Wireless CPI Rebounds 0.6% After Recent Declines
After showing some serious declines in recent months, the Consumer Price Index for Wireless telephone services between Feb. 2026-Mar. 2026 rose 0.6%. https://t.co/jLkjJC61OX
Verizon Leads mmWave 5G Rollout; AT&T and T‑Mobile Lag
MY LATEST Across all of RootMetrics’ testing in the second half of 2025, in both urban (metro) and rural (state) areas, mmWave 5G showed up in 2.2% of Verizon’s samples. For AT&T, that figure was 0.2%. For T-Mobile, that figure was...
Merger Odds Between Charter and Comcast Rise Significantly
"We think the odds of a Charter-Comcast merger are higher today than just a month ago," says New Street's Vikash Harlalka $CMCSA $CHTR https://t.co/MMBitMjhZw
SoftBank Adds Free Starlink Mobile to Japan Carriers
Starlink Mobile goes in-country-multicarrier Today SoftBank joined KDDI and Docomo in offering Starlink Mobile for free to mobile customers in Japan. https://t.co/qXooo8MHM2
FCC Reviews C‑band Rules to Protect Airline Altimeters
The FCC is now asking "whether the proposed Upper C-band technical rules, including power levels and OOBE limits, should be adjusted to promote coexistence with radio altimeters in the 4.2–4.4 GHz band." https://t.co/VOIDm4IsLt Expect more 5G v airlines...
US Mobile's Starlink Bundles Start $47, Rise After Six Months
"US Mobile has revealed pricing on a set of Starlink bundles that start at $47 per month for new customers. The discount on the Starlink tiers convert to regular pricing after six months, which is $20 higher for each tier."...
Apple's US Share Jumps, Samsung Falls, Gap Widens
"Apple ended 2025 with 55.9 percent of the US installed base, up 5.9 points in a single year. Samsung fell 4.9 points to 27.8 percent. The gap between the two brands, 28.1 points, is now 62 percent wider than it...
Telefónica Sells Mexican Assets for $450M, Refocuses on Europe
"Spain's Telefónica said on Tuesday it will sell its Mexican businesses to a consortium in a deal that values the operations at $450 million, as the telecom operator looks to exit its non-core businesses and focus on consolidating in Europe." via...
Rural Starlink Beats Urban Speed in 29 States
"In 29 of the 50 states, rural Starlink users get better broadband speeds than urban users. In addition, five states—Florida, Massachusetts, Hawaii, New Jersey and Connecticut—have more Starlink users in urban areas than rural areas." https://t.co/B2dsUEs12P
3,100 Petitioners Oppose American Tower’s Charlotte Data Center
"American Tower is trying to rezone 58 acres it owns in east Charlotte, North Carolina, to build a data center. Over 3,100 people have signed a petition to stop it." https://t.co/gnUaNeJvX7 via @steelintheair
ATN International Names Naji Khoury New CEO
"ATN International (ATNI) has appointed Naji Khoury as president and CEO, effective April 20, 2026. Khoury succeeds Brad Martin." via Seeking Alpha: https://t.co/TdKRZHxy2S
Edge Computing's Tiny Latency Gains Rarely Justify Extra Effort
"I am not sure that there's much value in extending that compute all the way to the far edge just to save another millisecond or two milliseconds of latency," $T via @mpdonegan https://t.co/RGaBYD0Z3l
T‑Mobile Launches $45/Mo Unlimited Mobile‑FWA Bundle
Looks like T-Mobile $TMUS will use Mint Mobile to tackle cable convergence: $540 (equivalent to $45/mo.) of unlimited mobile and FWA with ads featuring @VancityReynolds : https://t.co/FFkhPP4GIL This after the AT&T OneConnect bundle at $90/mo
Data Transfer, Not Chips, Limits Massive AI Clusters
"The new Corning facility is emblematic of the next phase of the AI buildout. As compute clusters scale to hundreds of thousands of GPUs, the bottleneck is no longer just the chip or the rack, but the ability to move...
Artemis II Carries Wright Brothers’ Fabric, Space History Soars
This is extremely awesome. I also understand that Artemis II is also carrying a small swatch of fabric from the Wright Brothers’ flyer. This is MEGA awesome.
