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.
Telecom Intelligence: Week of November 10, 2025
A week when two of the industry's biggest structures started to move. On November 13, Reuters reported that Verizon's new CEO Dan Schulman was preparing to cut roughly 15,000 jobs, the largest layoff in the company's history, as part of a restructuring aimed at reversing subscriber losses. The same day, Amazon retired the Project Kuiper name and rebranded its satellite constellation as Amazon Leo, unveiling a lineup of customer terminals as it shifts from launch project to commercial service. And on November 15, EchoStar completed its retreat from network ownership, shutting down its own 5G network and moving all Boost Mobile traffic onto AT&T under a hybrid arrangement, ending the four-network era in US wireless.