2027 Market Nears $600B, Networking Over $60B
2027 more likely to be closer to $600B. Networking alone could be north of $60B.
Broadband Prices Plummet, Plans Now Affordable for All
Here are @Verizon Internet plans with autopay and a mobile plan. $VZ 300Mbps plan has a 3-year price lock. Still not better than rival @Optimum $25 a month for 300Mbps with a 5-year price lock (without a mobile plan). Without...
NCTC Adds Telgoo5 to Expand Mobile Broadband Program
The National Content & Technology Cooperative (NCTC) has expanded its mobile program for independent broadband operators by signing on @telgoo5 - @Light_Reading https://t.co/0fYpLPaU19
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
Optical Interconnects Will Dominate Over Copper for Scaling
It does seem copper will be an option in Feynman, BUT, I'd bet the mix shifts heavily in favor of the optical options in this timeline. A comment was made in a session I was in yesterday that once you...
Ettienne Brandt Named Astound CEO Amid Google Fiber Merger
Ettienne Brandt, a vet of both broadband and mobile, is the new CEO of Astound Broadband, which just struck a deal to combine with GFiber (@googlefiber). Brandt most recently led Frontier's commercial business unit. @Light_Reading https://t.co/QQkVv0H6y6
WApo Urges Bipartisan Push to Dismantle the FCC
WaPo: "In a perfect world, liberals would take the same lessons from Carr’s attempted abuses, and a bipartisan coalition would vote to abolish the FCC." Brendan Carr, minister of truth https://t.co/gPDLo5KUFy
Brendan Carr Hailed for Broadband Expansion and 5G Leadership
Washington Reporter Editors: "@BrendanCarrFCC record at the @FCC has been outstanding. He has been one of the administration’s most effective regulators, repealing unnecessary regulations, getting broadband to millions more households, and helping America win the 5G race against China."...
AI-Powered T‑Mobile Towers Will Dynamically Route Traffic
Interesting mention of a @TMobile tower of the future which will have AI capability to route traffic and make other intelligent informed decision for better service https://t.co/1pA3hEkSZo
Satellite Show's Shortlist Overlooks Key Industry Leader Charlie Ergen
This shortlist for Satellite Executive of the Year makes me feel that SatShow no longer has its finger on the pulse of the most significant industry developments... (yes the SES-Intelsat merger is a big deal but shouldn't Charlie Ergen be...
Leaders Build Connectivity Edge with T‑Mobile SuperMobile
Visionary leaders don’t wait for perfect conditions, they create them. @RyanSerhant turns Yosemite’s remote ⛷️ trails into a closing powerhouse, proving T-Mobile’s SuperMobile innovation delivers the edge: adaptive performance, off-grid reach, network-embedded security. Connectivity as true leverage. 🚀 @TMobileBusiness Partner
ReconAnalytics Acquires Atom Insights to Link Devices and Networks
Most telecom analysts are flying blind because they ignore the intersection of hardware and connectivity. .@ReconAnalytics is ending that era with the acquisition of Atom Insights to bridge the gap between device SKUs and network performance. 🧵📊
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
Farmer Credits Starlink, Not Biden, for Rural Internet
Farmer @Milbank's best moment came when he grudgingly admitted that @elonmusk and @Starlink delivered the Internet service he needed for his family farm in the wilds of Rappahannock County, Va. @washingtonpost editors changed the original headline twice before settling on...
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
Real Telecom AI Needs Auditable Ground Truth, Not Slides
Telecom “AI” is mostly PowerPoint. The winners will be the ones who own auditable ground truth from device to network to macro. Recon just made a move that changes the game. 🧵📊
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
FCC Chair Threatens TV Licenses over “Fake News” Claims
For Trump’s FCC Chairman, Trolling Liberals Is the Point in His Threat to Pull Licenses of TV Networks That Air ‘Fake News’ About Iran War https://t.co/IKR86ZvW81 via @variety
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
Analyst Urges Patience as Verizon's Earnings Mask Future Growth
Read @jeffKAGAN Industry Analyst comment in this piece on @Verizon performance... Despite many analysts predicting Verizon’s future performance under Schulman’s leadership, industry analyst Jeff Kagan said in a press release that the company’s most recent earnings report does not reflect how...
