With launch capacity constrained and only around 400 satellites in orbit, Amazon Leo has shifted the timing for the launch of its satellite Internet service from mid-year 2026 to “later this year.” Impact: Amazon Leo launched an additional 29 satellites in early July on a United Launch Alliance Atlas V rocket and has since said …
Amazon Leo Pushes Satellite Internet Launch to Later in the Year Read More »
A strong Q4 2025 from Verizon’s mobile unit bested AT&T in postpaid and postpaid phone net adds for the first time in a year. Impact: Verizon’s consumer postpaid phone net adds came in at a better-than-expected 551,000, up 50% year-over-year and beating AT&T’s 421,000 net adds in the category. The Q4 gains helped Verizon offset …
AT&T and Verizon Reveal Strong Postpaid and FWA Gains in Q4 Read More »
Devices dependent on Wi-Fi will get a boost if the FCC moves forward with a plan to enable additional devices to operate in the 6 GHz band, which ranges from 5.925 GHz to 7.125 GHz. Impact: With Wi-Fi now considered a vital part of daily life, the news that the FCC plans to hold a …
FCC Ready to Provide a Boost to 6 GHz Wi-Fi Spectrum Read More »
Even as the National Telecommunications and Information Administration moves to push states’ BEAD final proposals through, discussions about what to do with more than $20 billion in non-deployment funds continue to rage. Impact: Two Republican senators, Roger Wicker (R-MS) and Shelley Moore Capito (R-WV) introduced legislation last week known as the SUCCESS for BEAD Act …
AT&T gained early access to the 3.45 GHz mid-band spectrum licenses it’s in the process of acquiring from EchoStar in a $23 billion deal (that also includes 600 MHz low-band licenses) to help ramp up its 5G download speeds by a significant margin. Impact: A short-term spectrum lease management deal between the two companies while …
AT&T Moves Quickly to Deploy EchoStar’s 3.45 GHz Spectrum Read More »
What a week for Warner Bros. Discovery, whose stock soared Thursday based on reports that the newly Skydance Media-powered Paramount plans to make a play for the iconic studio. So much to break down: Wall Street has been buoyed by renewed enthusiasm over artificial intelligence that added roughly $100 billion to Larry Ellison’s wealth after …
FCC Chairman Brendan Carr called the SpaceX deal to acquire $17 billion in EchoStar spectrum “a potential gamechanger for the American consumer,” but not everyone seems sure the transaction will change much beyond giving SpaceX access to more spectrum. Impact: Nevertheless, the transaction (and a similar AT&T deal two weeks ago) ended the FCC’s twin …
Measuring How SpaceX Plans to Use $17B in EchoStar Spectrum Read More »
What a week for Warner Bros. Discovery, whose stock soared Thursday based on reports that the newly Skydance Media-powered Paramount plans to make a play for the iconic studio. So much to break down: Wall Street has been buoyed by renewed enthusiasm over artificial intelligence that added roughly $100 billion to Larry Ellison’s wealth after …
With so much uncertainty in the world right now, it wouldn’t be surprising to see companies pull back on risk-taking until things get more stable both economically and politically in the U.S. and around the globe. Impact: But that hasn’t been the case in U.S. telecom so far in 2025 (and wasn’t really in 2024 …
Telecom M&A Shows Resilience in First Half of 2025 Read More »
AST SpaceMobile, the direct-to-device satellite connectivity partner of AT&T and Verizon, successfully unfolded its first five BlueBird satellites in late October, six weeks ahead of schedule. Impact: The launch milestone moves AST SpaceMobile closer to a rollout of commercial and U.S. government operations even as a burgeoning rivalry with SpaceX heats up, with an AST …
Competition Between SpaceX and AST SpaceMobile Intensifies Read More »
