Telecom Bubble: $20B CLEC Revenue, yet Massive Losses
I was directly involved in the telecom bubble. It wasn't a pleasant experience especially when it popped. In 2000, the collective revenue for Competitive Local Exchange Carriers (CLECs) in the US was ~$20 billion. A typical CLEC then operated with a net margin of -100 to -200%. https://t.co/PaRcWZ1XZg
Half of Phones to Gain Satellite Connectivity by 2030
“Nearly one in two smartphones is expected to support satellite connectivity by 2030. Apple, Google and Samsung will lead in terms of overall penetration, but Android brands ... will see less penetration." https://t.co/u3SHMINmnZ via @CounterPointTR
Visible Launches $50 5G Home Internet Intro
"Visible now offers 5G Home Internet for an introductory price of $50, which includes all necessary equipment and two months of service." $VZ https://t.co/VcgKYINKrS via Android Authority
Lynk Global Seeks FCC Approval for 2026 Spectrum Tests
"Lynk Global filed this application with the FCC seeking permission to use Anterix’s spectrum to conduct tests in seven U.S. markets for 12 months starting May 31, 2026." https://t.co/3XUOg1thDl via @malleven33
T‑
.@TMobile, @ATT agree: 'Satellite D2D is complementary service, we'll use multiple providers; LEO networks are not future MVNOs for us.' Market size still very much TBD. @Starlink @AST_SpaceMobile @Amazonleo.https://t.co/f9Hvq7vfxX https://t.co/L6ByNshq1Z
National Parks Lead Usage, Overall Demand Lower Than Expected
"Most of the usage we're seeing is in national parks … we're seeing a lot less usage than we were originally thinking, https://t.co/CKW5kmzQz2
Light‑Touch FCC Policy Drives Communications Price Deflation
Communications sector price deflation is a real thing. This is a direct result of light-touch regulation backed by @BrendanCarrFCC and his Build America agenda at the @POTUS Trump @FCC.
Postpaid Unlimited Plans Drop 10% YoY, 35% in Five Years
CTIA: "Postpaid unlimited plans are down 10 percent over the last year and nearly 35 percent over the last five years, adjusted for inflation." https://t.co/4DTWAm2juI
Testing Visible Home Internet Against Three Other 5G Services
Excited to try out Visible Home Internet and see how it compares to the other three 5G home internet services I'm currently testing. https://t.co/m77LoUBEOR
Visible's $30 5G Home Internet Redefines Value
Visible has launched a new $30/month internet plan. This one is a little different from the other 5G home internet services I've tested. I break it all down here: https://t.co/xnLrdYxIeL
AST Delays Prolong Denial, Echoing Gilder’s Misguided Optimism
AST's delays will allow the #cluelesscult to continue living in denial for at least another year. But this is reminiscent of George Gilder in 2000 claiming that Iridium's failure was positive for Globalstar because it removed the competition and CDMA...
Toosheh Leverages Satellite TV to Circumvent Iran Shutdown
During Iran’s internet shutdown, Toosheh used satellite TV signals to deliver data, bypassing restrictions and maintaining access to vital information. https://t.co/FrheDSw8hU
Disney Asserts FCC Record Proves Continued Licensing Qualifications
Disney on FCC licenses: 'We are confident that record demonstrates our continued qualifications as licensees under the Communications Act and the First Amendment and are prepared to show that through the appropriate legal channels....'
FCC Forces ABC to Renew License After Kimmel Joke
Trump’s FCC Orders ABC to File Broadcast TV License Renewals Within 30 Days in Wake of Jimmy Kimmel’s Melania Joke https://t.co/XAtl8VE6ko via @variety
License Renewals Are Tedious, but FCC Revocation Is Rare
And during that entire time, the licensee keeps the license. BUT -- needing to drop everything to do all your license renewals early is a major, expensive time-consuming pain in the butt. And you are under the microscope. You can get...
Always‑on Connectivity Makes Any Place a Deal Room
Work isn’t tied to offices anymore, and neither are high-stakes decisions. Secure, always-on connectivity is turning any location into a deal room. That’s the power behind SuperMobile. @TMobileBusiness #TFBPartner
Private Networks Redefine Live with Sub‑100ms Latency
We’re watching the playbook change in real time. Private networks + ultra-low latency are redefining what “live” actually means — not just for sports, but for every industry. Strong execution by @TMobileBusiness - #TFBPartner
CTIA Names Former Federated Wireless Exec Kurt Schaubach CTO
CTIA appointed Kurt Schaubach as CTO. Schaubach joins CTIA from Federated Wireless. via CityBiz https://t.co/YoFujOvkWr
Starlink Turned Dial‑up Satellite Internet Into Gigabit Speeds
When SpaceX launched Starlink, traditional satellite internet was stuck at dial-up speeds using the same old spectrum. Elon went orbital... literally. Building a constellation of 6,000+ low-Earth orbit satellites delivering gigabit speeds to places cable companies won't touch. Elon doesn't stand still.
