Insights
Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.
62% of base iPhone 18 buyers interested in switching to more expensive Pro, Pro Max or Fold models
BOSTON, MA (September 7, 2026): As per Recon Analytics’ annual iPhone pre-launch survey of the U.S. consumers, 62% of intended iPhone 18 base model buyers would upgrade to…
Foldables are <2% of the US smartphones, Will Apple iPhone Fold Shake up the Market?
Apple is expected to launch its first folding iPhone Fold this fall. Apple has entered mature categories late before and still won them, as it did with tablets,…
Keep the Power Off Their Grid: Americans Will Back the Data Center Build
The fight over AI data centers is reported as a fight about fuel. Gas against solar, and nuclear against both. On 2026-08-07 Recon Analytics put six specific power…
The Judgment Premium: How AI Is Repricing American Work
AI is repricing American work along a line that separates execution from judgment, and it runs through the middle of professions rather than between them. Execution work carries…
The Upgrade Accelerator: Inside Apple’s New Klarna Lease
On July 28, 2026, Apple rolled out a new way to get an iPhone: a leasing program built with fintech Klarna, replacing its long-running Upgrade Program. It’s tempting…
Claude Is Breaking Through Where It Counts
Awareness of Claude has more than doubled among weekly AI users in the past year, and it runs highest among the people who use AI on the job.…
5% of Americans Prefer buying iPhone directly from Apple, but its leasing program is the need of the hour
Apple has launched a leasing program in partnership with Klarna. While Apple has experimented many times in the past with device finance options, this time may be different.…
What the Carriers Stopped Telling You About Q2 2026
The wireless industry retired its customer metrics at the end of 2025, and this is the second quarter under the new schedule. T-Mobile publishes accounts and nothing below…
Demanded and Hated
Americans love their phones and hate the deal that puts the phone in their hands for free. On Recon Analytics Mobile Pulse, about 337,000 wireless interviews in the…
Want to Keep Your Business Customers? Talk to Them
Why do business customers stay with their telecom operator? Ask around the industry and you’ll hear the usual answers: contracts, bundles, the hassle of migrating service, the shortage…
Podcasts
Join us every week for an analyst's perspective on the world
of telecommunications, technology, airlines and AI.
#319: Q3'26 Earnings: AT&T & Comcast; Starlink Wireless Ambitions & Impact on Spectrum Policy
#318: Cohere's Ray Dolan on 6G and the Future of Physical AI
#317: The FCC's Spectrum Push and T-Mobile's AI Transformation
#316: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit
#315: Verizon's Yago Tenorio on Designing the Future of 6G
#314: The iPhone Duo and Don't Count Out Cable
#313: Consumer Cellular's Ed Evans on Winning with the 50+ Customer
In The News
Latest in the press and news.
Light Reading Big Three warn that D2D in 5G bands will cripple performance
CTIA, AT&T, Verizon and T-Mobile have asked the FCC to strip out the 2.5GHz and 3GHz bands from D2D use because it will degrade the performance of 5G.…
kucoin.com $SPCX Potential double bottom here. 40% upside if the low re | KuCoin
$SPCX Potential double bottom here. 40% upside if the low remains intact. https://t.co/Preetbm265…
benzinga.com Elon Musk Has a Pattern, Says Analyst Who Predicted SpaceX Spectrum Deal – Benzinga
Longbridge SpaceX Will Target Rural America Before Big Cities, Telecom Analyst Predicts
Telecom analyst Roger Entner predicts SpaceX will launch its mobile network in rural America before expanding to major cities, reversing traditional carrier str…
BigGo Finance SpaceX's Rural-First Mobile Strategy Could Build a Network for as Little as $15 Billion, Analyst Says — BigGo Finance
SpaceX is likely to build its mobile network from rural America toward cities, reversing the traditional carrier playbook, according to Recon……
benzinga.com SpaceX Will Target Rural America Before Big Cities, Telecom Analyst Predicts – Benzinga
fierce-network.com SpaceX’s mobile moonshot gets real with 800 MHz spectrum grab – Fierce Network
bitget.com SpaceX (SPCX.US) Eyes Mid-band Spectrum, AST SpaceMobile (ASTS.US) Spectrum Moat …
According to Zhicheng Finance APP, telecom analyst Roger Entner stated that if SpaceX (SPCX.US) acquires spectrum related to Ligado and Viasat and wins lice | Bitget crypto news!…
Yahoo Finance ASTS Stock Faces Starlink Threat: Analyst Says Musk Could Pair Ligado, Viasat And FCC Spectrum For ‘Massive’ Midband Block
AST’s upcoming access to Ligado spectrum, up to 40 MHz plus another 5 MHz, is still subject to approvals and closing conditions.…
TradingView ASTS Stock Faces Starlink Threat: Analyst Says Musk Could Pair Ligado, Viasat And FCC Spectrum For ‘Massive’ Midband Block
Telecom analyst Roger Entner said SpaceX could build a "massive" midband spectrum position if it secured additional spectrum associated with Ligado and Viasat and won licenses in a proposed FCC auction. This brings AST SpaceMobile's spectrum strategy under fresh scrutiny.ASTS stock rose nearly 1% t……
Stocktwits ASTS Stock Faces Starlink Threat: Analyst Says Musk Could Pair Ligado, Viasat And FCC Spectrum For ‘Massive’ Midband Block
AST’s upcoming access to Ligado spectrum, up to 40 MHz plus another 5 MHz, is still subject to approvals and closing conditions.…
fierce-network.com Attorneys general sue Wi-Fi router maker TP-Link, as FCC router ban continues
phonearena.com Many T-Mobile customers are ready to pack their bags after the latest offense – PhoneArena
Foreign Policy Journal SpaceX Spectrum Grab Sends AST SpaceMobile (NASDAQ: ASTS) Tumbling 6%, Dragging Rocket Lab And Planet Labs Lower
The Foreign Policy Journal is a leading news publication covering US and international politics, business, and global affairs news.…
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