United Leads with Starlink‑powered Seatback IFE
Connected seatback IFE is on the horizon and @united, which is installing @Starlink across its fleet, is leading the charge. "They're starting to lead this industry in digital engagement," says Andy Masson of @PanasonicAero, United's IFE provider. https://t.co/WJIZdT2yiC #PaxEx https://t.co/LrBgB4gR44
AT&T’s $250 B Spend Fuels AI Competition
What AT&T $250 billion network investment means for new AI era competition: Industry Analyst Jeff Kagan https://t.co/GlrtRrgOmx via @ein_news @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analystrelations #wirelessanalyst #telecomanalyst #tech #technology #techanalyst #technologyanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo...
Broadband Policy Turmoil: Budgets, Secrets, and Big‑tech Scrutiny
Policyband Headlines ■ KeyBanc’s Brandon Nispel: @Google's GFiber Was a Broadband ‘Tourist’ ■ Conservative Groups Seek 35% Jump in @FTC Budget in Support of Chairman @AFergusonFTC ■ Cost of Ontario’s Contract Breach with @Starlink to Be Kept a Secret ■ N.J. @GovSherrillNJ ...
License Revocations Under 47 USC 312(a)(4) Are Uphill Battles
I assume that when @BrendanCarrFCC refers to license revocations, he means via 47 USC 312(a)(4). This is, to put it mildly, a very uphill fight and the broadcaster keeps the license until final resolution. /1
Nvidia CPO's Distinct Architecture Demands Error‑rate Focus over Meta Hype
One observation I have- everyone is mooning about the Meta data and it’s great. But the Nvidia CPO uses a totally different modulation architecture. The success of Broadcom at Meta is not a direct read through to Nvidia CPO. And no...
Meta Reports 10× Reliability Boost After Fixing Gen 1 Issue
Drew Alduino from Meta presented update on reliability of Broadcom Bailey gen 1 systems. 10x pluggables once a manufacturing issue with elsfp was isolated. 40M test hours. Gen2 hardware hasn’t failed enough yet to count even with more device hours...
FCC's Rule Blocks Dead From Receiving Subsidized Internet
"How the @FCC Is Trying to Make It Harder to Get Low-Income Internet" [Correction: How the FCC is trying to make it harder for dead people to get taxpayer money.] https://t.co/VlE3D5DHUc
Starlink’s First 100K Terminals Cost $2,500 Each
Starlink is a good example of this, everyone now seems to forget that the first 100K+ terminals cost ~$2500 each to make...
Democratic FCC Member Pushes Back on Carr's Broadcaster Threats
Lone Democrat on the FCC responds to Republican Chairman Brendan Carr’s threats to broadcasters: https://t.co/e9xfRAbUII
Bandwidth May Bottleneck Outdoor AI Beyond 5G
Will outdoor AI use cases, particularly when we get to “world view” based AI, overwhelm 5G ? Satellite uplinks ? And make many of those use cases, unusable ? Is the bottleneck going to be bandwidth ?
California Democrats Strip ISPs of First Amendment Rights
What’s the political libel one should use to describe California Democrats who led the way in stripping Internet Service Providers of their First Amendment rights? https://t.co/4Ylh2Cr4zF
SpaceX Acquiring Telcos Post‑IPO Is Unlikely
Like many people, I'm trying to decode @elonmusk & @SpaceX strategy in #telecoms, #mobile & #AI. I'd started to think that post-IPO, SpaceX might start to acquire terrestrial telcos. But I've changed my mind - it would make no sense. https://t.co/TVnXInOi2U
6G Will Fuse AI with Radar‑Style Sensing
6G Is Coming. Here’s What to Expect From the Next Generation of Cellular Tech “…AI, and radar-like ‘sensing” of vehicles, devices, and people’” https://t.co/02mPNn1kgj https://t.co/jLKd1p3shS
Wi‑Fi Home Phone Brings Messenger Calls to Living Rooms
Playboy, November 2006 Uniden home phone with Windows Live Messenger audio call features over WiFi https://t.co/kOaod9OHpb
Broadcast Licenses Aren't Protected by the First Amendment
Constitutional law 101: “No one has a First Amendment right to a license or to monopolize a radio frequency; to deny a station license because ‘the public interest’ requires it ‘is not a denial of free speech.’” Supreme Court in Red...