User Switches O2 Tariff After Criticism, O2 Remains Silent
Thanks to all those who reacted or responded to my O2 post - will be taking your advice and moving my tariff. Unsurprisingly @O2 haven't responded to my criticism
DRAN: Distributed Radio Access Network Optimizes Performance
"DRAN stands for Distributed Radio Access Network. It is a network architecture where the radio equipment and processing functions are distributed to optimize performance." via Verizon https://t.co/gAFzibxzWo
Fiber Boosts Market Share by 15%, Yet Underpriced
The "fiber castle" effect is real and it's reshaping telecom. Our data shows fiber gives a 15% market share lift, and it doesn't matter if you're @ATT or @Verizon. The market is massively underpricing this structural advantage. 🧵📊
T‑Mobile Invests $2.7 Bn to Scale Fibre JV
Joint venture incoming: @TMobile writes $2.7bn in cheques as Oak Hill and Wren House bring their fibre bets to scale Read more here: https://t.co/8NsUEh8aj9 https://t.co/gI8TxB6bpQ
Josh's Team Deploys NY's $542M BEAD Broadband Funding
Congrats to @joshdotfm and his team at @EmpireStateDev for starting to implement NY State's $542 M BEAD allotment for locations unserved or underserved by high-speed broadband. The high profile names take credit, but Josh is the engine that gets it...
T‑Mobile Pairs 5G with Starlink for Enterprise Redundancy
T-Mobile has taken another step into the enterprise market with its launch of SuperBroadband on April 28, a business-focused connectivity service that pairs the carrier's 5G network with SpaceX's Starlink satellite system. The concept is straightforward, yet the execution aims...
TMUS Leverages Starlink as 5G Backup, Hinting MVNO
$TMUS is packaging Starlink as backup for businesses using 5G Internet, branding it #SuperBroadband. Good sign for the TMUS-SpaceX relationship. MVNO next?
Cable Stocks Plunge, Fueling Merger Speculation
Charter's and Comcast's shares took a beating on what one analyst called 'Bloody Friday.' While the size of the sell-off might not have been warranted, it is fueling speculation about M&A and further cable sector consolidation. @Light_Reading https://t.co/SvsJpjx7PR
Mark Your Calendar: 6G Milestones in 2027 and 2028
As far as I can tell, there are now two #6G dates that everyone in the wireless industry needs to put on their calendars. Here they are: 1, March 2027 2, July 14 - July 30, 2028 MORE: https://t.co/L1Z0l9HunY
AST’s Legacy Handsets Worsen Latency and Timing Issues
Truly the #cluelesscult. Every aspect that is problematic for Starlink is worse for AST when using legacy handsets: longer path lengths due to higher altitude create higher latency, more functions on the ground make this worse, and larger beams create...
T‑Mobile’s FWA Faces Extinction as Fiber Bundles Surge
.@TMobile is walking into a capacity trap. Fixed Wireless Access cannot survive the coming wave of heavy fiber bundles. The telecom market is completely mispricing network convergence. 🚨📉
SES to Equip 20 JAL A350‑900s With
Updated to include comment from SES director of program management Rob Baird, who reveals that the firm's GEO/LEO IFC service, as supported by the Gilat Stellar Blu multi-orbit ESA, will be linefit to 20 A350-900s for JAL as part of...
Secure Mobile Communications: T-Priority Bridges VPN Mobility Gap
Having served as a public safety director, first responder safety is always top of mind, including secure communications when units move. Tunnel-based VPNs were never built for movement. T-Priority with T-SIMsecure closes the gap. @T_Priority Partner https://t.co/CHTZbTwufN
Ericsson, Verizon Test 7 GHz Band for Future Networks
"Ericsson and Verizon are collaborating to explore the use of the 7 GHz band for the nextgeneration mobile network. This includes the development of experimental equipment for both base station and mobile User Equipment for testing" https://t.co/wXKc4hejYI
Verizon Prioritizes Fiber Expansion Over FWA, Seeks Partnerships
As Verizon expands on its convergence strategy, there will be a mix-shift to fiber over FWA, says CEO Dan Schulman. @Verizon , he added, will look to accelerate the expansion of its fiber footprint via partnerships & potential M&A. ...
