Insights

Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.

Walmart Is the U.S. Wireless Industry’s Most Important Store — And Nobody Controls It

The wireless industry has a Walmart problem. Not because Walmart is hostile to carriers or OEMs, it’s quite the opposite. The problem is that Walmart has quietly become…

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T-Mobile’s SuperMobile will Super Charge its Business Ambitions

Thanks to its “Un-Carrier” program and acquisition of Sprint, T-Mobile has gone from an “also ran” in the U.S consumer market to one of its dominant service providers.…

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The Smartphone Industry Is Marketing AI To People Who Just Need a Phone That Works

Device OEMs and carriers spent much of 2025 positioning AI as the defining reason to upgrade. On-device intelligence, Smarter cameras, Conversational assistants baked into the operating system. The…

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Apple’s Smartphone Stranglehold Just Got Tighter, and Samsung’s Problems Are Worse Than You Think

ANALYSIS | US SMARTPHONE MARKET The US smartphone market loves good narratives. Apple versus Samsung. Premium versus value. Loyal fans versus deal-hungry switchers. A new deep dive from…

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VERIZON’S JANUARY OUTAGE: BUSINESS CUSTOMER IMPACT

Verizon’s nationwide wireless outage on January 14, 2026, was the kind of event that doesn’t just disrupt a Tuesday: it hands every competitor field rep a talking point…

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AI Is Reshaping Business Internet Requirements

Businesses across the country are racing to deploy artificial intelligence, and that race is beginning to show up in a place where carriers and ISPs should be paying…

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Recon Analytics Acquires Atom Insights, Expanding Global Device Intelligence Across 40+ Countries

RECON ANALYTICS ACQUIRES ATOM INSIGHTS, EXPANDING GLOBAL DEVICE INTELLIGENCE Boston, MA and Montreal, Canada — March 16, 2026 — Recon Analytics has acquired Atom Insights, a device market…

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How AI Transforms Data into Value

By: Joe Salesky, Head of AI Research The Transformer Transformed The transformer architecture changed how AI processes information. Now AI is changing how data is processed. Every inference…

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Workers Are Adopting AI Faster Than Their Companies

By Joe Salesky, Head of AI Research Based on interviews with 193,266 Americans conducted between March 2025 and February 2026 A massive and largely quiet transformation is underway…

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The $3 Billion Impact: Quantifying How Billing Experience Drives cNPS and Churn

By Sanjay Mewada, Analyst and Chief Research Officer The monthly bill is the most frequent touchpoint between the carrier and the customer. More consistent than network usage, more…

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Podcasts

Join us every week for an analyst's perspective on the world
of telecommunications, technology, airlines and AI.

#292: What Comes Next When All Networks Are Good Enough?

4.20.2026 — In a conversation between Roger Entner and Dan Scheler, they discuss the importance of network capabilities and the importance of delivering a frictionless experience for customers. They also touch on the topic of competition and the importance of network reliability. The conversation ends with a discussion of the importance of network capabilities and the need for a comprehensive bundle approach.

#291: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone

4.13.2026 — The CEO of television and technology company disconnected from the industry and spent billions of dollars on networks and loyalty plans. The podcast is designed to make customers understand that loyalty is a difficult word and loyalty plans are not just a marketing background mindset. The importance of building trust and creating a loyalty initiative is emphasized. The need for a culture change in the industry is also emphasized. The success of Visible and the potential for growth in the digital industry are discussed, along with the importance of serving a specific customer and delivering tailored rewards offers.

#290: AT&T’s OneConnect Plan

4.6.2026 — The new plans for AT&T's OneConnect include a bundle of three flavors with various features, including a watch, tablet, and fiber. The price of a plan with 10 lines is a flat rate, and the ARPU will drop through the T-Mobile network. The Fiber plans include bundling services and increasing prices for family members, but keep ship steady and not change price plans for customers. Roger suggests discussing the plans with Speaker 2 next week.

#289: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide

3.30.2026 — In a conversation between Roger Entner and another analyst, they discuss the potential risks of a router ban and the cost of wireless service. They also discuss the cost of data usage and the cost of wireless service. The conversation ends with a discussion of the benefits of wireless service and the need for a new router.

