AT&T, Verizon Lose Wireless Share; Fiber Drives Growth
.@ATT and @Verizon are bleeding unbundled wireless market share. Carrier growth now relies on their local fiber footprints. Here is the concrete data exposing the raw economics of the convergence battlefield. 🚨🧵
Deep Discounts on Eero Routers: Upgrade Now?
Some deep discounting on eero routers right now. Both the Prime Week or whatever this is discount plus a stacked discount for upgraders without recycling current ones. Do I pull the trigger? https://t.co/qEkHzuI46y https://t.co/J1UQ0jkhHL
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
Instant Phone Extension Provisioning with AI‑Powered Automation
What if provisioning a full phone extension took seconds, not steps? In this demo, we use VoipNow Provisioning MCP to automatically build a complete VoIP hierarchy, ending with a fully configured 📞 extension. 🧠 AI decides. 🤖 MCP executes. ✅...
Fiber Wins Where It Exists, Loses Everywhere Else
The broadband war isn't about speed anymore. It's about where you built your fortress. Fiber carriers are winning where they have fiber and LOSING everywhere else. The data is unmistakable. Here's the breakdown. 🧵📊
Fiber Dominance Determines Winners in Connectivity War
It is a war of Fiber Castle, Cable Forts, FWA Camps and Satellite warbands. The winners are decided by infrastructure. If you are outside the fiber footprint you are probably losing. 🧵🏰
Ubiquiti's Rapid Product Surge and Top‑tier Software
I've been happily using @Ubiquiti since forever, but it's been incredible to watch their insane product pace over the last 12-18 months. Constantly releasing new products, new categories, and wrapping it all in the best software on the market. Love...
FCC Ban on Foreign Routers Could Disrupt US Internet
Judging by our best routers guide, if the FCC does ban non-US-made devices, Americans could be in for a rough ride. https://t.co/UdZlJEk08p
FCC Call Center Rule May Violate EEO National Origin Ban
Anyone else look at the @FCC call center item? Am I the only one who sees a conflict with the EEO Act prohibition on national origin discrimination? Also some serious problems with our free trade agreements. /1
Fans Will Pay Premium for Reliable Event Connectivity
Over 60% of fans would pay $10 extra for better connectivity at a live event. Not for more data. Not for a bigger bundle. For guaranteed performance. That stat alone tells you telco monetization is about to change in 2026. I explored this with Jose...
Edge Computing on T‑Mobile 5G Cuts Latency for Critical Industries
In healthcare, manufacturing & logistics, low-latency matters. Edge computing can help reduce latency by keeping data closer to where work happens. Edge Control on T-Mobile’s 5G network (managed via T-Platform) is designed to support time-sensitive applications. https://t.co/j91FqIyfRv @TMobileBusiness Partner
FCC Bans Imports of Non‑US Consumer Routers
Interesting. FCC has banned the import of all new consumer routers manufactured outside of the US. https://t.co/AtctxEoKFs
SES Orders 28 High‑power MEO Satellites for 100 Gbps Optical Network
.@SES: We've ordered 28 20-kW sats from @K2Space for 8,000-km MEO orbit (same as as SES's O3b mPower), four orbital planes, pole to pole. SES builds the payloads. Up to 100Gbps optical data relay, interoperable w/ other constellations. Will @defis_eu...
Telecom Networks Transform Into Real‑time Adaptive Intelligence
As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ https://t.co/uwh6kF4fVy #AI...
Airlines Can Own Cabin Connectivity with Quvia's Grid & Sync
Airlines have an opportunity to rethink who controls the cabin connectivity layer, putting themselves in the driver’s seat. We sit down with Quvia to learn how it's 'Grid' and 'Sync' solutions can help airlines follow the cruise industry and take...
