Snowflake

Weekly telecom intelligence reports covering Snowflake from Atomic Mobile.

Week of July 8–13, 2024

Telecom Intelligence: Week of July 8, 2024

AT&T disclosed one of the largest telecom breaches in history: call and text records of nearly every wireless customer — roughly 110 million people — stolen from a third-party cloud platform. No content was taken, but the metadata map of who contacted whom, when, and for how long is an intelligence asset in its own right, and the disclosure put cloud vendor risk at the top of every carrier's board agenda. The same week, Samsung bet its foldable franchise on Galaxy AI at Unpacked, and Brussels filed its first-ever Digital Services Act charges against X over deceptive blue checkmarks.

Week of June 3–8, 2024

Telecom Intelligence: Week of June 3, 2024

AT&T suffered its second high-profile incident of the year when customers spent hours unable to call people on other carriers — a failure of the unglamorous interconnection plumbing that makes separate networks feel like one phone system. The week also delivered an early warning that would define the summer: security researchers tied a wave of Snowflake cloud-account breaches to infostealer malware and missing multi-factor authentication, with Ticketmaster and Santander already implicated. And Nvidia blew past $3 trillion in market value, overtaking Apple as the AI trade rewrote the market's hierarchy. The FCC, meanwhile, proposed the first real rules for securing the internet's routing system.

Week of May 27–June 1, 2024

Telecom Intelligence: Week of May 27, 2024

T-Mobile agreed to buy the bulk of UScellular for $4.4 billion — customers, stores, and spectrum — effectively ending the era of the major regional carrier and pushing U.S. wireless one big step closer to a pure three-carrier market. The consolidation landed the same week the Affordable Connectivity Program died: the FCC formally closed the subsidy that had helped 23 million households afford internet, with no successor funded. And Live Nation confirmed what breach forums had been advertising for days — Ticketmaster's data on hundreds of millions of customers was stolen, the Snowflake credential wave's biggest casualty yet.