Operators Hesitant to Fund 6G Hardware Amid Tight Budgets
"There is a general sense that operators are somewhat reluctant to make a heavy financial investment into 6G hardware, due to their current financial situation," Dano said. Thanks @robpegoraro ! https://t.co/WQhXwuzTQ7
Mexican Regulators Allow Temporary Spectrum Access for World Cup
"The Telecommunications Regulatory Commission (CRT) formally announced that Mexican operators will be able to temporarily access radio spectrum during the World Cup." via DPL https://t.co/baVM6PyJZc
Amazon Leo Seeks Lower Insertion Altitudes, Maintains Schedule
"Amazon Leo is working with its other launch providers to determine if they can lower insertion altitudes without impacting Amazon Leo’s schedule,” https://t.co/atARL8KM70 via SpaceNews
Just 19% Use Modern Wi‑Fi; Legacy Hinders AI Scaling
"Our research shows that only 19% of organizations are running the latest Wi-Fi generations, and those stuck on legacy systems struggle to scale AI workloads and meet the performance, capacity, and reliability demands of modern, device-dense environments." https://t.co/wlCL1AVkVR
Wireless Capital Intensity to Fall to 11% by 2029
"Wireless capital intensity is projected to approach 11 percent in 2029, down seven percentage points from the 5G peak." via @StefanPongratz https://t.co/Jc4QCoS7R7
FCC Rules May Stall U.S. Shift to Newer Wi‑Fi
Rroughly 28% of all Speedtest samples in the U.S. ran over Wi-Fi 5, and around 7% used Wi-Fi 4 or older. Additional FCC rules affecting router vendors could potentially slow U.S. adoption of newer Wi-Fi technologies. MORE: https://t.co/UBgJUHlay2 https://t.co/Nog9KRnqDa
Artemis II Launch Sparks Excitement for Moon Return
If you're looking for a reason to get psyched about the Artemis II launch today, check this out: https://t.co/qlqzQNJzby https://t.co/hbJQThOk2Q
Speedtest Rankings Reveal FCC‑Impacted Top 10 Router Vendors
MY LATEST Speedtest data helps highlight the Wi-Fi router vendors that will be most directly affected by the FCC's new rules. Here is a list of the top 10 Wi-Fi router vendors in the U.S. from January 2025 to March 2026,...
SpaceX Rumored to Acquire Globalstar at SatShow 2026
"Rumors that SpaceX will buy GlobalStar were the buzz at SatShow 2026 last week." https://t.co/YuUnHqkpoE “I think everyone’s convinced that there will be a sale of Globalstar,” @TMFAssociates , founder of the satellite research firm TMF Associates, told @malleven33
Grain Management May Open 800 MHz for Satellite D2D
Grain Management could make its 800 MHz available for satellite direct-to-device (D2D) operations. More: https://t.co/Nz0c3qdLvB
Discussing AI-Driven Wireless Evolution From 5G to 6G
Tomorrow I'll be speaking on the @FierceNetwork_ Virtual Research Summit: AI-driven wireless: From 5G to 6G. I'll be joining the likes of @malleven33 @RogerEntner @chetansharma and others. Details here: https://t.co/U97rmogo5N JOIN ME!
Satellite Broadband Threatens Fixed Operators with Cheaper Economics
"'I think every fixed broadband operator should be very worried,' says CableLabs' Hans Geerdes. He calls satellite broadband 'basically the second coming of fixed wireless, but at much better economics.'" via @thebauminator https://t.co/nxXotQ0TuS
Two‑Thirds of Big Companies Say AI Is Redefining Internet Needs
"Among large businesses we surveyed, 67% said AI has already changed or was changing their Internet access requirements," via Daryl Schoolar, Analyst and Director, Recon Analytics: https://t.co/6dS7FP9otd
US Smartphone Sales Rise 3% YoY, Subsidies Fuel Growth
"The U.S. smartphone market maintained its upward momentum in February, posting a 3% yoy increase in new smartphone sales ...the overall trajectory underscores sustained consumer engagement as aggressive carrier subsidies continue into early 2026." https://t.co/RxRQGADdi0
AST SpaceMobile Seeks to Double Satellite Fleet Beyond 243
"AST SpaceMobile, is seeking permission to more than double its satellite fleet size. Currently it has authorisation to orbit 243 satellites." via Advanced Television https://t.co/opYjPXyR2l
Starlink Eyes FCC AWS‑3 Spectrum Auction Bid
NEWS SpaceX/Starlink is one of the potential bidders for the FCC's AWS-3 spectrum auction https://t.co/GMuJdS7YBy
Amplex Internet Faces Widespread Outages, Service Disruption
"Amplex Internet... parts of its network are already suffering from network outages and a loss of network reliability - disrupting the ISP's service to a significant portion of its customer base." https://t.co/m7zDxyBJQe
Comcast Traffic Remains Overwhelmingly Text, Video Still Negligible
Today at #CableNextGen Comcast's network chief Elad Nafshi said that AI data on the company's network today is: text=97.1% images=2.6% videos=0.3% This is all noteworthy amid the collapse of OpenAI's Sora video generator app: https://t.co/9dkJoqn3VY https://t.co/hwXpM3TwfH