US‑Japan Partnership Advances Secure Next‑gen Network Rollout
Honored to host Japan’s Vice Minister for Internal Affairs and Communications, Dr. Imagawa Takuo, at the FCC. Enjoyed collaborating on the work our countries are doing to promote the build out of secure, next-gen networks. https://t.co/Scbq2TNAm3
Huawei's Ban Highlights Power of Technological Influence
The real reason Huawei got banned? It wasn’t weakness. It was strength. I’ve been following this space for years, and what struck me is how quickly the narrative shifted. Huawei didn’t rise quietly. It built some of the most advanced telecom infrastructure and 5G...
Poste Italiane Bids €10.8bn for Telecom Italia
The re-Post Officication of telecoms was not something I expected to read this morning: Poste Italiane launches €10.8bn bid for Telecom Italia via @FT https://t.co/gR3vmnrlkX
Trump Admin Pushes Premature 6G Phones for 2028 Olympics
Trump administration wants 6G phones even before 6G comes into existence • The US government wants to showcase its 6G capabilities at the 2028 Olympics in LA. • The Trump administration has asked Qualcomm to steer the development of three 6G-ready...
One Plan, Global Coverage, No SIM Swaps
One phone plan. Three continents. Zero SIM swaps. I have been on Google Fi Wireless for a while now, and the experience keeps proving itself in situations where most plans fall apart. A road trip across the United States? Signal held the...
Local Disasters Spike Demand; Resilient Networks Save Lives
“Disasters always start and end locally.” - CNET I’ve seen firsthand how quickly demand surges in those moments. Resilient infrastructure matters. Prioritized network access supports public safety coordination — from SatCOWs to device support in Maui. https://t.co/LaXKDooUs0 @T_Priority Partner
Broadband Users ≠ DTC Users: Different Metrics, ARPU
Why do people deliberately conflate broadband (10M users) with DTC (aiming for 25M monthly users at the end of 2026)? Monthly DTC users (who use DTC on average 1-2 times per month and generate ~$1 ARPU) are not at all...
Starlink 2025 Revenue Forecast Vastly Overstated
This is way too high, but that's unsurprising since the starting point used for Starlink in 2025 ($14B+) is completely out of line with the known revenue for the year (<$12B)
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
AT&T Unveils Lower Rates Amid U.S. Affordability Crisis
AT&T rolls out new pricing: "AT&T has heard loud and clear that Americans have an affordability crisis." https://t.co/km3IOuTacU @FierceNetwork_ @malleven33 https://t.co/km3IOuTacU
T‑Mobile Engineers Power Network Progress Daily
The strength of @TMobile’s network starts with our engineers and technicians. 💪 Appreciated the time with the Frisco Tech Team—driving progress and keeping us improving every day. https://t.co/BTL5MkHcRP
Automatic Satellite Switching Will Worsen Mobile Connectivity Issues
This will only become more of an issue when automatic switching to satellite D2D is included in their mobile plans...
SpaceX Begins 1 Million‑Satellite Orbiting Data Center Initiative
SpaceX To Start “Small” With 1 Million Satellite Plan for Orbiting Data Centers https://t.co/HCh6cfWm1c #SpaceEconomy https://t.co/PNf86RkEJs
Net Neutrality Isn’t a Partisan
… and no one was supposed to get upset when @gigibsohn helped mastermind net neutrality at the @FCC without the slightest concern for ISPs first amendment rights that then judge Brett Kavanaugh identified in a dissent that has effectively become...
U Mobile Deal: Strategic Win or Debt Risk?
U Mobile Ownership Shift: A Strategic Masterstroke or a Debt-Fueled Gamble? Some asked: Local Triumph or Sovereign Risk? Corporate finance perspective, let me explain the A, B, & C: A. Positives B. Negatives C. Neutral ↓↓↓
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
Nvidia's AI Grid Is WAN‑centric, Not RAN‑focused
A few days ago I commented on a post by @sebastianbarros about @nvidia redefining #telecoms #AI. I said we’d know it was really serious about telecoms if it said as much about AI-WAN as it does about AI-RAN. The AI Grid...
