Weekly Telecom Intelligence: July 13–18, 2026
Carrier restructuring, satellite execution risk, network performance and customer retention shaped the telecom industry during the week of July 13. Verizon announced plans to sell 274 company-owned retail locations and eliminate approximately 500 corporate positions — affecting about 3,000 employees when retail roles are included. AST SpaceMobile disclosed delays in its satellite deployment schedule and announced plans to raise $1 billion through convertible notes, now expecting 45 satellites in orbit in early 2027 rather than by the end of 2026. New RootMetrics data showed combined nationwide median download speeds reached approximately 334 Mbps during the first half of 2026, with 93% of tests conducted over 5G. T-Mobile faced customer backlash as it began moving subscribers from legacy plans to newer offerings, with some customers seeing increases of up to $6 per line. And FCC Chairman Brendan Carr proposed a comprehensive review of Universal Service Fund administration and the Commission's oversight of USAC.
Weekly Telecom Intelligence: July 6–12, 2026
The telecom industry continued moving beyond traditional voice and data service during the week of July 6. AT&T expanded its enterprise portfolio through a partnership with Everbridge and completed a low-latency mobility trial with Ericsson and MediaTek, while Verizon became the U.S. connectivity provider for newly manufactured BMW Group vehicles through KDDI's global platform. Telefónica selected Thales to strengthen its IoT eSIM capabilities, Deutsche Telekom and Ericsson deployed private 5G at the Port of Hamburg, and EchoStar's leadership change signaled a deeper strategic transition. The common thread: connectivity is increasingly packaged as part of a broader business solution rather than sold as a standalone service.
Weekly Telecom Intelligence: June 29–July 5, 2026
The final week of the first half of 2026 produced several developments that reflect where the telecom industry is heading. BT Group and Verizon agreed to combine their international enterprise operations into a 50-50 joint venture expected to serve more than 3,000 multinational customers across 180+ countries, representing roughly $4 billion in combined annual revenue. The FCC approved a spectrum exchange between T-Mobile and Grain Management involving 800 MHz and 600 MHz licenses plus $2.9 billion in cash, with deployment conditions supporting terrestrial and direct-to-device use. Vodafone Ireland and the Irish government tested satellite-to-smartphone connectivity for emergency responders, and Inseego expanded its enterprise-grade MiFi PRO M4 router to Verizon's 5G Ultra Wideband network.
Weekly Telecom Intelligence: June 8–14, 2026
The proposed acquisition of SFR by Bouygues Telecom, Iliad and Orange was the largest development of the week — a €20.35 billion transaction that would divide SFR's assets among its three primary competitors and reduce France's mobile market from four national operators to three. In the United States, Optimum announced its mobile business surpassed 700,000 lines through its MVNO arrangement with T-Mobile, and AT&T launched a $3 Unlimited Day Pass for eligible cellular-enabled iPads — available even when the customer's primary phone service is with another carrier. Additional developments included continued defaults under the Rural Digital Opportunity Fund and AXON Networks' acquisition of Greenwave Systems, adding software-defined mobile core and Network-as-a-Service capabilities to AXON's automation platform.
Weekly Telecom Intelligence: June 1–7, 2026
The most consequential development of the week came from the U.S. Supreme Court, which ruled in favor of the FCC in a dispute over the agency's process for imposing fines — rejecting a challenge from AT&T and Verizon connected to the handling and sale of customer location information. In satellite connectivity, the FCC granted Amazon Leo conditional relief from a requirement to have half of its planned constellation deployed by the end of July 2026, and the European Commission proposed a revised framework for mobile satellite services built before direct-to-device and large low-Earth-orbit constellations became realistic commercial models. Separately, the FCC released a proposal establishing clearer timelines and fee standards for state and local approval of wireline infrastructure, including a presumptive 120-day deadline for certain right-of-way applications. Together, the developments show regulators addressing how carriers are held accountable, how satellite networks reach scale, how spectrum is coordinated across borders, and how quickly terrestrial infrastructure can be built.
