Insights

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

The Politics of Survival: Why Amazon Leo and AST SpaceMobile Matter in a Starlink World

Numbers and facts are important because they define ultimate limits and capabilities, but numbers and facts don’t make decisions: People make decisions. Nowhere is this truer than in…

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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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Podcasts

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

#274: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu

12.15.2025 — The speakers discuss the super-owner economics of Charter and Comcast's CBRS strategy. Comcast plans to offload 30% of their macro traffic onto their own CBRS network, which will have a negative impact on their friends at Verizon. The potential profitability of cable companies due to the transition of subscribers is also discussed, along with the importance of addressing customer issues with customer service. The speakers emphasize the importance of technology and loyalty in the industry, and the benefits of sharing spectrum and addressing customer issues with customer service.
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#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 also discuss the potential for a " Charlie spirit" with Elon Musk and the " Charlie spirit" with Don. They suggest keeping an eye on the situation and mention the potential for " Charlie ghost" with Starlink. They suggest cutting trees and not bidding for spectrum, and mention the potential for " Charlie spirit" with Elon Musk and Don.
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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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In The News

Latest in the press and news.

venturebeat.com Favicon venturebeat.com
12.18.2025

Real-time AI market intelligence is becoming the Next Competitive Edge for Enterprises
www.fierce-network.com Favicon fierce-network.com
12.18.2025

Verizon Business intros FWA on a 5G network slice
www.benzinga.com Favicon Benzinga
12.17.2025

AI Adoption Isn't Driven By Executives, But By Workers: What 100K Users Reveal
tokenist.com Favicon Tokenist
12.16.2025

AT&T’s Dividend Standoff: Yield Stability or Another Cut Waiting to Happen? - Tokenist
www.fiercewireless.com Favicon fiercewireless.com
12.15.2025

Charter CEO: Residential wireless backup is on the way – Fierce Network
techbullion.com Favicon TechBullion
12.14.2025

American Workers Quietly Spark a $420 Billion AI Productivity Boost
www.tmonews.com Favicon tmonews.com
12.13.2025

T-Mobile Promotes Jon Freier to Chief Operating Officer
www.mobileworldlive.com Favicon Mobile World Live
12.12.2025

Netflix, Paramount face-off; Australia ban kicks-in

MWL brings you our top news as Paramount made a bid for WBD, Australia's social media ban kicked in and Nvidia secured chip approval.…
gritdaily.com Favicon Grit Daily News
12.12.2025

Why AI’s Future Depends on Real Users: The Data Shaping the Next Wave of Adoption - Grit Daily News

Public perception suggests investors and the tech industry are the primary factors driving demand for AI adoption, but recent data suggests workers, not…
www.fierce-network.com Favicon fierce-network.com
12.12.2025

AT&T’s Stankey shares perspective on competition from LEO satellites – Fierce Network
www.usatoday.com Favicon USA TODAY
12.12.2025

How Ordinary Americans Influence the AI Economy Every Day

Through small but consistent choices made at work, at home, or on the go via mobile devices, ordinary Americans are the ones gradually rewiring the AI economy, not corporations.…
www.lightreading.com Favicon lightreading.com
12.11.2025

Rogers goes wide with Starlink-powered D2D service – Light Reading
aithority.com Favicon AiThority
12.11.2025

VCTI Boosts Broadband IQ™ With New Market Analytics

VCTI, a technology and analytics company transforming data into broadband opportunity, announced powerful new enhancements to its Broadband IQ™ platform. The new, data-driven features give broadband providers unprecedented visibility into the potential ROI from new growth opportunities.…
www.fiercewireless.com Favicon fiercewireless.com
12.11.2025

Verizon as price leader? That sounds like a new one – Fierce Network
news.clearancejobs.com Favicon ClearanceJobs
12.11.2025

Pentagon’s New Gemini-Powered AI Tool Rolls Out of the Gate

The Pentagon’s new GenAI.mil tool aims to accelerate AI adoption, even as its rollout raised early questions and challenges.…