Telecom Strategy Research Collection
Strategic research covering wireless competition, fiber economics, satellite connectivity, enterprise growth, consumer behavior, and the market forces reshaping telecommunications.
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Half-Connected America
America invested billions trying to close the digital divide, but much of the gap was replaced by smartphones rather than home broadband. Drawing on Recon Analytics Pulse research, this report examines smartphone-only households, broadband adoption, fixed wireless, fiber, cable, affordability, and the strategic implications for carriers, investors, and policymakers.
View ReportTelecom competition is no longer defined by a single product or market segment. Wireless, fiber, cable, enterprise services, satellite connectivity, devices, billing experience, and infrastructure investment increasingly influence one another. This collection is organized for executive buyers who need to understand the strategic decisions shaping market share, network economics, customer behavior, competitive positioning, and long-term growth across the U.S. telecom industry.
Starlink & Satellite Strategy
Research on SpaceX, Starlink, satellite broadband, direct-to-device strategy, carrier partnerships, and the competitive pressure satellite networks create for incumbent telecom operators.
Musk's Starlink: The S-1 Says Wholesale, The Pattern Says MNO
Is Starlink positioning itself as wholesale infrastructure, or building toward a deeper role in the wireless market?
Starlink's Opportunities and Challenges Selling Business Internet and Mobile Services
Where does Starlink fit in business broadband, rural coverage, FWA backup, and carrier-managed service models?
US MNOs: What Are You Going to Do When Musk Comes to You?
What happens if Starlink moves beyond satellite broadband and becomes a more direct wireless competitor?
Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities of Satellite Broadband
How Starlink, Amazon Kuiper, AST SpaceMobile, FWA, fiber, and cable are colliding across contested broadband markets.
Wireless & Competitive Dynamics
Research on carrier positioning, churn, cable wireless expansion, billing experience, customer retention, and the economics reshaping wireless competition.
PROMISES, PROMISES, PROMISES: Five Carriers, One Question
Are carrier promises around price locks, loyalty, support, and transparency actually changing customer outcomes?
The $3 Billion Billing Gap: Quantifying How Billing Experience Impacts cNPS and Churn
How billing clarity, bill confusion, and customer experience translate into measurable churn exposure.
Super Owner Economics: Charter & Comcast's Network Jiu-Jitsu
Why Charter and Comcast may be evolving from wholesale MVNOs into infrastructure-driven wireless competitors.
Broadband & Convergence
Research on fiber, broadband substitution, convergence economics, customer lock-in, home internet formations, and the infrastructure choices determining long-term market share.
Half-Connected America
Why America’s digital divide is increasingly defined by smartphone-only households, broadband adoption, consumer choice, and the economics reshaping connectivity.
Fiber Pays Twice: The Convergence Multiplier in US Telecom
Why fiber ownership increasingly affects wireless market share, customer retention, and carrier valuation.
Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands: The Home Internet Battlefield Is Drawing Territorial Lines
How the U.S. home internet market is fragmenting into distinct competitive formations across fiber, cable, FWA, and satellite.
Enterprise & Business Connectivity
Research on enterprise wireless, business broadband, large and midsize business adoption, procurement behavior, AI-enabled business services, and the enterprise growth opportunity.
Closing The Gap: T-Mobile's Push For Large And Midsize Business
Can T-Mobile translate network performance into stronger enterprise perception, relationships, and business market share?
User Illusion: Licenses Don't Equal Adoption
Why enterprise software distribution does not automatically translate into usage, loyalty, or durable platform advantage.
Consumer & Device Economics
Research on smartphone purchase behavior, upgrade cycles, device insurance, brand share, consumer satisfaction, and the device economics that influence carrier growth and retention.
US Consumer Device Purchase Journey – Part 4: Demographic Segmentation and the Upgrade Pipeline
Which demographic segments are driving the next wave of smartphone upgrades, brand share, and competitive momentum?
US Consumer Device Purchase Journey – Part 3: Pre-Purchase Research and Distribution Channel Dynamics
How consumers research devices, which channels matter, and why word-of-mouth continues to outperform paid digital influence.
US Consumer Device Purchase Journey – Part 2: Purchase Drivers and Feature Priorities
Why consumers are still replacing phones for practical reasons like broken screens and battery life, not just new AI features.
US Consumer Device Purchase Journey – Part 1: Market Landscape, Brand Performance & Consumer Satisfaction
A market-level view of installed base share, brand performance, tenure, consideration, loyalty, and satisfaction.
The Anxiety Premium: Structural Disruption and Behavioral Economics in the U.S. Device Insurance Market
How smartphone insurance is shifting from a high-margin fear product into a retention and lifecycle tool.
Start With the Telecom Intelligence Pack
For buyers who want a curated executive view, Roger Entner's Telecom Intelligence Pack brings together core analysis on wireless competition, convergence, enterprise connectivity, broadband economics, infrastructure investment, and strategic market shifts.