Blog posts 1–11 of 136
Cooperation in the Sky, Competition on the Ground: Why the Big Three’s Open-Spec Direct-to-Device Joint Venture Is Good for America
AT&T, T-Mobile, and Verizon have chosen to cooperate for the American customer. The three carriers announced an agreement in principle this morning to form a joint venture that…
115 MHz Off the Shelf: Reading the EchoStar Transaction
On May 12, the FCC approved two transactions that move approximately 115 megahertz of mid- and low-band spectrum out of EchoStar’s strategic holdings and into operators that have…
Promises Versus Prices: Five Carriers, One Question
Every warning sign has a story hidden behind it When you see a “Don’t feed the crocodile” sign, someone fed the crocodile and it did not end well.…
What T-Mobile Stopped Telling You About Q1 2026
The Thesis Companies do not retire disclosure when business is accelerating. They retire it when they fear the optics. T-Mobile’s Q1 2026 investor factbook is the first one…
Convergence Isn’t About Bundles. It’s About Ownership.
Marketing has been calling it convergence for twenty years. Every carrier’s annual investor day has featured a bundle slide. Most of them have been wrong about what they…
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…