Recon Insights
Open access to independent Recon Analytics research notes across telecom, artificial intelligence, mobile devices, broadband, and SpaceX & Starlink.
BOSTON, MA (September 7, 2026): As per Recon Analytics’ annual iPhone pre-launch survey of the U.S. consumers, 62%…
Apple is expected to launch its first folding iPhone Fold this fall. Apple has entered mature categories late…
The fight over AI data centers is reported as a fight about fuel. Gas against solar, and nuclear…
AI is repricing American work along a line that separates execution from judgment, and it runs through the…
On July 28, 2026, Apple rolled out a new way to get an iPhone: a leasing program built…
Awareness of Claude has more than doubled among weekly AI users in the past year, and it runs…
Apple has launched a leasing program in partnership with Klarna. While Apple has experimented many times in the…
The wireless industry retired its customer metrics at the end of 2025, and this is the second quarter…
Americans love their phones and hate the deal that puts the phone in their hands for free. On…
Why do business customers stay with their telecom operator? Ask around the industry and you’ll hear the usual…
The public comment period has now ended in the docket opened by the Federal Communications Commission to help…
By: Roger Entner, Analyst and Founder The AWS-3 reauction closed at $3.57 billion, and the number is inflated.…
America has two half-connected segments and a third that is not connected at all, and the policy conversation…
For a decade, airlines treated in-flight Wi-Fi as a cost to be minimized or an ancillary to be…
Almost every public measure of how Americans feel about artificial intelligence asks one question: are you more concerned…
On June 12, 2026, SpaceX comes to public markets at $135 a share, a valuation near $1.75 trillion…
The simple story about wireless is a price war: multi-year price locks, free lines, cable carriers underselling the…
The Question In February 2026, OpenAI became the first major AI assistant to show ads to free users…
In one week in mid-May 2026, three events reshaped the analytical surface in US wireless. On May 12,…
May 2026 Satellite internet used to mean one thing in the business world: a slow, expensive connection of…
Apple gained 6.3 points in installed-base share among 18-to-29-year-old US smartphone users from Q3 2025 to Q1 2026.…
The three nationwide MNOs spent the Q1 2026 earnings cycle saying no to a Starlink MVNO. On May…
AT&T, T-Mobile, and Verizon have chosen to cooperate for the American customer. The three carriers announced an agreement…
On May 12, the FCC approved two transactions that move approximately 115 megahertz of mid- and low-band spectrum…
Every warning sign has a story hidden behind it When you see a “Don’t feed the crocodile” sign,…
The Thesis Companies do not retire disclosure when business is accelerating. They retire it when they fear the…
Marketing has been calling it convergence for twenty years. Every carrier’s annual investor day has featured a bundle…
The wireless industry has a Walmart problem. Not because Walmart is hostile to carriers or OEMs, it’s quite…
Thanks to its “Un-Carrier” program and acquisition of Sprint, T-Mobile has gone from an “also ran” in the…
Device OEMs and carriers spent much of 2025 positioning AI as the defining reason to upgrade. On-device intelligence,…
ANALYSIS | US SMARTPHONE MARKET The US smartphone market loves good narratives. Apple versus Samsung. Premium versus value.…
Verizon’s nationwide wireless outage on January 14, 2026, was the kind of event that doesn’t just disrupt a…
Businesses across the country are racing to deploy artificial intelligence, and that race is beginning to show up…
RECON ANALYTICS ACQUIRES ATOM INSIGHTS, EXPANDING GLOBAL DEVICE INTELLIGENCE Boston, MA and Montreal, Canada — March 16, 2026…
By: Joe Salesky, Head of AI Research The Transformer Transformed The transformer architecture changed how AI processes information.…
By Joe Salesky, Head of AI Research Based on interviews with 193,266 Americans conducted between March 2025 and…
By Sanjay Mewada, Analyst and Chief Research Officer The monthly bill is the most frequent touchpoint between the…
AI Revenue: Paid Adoption Requires Data, Not Better Models February 17, 2026 | Joe Salesky, Analyst & Head…
Sowmyanarayan Sampath is out as CEO of Verizon Consumer Group, effective March 31. Dan Schulman announced the departure…
AI Choice 2026: Why Licenses Don’t Equal Adoption February 3, 2026 | Joe Salesky, Analyst & Head…
On January 16, 2026, OpenAI announced plans to test advertisements in ChatGPT’s free tier and the new $8/month…
Source: Recon Analytics AI Survey Sample: n=2,958 The Opportunity and the Obstacle OpenAI’s launch of ChatGPT Health last…
Numbers and facts are important because they define ultimate limits and capabilities, but numbers and facts don’t make…
The prevailing discourse on Artificial Intelligence adoption and internet access has been fundamentally flawed. It posits a simple…
For senior executives and investors in the telecommunications and technology sectors, identifying the next wave of growth is…
The New Competitive Divide: Connectivity as the AI Gatekeeper The competitive narrative in the U.S. telecommunications and cable…
OpenAI and xAI’s dalliance with adult content is a flirtation with disaster. It is an attempt to court…
The U.S. wireless industry has officially entered a new era, catalyzed by a landmark transaction that confirms the…
Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the US government…
Americans love the internet, accessing it from home and on the road. Until 2007, Americans essentially had two…
AI Adoption Will Impact Corporate Storage Requirements By Mitch Klaassen AI adoption is expected to drive exponential growth…
By Mitch Klaassen and Daryl Schoolar During the week of September 22nd, Amdocs hosted a two-day North America…
As you are likely aware, Recon Analytics runs the fastest, largest, most flexible customer insights service in the…
5G fixed wireless access (FWA) is transforming how Americans are accessing the internet. In less than three years,…
The launch of a new iPhone is still the most significant event in the wireless year. When consumers…
By Daryl Schoolar, Sanjay Mewada During the last week of September, GSMA, along with its partner CTIA, held…
The world’s largest retailer created a unique partnership with Peter Adderton’s MobileX, making the new mobile provider an…
Recon Analytics recently conducted the largest survey run to date to assess whether consumers eligible for the Affordable…
Sometimes old album titles say it best. Today, AT&T marks the start of the expansion of AT&T’s fixed…
One of the key questions around the happiest and unhappiest home internet counties is where they are and…
Qualcomm is the quintessential American tech company steeped it engineering excellence. Its genesis was the development of a…
Inflation has become a top-of-mind concern for everyone, leaving consumers, businesses, and the investment community on the edge…
AST Spacemobile (AST) and AT&T just completed the first call between a regular smartphones using just the electronics…
The converged communications industry is undergoing significant change. It has been well reported that fixed wireless access has…
In case you are just tuning in, Verizon has been going through a rough time for about two…
ReconAnalytics-Networks-in-the-PandemicDownload
Lessons from the Field Lessons from the Field There is broad agreement in the United States that we…
Americans overwhelmingly support that broadband should be available to every American and that the funding base to achieve…
Introduction With the advent of 5G and, with it, a technology called network slicing, many parties, ranging from…
Japan’s Rakuten is the first global mobile network operators (MNO) to fully virtualize their networks, with millions of…
In recent years, the FTC raised concerns that Qualcomm’s patent portfolio and unbiased licensing scheme would prevent other…
The Super Bowl is not only the pinnacle of the American Football season, but it is also the…
The bidding for licenses in the C-Band auction has ended with bids of $81 billion for 280 MHz,…
As China has become a major global economy and grows more assertive on the global stage, the country…
When Nvidia announced that it was in the process of buying Arm from Softbank, many analysts and industry…
When Nvidia announced that it was in the process of buying Arm from Softbank, many analysts and industry…
A week into the C-Band auction, all signs point to an intense struggle for spectrum among the auction…
Over the past 15 years, there have been several government initiatives to expand the adoption of broadband in…
For a country that is known for being as efficient, organized, and technologically advanced as Germany, its state…
Stay-at-home orders, school closings, and social distancing have raised the issue of the digital divide in the United…
A new report called “Broadband 2020” by Recon Analytics shows that over 40% of employees in the United…
4G wireless networks powered remarkable economic growth and transformed the way Americans live and work, according to a…
A few weeks ago, EU Commissioner Thierry Breton made headlines when he asked Netflix, Google’s YouTube and Disney…
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The FCC is on a rampage trying to make as much spectrum available for 5G as it can.…
Roger Entner is joined by Shane Tews, Visiting Fellow at the American Enterprise Institute to discuss the latest…
The Department of Justice announced on July 26, 2019, that it approved the T-Mobile/Sprint merger under a series…
If you missed our analyst call on Wednesday with Roger Entner, Peter Rysavy and Avi Greengart you can…
Working 5G We are at the dawn of a new generation with 5th Generation networks launching. As with…
President Trump’s re-election campaign recently spun the wireless industry into turmoil again. Kayleigh McEnany, national press secretary for…
Mobile Operating System (OS) providers like Google and Apple and device manufacturers like Samsung aren’t the only ones…
More spectrum! is the rallying cry among participants in the global race to be the first country to…
It is not a new trend, but as we are becoming increasingly connected, a unique identifier for people…
On November 27, 2017 Recon Analytics convened a panel of esteemed legal, policy and regulatory experts to discuss…
At the end of October, Recon Analytics surveyed more than a thousand American consumers to assess their awareness…
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It’s the time of year again. No, not holiday season. It’s the season where wireless network testing results…
The IAB just published its 2016 advertising revenue figures. It was a banner year with record setting revenues…
By now a three screen strategy is a must for anyone in the business of media consumption. It’s…
