Skepticism Over AI Data Traffic Forecast's Broad Scope
I’m not entirely convinced by this prediction from @WIAorg about AI data traffic going to 10% on wireless, unless it’s a “kitchen sink” figure including any data that is AI created, modified or recommended (eg timelines) https://t.co/6UoCVNyH72
Skepticism Grows Over Selling Spare Compute Capacity in RAN
Listening to panel on #AIRAN with @SoftBank @Northeastern @deepsignl & @MobileExperts1 Really not convinced by some of the narrative about selling “spare compute capacity” in the RAN Unclear how it’s sold, exposed, managed, interconnected, secured etc My own panel is next...
Broadband Landscape Shifts: Performance Gains, Legal Battles, Expansion
Policyband Headlines ■ @Ookla: @Starlink Broadband Performance Surged in 2025 ■ @ALLO_Brad Moline Stepping Down as CEO of @AlloFiber ■ @BrendanCarrFCC: ‘Operation Clean Carts’ Drives 3M Banned Devices from Online Retail Sites ■ @NXSTMediaGroup Asks Supreme Court to Overturn Antitrust Ruling Won by...
Vodafone Buys Remaining 49% For
#VOD paying CK Hutchison £4.3bn to acquire the 49% of VodafoneThree it didn't already own, and to now have 100% ownership. Will increase debt by 0.4 times Net Debt to Adjusted Earnings.
Vodafone UK Acquires Three, Ending Its Independence
Three is no longer the magic number as Vodafone UK buys it out. End of the road: https://t.co/8ULJaHmhdC
CK Hutchison Sells 49% VodafoneThree Stake for £4.3bn
CK Hutchison has agreed to sell its 49% stake in VodafoneThree to majority shareholder Vodafone for £4.3 billion (HK$45.494 billion), subject to regulatory approval. HKEX Announcement: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0505/2026050500405.pdf
Satellite Broadband Outperforms D2D; Shift Investment Focus
This thesis implicitly assumes that D2D is a good business that justifies further investment in mobile. But all the evidence points to satellite broadband being a better business. Why not focus on that instead?
FCC Mandates Stricter Vetting for All New Robocall Providers
The FCC is expanding our crackdown on illegal robocalls. We just voted on a proposal that would require enhanced vetting before any provider can onboard new callers. These enhaced “Know-Your-Customer” regulations are part of a broader FCC effort to combat illegal calls....
AT&T Gains 500k Inside Fiber, Loses Outside
.@ATT 's convergence strategy works inside their fiber footprint. The data reveals a half million subscriber gain inside the fiber zone while bleeding customers outside of it. The market completely misunderstands this competitive reality. 📈🏢 #Telecom #Fiber #Broadband
AI's Real Impact: Scaling Core Networks, Not Consumer Speed
How AI Is Changing the Network(s) As is always the case, this started with a simple question: Will AI change how networks work? Will it impact the speeds we need at home and on our phones? My assumption was that AI would...
Operation Clean Cart Eliminates 3 Million Illegal Device Listings
President Trump and the FCC are working to protect American consumers and our country’s communications networks. Operation Clean Cart Update: Over the last six months, more than 3 million listings for illegal or dangerous devices have been removed by leading e-commerce sites....
Fiber Footprints, Not Fixed Wireless, Win Broadband Profits
Fixed wireless is not the broadband endgame. Fiber footprints decide winners, and the earnings math proves it. 🧵📊 #Telecom #Broadband
Regulators Eye Rule Changes; Ookla Rates Brazil’s Small ISPs
MY LATEST As regulators contemplate changes to rules that fostered Brazil’s smaller internet providers, Ookla data appraises some of those players. https://t.co/lnOMv5iSr0
Analysts Now Press CEOs on Starlink Competition
D.C. Memo: Here’s a Number Wall Street’s Starting to Care About: (888) GO-STARLINK; On earnings calls, analysts are starting to use up their limited quota of questions to ask CEOs if they are feeling any heat from @elonmusk's @Starlink...
Fiber, Not Convergence, Drives Telecom Share Growth
The telecom “convergence” story is real, but the industry is ignoring the only part that actually moves share: fiber. 🧵📊
Starlink Hits 10 Million Users, Gains 1 Million in 53 Days
On Feb. 13, 2026, @Starlink announced it crossed the 10 million subscriber threshold, adding 1 million during just the prior 53 days. It's been 79 days since the 10 million announcement: Can we get an update @elonmusk @SpaceX @SawyerMerritt @Gwynne_Shotwell...
