Insights

Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.

The Connectivity-Cognition Flywheel: AI Adoption is Not Correlated with Internet Access, It Is Caused by It—And Is Now Remaking the Broadband Market

The prevailing discourse on Artificial Intelligence adoption and internet access has been fundamentally flawed. It posits a simple correlation: technologically savvy users who adopt AI also happen to…

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The Fiber-AI Nexus: Decoding the New High-Value Customer and the Next Revenue Cycle

For senior executives and investors in the telecommunications and technology sectors, identifying the next wave of growth is a matter of survival. The prevailing narrative has focused on…

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The AI Connectivity Chasm: How Network Superiority Defines the Next Competitive Battleground

The New Competitive Divide: Connectivity as the AI Gatekeeper The competitive narrative in the U.S. telecommunications and cable industry will be fundamentally shifting. The long-standing battle for broadband…

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Adult Content in AI: Risky Business

OpenAI and xAI’s dalliance with adult content is a flirtation with disaster. It is an attempt to court a low-value, transient market segment at the direct expense of…

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The End of an Era, The Dawn of a New War

The U.S. wireless industry has officially entered a new era, catalyzed by a landmark transaction that confirms the final collapse of EchoStar’s long-held ambition to become a fourth…

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BEAD: Secretary Lutnik is right – The US needs to be telecom technology-neutral

Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the US government will rethink the BEAD program so that Americans “get the…

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Fixed Wireless is America’s Preferred Next Internet Connection

Americans love the internet, accessing it from home and on the road. Until 2007, Americans essentially had two choices when it came to home internet: cable internet or…

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Impact of AI on Storage Requirements

AI Adoption Will Impact Corporate Storage Requirements By Mitch Klaassen AI adoption is expected to drive exponential growth in data storage demand through 2028. In response to a…

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Amdocs uses its North America analyst conference to layout its path to ongoing success

By Mitch Klaassen and Daryl Schoolar During the week of September 22nd, Amdocs hosted a two-day North America Analyst Event at its Plano Texas location, just north of…

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Starlink – The Customer Perspective

As you are likely aware, Recon Analytics runs the fastest, largest, most flexible customer insights service in the market. We survey over 200,000 mobile consumers, over 200,000 home…

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Podcasts

Join us every week for an analyst's perspective on the world
of telecommunications, technology, airlines and AI.

#273: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing

12.8.2025 — The speakers discuss the recent report on the satellite in the US and the potential for Starlink to lord over everyone. They also talk about the dual source initiative with the Golden Dome project, the success of the Amazon Leo program, and the government involvement. They mention the potential for spectrum use in rural areas and the importance of a benchmark for the industry. They plan to keep an eye on the situation and keep an eye on it.
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#272: A New C-Band Auction & What It Means for Wireless and Satellite

12.1.2025 — In a conversation between speakers, they discuss potential spectrum auctions and potential wireless auctions. They mention a bill executed by the FCC to auction spectrum, which is expected to happen before Independence Day. They also discuss competition from Amazon's Bead service and the potential for fiber to fill unanswered spots in rural areas. They suggest that governments should not run businesses and wireless carriers, and that the environment may be different in the past auction. They also discuss the potential for FWA to be used in urban and rural areas, and suggest spending $47,000 on Verizon on the c band.
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#271: Vegas Baby! T-Mobile Easy to Switch Un-carrier Event

11.24.2025 — T-Mobile is hosting an Un carrier event to offer analysts and other consumers access to T-Mobile's data services. The event is being organized by T-Mobile to make switching easier for customers, and the focus is on fixing issues that may arise from a previous carrier. The benefits of switching from one carrier to another, including disenfranchising, the need for a new device, and the profitability of upselling digital products and insurance programs are discussed. The shift to a new carrier is seen as a result of a difficult situation, and the impact of switching on consumers and the upcoming year are also discussed.
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#270: Verizon’s Cost-Cutting Drive - A Difficult Step to Ignite Growth in 2026

11.17.2025 — The conversation between analysts and technology expert Roger Entner discusses the importance of the Christmas period for Verizon's revenue generation and the need for layoffs. Verizon plans to cut costs and increase prices in Q4, but they suggest cutting employees or raising prices. The conversation also touches on third-party stores and violent disagreeing with Roger on a podcast. Don suggests cutting dividends or raising prices, but suggests optimizing the network and automating the network. The election is one of the most pivotal years in wireless history, and there are a few more episodes until the upcoming television episode.
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#269: EchoStar’s AWS-3 Deal with SpaceX & T-Mobile’s Text-to-911 Move

