Insights

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

Promises Versus Prices: Five Carriers, One Question

Every warning sign has a story hidden behind it When you see a “Don’t feed the crocodile” sign, someone fed the crocodile and it did not end well.…

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Convergence Isn’t About Bundles. It’s About Ownership.

Marketing has been calling it convergence for twenty years. Every carrier’s annual investor day has featured a bundle slide. Most of them have been wrong about what they…

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Walmart Is the U.S. Wireless Industry’s Most Important Store — And Nobody Controls It

The wireless industry has a Walmart problem. Not because Walmart is hostile to carriers or OEMs, it’s quite the opposite. The problem is that Walmart has quietly become…

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T-Mobile’s SuperMobile will Super Charge its Business Ambitions

Thanks to its “Un-Carrier” program and acquisition of Sprint, T-Mobile has gone from an “also ran” in the U.S consumer market to one of its dominant service providers.…

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The Smartphone Industry Is Marketing AI To People Who Just Need a Phone That Works

Device OEMs and carriers spent much of 2025 positioning AI as the defining reason to upgrade. On-device intelligence, Smarter cameras, Conversational assistants baked into the operating system. The…

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Apple’s Smartphone Stranglehold Just Got Tighter, and Samsung’s Problems Are Worse Than You Think

ANALYSIS | US SMARTPHONE MARKET The US smartphone market loves good narratives. Apple versus Samsung. Premium versus value. Loyal fans versus deal-hungry switchers. A new deep dive from…

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VERIZON’S JANUARY OUTAGE: BUSINESS CUSTOMER IMPACT

Verizon’s nationwide wireless outage on January 14, 2026, was the kind of event that doesn’t just disrupt a Tuesday: it hands every competitor field rep a talking point…

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AI Is Reshaping Business Internet Requirements

Businesses across the country are racing to deploy artificial intelligence, and that race is beginning to show up in a place where carriers and ISPs should be paying…

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Recon Analytics Acquires Atom Insights, Expanding Global Device Intelligence Across 40+ Countries

RECON ANALYTICS ACQUIRES ATOM INSIGHTS, EXPANDING GLOBAL DEVICE INTELLIGENCE Boston, MA and Montreal, Canada — March 16, 2026 — Recon Analytics has acquired Atom Insights, a device market…

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How AI Transforms Data into Value

By: Joe Salesky, Head of AI Research The Transformer Transformed The transformer architecture changed how AI processes information. Now AI is changing how data is processed. Every inference…

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Podcasts

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

#295: Promises, Promises, Promises - Price Locks and the Cost of Predictability

5.11.2026 — The speakers discuss the use of telecom, media, and technology by unaffiliated technology companies, including Verizon and T-Mobile. They explain that customers may be charged for taxes and fees if they are not using the current plan, and suggest avoiding playing stupid games and raising prices if they need to. They also discuss the importance of protecting customers from billing and the need for a long-term service plan. They emphasize the need for research and research on reports and suggest picking up the freebies. They plan to talk again next week.
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#294: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom

5.4.2026 — During a conversation between Roger Entner and Don Kellogg, T-Mobile and Verizon reported a net adds of over 100,000, but lost accounts and customers. Verizon lost accounts and customers due to loss of accounts and customers. T-Mobile is working to reengineer all of these numbers and provide better data reporting for their clients. They also discussed the success of postpaid phone net adds and churn rates, as well as the potential for Charter and Comcast to sell their business in the US and Europe. The German government was a constraint, and the potential for Deutsche Telekom to be a strategic partner is discussed.
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#293: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles

4.27.2026 — The conversation between Roger Entner and Don Kellogg covers the potential benefits of the company's convergence strategy and the acquisition of Luminim and Comcast, which is designed to be an FWA killer. The company's success in broadband service and revenue is discussed, with a focus on the positive impact of fiber infrastructure on people's satisfaction scores and revenue. The impact of Comcast's plans to merge with DT and T-Mobile USA is also discussed, with a potential net positive for customers. The success of Comcast on customer satisfaction and revenue is a topic of future discussion.
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#292: What Comes Next When All Networks Are Good Enough?

