Recon Analytics
@reconanalytics.bsky.social
Telecom, media, and technology insights from founder and lead analyst Roger Entner. https://www.reconanalytics.com/
.@Verizon 's "raise prices on fewer customers" strategy finally collapsed. The board just admitted it’s a dead end. Revenue is falling, and the company is trying to avoid a Death Loop. 📉🚨
#Telecom #Wireless #Leadership
#Telecom #Wireless #Leadership
November 4, 2025 at 12:50 PM
.@Verizon 's "raise prices on fewer customers" strategy finally collapsed. The board just admitted it’s a dead end. Revenue is falling, and the company is trying to avoid a Death Loop. 📉🚨
#Telecom #Wireless #Leadership
#Telecom #Wireless #Leadership
Verizon's new CEO pledges to make company scrappier, customers happier: “When you read through the lines, there will be painful cuts." www.fierce-network.com/wireless/ver...
www.fierce-network.com
October 31, 2025 at 7:50 PM
Verizon's new CEO pledges to make company scrappier, customers happier: “When you read through the lines, there will be painful cuts." www.fierce-network.com/wireless/ver...
The Air Force Opens Its Gates to AI - Data Centers Coming to Five U.S. Bases: “Military bases typically have good, stable, and clean power supply.” @PeterSuciu @ClearanceJobs
The Air Force Opens Its Gates to AI: Data Centers Coming to Five U.S. Bases
The Department of the Air Force is leasing thousands of acres on five bases to private firms building AI-powered data centers.
news.clearancejobs.com
October 31, 2025 at 3:50 PM
The Air Force Opens Its Gates to AI - Data Centers Coming to Five U.S. Bases: “Military bases typically have good, stable, and clean power supply.” @PeterSuciu @ClearanceJobs
AT&T and T-Mobile both crushed Q3—but for very different reasons. The data shows one is boosted on fiber convergence, the other on price hikes. 🧵📊 #Telecom #5G #Broadband
October 30, 2025 at 5:50 PM
AT&T and T-Mobile both crushed Q3—but for very different reasons. The data shows one is boosted on fiber convergence, the other on price hikes. 🧵📊 #Telecom #5G #Broadband
.@ATT and .@TMobile both crushed Q3—but for very different reasons. The data shows one is boosted on fiber convergence, the other on price hikes. Let’s break it down. 🧵📊
#Telecom #5G #Broadband
#Telecom #5G #Broadband
October 28, 2025 at 1:51 PM
.@ATT and .@TMobile both crushed Q3—but for very different reasons. The data shows one is boosted on fiber convergence, the other on price hikes. Let’s break it down. 🧵📊
#Telecom #5G #Broadband
#Telecom #5G #Broadband
.@Verizon just hired a disruptor to fix a margin-first strategy that bled the base. The board gave @Dan_Schulman a short, sharp mandate. 🧵🚨
October 23, 2025 at 3:50 PM
.@Verizon just hired a disruptor to fix a margin-first strategy that bled the base. The board gave @Dan_Schulman a short, sharp mandate. 🧵🚨
T-Mobile's next chapter begins Nov 1 with Srini Gopalan as CEO. A board veteran and Deutsche Telekom alum, he brings deep fiber and operational chops at a critical inflection point. Here's what to watch. 🧵🔥
September 29, 2025 at 7:50 PM
T-Mobile's next chapter begins Nov 1 with Srini Gopalan as CEO. A board veteran and Deutsche Telekom alum, he brings deep fiber and operational chops at a critical inflection point. Here's what to watch. 🧵🔥
The telecom industry is selling a 5G fantasy. While the core carrier business model is sound, and the promised enterprise revolution is stuck in neutral. Here’s the data-backed reality check. 🧵📉
September 25, 2025 at 6:50 PM
The telecom industry is selling a 5G fantasy. While the core carrier business model is sound, and the promised enterprise revolution is stuck in neutral. Here’s the data-backed reality check. 🧵📉
Ericsson is out of easy growth options in its core business — and its pivot to enterprise 5G isn't the silver bullet either. Here's why the data from their latest event should worry investors. 🧵📉
#5G #Telecom #EnterpriseTech
#5G #Telecom #EnterpriseTech
September 25, 2025 at 4:50 PM
Ericsson is out of easy growth options in its core business — and its pivot to enterprise 5G isn't the silver bullet either. Here's why the data from their latest event should worry investors. 🧵📉
#5G #Telecom #EnterpriseTech
#5G #Telecom #EnterpriseTech
Ericsson flattish revenues force a hard pivot to enterprise solutions as telco gear sales stall. Data shows China lockout risks 3-4% hit. 🚨🧵
September 22, 2025 at 1:50 PM
Ericsson flattish revenues force a hard pivot to enterprise solutions as telco gear sales stall. Data shows China lockout risks 3-4% hit. 🚨🧵
.@SpaceX ’s $19B spectrum shake-up just exposed how broken wireless economics really are. 🚨
September 18, 2025 at 4:50 PM
.@SpaceX ’s $19B spectrum shake-up just exposed how broken wireless economics really are. 🚨
SpaceX 's $19B spectrum deal is a financial mirage, not a strategic masterstroke. The data shows Charlie Ergen played them perfectly. 🧵💰
September 15, 2025 at 4:50 PM
SpaceX 's $19B spectrum deal is a financial mirage, not a strategic masterstroke. The data shows Charlie Ergen played them perfectly. 🧵💰
Charlie Ergen & SpaceX’s $19B AWS-4 spectrum deal exposes a bigger shift: DTC satellite services are moving from fringe novelty to core broadband strategy. 🧵🚀
September 15, 2025 at 1:50 PM
Charlie Ergen & SpaceX’s $19B AWS-4 spectrum deal exposes a bigger shift: DTC satellite services are moving from fringe novelty to core broadband strategy. 🧵🚀
Elon Musk said it's possible that SpaceX and Starlink could evolve to become a global carrier of satellite and terrestrial services. Analysts believe Musk will need MVNO deals to pull it off.
