Weekly Telecom Intelligence: September 20–26, 2026
This week saw major consolidation and midband positioning that will reshape wholesale options: Iridium shareholders approved the Rocket Lab acquisition, advancing a merger of satellite network and launch capabilities. T-Mobile filed two‑year experimental licenses to test in 2.7GHz and 4GHz, while AT&T moved to lease 55 3.45GHz licenses and asked the FCC to double device transmit power to 2 Watts. Vendor consolidation and new IoT connectivity options also accelerated, with Airspan absorbing multiple Cambium product lines, Hubble opening Bluetooth to satellite connectivity, and NTT DOCOMO adding SGP.32 eSIM support.
Weekly Telecom Intelligence: September 13–19, 2026
This week the market shifted toward wholesale non terrestrial and layered connectivity with Viasat and Space42 committing up to $1 billion to found Equatys, a shared multi orbit satellite and ground platform. Verizon filed for an FCC experimental license in the 4.8–4.9 GHz band to test AI native sensing and advanced 5G/6G use cases, while the FCC relaunched its Technological Advisory Council to advise on 6G, AI and spectrum sharing. SES and Elveo expanded D2D plans with European manufacturing and supply chain commitments, and Onomondo shipped an SGP.32 compliant eSIM Remote Manager that enables neutral profile control. Together these moves signal accelerating demand for MVNE/MVNA integration services around NTN roaming, eSIM orchestration and new OSS/BSS telemetry requirements.
Weekly Telecom Intelligence: September 6–12, 2026
Regulators and operators moved decisively this week to expand non-terrestrial and fiber capacity, with the FCC proposing more than 1,000 MHz for satellite broadband and AI sensing and Verizon locking a multi-year fiber supply. Major carriers are packaging third-party LEO services into managed offers, exemplified by AT&T integrating Amazon Leo, while satellite operators demonstrated standards-based NB-IoT voice over LEO with commercial plans for Q4 2026. Progress in eSIM IPAd test tooling reduces device integration risk and shortens IoT time to market. Collectively these developments signal a structural shift toward converged terrestrial plus satellite wholesale products, and they raise immediate integration priorities for MVNEs and MVNAs around profile management, roaming mediation, and unified billing.