4.20.2026 — In a conversation between Roger Entner and Dan Scheler, they discuss the importance of network capabilities and the importance of delivering a frictionless experience for customers. They also touch on the topic of competition and the importance of network reliability. The conversation ends with a discussion of the importance of network capabilities and the need for a comprehensive bundle approach.
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#291: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone

4.13.2026 — The CEO of television and technology company disconnected from the industry and spent billions of dollars on networks and loyalty plans. The podcast is designed to make customers understand that loyalty is a difficult word and loyalty plans are not just a marketing background mindset. The importance of building trust and creating a loyalty initiative is emphasized. The need for a culture change in the industry is also emphasized. The success of Visible and the potential for growth in the digital industry are discussed, along with the importance of serving a specific customer and delivering tailored rewards offers.
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#290: AT&T’s OneConnect Plan

4.6.2026 — The new plans for AT&T's OneConnect include a bundle of three flavors with various features, including a watch, tablet, and fiber. The price of a plan with 10 lines is a flat rate, and the ARPU will drop through the T-Mobile network. The Fiber plans include bundling services and increasing prices for family members, but keep ship steady and not change price plans for customers. Roger suggests discussing the plans with Speaker 2 next week.
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#289: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide

3.30.2026 — In a conversation between Roger Entner and another analyst, they discuss the potential risks of a router ban and the cost of wireless service. They also discuss the cost of data usage and the cost of wireless service. The conversation ends with a discussion of the benefits of wireless service and the need for a new router.
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In The News

Latest in the press and news.

bbcmag.com Favicon Broadband Communities
5.11.2026

Verizon cuts hundreds more jobs as slimdown continues - Broadband Communities

The latest move from Verizon follows the announcement of 15,000 job cuts last year, as was previously reported.…
www.lightreading.com Favicon lightreading.com
5.11.2026

Your carrier’s price lock may not lock your price – Light Reading
www.telcotitans.com Favicon telcotitans.com
5.8.2026

Will the FCC be forced to decide whether satellite counts toward spectrum buildout?
www.phonearena.com Favicon phonearena.com
5.7.2026

Secret T-Mobile numbers show three ways it’s getting thrashed – PhoneArena
www.fierce-network.com Favicon Fierce Network
5.6.2026

Starlink’s MVNO prospects are hot topic right now

Verizon made it official that it’s not interested in doing an MVNO with Elon Musk’s Starlink. Where does that leave everyone?…
www.lightreading.com Favicon lightreading.com
5.5.2026

What T-Mobile stopped telling you about Q1 2026 – Light Reading
www.phonearena.com Favicon phonearena.com
5.3.2026

Customers favor AT&T and Verizon over T-Mobile due to this structural weakness
www.lightreading.com Favicon lightreading.com
4.30.2026

South Korea invests $49M in AI research for media innovation – Light Reading
www.lightreading.com Favicon lightreading.com
4.29.2026

Why the Grain Management spectrum swap with T-Mobile deserves a closer look
www.benton.org Favicon benton.org
4.27.2026

The only convergence lever that works is the one you buried – Benton Institute
www.lightreading.com Favicon lightreading.com
4.27.2026

The only convergence lever that works is the one you buried – Light Reading
www.phonearena.com Favicon phonearena.com
4.26.2026

T-Mobile and Deutsche Telekom would be a match made in hell – PhoneArena
www.phonearena.com Favicon phonearena.com
4.25.2026

AT&T, T-Mobile, and Verizon are losing wireless traffic to an unlikely rival – PhoneArena
www.phonearena.com Favicon phonearena.com
4.25.2026

The silence from Verizon is deafening – PhoneArena
www.msn.com Favicon msn.com
4.24.2026

Neural dispatch: AI bubbles, slop and (lack of) ethics – MSN