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In-depth intelligence on the markets reshaping connectivity, AI, broadband, mobile competition, satellite communications, and infrastructure investment.
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The Decline Curve: Cable and Satellite TV Are Four Years Ahead of Landline Telephone
Cable and satellite TV are about four years ahead of landline telephone on the same displacement journey, measured...
View Report →Business Internet, On Your Terms: An SMB Guide to Evaluating, Negotiating, and Switching
Roughly one in six U.S. small and midsize businesses would not recommend their internet provider, yet almost all...
View Report →The Judgment Premium: How AI Is Repricing American Work
Co-authored by Don Kellogg and Tanya Masiello, this report argues that AI is repricing American work along a...
View Report →Claude Goes To Work
Enterprise AI is entering a new competitive phase, and Claude is beginning to establish itself as a credible...
View Report →Demanded and Hated: The Inherent Contradictions of Handset Financing and BYOD
Americans love their smartphones but resent the financing arrangements that increasingly deliver them. Drawing on approximately 337,000 U.S....
View Report →Half-Connected America
America spent more than a decade and tens of billions of dollars attempting to close the digital divide....
View Report →America's AI Hope Deficit: Fear Is Universal. Hope Has to Be Seen.
This research report explores how Americans perceive artificial intelligence through the lenses of fear, optimism, and real-world experience,...
View Report →Connectivity at Cruising Altitude: What the SpaceX IPO Means for In-Flight Connectivity
This research note examines how Starlink and other low Earth orbit satellite providers are reshaping in-flight connectivity, airline...
View Report →How Much Grok Is in the Price? Disaggregating SpaceX's AI Revenue
SpaceX's valuation includes a large AI premium, but only part of that premium depends on Grok. This report...
View Report →The Wrong Half: Why Ads Will Not Fix Consumer AI's Money Problem
Consumer AI is rapidly adopting the monetization playbook that transformed search, social media, and streaming. This report examines...
View Report →Starlink's Opportunities and Challenges Selling Business Internet and Mobile Services
Starlink is emerging as a meaningful coverage-layer solution for underserved business markets, but its strongest opportunities may come...
View Report →Musk's Starlink: The S-1 Says Wholesale, The Pattern Says MNO
SpaceX's S-1 frames the wireless story as wholesale supply, but the broader operating pattern points to a more...
View Report →US Consumer Device Purchase Journey – Part 4: Demographic Segmentation and the Upgrade Pipeline
Apple commands 73.7 percent of the 18-to-29 smartphone cohort and continues gaining share, while Samsung’s combined portfolio only...
View Report →US MNOs: What Are You Going to Do When Musk Comes to You?
The three nationwide US MNOs spent the Q1 2026 earnings cycle rejecting the idea of a Starlink MVNO....
View Report →PROMISES, PROMISES, PROMISES: Five Carriers, One Question
Five major US carriers spent 2025 launching customer-centric programs built around price guarantees, loyalty systems, AI-powered support, and...
View Report →Fiber Pays Twice: The Convergence Multiplier in US Telecom
Standard carrier valuation treats wireless and broadband as parallel businesses that happen to share a balance sheet, leaving...
View Report →Closing The Gap: T-Mobile's Push For Large And Midsize Business
T-Mobile’s network performance now ranks among the best in the U.S., validated by third-party benchmarks, yet large and...
View Report →US Consumer Device Purchase Journey – Part 3: Pre-Purchase Research and Distribution Channel Dynamics
Friends and family recommendations are the top research source for every brand every month from May through December...
View Report →US Consumer Device Purchase Journey – Part 2: Purchase Drivers and Feature Priorities
Device OEMs and carriers spent 2025 marketing AI to consumers who were buying phones because their screens cracked...
View Report →Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands: The Home Internet Battlefield Is Drawing Territorial Lines
The US home internet market is fragmenting into four geographic-strategic formations: Fiber Castles, Cable Forts, FWA Camps, and...
View Report →US Consumer Device Purchase Journey – Part 1: Market Landscape, Brand Performance & Consumer Satisfaction
Apple’s installed base share rose to 55.9 percent by Q4 2025, up 5.9 points in a single year,...
View Report →The $3 Billion Billing Gap: Quantifying How Billing Experience Impacts cNPS and Churn
T-Mobile leads wireless bill clarity cNPS at +17.7, a 10-point advantage over Verizon (+7.1) and 12-point advantage over...
View Report →User Illusion: Licenses Don't Equal Adoption
Despite Microsoft's enterprise distribution advantages and Office 365 integration, Microsoft Copilot lost 7.3 percentage points of paid subscriber...
View Report →The Anxiety Premium: Structural Disruption and Behavioral Economics in the U.S. Device Insurance Market
The U.S. smartphone insurance sector is entering one of the most significant structural transitions in its modern history....
View Report →Genius Myopia: Why Smarter Models Aren't Enough
The AI industry spent 2025 betting that stronger models would automatically drive mass adoption. The data suggests that...
View Report →Super Owner Economics: Charter & Comcast's Network Jiu-Jitsu
The U.S. wireless market is entering a structural inversion as Charter Communications and Comcast evolve from wholesale-dependent MVNOs...
View Report →Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities of Satellite Broadband
The satellite broadband market is increasingly becoming Starlink’s to lose. Amazon remains in a challenger position as Project...
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