#288: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands

3.23.2026 — The speakers discuss the impact of fiber infrastructure on people's lives and the competitive nature of fiber networks. They suggest bundling with fiber infrastructure for affordability and lower prices, and using a channel card to increase speed and reduce capacity. They also discuss the benefits of a new connection and the team is working on a longer report to provide more updates. They acknowledge the competitive nature of fiber networks and believe it is more complicated than wireless networks.

#287: Recon Analytics Acquires Atom Insights adding Device Data dimension

3.16.2026 — The company ADAM Insights is expanding their capabilities globally and using data analytics to help customers understand their device journey and network experience. They are expanding their network capabilities across all countries and regions, including tracking shipment, sales, and customer bases. They are also using AI capabilities to create datasets and lookups for AI analysis, and are focusing on working with chipset companies and the synergy between data and chipset companies. They plan to talk next week about a new headset and thank Roger for his inspiration to do better.

#286: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress

3.8.2026 — The speakers discuss the potential for edge compute to generate revenue for telecom companies, including the use of AI and AI. They also mention the excitement surrounding the move to AI RAN and the potential for privacy concerns with cloud providers. The speakers express concern about privacy and emphasize the need for more consolidation among European carriers. They also discuss the potential for AI to integrate with telecom and other areas, including joint six g labs with Qualcomm.

In The News

Latest in the press and news.

www.phonearena.com Favicon phonearena.com
4.25.2026

The silence from Verizon is deafening – PhoneArena

www.msn.com Favicon msn.com
4.24.2026

Neural dispatch: AI bubbles, slop and (lack of) ethics – MSN

www.hcamag.com Favicon Human Resources Director
4.24.2026

Microsoft offers to buy out 7% of its workforce as it pivots towards AI

Microsoft is offering voluntary retirement buyouts to thousands of seasoned U.S. employees in a first-of-its-kind move, trading tenure for talent tuned to the AI age…

www.fierce-network.com Favicon fierce-network.com
4.24.2026

Verizon is eerily quiet. What’s up with that? – Fierce Network

www.fiercewireless.com Favicon fiercewireless.com
4.23.2026

Verizon is eerily quiet. What’s up with that? – Fierce Network

www.lightreading.com Favicon lightreading.com
4.23.2026

Walmart is the US wireless industry’s most important store – Light Reading

sg.finance.yahoo.com Favicon Yahoo Finance
4.23.2026

Deutsche Telekom weighs full combination with T-Mobile

Roger Entner, the founder of Recon Analytics, said T-Mobile is the reason Deutsche Telekom is the best-performing European telecom company.…

www.fierce-network.com Favicon fierce-network.com
4.21.2026

AST SpaceMobile’s BlueBird 7 satellite fails to reach correct low-Earth orbit – Fierce Network

www.bez-kabli.pl Favicon Bez Kabli
4.16.2026

Google Pixel battery drain bug hits Pixel 10, Pixel 9 and older phones as April patch misses fix

Google Pixel battery drain bug hits Pixel 10, Pixel 9 and older phones as April patch misses fix - Bez Kabli…

www.bez-kabli.pl Favicon Bez Kabli
4.16.2026

Galaxy S26 Ultra Wins Early Reviews, but Samsung Still Faces an iPhone Problem

Galaxy S26 Ultra Wins Early Reviews, but Samsung Still Faces an iPhone Problem - Bez Kabli…

www.lightreading.com Favicon lightreading.com
4.15.2026

The smartphone industry is marketing AI to people who just need a phone that works

www.computerworld.com Favicon Computerworld
4.15.2026

Apple devices’ satellite link is under new ownership

Amazon’s $11.6 billion acquisition of Globalstar is set to bring D2D services to Leo, its low Earth orbit satellite network.…

www.fierce-network.com Favicon fierce-network.com
4.10.2026

SBA Communications sale rumor buoys tower stocks – Fierce Network

www.fiercewireless.com Favicon fiercewireless.com
4.10.2026

Amazon Leo promises commercial LEO service by mid-2026 – Fierce Network

www.lightreading.com Favicon lightreading.com
4.10.2026

Global smartphone market inched up 1% in Q1 2026 – Light Reading