Insights
Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.
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…
The Upgrade Accelerator: Inside Apple’s New Klarna Lease
On July 28, 2026, Apple rolled out a new way to get an iPhone: a leasing program built with fintech Klarna, replacing its long-running Upgrade Program. It’s tempting…
Claude Is Breaking Through Where It Counts
Awareness of Claude has more than doubled among weekly AI users in the past year, and it runs highest among the people who use AI on the job.…
Podcasts
Join us every week for an analyst's perspective on the world
of telecommunications, technology, airlines and AI.
#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
#312: AI Infrastructure Connectivity with Zayo's Bill Long
#311: CONX Acquires MobileX and Starlink MVNO Ambitions
#310: The FCC's Spectrum Pipeline with Arpan Sura
In The News
Latest in the press and news.
Light Reading AT&T to pack Gigapower and Forged Fiber 37 into one JV
AT&T will take a 50% stake in a new JV that combines Gigapower with Forged Fiber 37, the holding unit for AT&T's acquisition of Lumen's fiber assets.…
Light Reading Inflation mostly skipped the wireless bill
Carrier filings, CPI and wage data show wireless service getting cheaper in real terms since 2007.…
Light Reading OpenVault CEO: as uplink usage rises, cable operators can't rest
Network-management firm aims to bring its analytical toolkit to fixed wireless services.…
Broadband Breakfast Starlink Still Rural For Now: New Street Research
The firm estimated Starlink could have the capacity to serve about 18 percent of U.S. households by 2035…
Seagate stock after-hours at EUR 797.00: plus 5.84 percent versus prior close Seagate stock after-hours at EUR 797.00: plus 5.84 percent versus prior close
Seagate stock was at EUR 797.00 after-hours at 6:52 p.m. CEST on October 5, 2026, up 5.84 percent versus the Lang & Schwarz prior close. Seagate's research found a gap in AI storage readiness.…
Seagate stock after-hours at EUR 753.00: minus 10.46 percent versus prior close Seagate stock after-hours at EUR 753.00: minus 10.46 percent versus prior close
Seagate is at EUR 753.00 after-hours at 8:34 p.m. CEST on October 2, 2026, minus 10.46 percent versus the EUR 841.00 prior close at Lang & Schwarz. Seagate's September 14 report covered AI storage demand.…
Forkast Every Major Vendor Is Building the Same Agent Workspace — and That Is the Story
OpenAI, Microsoft, Google, and Slack are converging on an identical architecture where autonomous agents work inside shared office tools. The workspace is becoming the deployment surface, but 88% of agent pilots still never reach production.…
fierce-network.com Big 3 wireless carriers’ latest threat: Meta’s Muse – Fierce Network
Frontier Enterprise Nearly all firms expect rising AI storage needs, only 38% are prepared | Frontier Enterprise
thestreet.com Verizon takes on T-Mobile with new phone plan for customers – TheStreet
newsghana.com.gh Samsung wins roles in both Korean AI-RAN industrial trials – News Ghana
fierce-network.com KT, SK Telecom tap Samsung for AI-RAN projects – Fierce Network
fiercewireless.com Cable net promoter scores improve while fixed wireless NPS declines – Fierce Network
Ookla - Providing network intelligence to enable modern connectivity Can Apple Beat Android's Benchmarks in Foldable Phones? | Ookla®
See how today’s top foldable smartphones are performing, which models are most popular, and what the data shows as Apple enters the growing foldable smartphone market.…
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