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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
Podcasts
Join us every week for an analyst's perspective on the world
of telecommunications, technology, airlines and AI.
#291: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone
#290: AT&T’s OneConnect Plan
#289: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide
#288: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands
#287: Recon Analytics Acquires Atom Insights adding Device Data dimension
#286: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress
In The News
Latest in the press and news.
The silence from Verizon is deafening – PhoneArena
Neural dispatch: AI bubbles, slop and (lack of) ethics – MSN
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…
Verizon is eerily quiet. What’s up with that? – Fierce Network
Verizon is eerily quiet. What’s up with that? – Fierce Network
Walmart is the US wireless industry’s most important store – Light Reading
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.…
AST SpaceMobile’s BlueBird 7 satellite fails to reach correct low-Earth orbit – Fierce Network
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…
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…
The smartphone industry is marketing AI to people who just need a phone that works
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.…