Insights
Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.
Eight Months of ChatGPT Ads: What Users Did and What the Money Shows
A Recon Analytics research note. The full report, The AI Advertising Playbook, is available to clients and for purchase. Why this matters AI assistants have the audience and…
Where AI Users Go When They Switch
Consumer AI is young enough that market positions are still fluid. The leading providers are spending heavily on models and computing capacity, and the subscription revenue that helps…
Delta Still Leads Airline Wi-Fi as United & American Close In and it still works like plumbing
Between Q3 2025 and Q3 2026, in-flight Wi-Fi satisfaction rose at all four of the largest US airlines. United gained 14 points, from -14 NPS to 0, and…
Cable and Satellite TV Household Decline Is Four Years Ahead of Landline Telephone
Cable and satellite television is losing households the way landline telephone did, only faster. The subscribers least likely to leave are the oldest ones, and Recon’s data shows…
Anthropic Enterprise Growth Play: Move Self-funded Claude Users onto Employer Contracts
Prepared for: investors evaluating Anthropic and OpenAI. Scope: US workplace AI use measured through the Recon Analytics AI Pulse survey. A third pathway for growth Two of the…
Business Internet: Are You Satisfied?
If your business internet frustrates you, you are not imagining it, and you are not alone. Roughly one in six Small and Midsize Business internet customers would not…
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…
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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