Starlink

SpaceX outlined plans for a hybrid Starlink mobile network and claimed a path to hundreds of billions in annual connectivity revenue, as AI compute investment surged and Elon Musk forecast …

From the newsletter (October 20; sign-up or follow if you want it sooner): A new 6G architecture is taking shape, but its business case remains elusive. This week: AI-RAN performance …

From the newsletter (October 19; sign-up or follow if you want it sooner): Deutsche Telekom, Orange, Telefónica and Vodafone want a joint position on mobile satellite spectrum, but can Europe’s …

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 …

From the newsletter (October 16; sign-up or follow if you want it sooner): Starlink need not replace terrestrial networks to disrupt telecoms. Strand Consult and Dell’Oro examine SpaceX’s hybrid ambitions, …

Ericsson is ‘dissolving’ its enterprise wireless unit but keeping its private and neutral-host 5G portfolios, betting on R&D synergies and indoor connectivity, notably with Starlink-style satellite systems. But with Nokia’s …

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 …

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 …

Satellite connectivity is becoming wedged into conventional terrestrial telecom infrastructure, bringing new regulatory, certification, and interoperability requirements alongside its buzzy commercial growth. The US has banned Huawei et al; 3GPP …

Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …

Europe’s €15.6bn IRIS² initiative is moving from sovereign-connectivity ambition to hardware, with hundreds of LEO and MEO satellites, billions in industrial contracts and a separate Low-LEO pipeline taking shape. In …

AT&T is adding Amazon Leo to its enterprise connectivity mix as satellite moves deeper into terrestrial networks – and European operators eye D2D spectrum and US regulators push to expand …

From the newsletter (sign-up if you want it sooner): Telco integration is back in fashion (again), from satellite and terrestrial networks to private 5G and Wi-Fi. Mostly, it is an …

Celona is folding Wi-Fi 7, private 5G, public cellular and satellite into one AI-managed platform, targeting the complexity, cost and device shortages that have held back enterprise wireless adoption. In …

Rural broadband is no longer a quiet corner of telecom, says WISPA chief David Zumwalt. Zumwalt considers how WISPs are facing fiber overbuilds, private equity, Starlink, and spectrum constraints even …

A day (or two) after SpaceX talked about plans for a terrestrial Starlink mobile network, analysts have started to debate whether Musk is building a fourth US carrier, optimising satellite …

From the newsletter (sign-up if you want it sooner): Elon Musk has set his sights on the US mobile market with a cost-effective Starlink-powered terrestrial network, with talk about small …

SpaceX has spoken for the first time about its plans for a terrestrial mobile network to work with its satellite D2D service to rival AT&T, T-Mobile, and Verizon – including …

From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …

Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …

In sum, what to know: -Mobile operators want more control over satellite connectivity and are taking steps to get it, according to a new report from GSMA Intelligence. -The NTN …

Satellite D2D technology is proven, but achieving ubiquitous US coverage depends on interoperability, argues Dr. Lee W. McKnight at Syracuse University. He examines why cooperation between carriers, satellite operators, and …

The current review reflects broader concerns around national security, data sovereignty, and regulatory oversight in India In sum – what to know: Security concerns – India’s Home Affairs Ministry is …

Europe is reshaping its digital economy around sovereignty, from satellite spectrum (new post-2027 auction rules for the 2GHz MSS band) and sovereign cloud (Google Cloud picks Telefónica to serve-up hybrid …

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 …