Customer Challenges O2 over 13.5% Bill Hike
Hi @O2 - curious how you can justify putting up my mobile phone bill by 13.5% this year. Don't you think you might be taking liberties just a bit?
AT&T's Growth Is a Fiber‑only Illusion
.@ATT 's growth is a geographic illusion. My latest data shows they are only winning inside their "Fiber Castles" while losing customers everywhere else. The convergence narrative masks the reality of market fragmentation. 🧵🚨
T‑Mobile, Verizon Urged to Chase Charter Now
"T-Mobile and Verizon should attempt to acquire Charter for massive value creation opportunities. The Trump Presidency is the time to try. A merger with Comcast is far less valuable, but better than doing nothing." via Peter Supino at Wolfe Research
Fiber Footprint, Not Ads, Wins Telecom Battles
Telecom is not being won by “best network” ads. It is being won by fiber footprint. Full stop. 🚨🧵
Carriers' Specs and Colors Cripple US Phone Market
This has always been the case even way before Chinese brands were in. Carriers dictate specs, make the accreditation process a pain and want exclusive colors that just don’t make business sense for the volumes sold
Bundling Dial‑up Lines for Higher Bandwidth, Nostalgic Tech
I’m old enough to have filled around with bonding multiple 56kbps dial-up lines into one for higher bandwidth. True dark ark back then. @aadetugbo did you do this?
SpaceX's Ground Gateways Still Use Mechanical Parabolic Antennas
SpaceX uses phased-array antennas for user terminals, but gateway antennas use parabolic antennas that mechanically move (rotate/tilt) to follow satellites. New frequencies will be used to increase speed There are lots of tradeoffs because: physics. https://t.co/Wnmwzxdbq8 https://t.co/Cr7UyJA281
Your Router Silently Tracks You—18 Ways to Stop It
Your Wi-Fi router isn't "accidentally" tracking you. It's a feature, not a bug. I searched for a specific medical symptom once. 10 minutes later, my partner had an ad for it on their laptop. It’s called "IP-Bridging," and it’s happening through...
Jio's Price Jump: From Free to ₹319, 114% Rise
Jio Recharge Surge Over Years 🤯 2016 - Free 2017 - ₹303 (28 Days) 2018 - ₹149 (28 Days) 2019 - ₹199 (28 Days) 2020 - ₹199 (28 Days) 2021 - ₹199 (28 Days) 2022 - ₹239 (28 Days) 2023 - ₹299 (28 Days) 2024 - ₹299 (28...
Starlink Mobile Needs Handset NTN Adaptations, Avoid Transparent Architecture
This is an interesting paper which analyzes the Starlink Mobile system in Japan. It concludes NTN adaptations are needed in the handset for uplink & transparent architectures are a bad idea because they lead to "high signaling delays and signaling...
Charter CEO Eyes Cable Acquisitions as Shares Tumble
'We'd like to acquire more cable assets if can be done at an appropriate price [and] conditions,' said Charter CEO Chris Winfrey. Meanwhile, Charter shares are slumping amid disappointing Q1 results. @Light_Reading https://t.co/Yr519C4o2H
Ovzon Posts Record EBITDA, Profit, Wins Dept of War
Fixed & mobile satcom provider @OvzonAB reports record EBITDA, swing to profit and return of @DeptofWar as customer. Compact T-8 on-the-move terminal to be released this year.https://t.co/KCEgWGNMlj https://t.co/y5pCk21go1
Expert Insights Highlight Real-World Telecom Sovereignty Challenges
Yesterday's Unthinkable Lab event on #Telecoms #Sovereignty was hugely valuable, in large part thanks to Colin Bannon (@bt_uk & Hesham Fahmy's (@TELUS) wisdom and insight into real-world infrastructure deployment and service creation. https://t.co/BZrBshHo6c https://t.co/F932xH8MR3
Charter Set to Eclipse Comcast as Top ISP
Charter, after finalizing the Cox acquisition later this year, will become the largest Internet Service Provider in the U.S., overtaking @Comcast. But Charter CEO Chris Winfrey is denied access to the @Cablefax 100 VIP skybox? Comcast, meanwhile, gets not one...
Cable Giants Lose 1.8M, Wireless Adds 15M FWA
Over the past four years, Comcast and Charter collectively lost ~1.8 million broadband customers Over the same period, the wireless companies collectively added ~15 million net FWA customers https://t.co/VwHtubMSA0
Urgent Call for Aggressive Wireless Strategy at Comcast
"I find this lack of urgency puzzling... much more aggressive tactics in wireless are required; the lackadaisical approach taken over the past 2-3 years must come to an end." https://t.co/MHcQDYCtkc