US telecom retail remains resilient, but Wave7 Research’s Jeff Moore questions whether Starlink can become a national mobile operator. SpaceX could bypass the traditional retail model, but building a competitive …
Carriers
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Speaking at the RCR Wireless News’s Telco AI Forum 2026, AT&T and Verizon executives described AI-based RAN deployments that are already producing measurable results In sum – what to know …
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Matthew Iji, head of data modelling and forecasting at GSMA Intelligence, told RCR that 6G will move from selective launches to global scale gradually, with coexistence rather than wholesale replacement …
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From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …
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Kenneth Hwang, vice president of platforms and client solutions at Singtel, said the operator’s experience has shown that preparing for quantum threats requires years of work across infrastructure, software, vendors, …
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From the newsletter (October 13; sign-up or follow if you want it sooner): Nokia’s sale of its ECE business gives Aurelius a 1,000-person industrial networking operation to grow, while simplifying …
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Speaking at Deutsche Telekom’s AI Investor Day, Telekom Deutschland’s chief executive officer Rodrigo Diehl said that entrepreneurs in Silicon Valley had told the German telco that network performance was already …
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From the newsletter (October 9; sign-up or follow if you want it sooner): Vodafone’s investor day revealed the scale and shape of its enterprise business, from £1.85 billion in annual …
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SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
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Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
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Starlink Mobile’s real constraint might not be satellite coverage but capacity per square kilometer. A new model, offered up by Vish Nandlall, suggests where population density forces satellite service back …
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From the newsletter (October 1; sign-up or follow if you want it sooner): Nokia and ICEYE are launching a sovereign satellite communications venture, while US telcos formalize a satellite coverage …
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Verizon is moving from scripted RAN automation towards agentic network operations, where AI reasons across domains, shares context and takes action – with the operator retaining control of intent, outcomes …
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From the newsletter (September 30; sign-up or follow if you want it sooner): IoT providers are pushing programmable, software-defined connectivity, while AI-RAN promises network efficiency rather than market growth. Operators …
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From the newsletter (September 29; sign-up or follow if you want it sooner): AI is fuelling a networking infrastructure boom, with Corning scaling fiber production to meet demand, while new …
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AT&T has signed a $3 billion-plus fiber supply deal with Corning, adding to a string of major commitments as AI data-center construction tightens optical supply and telcos bulk up their …
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KDDI, NTT Docomo, SoftBank, and Rakuten Mobile have recently signed a MoU to study the use of 5G mmWave infrastructure and technical architectures for coverage expansion In sum – what …
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From Intelligent RAN Forum: AI-RAN is becoming less futuristic and more practical, with Optus reporting live-network gains in link adaptation, coverage prediction and compensation. But scaling those AI-for-RAN capabilities across …
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Tim Donovan, president and chief executive officer of the Competitive Carriers Association (CCA) told RCR that U.S. regional carriers need to continue investing in spectrum, network upgrades, and new services …
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Verizon chief technology officer and senior vice president of technology development Yago Tenorio told RCR that the industry needs to avoid fragmentation as 6G moves toward commercialization In sum – …
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From the newsletter (September 14; sign-up or follow if you want it sooner): Verizon is expanding its 6G Innovation Forum as operators hunt for AI-driven use cases and a credible …
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From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …
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From the newsletter (September 8; sign-up if you want it sooner): Verizon is buying 80 million miles of Corning fiber through 2032 as it builds a converged network for broadband, …
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From the newsletter (September 4; sign-up if you want it sooner): The killer-app narrative made sense for 4G, but 5G broke it. As 6G becomes part of a programmable communications …
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Tim Donovan, president and CEO of the Competitive Carriers Association (CCA), told RCR that rural carriers may be able to monetize existing land, fiber, and power assets through modular, edge-based …