The FCC is seeking to more closely regulate a key tactic in mobile carrier marketing—their performance and speed…
The wireless industry is making a greater impact on America than ever before. The world is becoming hyper-connected,…
AT&T is launching an aggressive new offer providing unlimited voice, text and data to customers who have AT&T…
Earlier this week the International Telecommunication Union (ITU) reported the results of its annual global survey. Mobile broadband…
Five years after the FCC called for data on the state of the special access marketplace from just…
T-Mobile threw down the gauntlet this summer with its new Mobile without Borders plan, pre-empting and expanding on…
They say a picture is worth a thousand words. If that’s the case, then the Twitter header image…
Another hot topic is the upcoming incentive auction. The amount of available spectrum per subscriber tells us how…
In 2014, roughly 143 million mobile phones were sold in the United States, approximately 90% of them smartphones.…
Over the last two years, in addition to attracting new customers, most of the wireless industry has focused…
All the while when we were trapped in the Title II News Blizzard that made any other topic…
After several failed attempts to come up with a net neutrality proposal that reasonably addresses legal, industry and…
Recon Analytics recently completed an exhaustive study of the US mobile market and how it compares with its…
In our previous report, we established that policymakers must choose among competing outcomes when the agency makes spectrum…
The US mobile broadband experience is the stuff of lore around the world, in part due to the…
The following is the second of a two-part series examining some of last year’s key developments in the…
According to Report Change in Administrator Would Jeopardize Launch of Next Gen Wireless Services Recon Analytics, an independent…
The following Note is the first of a two-part series assessing some of last year’s key market developments…
Innovation and a desire to compete is the basis of success. After years of languishing, T-Mobile has regained…
A raging debate over the future of the U.S. wireless industry has taken center stage in Washington, and…
Dish Network just threw its hat into another merger ring with its $25.5 billion bid to acquire Sprint.…
The wireless industry has become a multi-polar competitive industry. The days of the carriers sitting at the center…
Wouldn’t it be nice if everything worked together like magic? Well, while wireless seems like magic to us,…
Sprint yesterday announced it will purchase the remaining 47 percent of Clearwire it does not already own for $2.97 per…
The world is going wireless in every way possible. Wireless connections are at an all-time high–both globally (with…
A few days ago, a short report from the GSMA’s Wireless Intelligence (WI) group intimated that prices for…
The wireless sector generates jobs for more than 3.8 million people. This is larger than the hotels and…
The wireless industry is one of the biggest contributors to government revenues. It is larger in size than…
Spectrum is the fuel on which wireless communications runs. By looking at historic precedent, more spectrum generates more…
Due to its indisputable value to Americans, the US wireless industry has grown into one of the largest sectors…
Recon Analytics undertook this in-depth report to determine the extent of the economic impact the wireless industry has…
The situation at the 4G wireless service provider just keeps getting worse, so here’s what it needs to…
At its last meeting, the FCC announced it was commencing a new rulemaking to resolve interference issues in…
It’s that time of year again. The FCC has to develop its next annual report to Congress on…
The fourth quarter of 2011 was excellent for the wireless industry. More than 5.7 million net additions in…
The gridlock between Capitol Hill and the FCC is holding the American consumer and economy hostage In fact,…
Research in Motion is the most recent example of how hubris comes before the fall amid the harsh…
Sure, there were exceptions. But overall CES 2012 was pretty dismal for anyone interested in wireless. This year’s CES was…
Non-Carrier Branded Adds Continue To Dominate Wireless operators have abandoned their walled gardens. There were 4.9 million increases…
Google is all about advertising – and its Motorola acquisition is all about patents? Yeah, right. A closer…
After initial claims that there was “no grand strategy” behind Dish Network’s acquisition of Terrestar’s 20 MHz of…
As every year, the second quarter is a weak net subscriber addition quarter. The overall muted expectations in…
The reasons for choosing a wireless carrier changes over time but then do they really change that much?…
The release of the 15th CMRS Report regarding the state of competition in the wireless industry turned the entire…
A year ago in June 2010, I undertook the first endeavour to quantify the data tsunami that is…
I am talking about the wireless handset – you know the device in your pocket/ purse that you…
On May 10, 2011, Microsoft acquired Skype for $8.5 billion. It is widely seen as another catch-up move…
Sprint is formally asking the FCC to deny the $39 billion acquisition of T-Mobile USA by AT&T, stating…
As we approach the House of Representative’s Hearing on the acquisition of T-Mobile USA by AT&T, I have…
On May 6, 2011 T-Mobile USA released its quarterly results and it shows a carrier in distress. An…
