Insights

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

Sampath Out at Verizon Consumer: The Rescue Team Has an Expiration Date, and the Successor Is Probably European

Sowmyanarayan Sampath is out as CEO of Verizon Consumer Group, effective March 31. Dan Schulman announced the departure this morning in an internal letter layered with corporate gratitude…

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AI Choice 2026: Why Licenses Don’t Equal Adoption

  AI Choice 2026: Why Licenses Don’t Equal Adoption February 3, 2026 | Joe Salesky, Analyst & Head of AI Research Despite Microsoft’s enterprise distribution advantages and Office…

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ChatGPT’s Advertising Pivot: User Tolerance and Pioneer’s Peril

On January 16, 2026, OpenAI announced plans to test advertisements in ChatGPT’s free tier and the new $8/month “Go” tier in the United States. The move was widely…

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56% Want Health AI, But Only 28% Trust It

Source: Recon Analytics AI Survey Sample: n=2,958 The Opportunity and the Obstacle OpenAI’s launch of ChatGPT Health last week lands in fertile ground. Recon Analytics surveyed 2,958 Americans…

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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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Podcasts

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

#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 companies like AT&T, Verizon, Comcast, and Charter Report. They note that the company's handsets have been performing well, but lagging in home internet. Verizon had the best net adds in five or six years and revenue will not be affected, while T-Mobile reported a good quarter and plans to discuss video subscription to watch the NFL. The speakers also mention the success of postpaid phone and business, mobile network, and bundling services. T-Mobile is reporting on wireless lines, and the addition of video to their bundle offerings is discussed with plans to discuss it with their team.
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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 and getting money out of T-Mobile loyalty plans. They also touch on the benefits of streaming services and discounted bundles, including T-Mobile's Diamond and Visible members and the potential for Disney Plus and Visible members to provide discounts on streaming services. They suggest simplifying the loyalty program and testing its potential outcomes, but acknowledge that it may not be as straightforward as it was. Customer care and cleanup crew are also important, but not a win. They plan to keep an eye on customer service and NPS figures.
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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. Roger advises Roger to use the advice of "ma'am, this is my way," and move on. They also discuss the importance of protecting customers and employees when network outages occur, as well as the ruling from the FCC that forced Verizon to unlock every device after 60 days. They also touch on the impact of the Frontier acquisition and the excitement surrounding the merger. Finally, they discuss the integration of Frontier and Kinetic, as well as the excitement of convergence and upsell opportunities for selling Frontier customers.
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#278: T-Mobile’s Better Value Plan & Who Loyalty Plans Really Target

1.12.2026 — In a conversation between Roger Entner and Don Kalgo, they discuss T-Mobile's new family plan and its benefits, including loyalty plans and acquisition plans. They also discuss the loyalty penalty in home internet and the potential for FWA prizes people who don't have a lot of options before switching to a T-Mobile plan. They conclude by saying they will talk to Roger again next week.
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#277: The Anxiety Premium and the US Device Insurance Market

1.5.2026 — The speakers discuss the potential disruption of the insurance industry caused by the pandemic and the importance of device insurance for fixing phones. The disruptive impact is profitable and high in insurance companies, but challenges and opportunities for carriers to target customers are also present. Personalized protection plans and a free research note are suggested as potential protected devices. The potential for upselling opportunities and a report on the company's website are also discussed.
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#276: Genius Myopia - Why Smarter Models Aren't Enough

12.29.2025 — The importance of building models that use consumer and enterprise data is discussed, as well as the need for privacy and trust in AI platforms. OpenAI's model context protocol is emphasized, along with the potential for AI to be ad-funded and monetized. The need for a value exchange with privacy is also emphasized, along with the potential for AI to be ad-funded and the opportunity to provide actionable insights to guide investment in AI. Investing in privacy and creating a trusted data infrastructure are necessary for success in the future.
Play Episode  ▶ View Transcript ▶

