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.

#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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#284: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile

2.23.2026 — The speakers discuss the loss of data from AT&T due to carriers losing money, but emphasize the importance of providing more data and insights to help the company succeed. They also emphasize the need for transparency in the wireless industry and suggest providing historical numbers to help investors understand the industry's growth and profitability. They end the conversation with plans to talk again next week.
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#283: T-Mobile - AI, Live Translation, and Key CMD Takeaways

2.16.2026 — The conversation covers the shift in store mix from dealer-owned to corporate-owned, the importance of latency and AI in the industry, and the use of AI in the network and live translation. The speakers emphasize the need for latency and AI to affect everything, including mobile devices and computers, and the impact of technology on people's lives and the world. They suggest sharing the panel and discussing the need for disclosure in the future.
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#282: Verizon Consumer's Shakeup and the Search for a New Leader

2.9.2026 — During a conversation between Roger Entner and Don Kellogg, they discuss the search for a successor for Zampath and the transition of a former executive, Ronan Dunn. They also touch on T Mobile's upcoming Capital Markets Day and the significant amount of leadership change at T Mobile. They discuss the importance of leadership change and the impact of T Life on scores and the growth pains of the industry. Don expects the leadership change to happen at T Mobile, but hopes for it to happen. They plan to talk to Roger next week.
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#281: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage

2.2.2026 — The speakers discuss the performance of telecom, media, and technology by unawership, noting strong net adds and a good year for handsets. Verizon had a good quarter with a strong net adds, while T-Mobile reported a good quarter and saw an increase in mobile network. The importance of consumer first retail net adds is also discussed, along with the success of Verizon's postpaid phone and business, as well as the potential for bundling services. T-Mobile is reporting on wireless lines and plans to discuss video subscription to watch the NFL, while T-Mobile is also discussing home internet losses and video subscription to T-Mobile's bundle offerings.
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#280: Comcast’s Xfinity Membership and the True Nature of Rewards Programs

1.26.2026 — The speakers discuss the Xfinity loyalty program and the importance of loyalty plans, including getting rewards for customers. They also touch on the value of loyalty plans, including the possibility of getting a golden watch and the potential for it to be a way for people to get their own money. They suggest the use of loyalty plans as a tiebreaker and the importance of customer care and clean-up crew. They also mention the potential for streaming services like Disney Plus and Visible members to provide discounts on streaming services.
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#279: Verizon — Two Major Wins and One Temporary Setback

1.19.2026 — In a conversation between Roger Entner and Don Kellogg, they discuss the outage on Verizon and the importance of protecting employees from network outages. Roger advises Roger to wait for the situation to be resolved and use the advice of others. They also discuss the importance of protecting customers and employees from network outages and potential fraud, as well as the legal ruling that forced carriers to unlock devices after 60 days. They also touch on the success of the Frontier acquisition and the excitement surrounding the merger of Frontier and Kinetic.
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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