AI Data Demand Will Outpace US Spectrum by 2029
"without additional licensed spectrum, a third of data traffic from AI-enabled devices is projected to go unmet by 2029, undermining U.S. competitiveness in next-generation technologies." via @CTIA https://t.co/k9gWeYKA9j
Deep Dive Into Satellite Internet Landscape with Experts
Wherein @anshelsag and I talk about Starlink, AST SpaceMobile, Lynk, Viasat, OneWeb... And everything in between. Check it out: https://t.co/jcuKzYPx9n https://t.co/oOsN1Ip41x
U.S. Wireless Prices Halt Decline, Remain Flat
It looks like prices for U.S. wireless service have stopped falling in recent weeks, according to the Consumer Price Index. Prices fell 3.3% in December, 0.3% in January and 0.0% in February. https://t.co/jLkjJC61OX
Latin America Must Build Sovereign Satellite Capability
"Just like Europe, Latin America needs to equip itself with sovereign, autonomous [satellite] capabilities that will allow it to make its own decisions in the future." via DPL https://t.co/LcgtXVd5J0
Recap: Our MWC26 Highs and Lows Unpacked
More #MWC26 fallout: Here, Mark Giles, Luke Kehoe, Karim Yaici and I go over our highs and lows from the show last week. https://t.co/vj52qeHWwO
FAA Attributes 118 of 659 Interference Reports to Lower C‑band
"The FAA tracks reports of interference, and by the summer of 2025, it had received 659 reports of potential C-band interference. After analyzing the reports, the FAA identified 118 events that were directly attributable to lower C-band interference" https://t.co/8hpXQnKjlq
Ericsson Lands Apple for Historic MWC 6G Demo
"Ericsson scored a massive coup by getting Apple to show up publicly for the first time in the history of MWC. They had a joint demo in their 6G corner demonstrating MRSS ... essentially DSS 2.0" https://t.co/BXsNtjN7Qe via @chetansharma from #MWC26
LEO Constellations to Replace Aging Peripheral Tower Sites
"Telecom executives have told us that certain peripheral tower locations with expiring leases and aged radio access network equipment will be better served by LEO constellations' DTC offerings" via Peter Supino
Seeking Simple Explanation of MWC26 Protest
Can anyone explain this protest outside of #MWC26 to me with simplicity and succinctness? I am honestly just curious. https://t.co/CHj6oQ8VoA
Cloud RAN Live in Two Cities, Scaling by Q1
“We are live with Cloud RAN in two cities and on track to complete system integrations and start scaling by the end of first quarter. “ $t https://t.co/JlrMT5dZS0
DT Shows Impressive AI Progress at MWC26, Future Growth Expected
This is from DT today. Pretty incredible. Expect this to rise in the future. #AI at #mwc26 https://t.co/ItNU3LPHqT
T‑Mobile Eyes AI Tokens, GPUs, and Slicing for 6G
T-Mobile network chief Ankur Kapoor here at #mwc26 : -talks kinetic tokens for #AI echoing @JohnSaw -there is a place in the network for GPUs on the way to #6G -network slicing is a part of the monetization story https://t.co/qrqlPDrHHm
Starlink Mobile Unveils
Starlink Mobile @ #MWC26 -showed a video call on D2D -10M monthly active D2D users today. -Mexican operator coming shortly -V2 constellation to provide 5G experience - 150 Mbps -V2 coming mid 2027 -NR NTN standard -1,200 satellites initially -“complementary” to terrestrial https://t.co/cxxT3XpFev
Starlink Mobile V2 Cuts Ground Costs, Delivers 5G Anywhere
“With Starlink Mobile V2 connectivity, mobile network operators can invest less in terrestrial networks while unlocking seamless service in remote areas”
FWA Poised to Capture 25% of Broadband by 2025
"FWA now controls 16% of the broadband connections and at current pace might touch 25% by the end of next year." via @chetansharma https://t.co/CEISuOjqNg
FCC Approves Merger of Charter and Cox
"The Federal Communications Commission has given the go ahead for two of the US' biggest cable providers, Charter Communications and Cox Communications, to merge." via @engadget https://t.co/2GF4W9NFlt
Verizon Upgrades to Massive MIMO; T‑Mobile’s C
According to $SBAC --Verizon to add massive MIMO to existing AWS and PCS deployments. --T-Mobile's C-band "has not been deployed at all yet that at some point, we would expect them to start to deploy." https://t.co/gOupPOZlDu
Charter Ends DEI, Pushes Cox Merger and Onshoring
