Analyst Angle

A Maravedis analyst’s view on the Q1 2026 reckoning for fixed broadband, and why the economics of multifamily are quietly becoming the most interesting line in the deck. – Q1 2026 broke US broadband: Charter’s stock halved on flat ARPU …

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not one. The technical engine is bottleneck migration. Workloads expose a …

As utilities prepare for 6G, AI-native networks, digital twins and integrated sensing promise to transform the power grid into an autonomous, software-defined system where connectivity, intelligence and energy converge to deliver resilient, self-optimising operations at scale. The electric power grid …

More than 80 percent of U.S. rental units are in MDUs that predate modern structured cabling, and new construction accounts for only a fraction of that total each year. For MSPs and property owners, the opportunity is not in new …

Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances with a simple lemonade-stand analogy and real 2025 operator numbers, Vish …

The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term strategic and economic value. GSMA last month published a report …

The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers more choices, wider availability, easier setup, and lower prices. The …

New research into the SMB Wi-Fi market reveals how managed service providers choose networking vendors, where leading platforms succeed or fail, and why support, integrations, channel economics, and ecosystem lock-in now matter more than checklists. Wi-Fi has become the most …

The US should consider spectrum-sharing in the 4GHz band instead of clearing federal users entirely. Shared, flexible licensing could support 5G/6G innovation, protect government operations, reduce costs, and enable localized, AI-driven wireless networks through intelligent coexistence models. The US can …

Quantum progress and shifting geopolitical dynamics are elevating telecom security from an operational concern to a strategic priority. Post-quantum cryptography, sovereign key management and end-to-end cryptographic upgrades are becoming essential components of long-term network resilience. In this webinar, on May …

The Q4 2025 broadband subscriber tally clarifies who owns the pipes feeding American homes, including multi-dweller units (MDUs) but it tells only half the story for multifamily. The same operators that dominate the national rankings occupy a far more ambiguous …

For years, the managed Wi-Fi conversation in residential real estate has centered on the apartment building: a single structure, a defined footprint, a property manager with a clear mandate to upgrade. That framing has served the industry well, but it …

Multi-dwelling unit (MDU) service providers have spent years building excellent Wi-Fi networks and collecting predictable fees. The ceiling on what that network can generate is gone. For years, the managed Wi-Fi industry sold itself on a straightforward value proposition: take …

Telcos are exploring NVIDIA’s AI grid, but edge GPU deployment lacks a strong latency or cost case today; only physical AI use cases justify it, with gradual rollout expected toward future 6G networks. The diffusion of AI in telco networks …

The FCC has tightened supply chain security rules to bann new foreign-made consumer routers. Existing devices are unaffected, but vendors face strict domestic manufacturing demands, which will reshape competition as part of a US telecom infrastructure sovereignty push. 
The steady …

As the industry’s largest annual gathering for connectivity and telecommunications, MWC serves as a bellwether for where wireless technology is heading. Among the many themes on display at the 2026 event – from 6G visions to AI-powered networks – Wi-Fi’s …

The acquisitions of UScellular and Cox Communications largely spell the end of the medium-sized carrier There are no more medium-sized wireless carriers and soon, there will no longer be any medium-sized cable companies. Also, the number of telcos of medium …

Agentic and generative AI applications and workloads are testing the limits of legacy connectivity infrastructure from edge to cloud. The explosion of data and telemetry that feeds underlying large and small language models across domains – for training and inference …

WPA3 adoption in multi-dwelling units presents a unique set of challenges The Wi-Fi industry loves a good checklist. WPA3 support? Check. Six gigahertz? Check. Protected management frames? Check. But as a recent CWNP webinar titled “Wi-Fi Security in 2026: Beyond WPA3 …

DT and Nvidia jointly funded the Industrial AI Cloud, Europe’s most ambitious sovereign AI facility In early February 2026, Deutsche Telekom’s CEO Tim Höttges stood inside a gutted bank vault in Munich’s Tucherpark district and declared that Europe can do …

Managed Wi-Fi eliminates redundant truck rolls, avoids duplicate wiring, and enables smart building technology A regulatory storm is gathering as state legislatures from California to Colorado to New York advance bills that threaten to dismantle the bulk-managed Wi-Fi model in …

By 2035, global active data center IT capacity is forecast to surge nearly six-fold, from roughly 24 GW today to around 147 GW, as a new ABI Research forecast shows. A staggering expansion driven largely by artificial intelligence (AI) workloads, …

I saw this headline today: Amazon launched its “AWS European Sovereign cloud” with its first region in Brandenburg, Germany. I had to chuckle at the absurdity of the focus on local staffing, as if a local technician’s paycheck is the …

What is sovereignty? Is the purpose of a “Sovereign Cloud” to house the assets locally? I saw today that Amazon launched its “AWS European Sovereign Cloud,” with its first region in Brandenburg, Germany. I had to chuckle at the absurdity of …