Hughes Pivots to Corporate B2B Services Focus
"From now on, Hughes will shift its focus away from the B2C segment and concentrate on the corporate market, with a proposition centered on B2B services and technology provision." via DPL https://t.co/5URnm4DA6K
Blue Origin Plans 51,600‑satellite Orbital Data Center
"Blue Origin is the latest company to propose an orbital data center system, filing plans for a constellation of up to 51,600 satellites." via @SpaceNews_Inc https://t.co/yssLQmxsL8
AI Network Traffic to Overtake Traditional by 2031
"Omdia predicts that the compound annual growth rate (CAGR) of global AI traffic will reach 73% during the period from 2025 to 2033, with the year 2031 marking the critical crossover point where AI network traffic surpasses traditional traffic" https://t.co/0CSWe4ABcj https://t.co/vCQtzjSDAo
Indoor Small Cells Outpace Outdoor by Over Fourfold
From @WIAorg -By the end of 2025, the U.S. had 198,100 outdoor small cells supporting 462,750 small-cell nodes. -At the end of 2025, there were 830,350 indoor small-cell nodes in operation across the U.S. https://t.co/AXlEEH3quS
U.S. Cellular Networks Spend Nearly $65 B in 2025
WIA: "Total network expenses for U.S. cellular networks in 2025 was nearly $65 billion – this includes operating expenses, network upgrade costs and the cost of adding new network capacity." https://t.co/AXlEEH3quS
Spectrum Shuts Appleton Center, Cuts 313 Jobs
"A Spectrum telecommunications center in Appleton is closing, resulting in the layoff of 313 employees, according to a notice filed with the Wisconsin Department of Workforce Development." via NBC 26 https://t.co/IKXzLSaV0c $CHTR
Upper C‑Band Exit May Require Fiber, Ku, LEO, 5G
"Incumbents in the upper C-band are examining how they'll vacate the spectrum and find a viable replacement. That switch could involve a mix of fiber, Ku-band, LEO satellites, 5G and a further repacking of the band." via @thebauminator https://t.co/vf5ZabrI2u
AT&T App Adds GenAI Assistant for Faster, Personalized Service
"The new AT&T app is built around a GenAI assistant, making it faster to find what you need with a more personalized experience." https://t.co/rqlH2QUpWO $T
GPU‑RAN and Software RAN Revive Supplier Diversity Debate
"Although the narrative around Open RAN improving supplier diversity has clearly cooled, the emerging GPU-RAN and software RAN wave is reopening the conversation about non-traditional suppliers playing a larger role in the RAN ecosystem." https://t.co/eJDitJsYEK via Dell'Oro
Lynk Seeks Partnerships to Build World’s Cheapest Constellation
Lynk: "We want to build the most cost-effective constellation in the world. We need to build partnerships to compete against some of the bigger guys who seem to have endless money and ambition" https://t.co/HQZGajsIqU via Michelle Donegan
Municipal Networks Match or Outperform ISPs in Study
"We studied the performance of 14 of the largest municipal networks from December 2024 through December 2025, and compared their performance to each other and to their ISP competitors." via @suemarek https://t.co/gV07n0Ieat
T‑Mobile’s T‑Satellite Adds Starlink Support, Ready for AST SpaceMobile
"Operations on T-Mobile’s T-Satellite service powered by Starlink will be supported immediately, but it also is designed to work with AST SpaceMobile—the satellite D2D provider for AT&T and Verizon in the U.S." https://t.co/FBUFQLhMfg Noteworthy that enterprise devices have this
Opening 7 GHz Band Aligns U.S. Spectrum Policy Globally
"Making spectrum available across the 7 GHz band for commercial wireless use would be a valuable opportunity to align U.S. spectrum policy with our partners and allies." via @CTIA https://t.co/c0rqotfnLr
Verizon Exec Co-Founds Modular AI Data Center Startup
Looks like @hansvestberg of $VZ is a co-founder of Digi Power X, which has "a proprietary modular data center system engineered for the rapid deployment of high-density AI computing infrastructure." https://t.co/SGeBmPoV7t
Lynk Architecture Cuts Costs by Splitting Functions
“we like the Lynk architecture. It’s a unique design which puts certain functions up in the satellite, certain functions on the ground and this will deliver an overall lower-cost business case,” via @malleven33 https://t.co/QPfqnMP3XF
Zero Broadband Funding Shows Power of Effective Oversight
"Today, the National Telecommunications and Information Administration (NTIA) approved $0 in federal broadband deployment funds for the District of Columbia. Why? Because effective oversight matters." via NTIA https://t.co/jwFvQUvmBe
Telus Tweaks Rates, Signaling Competition, Not Price War
As noted by the KeyBanc analysts, $T released a new mobile rate card today: -Premium 2.0 is more expensive than before -Value 2.0 is cheaper than before Is this a #pricewar? Not quite, but it is a signal of competition in the space. https://t.co/qmhZx9UeS7