#275: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne

12.22.2025 — The speakers discuss the importance of protecting MVOs's value brands and the need for value segment and prepaid models in the European market. They also emphasize the importance of differentiation and app-focused offerings for customers to save money on their plans, as well as the need for price and network access pricing in the marketplace. They also discuss the success of the wireless industry and the importance of investing in a brand like Total. They emphasize the importance of balancing net ads and ARPU in the industry and the need for customer care and customer service.
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In The News

Latest in the press and news.

www.bez-kabli.pl Favicon Bez Kabli
2.5.2026

Microsoft Copilot hits roadblocks as users drift to ChatGPT and Google’s Gemini

Microsoft Copilot hits roadblocks as users drift to ChatGPT and Google’s Gemini - Bez Kabli…
vocal.media Favicon Futurism
2.5.2026

Cloud Storage Market Analysis: Pricing Models & Revenue Forecast

Cloud storage gains traction for flexible access, backup, and disaster recovery.…
www.wsj.com Favicon wsj.com
2.4.2026

Microsoft’s Pivotal AI Product Is Running Into Big Problems – WSJ
www.technobezz.com Favicon Technobezz
2.4.2026

Microsoft Copilot Usage Falls Sharply as Google's Gemini Gains Ground

Microsoft Copilot's user adoption declines sharply as Google's Gemini gains market share, raising investor concerns over AI spending.…
www.webpronews.com Favicon WebProNews
2.4.2026

Inside Microsoft’s Copilot Crisis: How the Tech Giant’s AI Flagship Lost Its Way

Microsoft's Copilot chatbot, positioned as the cornerstone of its AI transformation, is losing users to competitors despite massive marketing investments. Data shows paid subscribers using Copilot as their primary option dropped from 18.8% to 11.5% while Google's Gemini gained ground, raising questions about the tech giant's AI strategy.…
intellectia.ai Favicon intellectia.ai
2.4.2026

Microsoft’s Copilot Faces User Challenges Amid AI Strategy | Intellectia.AI
biz.liga.net Favicon LIGA.net
2.4.2026

WSJ: Microsoft's flagship AI product is losing to competitors and losing users

Copilot is losing users, while Gemini is gaining them…
www.fiercewireless.com Favicon fiercewireless.com
2.3.2026

Amazon Leo asks FCC for extension to launch satellites for broadband – Fierce Network
www.aei.org Favicon American Enterprise Institute - AEI
2.3.2026

The Quantum Era Is Here—and It Looks Different Than Expected

Technological revolutions rarely arrive in a single form. Likewise, the quantum era is emerging as a layered ecosystem: specialized quantum machines augmenting classical systems today, alongside a longer-term push toward universal quantum processors. Recognizing this is essential for policymakers seeking to separate hype from capability and speculation from deployment.…
www.phonearena.com Favicon phonearena.com
2.3.2026

T-Mobile will have a useful gift waiting for customers tomorrow – PhoneArena
ts2.tech Favicon TechStock²
2.2.2026

Verizon stock dips in premarket as $25 billion buyback and 2026 outlook come into focus

Verizon stock dips in premarket as $25 billion buyback and 2026 outlook come into focus - TechStock²…
ts2.tech Favicon TechStock²
1.31.2026

Verizon stock price jumps nearly 12% on $25 billion buyback — what to watch for VZ next week

Verizon stock price jumps nearly 12% on $25 billion buyback — what to watch for VZ next week - TechStock²…
ts2.tech Favicon TechStock²
1.30.2026

Charter Communications stock rises before the bell as Spectrum narrows broadband losses, capex outlook in focus

Charter Communications stock rises before the bell as Spectrum narrows broadband losses, capex outlook in focus - TechStock²…
www.lightreading.com Favicon lightreading.com
1.30.2026

‘Modernized’ MVNO pacts with Verizon mean better rates for Comcast and Charter – Entner
www.phonearena.com Favicon phonearena.com
1.29.2026

FCC is probing Verizon and wants your input – PhoneArena