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.

#298: 5 Gig Cable, BEAD Shakeups, and the Starlink Opportunity

6.1.2026 — The conversation between Roger Retner and Don Kellogg covers the company Mediacom's transition to 5 gig downstream speeds and the importance of reliability and small provider improvement. They discuss the success of small providers in getting licenses back and the reopening of bidding processes. The speakers emphasize the importance of satellite data and the potential impact on the market, as well as working with sell-side investors and sharing data with them. They also mention the potential impact of the IPO on the market and the potential for a network operator to become an MNO.
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#297: Modular Pricing, Network Strain, and California's Copper Standoff

5.26.2026 — The conversation covers various topics including telecom, media, and technology by Carrefour Analytics. The speakers discuss the benefits of Fiverr's fiber-based plan, including a flexible pricing structure and unlimited data for $15 a month. They also mention the success of AT&T's approach to postpaid pricing and the potential for multi-factor pricing. They discuss the benefits of a wireless bill, including optimization against wireless bills, and the potential for a new type of bill with a local carrier. They agree to keep track of the conversation and speak again next week.
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#296: AT&T, Verizon, and T-Mobile Join Forces on Satellite Connectivity

5.18.2026 — A joint venture between wireless carriers and technology will advance communication directly to devices, with the joint venture donating spectrum and working on harmonizing terrestrial connectivity for satellite providers to allow consumers to have seamless experience in rural America. The joint venture will allow consumers to have a more resilient network and eliminate dead zones, which is beneficial for people in disaster areas. The implementation of a global standard for satellite connectivity will lead to more countries adopting it, and the transition from one cell site to the next may lead to a tuning issue. The implementation of this standard will be a leading edge technology and positive for the industry, with more carrier-grade wireless technology in the future.
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#295: Promises, Promises, Promises - Price Locks and the Cost of Predictability

5.11.2026 — The speakers discuss the use of telecom, media, and technology by unaffiliated technology companies, as well as the benefits of raising prices and protecting customers from bill increases. They also touch on the use of analytics to track data usage and the importance of straightforward pricing. The speakers emphasize the need for transparency and accountability in pricing, as well as the importance of research and transparency in reporting churn. They plan to talk again next week to discuss plans to talk again next week.
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#294: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom

5.4.2026 — The first quarter has seen strong performance from T-Mobile and Verizon, with T-Mobile reporting a net adds of over 100,000 and Verizon reporting a net adds of over 100,000. The success of T-Mobile's postpaid phone net adds has driven higher churn rates, but they lost accounts. The company is focused on improving profitability, automation, and expanding EBITDA, with plans to buy smaller and smaller providers. The German government is a constraint, but the potential for a deal between T-Mobile USA and Deutsche Telekom is discussed. The importance of connectivity in the cloud industry is also highlighted, with plans for a keynote and panel at a conference on the topic.
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#293: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles

4.27.2026 — The conversation between Roger Entner and Don Kellogg covers the potential benefits of the company's convergence strategy and the acquisition of Luminim and Comcast, which is designed to be an FWA killer. The company's shift towards wireless and the potential for growth in wireless numbers are discussed, with the impact of cable on people being discussed and the potential for growth in wireless numbers. The success of Comcast's broadband service on customer satisfaction and revenue is discussed, with the potential impact of T-Mobile's plans to merge with DT and T-Mobile USA noted as future topics of discussion.
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#292: What Comes Next When All Networks Are Good Enough?

4.20.2026 — In a conversation between Roger Entner and Dan Scheler, they discuss the importance of network capabilities and the benefits of wireless networks. They also discuss the importance of customer satisfaction and the use of reliability as a measure of success. They mention the need for a comprehensive bundling approach to ensure customer satisfaction and the importance of network capabilities as a critical factor for customer satisfaction.
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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