ZaiNar Sells Universal Geolocation Data to AI World‑model Firms
The Everything Bagel of geolocation 🥯 CEO Daniel Jacker said his technology can track any phone, car, drone or robot in almost any environment... He framed his company’s technology in cinematic terms: “We know where everything, everywhere, all at once...
Xfinity Beats Google Nest WiFi in Real‑World Speed
When @Xfinity can beat @Google . I am a Google fan. Love and yet try get into every Beta products. Google Fi Workspace Photos Pixel Mail Drive Home etc Recently moved from Nest WiFi to Xfinity modem and WiFi. There's no comparison. From 31 Mbps to an average...
Combining 5G and Starlink to End Telecom Fragmentation
The challenge I keep seeing isn’t access, it’s fragmentation. Multiple providers, overlapping contracts, and no clear accountability when things go wrong. Bringing #5G together with @Starlink is a step toward simplifying that model, designed for continuity, not just coverage. Interesting to see...
Upcoming Fiber Race Promises Biggest Consumer Surplus Ever
This race will produce the largest consumer surplus since WorldCom, JDS Uniphase, Lucent, Alcatel, and Nortel bankrupted themselves building out fiber networks for broadband internet.
US Phone Radiation Limits Stuck in 1996 Era
The safety limits on cell phone radiation in the US haven't been updated since 1996. That was before smartphones, before 5G, before kids carried glowing rectangles in their pockets all day. The standard was set assuming a 6-foot-tall man holding the...
FCC Revises Limits on Low‑Orbit Internet Satellite Deployments
The FCC is updating the US regulations on how many internet satellites can be put into low-orbit. https://t.co/wA0o6cPnVi
US Bans Foreign‑made Routers over Security Concerns
What You Need to Know About the Foreign-Made Router Ban in the US https://t.co/6hCZLPWOgi https://t.co/a16QQa1vNK
Telcos Resurrect Outdated Anti‑net Neutrality Rhetoric
In recent weeks I’ve noticed some #telcos revert to diatribes against #netneutrality at conferences and in regulatory settings like the UK’s DSIT Mobile Market Review. It’s Zombie Dinosaur rhetoric https://t.co/0h5fX9KatJ
Verizon Bundles iPhone 17, Tablet, and Apple Watch Together
Apple fan? Don't skip over Verizon's latest iPhone 17 deal — including a phone, tablet, and Apple Watch all under one plan. https://t.co/8Kvwl1r5V9
Mobile SMS Blasters Hijack Toronto Networks, Disrupt Millions
Hackers used vehicle-mounted SMS blasters to impersonate networks, disrupt millions of connections, and infiltrate thousands of devices across Toronto streets. https://t.co/z5FSt0Afig
Supersonic Flights Demand Superior Wi‑Fi for Awake Travelers
Contrary to popular belief, great wifi is even more important on supersonic flights. People (try to) sleep through today's long subsonic redeyes. When these flights shift to faster daytime flights, passengers will want to be awake and connected.
Miami's Busiest Cell Site Revealed by New Analysis
"A new analysis by Mike Dano, lead industry analyst at Ookla, drills down to a level rarely seen in public reporting: identifying the single cell site in Miami carrying the heaviest traffic load." https://t.co/HzMVEj3xKQ Thanks @WirelessEst !
Qualcomm Q2 FY26 Earnings Analyzed with Industry Experts
I unpacked @Qualcomm’s Q2 FY26 earnings with @EdLudlow and @CarolineHydeTV on @technology. Check out our conversation. https://t.co/qHtAJfYbMV
Jodi Shelton Discusses Qualcomm's Future on A Bit Personal
A pleasure sitting down with Jodi Shelton, head of @GlobalSemi and now podcast host, for an episode of the @ABitPersonalPod podcast. Check out our discussion on all things @Qualcomm. YouTube: https://t.co/5b76LPpx1y Spotify: https://t.co/S3IHTql0bN Apple Podcasts: https://t.co/45lSl4Teda
AWS-3 Auction Draws only 17 Bidders, Participation Low
Only 17 bidders in the AWS-3 auction. I know it's a scraps auction, but that is still fairly low.
