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.