Intelligence by Topic
Intelligence on the Markets Reshaping Connectivity
From satellite communications and mobile competition to enterprise connectivity, infrastructure investment, and evolving device markets, reports from Recon Analytics help investors and industry leaders evaluate risk, identify opportunity, and understand the forces reshaping communications.
SpaceX & Starlink
6 ReportsStarlink growth, direct-to-device connectivity, carrier partnerships, competitive strategy, and the implications for investors and communications markets.
Explore Starlink Research →Mobile Devices
5 ReportsConsumer behavior, upgrade cycles, OEM competition, and device economics.
Explore Mobile Device Research →Artificial Intelligence
4 ReportsConsumer AI, enterprise adoption, platform economics, and competitive positioning.
Explore AI Research →Telecom Strategy
17 ReportsWireless competition, convergence, broadband economics, and network ownership.
Explore Telecom Research →Latest Research
| Report | Category | Date | Author |
|---|---|---|---|
| Half-Connected America | Telecom Strategy | June 26, 2026 | Roger Entner |
| America's AI Hope Deficit: Fear Is Universal. Hope Has to Be Seen. | Artificial Intelligence | June 18, 2026 | Garrett Touchet |
| Connectivity at Cruising Altitude: What the SpaceX IPO Means for In-Flight Connectivity | Starlink | June 17, 2026 | Brett Clark |
| How Much Grok Is in the Price? Disaggregating SpaceX's AI Revenue | Artificial Intelligence | June 12, 2026 | Don Kellogg |
| The Wrong Half: Why Ads Will Not Fix Consumer AI's Money Problem | Artificial Intelligence | May 29, 2026 | Don Kellogg |
| Starlink's Opportunities and Challenges Selling Business Internet and Mobile Services | Starlink | May 26, 2026 | Daryl Schoolar |
| Musk's Starlink: The S-1 Says Wholesale, The Pattern Says MNO | Starlink | May 20, 2026 | Roger Entner |
| US Consumer Device Purchase Journey – Part 4 | Mobile Devices | May 18, 2026 | XJ Wang |