Personal Hotspot Likely Causing Dreamliner Wi‑Fi Glitch
On a @united @BoeingAirplanes Dreamliner. Could this be a misconfiguration? Or someone's personal hotspot? I'm guessing the latter. #wifi #travel https://t.co/jjuz1ruR7V
Custom Wi‑Fi Amplifier Enables Live Tournament Streaming
Cell reception is always bad at the volleyball tournaments and the coach couldn’t stream live videos to family that couldn’t make it. Built this thing - wireless AP to cellular built amplifiers inside the battery casing with Omni directional antennas and...
Starlink Dominates D2D; Terrestrial Networks Still Superior
Good to see the #cluelesscult finally acknowledging that my Feb 2023 predictions that 1) Starlink would dominate the D2D market and 2) D2D performance will never match terrestrial networks were both totally correct...
Moscow's Mobile Blackouts Revert Digital City to Stone Age
“This is pushing a thriving city that prided itself on its digital sophistication back into the Stone Age.” @NastyaStognei on Moscow’s mobile blackouts, which have shut down almost all traffic as Russia seeks to control the internet: https://t.co/n8DhjD4Z27
Verizon Drops Wireless Revenue, Merges Into FIOS
Friday afternoon 8K. $VZ no longer reporting wireless service revenue. Rolling FIOS into that line. So weak. #SchulmanEffect https://t.co/XRxvo6vwvp
AT&T's New Plans Push Upgrades, Not Spark Price War
AT&T's new set of wireless plans aim to incentivize subs to upgrade to better tiers, but it's 'not the start of a new price war ... kind of the opposite,' notes New Street Research's David Barden. @Light_Reading https://t.co/JE0b6UgSKA
FCC Hosts Dominican Telecom Regulator to Discuss Shared Priorities
Welcomed the chance to host the Chairman of the Dominican Republic’s telecom regulator—Chairman Guido Gomez Mazara—at the FCC today. Enjoyed discussing our shared tech and telecom priorities. https://t.co/p4M0W6VmxW
Europe's Telecom Cuts Future for Short‑term Savings
The European telecom model is a cautionary tale, not a blueprint. While critics claim US prices are too high, the data shows Europe has traded away its future for short-term savings. 📉🇪🇺 🧵
Tech and Conservatives See Net Neutrality Repeal as Opportunity
"It wasn’t all doom and gloom. Tech writers like Ben Thompson (of Stratechery) argued that repealing net neutrality rules was actually the best way to achieve a free and open internet. Conservative writers welcomed the repeal, questioned the alarmist rhetoric,...
AI Revolution Demands Evolved Internet Infrastructure
AI Will Change the Internet Forever — Why Networks Must Evolve for the AI Supercycle AI isn’t just increasing internet traffic — it’s fundamentally changing how data flows across networks, forcing infrastructure to evolve for a new AI-driven era. Read...
Iran Conflict Stalls Meta's Massive Gulf Cable Project
Big....Work on Massive Meta Cable Project in Persian Gulf Stalled by Iran War - Bloomberg https://t.co/aPdgkZOTMo
AI and Telecom Merge: NVIDIA‑Nokia Redefine Connectivity
The energy at MWC Barcelona is always incredible, but this year felt different. We are witnessing a fundamental shift in how networks are built and what they can do. One announcement that stood out to me was the deepening partnership...
Sovereignty Redefines Telecom Opportunities and Strategic Dimensions
What does sovereignty mean for telecoms? I've had an initial attempt to categorise the main opportunities and dimensions Read the full article and get involved in the Unthinkable Lab on April 23rd, by myself & @ADCCo and assisted by the @TelecomTV...
Google Abandons Pure‑fiber GFiber, Turns to DOCSIX Partner
D.C. Memo: Did @Google President Ruth Porat Decide the GFiber ‘Other Bet’ Wasn’t Working? GFiber opted to combine with a company in Astound Broadband that is 85% DOCSIS technology when plenty of pure-play fiber operators are still out there. What...
Analyst Predicts HPE Growth Surge Post‑Juniper Acquisition
Industry Analyst on HPE growth following Juniper Networks acquisition https://t.co/kGZAxKRnuP via @ein_news @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analystrelations #wirelessanalyst #telecomanalyst #tech #technology #techanalyst #technologyanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo #caio #column #columnist #keynotespeaker #speaker #ces26 #ces2026...
