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: July 26–August 1, 2026
This week accelerated two structural shifts: federal midband policy and satellite moves are both compressing the timeline for wholesale change. NTIA added 4.4 GHz to a four-band study that advances a 500 MHz commercial reallocation mandate, while SpaceX is reported to be weighing terrestrial spectrum options that could make it a hybrid mobile competitor. AT&T and FirstNet brought up a dedicated 5G standalone core, showing demand for isolated, mission grade infrastructure. The FCC clarified a $2.4 billion EchoStar/Dish trust fund is limited to outside claims, narrowing short‑term counterparty risk for suppliers.