11.10.2025 — In a conversation about EchoStar, the speakers discuss their involvement in T-Mobile's spectrum acquisition and their potential for wireless companies to switch to their services. They also touch on the era of dead zones and the potential for EchoStar to alleviate problems in remote areas. They briefly mention the electric car industry and the potential for a "roaming agreement" with AT&T. They agree to speak again next week.
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#268: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children

11.3.2025 — Verizon, Comcast, and Charter have experienced poor performance in the first quarter, with negative net adds and negative promotions. The issue of customers rejecting Charter's network and a potential wholesale change in corporate culture are discussed. The benefits of a five g network for customers are discussed, along with the success of T-Mobile's wireless plans and ad campaigns. The goal is for the end of the year to be number one in The US, with T-Mobile losing over 200,000 subscribers. The industry's focus on fiber and FWA is also discussed, with cable companies losing value due to the industry's focus on fiber and FWA.
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#267: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results

10.27.2025 — During an earnings call, representatives from AT&T discussed their growth in wireless and fiber broadband, their strategy for convergence, and the potential for growth in the postpaid network. They also addressed the use of price lock guarantees and ARPA, the use of satellite coverage, and the potential impact on advertising campaigns and T-Mobile's claims business. They emphasized the importance of network parity and speed and reliability in wireless industry, and discussed the potential impact of the upcoming lightning game. They also addressed the use of advertising campaigns and new technology, including satellite coverage, and the use of advertising campaigns and new technology by AT&T.
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In The News

Latest in the press and news.

www.fierce-network.com Favicon fierce-network.com
11.28.2025

Fierce’s top 5 turkeys of the year
www.phonearena.com Favicon phonearena.com
11.25.2025

Verizon has ceded market leadership crown to predictable new king, says analyst
www.mobileworldlive.com Favicon Mobile World Live
11.14.2025

Verizon to shed about 15,000 jobs – report

Verizon reportedly plans to cut about 15,000 jobs as the operator looks to cuts costs under a restructuring plan by CEO Dan Schulman.…
www.pipelinepub.com Favicon pipelinepub.com
11.12.2025

Altice USA Rebrands as Optimum to Unify Brand and Strategy | Pipeline Publishing

In this press release, Altice USA announces its rebrand to Optimum Communications. This move unifies the company…
www.lightreading.com Favicon lightreading.com
11.12.2025

Why isn’t the game on? Disney’s squeeze play on YouTube TV – Light Reading
www.fiercewireless.com Favicon fiercewireless.com
11.10.2025

Verizon seeks a sizable $10B to fund its Frontier deal – Fierce Network
voip.review Favicon VoIP Review
11.10.2025

EchoStar Sells AWS3 Spectrum to SpaceX for $2.6B | VoIP Review

SpaceX buys EchoStar’s AWS-3 spectrum for $2.6B, advancing its direct-to-device plans and expanding its presence in the mobile market.…
www.fierce-network.com Favicon fierce-network.com
11.7.2025

Altice gets a new name, amps focus on ‘discipline’ – Fierce Network
www.fierce-network.com Favicon fierce-network.com
11.7.2025

Here’s the skinny on T-Mobile’s latest satellite-powered offer – Fierce Network
www.benton.org Favicon Benton Foundation
11.6.2025

SpaceX to buy EchoStar's AWS-3 spectrum licenses for $2.6 billion

SpaceX is acquiring EchoStar’s AWS-3 licenses for about $2.6 billion in SpaceX stock. This is on top of the 2 GHz/AWS-4 spectrum that SpaceX agreed to buy from EchoStar for $17 billion in September. That spectrum is geared for mobile satellite services, whereas the AWS-3 spectrum is designated for terrestrial use. So far, SpaceX hasn’t said what it plans to do with the AWS-3…
www.fiercewireless.com Favicon fiercewireless.com
11.6.2025

AI standards, IP, cybersecurity at risk as US government shutdown drags on
www.fiercetelecom.com Favicon fiercetelecom.com
11.5.2025

Here’s the skinny on T-Mobile’s latest satellite-powered offer – Fierce Network
www.fierce-network.com Favicon fierce-network.com
10.31.2025

Comcast names new connectivity chief as broadband losses improve – Fierce Network
www.fiercewireless.com Favicon fiercewireless.com
10.29.2025

Verizon’s new CEO pledges to make company scrappier, customers happier
www.lightreading.com Favicon lightreading.com
10.29.2025

Incentives shape the iPhone 17 upgrade cycle – Light Reading