Competition

Weekly telecom intelligence reports covering Competition from Atomic Mobile.

Week of April 27–May 3, 2026

Telecom Intelligence: Week of April 27, 2026

The busiest week of the spring, and one of the most telling. Verizon reported its first positive first quarter for postpaid phone additions since 2013, a genuine turning point for a carrier that spent a decade bleeding subscribers every spring. T-Mobile answered a day later with double-digit revenue growth and raised guidance, proof that the industry's growth engine has not slowed even as its rivals recover. Then on April 30 the FCC held an open meeting heavy with consequence, unanimously adopting a Report and Order that replaces decades-old satellite spectrum sharing limits with a modern coordination framework, and advancing a proposal to push Chinese state carriers out of US data centers and network interconnection. Competition is heating up and the regulatory ground is shifting at the same time.

Week of July 15–20, 2024

Telecom Intelligence: Week of July 15, 2024

A single faulty software update ended the week by grounding airlines, silencing broadcasters, and knocking out 911 centers: CrowdStrike's botched Falcon sensor push bricked some 8.5 million Windows machines in the largest IT outage in history. Earlier in the week, EchoStar relaunched Boost Mobile as a self-declared fourth carrier on its cloud-native 5G network with a $25-forever flagship plan, the FCC proposed requiring all phones be unlocked 60 days after activation, and Nokia's second quarter confirmed that operator equipment spending remains stuck in a deep trough.