Reimagining 2.7 GHz Unlocks Tangible, Boundless Commercial Gains
"The benefits of reimagining 2.7 GHz for commercial use are both tangible and immeasurable." https://t.co/NkPT9SNeGB via @MPORielly
Scientists Overcome Telecom Wavelength Barrier for Long-Distance Quantum Communication
Scientists break the telecom wavelength barrier that previously blocked long distance quantum communication over existing optical fiber infrastructure. https://t.co/DIgMJ5QtJB
Verizon Rejects Starlink MVNO Partnership over Market Value
“The partner must provide us with meaningful access to an untapped market segment, expand our customer base, or improve our customer experience. We don't believe an MVNO with Starlink meets those criteria," $VZ https://t.co/FBDcP4SSn0 Awesome stuff from @malleven33 as usual
Fiber Ownership Trumps Brand, Price, Quality for Wireless Share
Across nearly 1.4 million survey responses, one variable predicts wireless market share better than brand, price or network quality: whether the carrier owns the fiber under the street. https://t.co/ybf3rm6h5z @Light_Reading https://t.co/ybf3rm6h5z
When the Network Becomes Infrastructure, Mobility Thrives
Infrastructure used to mean cables in the ground.I’ve seen environments like this where that simply isn’t an option, yet expectations don’t change. Everything still has to run, in sync, in real time.When the network becomes the infrastructure, mobility and performance...
Real‑time Delivery Is the New Competitive Edge
I’ve seen how quickly content loses value if it doesn’t move in real time. In live sports, the moment isn’t just captured—it has to be delivered instantly. If the network can’t keep up, the story’s already gone. That’s where performance becomes a competitive...
Cisco IQ Keeps Your Network Flowing Smoothly
Your Network Is Your Plumbing. Cisco IQ Wants to Make Sure It Never Bursts. https://t.co/xm7nzRxbj2
Iridium to Launch Low-Cost, Lightweight Certus 100 Satcom
Iridium will soon introduce a lightweight Certus 100 'safety' satcom solution. "We have tasked our partners to come up with a very low price point that can be done in the aftermarket on an overnight." https://t.co/i3S2kTwVLW #avgeek https://t.co/ZoZcLCAx2A
FCC Boosts Satellite Broadband Capacity Sevenfold
✅ PASSED ✅ The FCC voted today to increase the capacity of high-speed satellite broadband by 7X. America leads the way again. 🇺🇸 https://t.co/8zHRUVhnLx
Google Updates Nest Wifi Despite FCC's Non‑US Router Ban
Google is giving the Nest Wifi router another round of updates even though the FCC has banned non-US routers. https://t.co/Qrfn861zxW
FCC Should Target Fraudsters, Not Hinder Connectivity Seekers
.@AGomezFCC says that while @FCC should target companies that engage in fraud, should not add new burdens on applicants who desperately need connectivity.
Chairman Controls FCC Agenda Over News Distortion Calls
.@AGomezFCC says while she thinks @FCC *should* act on News Distortion petition and opposition to NXSTR request for review, Chairman sets the agenda.
Disney Barred From Contacting Gomez in Closed Proceeding
In response to @MontyTayloe, @AGomezFCC says she has seen reporting that Disney will fight. I remind Monty this is a closed proceeding and Disney cannot communicate personally with Gomez without violating rules.
Commissioner Gomez Calls Early FCC Renewal Rare, Not Normal
Now up, Commissioner @AGomezFCC . As usual, she stands up for the First Amendment in clear and forceful terms. Underscores that early renewal is super rare and drastic step, as opposed to @BrendanCarrFCC saying it is the new normal.
FCC EEO Rules Clash with Carr's DEI Claims
Good questions from @MontyTayloe digging in on @FCC EEO rules, which seem to contradict @BrendanCarrFCC allegations on DEI. Carr disagrees, but says EEO rules may need rewrite.
1996 Telecom Act Undermines 1970s FCC Public‑Interest Precedent
.@BrendanCarrFCC refers to @FCC's case law re:public interest. But Congress radically changed renewal process in 1996 Telecom Act by adding Sec. 309(k). Highly questionable that cases like *RKO* from the 70s remain good law.
FCC's Unsung Staff Enable New Technology Progress
Sure, Disney (rightly) gets attention. But this is the @FCC doing its job and doing it well. Folks who are hating the agency need to remember that the dedicated staff there do a vital set of jobs that y'all never...
Vistance Sells RUCKUS to Belden for $1.846 B
"Vistance Networks $VISN announced today it has entered into a definitive agreement to sell its RUCKUS Networks business to Belden Inc. $BDC for $1.846 billion in cash, to be paid by Belden at closing." https://t.co/iqypD3Sr6j
Inseego to Acquire Nokia's Fixed Wireless Access Business
"Inseego $INSG said on Thursday it will acquire Nokia's $NOK fixed wireless access, or FWA business, to expand its global footprint in wireless broadband." https://t.co/O5VEKjus4K via Seeking Alpha