Telecom Intelligence: Week of May 11, 2026
One of the most consequential weeks in recent US telecom history. On May 12 the FCC conditionally approved EchoStar's roughly $40 billion spectrum sales to AT&T and SpaceX. Just two days later, AT&T, T-Mobile and Verizon answered by announcing a joint venture to pool spectrum for satellite direct-to-device coverage, teaming up for the first time ever against the Starlink threat. Rounding out the week, the FCC's new equipment-security rules for testing labs and certification bodies hit the Federal Register, formalizing the national-security screen over the device supply chain.
Telecom Intelligence: Week of May 4, 2026
A quieter week on the surface, but one with real signals underneath. Charter's Spectrum Mobile launched a $10 per month Second Line that lets customers run a separate work number on the phone they already carry, the latest proof that cable is competing in wireless on product creativity, not just price. On the regulatory side, the FCC extended and expanded waivers that keep already-authorized foreign-made drones and routers eligible for software and firmware updates, a pragmatic move that acknowledges cutting off security patches would do more harm than the ban itself. And in a sign of the summer ahead, the FCC designated a broadcast auxiliary spectrum coordinator for the FIFA World Cup, kicking off one of the largest special-event spectrum operations the US has ever staged.
Telecom Intelligence: Week of March 9, 2026
The week after Barcelona was about turning announcements into shelf space. AT&T rebuilt its consumer rate card around three new Unlimited Your Way plans, adding an entry-level Value 2.0 tier and letting customers mix and match plans across lines, a direct response to complexity fatigue and a shot at T-Mobile's more rigid lineup. The iPhone 17e hit stores on March 11 and the carriers immediately discounted it to nearly free, confirming that the value segment is where the subscriber fight is happening. In the machine-to-machine world, Verifone announced it will use Thales eSIM technology and the GSMA's SGP.32 standard to manage connectivity across its global payment terminal fleet, one of the first large commercial commitments to the new remote provisioning standard.
Telecom Intelligence: Week of March 2, 2026
Mobile World Congress in Barcelona set the agenda for the entire month, and the loudest story on the keynote stage was not a carrier. SpaceX rebranded its direct-to-cell service as Starlink Mobile, disclosed 10 million monthly active users, and set a target of 25 million by the end of the year. Three days later, T-Mobile's CEO publicly rejected the idea of hosting a Starlink MVNO on his network, which tells you the carriers understood exactly what the rebrand meant. Meanwhile EchoStar closed the book on its fourth-carrier ambitions, reporting year-end results as a self-described hybrid operator that sells spectrum and rides on AT&T's network. On the MVNO side, Juniper Research sized the global market at $54 billion by 2030, and a four-company consortium launched at MWC to industrialize how new MVNOs get to market. Apple rounded out the week with the iPhone 17e, putting Globalstar-powered satellite messaging in a $599 phone.
Telecom Intelligence: Week of February 9, 2026
This was the week the American wireless market showed two very different visions of its future on the same day. On February 11, T-Mobile used a combined earnings call and Capital Markets Day in New York to raise its multi-year targets, posting $71.3 billion in full-year service revenue and setting a goal of 18 to 19 million broadband customers by 2030 across fixed wireless and its growing fiber joint ventures. Hours later, US Mobile, one of the most inventive MVNOs in the country, launched Multi-Network functionality that lets a customer run two national networks at once on a single plan through dual eSIM. One company is spending tens of billions to own infrastructure, the other is treating that infrastructure as an interchangeable ingredient. Rounding out the week, Iridium reported full-year 2025 results on February 12, with $871.7 million in revenue and growing net income, a reminder that the original satellite operators are quietly profitable while the direct-to-cell newcomers burn capital.
