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.

#291: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone

4.13.2026 — The CEO of TLC Worldwide discusses the challenges of telco networks and the need for a loyalty plan. He suggests creating a mindset shift and focus on loyalty initiatives, and emphasizes the importance of loyalty plans in customer life cycle. The success of Visible, a premium brand, is highlighted, along with the use of data and analytics to improve marketing strategies. The importance of creating a customer life cycle and implementing initiatives around mindset shift and focus on customer satisfaction is emphasized.
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#290: AT&T’s OneConnect Plan

4.6.2026 — The new plans for AT&T's OneConnect include a bundle of flavors and a watch, tablet, and fiber, with plans to bring the plan to existing customers and avoid unnecessary costs. The plan is flexible and allows for growth without disclosing ARPU. The Fiber plans include bundling services and increasing prices on base plans, as well as keeping ship steady and not changing price plans all the time for customers. The Fiber plans are a long term play and may cause short-term pain on churn.
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#289: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide

3.30.2026 — In a conversation between Roger Entner and another analyst, they discuss the potential risks of a router ban and the cost of wireless service. They also discuss the cost of data usage and the cost of wireless service. The conversation ends with a discussion of the benefits of wireless service and the need for a new router.
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#288: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands

3.23.2026 — The speakers discuss the impact of fiber infrastructure on people's lives and the competitive nature of fiber networks. They suggest bundling with fiber infrastructure for affordability and lower prices, and using a channel card to increase speed and reduce capacity. They also discuss the benefits of a new connection and the team is working on a longer report to provide more updates. They acknowledge the competitive nature of fiber networks and believe it is more complicated than wireless networks.
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#287: Recon Analytics Acquires Atom Insights adding Device Data dimension

3.16.2026 — ADAM Insights is expanding their capabilities globally and using data analytics to help customers understand their device journey and network experience. They are expanding their use of AI capabilities across all countries and regions, including tracking shipment, sales, and customer bases. They are also using macroeconomic indices and geographic analysis to combine data sets and create relevant analytics. The speakers emphasize the importance of taking data into account for the impact of macroeconomic elements on the smartphone market and emphasize the use of machine learning to signal signals. They are close to their largest customer and appreciate their inspiration to do better.
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#286: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress

3.8.2026 — The speakers discuss the potential for AI to generate revenue for telecom companies, including the use of AI and edge compute. They express concern about privacy and privacy concerns, but suggest protecting oneself and avoiding rushing to achieve goals. They also mention the demand for privacy and consolidation among European carriers and discuss upcoming events and plans for people to come back.
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#285: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape

3.1.2026 — The telecom industry is undergoing consolidation and the potential of 5G technology to impact rural areas is discussed. The consolidation of small world wireless into national players and rural consolidation in the wireless industry is also discussed. The impact of five g Americas on the industry is also discussed, with a focus on the power dynamic between AT&T mobile and the importance of industry analyst events. The importance of industry analyst events is also emphasized.
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In The News

Latest in the press and news.

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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
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11.10.2025

Verizon seeks a sizable $10B to fund its Frontier deal – Fierce Network
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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