Telecom Intelligence: Week of April 6, 2026
A week where the future of wireless distribution and the future of spectrum policy both moved. US Mobile, the multi-network MVNO, teased and then launched a bundle with Starlink that pairs satellite home internet with unlimited mobile service for under $50 a month, a pairing no national carrier currently offers. At the FCC, the agency opened public comment on Qualcomm's petition to create a new device-to-device service called Sidelink, and the clock ran out on upfront payments for Auction 113, the AWS-3 auction that will put fresh mid-band spectrum on the block in June. Quiet on the surface, but each story points at where the industry's center of gravity is shifting.
Telecom Intelligence: Week of February 2, 2026
The week opened with AT&T closing its $5.75 billion purchase of Lumen's Mass Markets fiber business, a deal that adds more than one million fiber subscribers and four million passings in metros like Denver, Seattle, and Salt Lake City. The strategic message was blunt: the acquired network sits at roughly 25 percent penetration against AT&T's own 40 percent, so the work now shifts from building fiber to selling it. Midweek, Qualcomm posted record fiscal first quarter revenue of $12.3 billion but watched its stock slide as much as 10 percent after warning that a global memory shortage would squeeze the phones its chips go into. And all week, the three national carriers raced to finish one of the largest venue network builds ever attempted, turning Levi's Stadium into a proving ground ahead of Sunday's Super Bowl LX, with the same infrastructure set to serve the World Cup this summer.
Telecom Intelligence: Week of February 17, 2025
Apple finally built its own modem, and the industry's most feared hackers turned out to still be inside the walls. The iPhone 16e, announced February 19 at 599 dollars, carries the C1, Apple's first in-house cellular modem after seven years and billions of dollars of effort, beginning the end of its dependence on Qualcomm and giving the company control of the silicon that connects a billion devices to carrier networks. The security news was darker: threat researchers confirmed that Salt Typhoon, the Chinese state group that penetrated US carriers last year, remained active into 2025, compromising additional telecom networks through unpatched Cisco routers and stolen credentials, months after the intrusions were first exposed.
Telecom Intelligence: Week of November 4, 2024
America voted, and telecom's regulatory map was redrawn overnight. Donald Trump's November 5 victory put the FCC on course for a Republican majority, revived questions about the BEAD broadband program and spectrum auction authority, and made net neutrality's days visibly numbered. The industry did not wait to digest it: UScellular sold a billion dollars of spectrum to AT&T as its breakup continued, Bell Canada reached across the border with a C$7 billion deal for Ziply Fiber, and Qualcomm closed its fiscal year with proof the handset market is finally growing again.
Telecom Intelligence: Week of September 16, 2024
T-Mobile used its first Capital Markets Day since the Sprint merger to declare what it wants to be next: an AI-powered, satellite-augmented growth machine, unveiling an OpenAI partnership, a first-responder network slice, and financial targets through 2027. The week's darker story was in Lebanon, where thousands of exploding pagers and radios turned supply-chain integrity from an abstract procurement concern into a visceral global headline. And in chips, reports that Qualcomm had approached Intel about a takeover — a deal unthinkable five years earlier — captured how completely the silicon order beneath the telecom industry has been scrambled.
Telecom Intelligence: Week of May 20, 2024
Microsoft completed the month's AI-platform trifecta by launching Copilot+ PCs — a new Windows hardware class built around Qualcomm's Arm-based Snapdragon chips and on-device AI, the most serious challenge to the x86 laptop order in decades. Nvidia then reminded everyone who is bankrolling the entire cycle: another blowout quarter, data-center revenue up more than fivefold from two years earlier, and a 10-for-1 stock split. And the FCC put a price on the year's most alarming political deepfake, proposing a $6 million fine against the consultant behind the AI-cloned Biden robocalls in New Hampshire.