AI at the Edge Turns Connectivity Into Intelligence Platform
Alongside @NVIDIA and our ecosystem of partners, we’re bringing AI to the network edge to make a real impact. Appreciate @FierceWireless’ highlight of how connectivity is becoming a platform for intelligence. 👇 https://t.co/esZ6ZWwc7G
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
Your Optical View Determines Semiconductor Market Position
Optical was a big discussion in my meetings with many in the semis ecosystem at GTC. This part of the discussion is a debate most underappreciated, as your view on this dictates how it plays out and who is...
Connecting 3 Billion Offline Unlocks Humanity’s Next Genius
You've got 8 billion potential customers on Earth, BUT... In 2026, only ~5.3 billion have internet access. That means 2.7 billion people still can't access the exponential tools we talk about daily—AI, telemedicine, online education, digital banking. The gap: The missing ~3...
British Airways Equips 787‑8 with Starlink Wi‑Fi
British Airways has started the installation of Starlink Wi-Fi, with a Boeing 787-8 being the first aircraft fitted with the service. https://t.co/N76SCIMV14
Advanced Networks Boost High-Stakes Decision Making
In business and public sector settings, connectivity can influence outcomes in high-pressure moments. These innovative use cases show how teams are leveraging Advanced Network Solutions across industries: https://t.co/VdHvbuCwLV @TMobileBusiness Partner https://t.co/3TU6fhm0ML
Recon Analytics' First Acquisition Redefines Telecom Analytics Landscape
🚨 Big news: Recon Analytics just made its first acquisition, and it changes the game for telecom and device analytics. Here's why this matters more than most people realize. 🧵
Patchy Indoor Wireless Threatens Emergency Call Reliability
Emergency 911 / 112 / 999 calls are at the intersection of voice m & indoor wireless But coverage is patchy, which means a risk to life Regulators should measure it I spoke about this on a panel at @IWCEexpo with @SaferBuildings...
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
Moscow Mobile Internet Outage Hits Parts of City
MOSCOW, March 18 (Reuters) - Russians on Wednesday received notifications from some mobile phone companies saying that mobile internet was temporarily down in parts of Moscow, Reuters reporters said.
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
GSMA D2D Analysis Misses Indoor Coverage‑demand Paradox
Interesting piece on D2D from GSMA. Gets the physics and capacity limitations right, but doesn't resolve the inherent contradiction between the lack of indoor coverage and what that means for actual end user demand in rural unserved areas https://t.co/0ncbKgndSC
Carr Reaffirms Longstanding Public‑Interest Broadcast Requirement
Policyband Quote of the Day: “@BrendanCarrFCC critics pretend he said something radical. However, the Communications Act in Section 309(a) has long required broadcasters that use public spectrum to operate in the ‘public interest.’ That principle is the foundation of...
NCTA CEO Demands Encrypted Wi‑Fi, Privacy Safeguards at WRC‑27
D.C. Memo: @NCTAitv CEO Has a Big Concern about WRC-27 in Shanghai — China Spying; Cable broadband leader wants WRC-27 delegates to have ‘reliable encrypted Wi-Fi connectivity’ and ‘appropriate privacy safeguards in meeting spaces and lodgings.’ https://t.co/U8Opk4syIc https://t.co/eYFMmRVpf3
Private 5G Connects California School Campus at IWCE26
Next up at #IWCE26 @IWCEXPO is a session on private 5G for schools @mosonetworks & Ataya 200-acre private school campus in California https://t.co/V6xjv3LZMs
Resilient Communications Require Layered Systems, Not Single Points
Comms strength isn’t one system. It’s how layers hold under pressure. Radio. Data. Priority access. Satellite. When incidents scale, coordination depends on resilient, mission-critical communications, not a single point of failure. @T_Priority Partner https://t.co/9rc48ZIfG4
Ensuring Spectrum Safety for 2026 World Cup, 2028 Olympics
Back at @IWCEexpo Day 2 Panel on spectrum & public safety for major sports events - esp the 2026 World Cup and 2028 LA Olympics https://t.co/jqA6kUrLLf