Telecom Intelligence: Week of January 26, 2026
Earnings week told one story from three directions: the connection to the home and the connection in the pocket are now a single business. AT&T opened on January 28 with fourth quarter results built on converged fiber and 5G customers, posting $33.5 billion in revenue and its best year of consumer broadband growth in a decade. Verizon answered on January 30 with more than one million total mobility and broadband net additions, its best quarter since 2019, in its first report since closing the Frontier deal. Between them, Juniper Research published a January 27 study forecasting eSIM connections will grow 30 percent in 2026 to 1.5 billion, with the GSMA's SGP.32 standard unlocking the IoT wave. The scoreboard for US telecom has officially changed, and everyone is now reporting to it.
Telecom Intelligence: Week of January 5, 2026
The year opened with satellite connectivity dominating both the regulatory docket and the show floor. On January 9, the FCC authorized SpaceX to deploy 7,500 additional Gen2 Starlink satellites, doubling the approved constellation to 15,000 and granting access to new Ku, Ka, V, and W band frequencies. Days earlier at CES 2026 in Las Vegas, direct-to-device connectivity was everywhere, with Skylo named a CES Innovation Awards honoree for bringing two-way satellite emergency messaging to smartwatches, no phone required. Back in Washington, the FCC circulated a draft order on January 8 that would open the 6 GHz band to a new class of high-power geofenced unlicensed devices, a move with real consequences for Wi-Fi offload and IoT deployments.
Telecom Intelligence: Week of December 8, 2025
A quieter week on the surface, but the signals underneath were about where enterprise connectivity money is flowing. Ericsson told RCR Wireless on December 9 that it now counts private 5G deployments across hundreds of enterprise customers, with roughly 95 percent using capabilities only 5G can deliver, a pointed contrast with rivals retreating from the segment. On December 10, Fierce Network announced the winners of its 2025 Innovation Awards, a useful map of where the industry thinks the next competitive edges sit. And on December 11 the FCC released the tentative agenda for its December 18 open meeting, headlined by a Third Report and Order tightening the rules that give VoIP providers direct access to phone numbers, the agency's latest move against robocall infrastructure.
Telecom Intelligence: Week of December 1, 2025
December opened with a switching war and a spectrum blockbuster. T-Mobile rolled out its AI-powered Easy Switch tool on December 1, letting AT&T and Verizon customers log into their carrier accounts through T-Life and see exactly what switching would save them, and by December 4 AT&T had sued, accusing T-Mobile of illegally scraping its servers. On December 4 the GSMA published its eSIM Compliance Report 2025, the industry's most complete snapshot of certified eUICC products, devices, and platforms across consumer and IoT. And on December 5, the FCC's Wireless and Space Bureaus accepted SpaceX's application for filing to operate a new satellite system delivering supplemental coverage from space over EchoStar's AWS-4 and H Block spectrum, formally starting the clock on one of the biggest spectrum transfers in US history.
Telecom Intelligence: Week of November 24, 2025
Thanksgiving week slowed the news cycle but not the paperwork or the price wars. On November 24, Juniper Research forecast that global eSIM connections will grow 300 percent over the next five years, with China's newly opened market described as an immediate opportunity. On November 25, the FCC's bureaus accepted for filing the applications underpinning EchoStar's twin spectrum sales, moving both the SpaceX and AT&T transactions into their formal comment cycles on a coordinated schedule. And through Black Friday week the value segment put on its loudest show of the year, led by Mint Mobile cutting its unlimited plans to 15 dollars a month, half its standard rate.
Telecom Intelligence: Week of January 6, 2025
The year opened with a spectrum coup, a customer promise, and the annual Las Vegas hardware pilgrimage. AST SpaceMobile started 2025 by securing long-term access to up to 45 megahertz of premium L-band spectrum through a deal with bankrupt Ligado Networks, paying 550 million dollars to give its satellite constellation something no direct-to-device rival owns: dedicated licensed spectrum of its own. AT&T launched the AT&T Guarantee, promising automatic bill credits for network outages across wireless and fiber, a first among the majors and a direct response to its damaging 2024 outage. And CES 2025 wrapped in Las Vegas with AI stitched into everything, from Nvidia's consumer superchips to connected cars, all of it presuming ubiquitous connectivity someone has to sell.