partners
Building out this spectrum would put Sprint in direct competition with these recent formed partners.  These regional partners may also participate in the auction acquiring more spectrum.  Each of these partners only needs low band spectrum for wide area coverage, and there are ample amounts of mid-band (PCS/AWS) spectrum in these areas for these regional partners to uses as capacity grows.

Sprint and T-Mobile, A Deeper Look

The first place to start on the rumored Sprint / T-Mobile merger/acquisition is to look at the merged entity's total spectrum holdings. AllNet Lab's Spectrum Analysis Tool with June 2014 FCC data was used for this analysis.  The Spectrum Analysis Tool is available at www.allnetlabs.com along with National Carrier Spectrum Holding and LTE Channel reports.  In the map below, you can see the counties where the the spectrum held will exceed the spectrum screen (Orange) or will greatly exceed the spectrum screen (Red).  In addition, you can see that in some counties the merged entity will have up to 374MHz of spectrum.

To see how this spectrum depth relates to the population that the licenses cover, we created a histogram evaluating the population covered by different spectrum depths.  The red line below indicates the sum of population in areas with similar spectrum depth.  For example, there are 10 million people in areas where Sprint/T-Mobile has 200MHz of spectrum and 79 million people in areas where Sprint/T-Mobile have 280MHz of spectrum.

The green line indicates the sum of the population as you increase the range from left to right.  For example, there are 1 million people in areas where Sprint/T-Mobile have 20MHz or less spectrum.  Considering a 195MHz spectrum screen, you can see that only 47 million people live in areas where Sprint/T-Mobile will be below the spectrum screen, thus Sprint/T-Mobile exceeds the spectrum screen over 85% of the US population.

Our last analysis summarizes the MHz-POPs for Sprint/T-Mobile by spectrum band.  WCS spectrum is listed but it is being transferred to AT&T.  Sprint's EBS/BRS spectrum still accounts for 55% of the combined entities MHz-POPs although the combined AWS and PCS spectrum represents 36%.  Using the MHz-POPs values, we can develop a National Average of Sprint/T-Mobile's spectrum holdings.  Looking again at the AWS and PCS spectrum holdings, Sprint/T-Mobile would average 38MHz of AWS spectrum and 65MHz of PCS spectrum across the country.

AllNet Lab's Spectrum Analysis Tool is an Excel based product which allows users to visualize and analyze the current spectrum ownership for all of the mobile carrier and satellite frequency bands at a county level for all 50 states and US territories.  The Spectrum Analysis Tool includes 15 color-coded spectrum holders and over 600 additional identified carriers.