Week of March 17–22, 2025Telecom Intelligence: Week of March 17, 2025
The FCC's math changed on March 18. Democratic Commissioner Geoffrey Starks announced he would resign in the spring, a departure that would hand Chairman Carr a working Republican majority months before a new commissioner could be confirmed, easing the path for everything from deregulation to merger conditions. The same day produced the year's biggest security deal, with Google agreeing to acquire cloud security firm Wiz for 32 billion dollars, the largest acquisition in Google's history and a signal of how seriously the cloud giants are arming up as infrastructure attacks like Salt Typhoon reshape enterprise demand. The week also delivered MWC's considered verdict, as analyst retrospectives separated Barcelona's durable signals, satellite, AI-RAN economics, open networks, from its considerable noise.