Insights
Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.
The Connectivity-Cognition Flywheel: AI Adoption is Not Correlated with Internet Access, It Is Caused by It—And Is Now Remaking the Broadband Market
The prevailing discourse on Artificial Intelligence adoption and internet access has been fundamentally flawed. It posits a simple correlation: technologically savvy users who adopt AI also happen to…
The Fiber-AI Nexus: Decoding the New High-Value Customer and the Next Revenue Cycle
For senior executives and investors in the telecommunications and technology sectors, identifying the next wave of growth is a matter of survival. The prevailing narrative has focused on…
The AI Connectivity Chasm: How Network Superiority Defines the Next Competitive Battleground
The New Competitive Divide: Connectivity as the AI Gatekeeper The competitive narrative in the U.S. telecommunications and cable industry will be fundamentally shifting. The long-standing battle for broadband…
Adult Content in AI: Risky Business
OpenAI and xAI’s dalliance with adult content is a flirtation with disaster. It is an attempt to court a low-value, transient market segment at the direct expense of…
The End of an Era, The Dawn of a New War
The U.S. wireless industry has officially entered a new era, catalyzed by a landmark transaction that confirms the final collapse of EchoStar’s long-held ambition to become a fourth…
BEAD: Secretary Lutnik is right – The US needs to be telecom technology-neutral
Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the US government will rethink the BEAD program so that Americans “get the…
Fixed Wireless is America’s Preferred Next Internet Connection
Americans love the internet, accessing it from home and on the road. Until 2007, Americans essentially had two choices when it came to home internet: cable internet or…
Impact of AI on Storage Requirements
AI Adoption Will Impact Corporate Storage Requirements By Mitch Klaassen AI adoption is expected to drive exponential growth in data storage demand through 2028. In response to a…
Amdocs uses its North America analyst conference to layout its path to ongoing success
By Mitch Klaassen and Daryl Schoolar During the week of September 22nd, Amdocs hosted a two-day North America Analyst Event at its Plano Texas location, just north of…
Starlink – The Customer Perspective
As you are likely aware, Recon Analytics runs the fastest, largest, most flexible customer insights service in the market. We survey over 200,000 mobile consumers, over 200,000 home…
Podcasts
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of telecommunications, technology, airlines and AI.
#270: Verizon’s Cost-Cutting Drive - A Difficult Step to Ignite Growth in 2026
#269: EchoStar’s AWS-3 Deal with SpaceX & T-Mobile’s Text-to-911 Move
#268: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children
#267: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results
#266: Change is Afoot- All About Verizon's New CEO Dan Schulman
#265: ZTE’s Analyst Summit - AI, 6G, and Global Network Innovation
In The News
Latest press and news featuring Recon Analytics.
Fierce’s top 5 turkeys of the year
Verizon has ceded market leadership crown to predictable new king, says analyst
Verizon to shed about 15,000 jobs – report
Verizon reportedly plans to cut about 15,000 jobs as the operator looks to cuts costs under a restructuring plan by CEO Dan Schulman.…
Altice USA Rebrands as Optimum to Unify Brand and Strategy | Pipeline Publishing
In this press release, Altice USA announces its rebrand to Optimum Communications. This move unifies the company…
Why isn’t the game on? Disney’s squeeze play on YouTube TV – Light Reading
Verizon seeks a sizable $10B to fund its Frontier deal – Fierce Network
EchoStar Sells AWS3 Spectrum to SpaceX for $2.6B | VoIP Review
SpaceX buys EchoStar’s AWS-3 spectrum for $2.6B, advancing its direct-to-device plans and expanding its presence in the mobile market.…
Altice gets a new name, amps focus on ‘discipline’ – Fierce Network
Here’s the skinny on T-Mobile’s latest satellite-powered offer – Fierce Network
SpaceX to buy EchoStar's AWS-3 spectrum licenses for $2.6 billion
SpaceX is acquiring EchoStar’s AWS-3 licenses for about $2.6 billion in SpaceX stock. This is on top of the 2 GHz/AWS-4 spectrum that SpaceX agreed to buy from EchoStar for $17 billion in September. That spectrum is geared for mobile satellite services, whereas the AWS-3 spectrum is designated for terrestrial use. So far, SpaceX hasn’t said what it plans to do with the AWS-3…