NEW Charter tells @BrendanCarrFCC that it ended DEI, as it continues to pursue its merger with Cox: https://t.co/s4uJ8LIA1d Charter also said it will do some onshoring: https://t.co/JqEELKcoU4 $CHTR
Acquired Nextivity’s HPUE Line to Boost AirG Portfolio
"I'm excited to announce that we recently acquired the HPUE or High Power User Equipment product line from Nextivity." https://t.co/qJSVIM8AGg $AIRG
Shen Announces 10% Workforce Cut for Glo Fiber Completion
"On February 23, we announced a workforce reduction of approximately 10% of our employees to better align our staffing levels with the planned completion of the construction phase of Glo Fiber." https://t.co/GzjBeZOwWx $SHEN
Mobile Pilot Goes Live; Full Rollout Planned Q1
"we launched a mobile pilot in 6 markets, and the service is live today with a small number of customers. ... the team is preparing for a broader launch across the footprint expected in late Q1." https://t.co/TfblnhevIq $CABO
RAN Guardian Optimizes Network by Targeting 5 Peak Sites
"Only 5 sites experienced peak loads, RAN Guardian optimized the network by adjusting those sites during the event." via DT https://t.co/BnHUMTqlWl
Verizon Leverages FWA to Expand Sustainable Subscriber Base
"with FWA ... we're building a long-term sustainable business. We have over 5.7 million subs in our base...and we see a lot of room to grow there. So we can do both and we have the capacity and the network...
Targeting 30% Wireline Reduction by 2026
"We expect by the end of 2026 to be able to stop offering -- not only stop offering but to be able to get out of 30% of our wireline footprint. That's a big deal." https://t.co/2phTHtaps9 $T
Amazon Leo Satellite Broadband to Reach 15M South American Businesses
DIRECTV Latin America and SKY Brasil to provide Amazon Leo-powered satellite broadband service to potentially 15 million businesses throughout Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Paraguay, Peru, and Uruguay: https://t.co/85zF3oHt56
Incentive Auction 2.0: Reclaim Spectrum, Boost Revenue
“An ‘Incentive Auction 2.0’ would allow the federal government to reclaim this spectrum, auction it openly, and let the market allocate it to its highest and best uses, while generating needed government revenue." via @TedatPolicyband https://t.co/BM5cxdR8hu
Lumen Wins Anthropic Fiber Expansion, Part of $13B PCF Deals
Lumen "selected to expand Anthropic’s fiber network across North America, part of Lumen’s nearly $13 billion in total Private Connectivity Fabric (PCF) contracts" https://t.co/FVuOEt5wIn $LUMN
Consumer Reports Names 12 Worst Internet Providers
Consumer Reports Lists 12 Worst Internet Providers, via @InsideTowers https://t.co/Myos1X02DA HughesNet Viasat Liberty Cablevision GCI Optimum (Altice/Suddenlink) Brightspeed Breezeline (Atlantic Broadband) Xtream by Mediacom Lumen (CenturyLink) Xfinity (Comcast) Kinetic Cox
AI Drives Wireline Overtaking Wireless in Keysight Revenue
Super interesting development today: Wireline just passed wireless first the first time in Keysight revenues https://t.co/xzwD9dimYS Keysight is a network testing company, and the shift is mainly due to ... what else?... AI. $KEYS
Cellular Backup Keeps Your Eero Network Online
"eero Signal 4G LTE provides peace of mind with dedicated cellular backup connectivity for your entire eero network whenever your primary internet connection goes down." https://t.co/NX67V7itic
SpaceX's Claim to Oust Liberty From AWS‑4 Is Wrong
"SpaceX is incorrect in asserting that it can essentially evict Liberty from its AWS-4 spectrum by acquiring EchoStar's 2GHz MSS authorizations," via @thebauminator https://t.co/08hWxrztyf
Phoenix Center Says Broadband Prices Fell, Contradicting Benton Report
"A new Phoenix Center analysis claimed broadband prices fell in real terms from 2024 through 2025, disputing a recent Benton Foundation report that found an increase." Via @TedatPolicyband https://t.co/kXUGTipW9y
US Cell Tower Sector Gains Momentum with Funding and Expansion
Some moves forward in the U.S. cell tower industry today with $AMT reporting a quarter generally ahead of expectations. Plus Everest raised $500M https://t.co/yvUtzrXkyV and Ontivity announced @_davemayo on the board and expansion plans https://t.co/UwONFwpdE2