"Do I think he can ultimately do it? Sure. But easily? No. It's going to be a heavy lift."
"Do I think he can ultimately do it? Sure. But easily? No. It's going to be a heavy lift."
www.lightreading.com
September 12, 2025 at 1:50 PM
Elon Musk said it's possible that SpaceX and Starlink could evolve to become a global carrier of satellite and terrestrial services. Analysts believe Musk will need MVNO deals to pull it off.
"Do I think he can ultimately do it? Sure. But easily? No. It's going to be a heavy lift."
"Do I think he can ultimately do it? Sure. But easily? No. It's going to be a heavy lift."
Echostar is over as a facilities-based carrier. The AWS-4 sale ends the experiment. The market moves to three strong networks. 🧵🔥
September 8, 2025 at 1:50 PM
Echostar is over as a facilities-based carrier. The AWS-4 sale ends the experiment. The market moves to three strong networks. 🧵🔥
Fiber connectivity is not merely another broadband technology; it is an AI adoption accelerator. Recon's analysis of its latest survey data amplifies the importance of low-latency connectivity in the AI race.
bit.ly
September 4, 2025 at 1:50 PM
Fiber connectivity is not merely another broadband technology; it is an AI adoption accelerator. Recon's analysis of its latest survey data amplifies the importance of low-latency connectivity in the AI race.
The end of the fourth carrier experiment: AT&T's spectrum deal with EchoStar is 'the final, politically brokered act in the long-running drama of the fourth facilities-based carrier.'
bit.ly
August 29, 2025 at 2:50 PM
The end of the fourth carrier experiment: AT&T's spectrum deal with EchoStar is 'the final, politically brokered act in the long-running drama of the fourth facilities-based carrier.'
Boost Mobile Sells Off Spectrum to AT&T, Ends Its Fourth-Carrier Ambitions: "Let’s face it, it’s the end of the fourth carrier."
Boost Mobile Sells Off Spectrum to AT&T, Ends Its Fourth-Carrier Ambitions
Boost says this $23 billion deal will leave it a 'hybrid' mobile network operator.
bit.ly
August 28, 2025 at 11:51 AM
Boost Mobile Sells Off Spectrum to AT&T, Ends Its Fourth-Carrier Ambitions: "Let’s face it, it’s the end of the fourth carrier."
"About a third of cable's customers are extremely happy with them, and they're also signing up with mobile. A third of them really don't like them, and they're going over to fiber and to FWA." @TheSOstreaming
Telecom Tug-of-War: How Customer Happiness Fuels the Cable and Wireless Swap | State of Streaming
Roger Entner, Founder of Recon Analytics: Cable and wireless companies gaining mobile and broadband customers.
bit.ly
August 27, 2025 at 1:50 PM
"About a third of cable's customers are extremely happy with them, and they're also signing up with mobile. A third of them really don't like them, and they're going over to fiber and to FWA." @TheSOstreaming
"About a third of cable's customers are extremely happy with them, and they're also signing up with mobile. A third of them really don't like them, and they're going over to fiber and to FWA." @TheSOstreaming
Telecom Tug-of-War: How Customer Happiness Fuels the Cable and Wireless Swap | State of Streaming
Roger Entner, Founder of Recon Analytics: Cable and wireless companies gaining mobile and broadband customers.
bit.ly
August 26, 2025 at 12:50 PM
"About a third of cable's customers are extremely happy with them, and they're also signing up with mobile. A third of them really don't like them, and they're going over to fiber and to FWA." @TheSOstreaming
A family emergency brought me to Germany, but as the German saying goes, "reisen bildet" (travel broadens the mind). In this case, it also put the future of mobile AI in my hands.
bit.ly
August 21, 2025 at 7:50 PM
A family emergency brought me to Germany, but as the German saying goes, "reisen bildet" (travel broadens the mind). In this case, it also put the future of mobile AI in my hands.
Charter is under fire in new lawsuit over broadband losses. The company “had no reason not to be transparent because it identified that these losses were out of Charter’s control."
Charter is under fire in new lawsuit over broadband losses
Charter gets hit with a lawsuit over its broadband losses from the Affordable Connectivity Program (ACP)The plaintiff claims Charter made “misleading statemen | The lawsuit alleges Charter understated its financial impact following the end of the Affordable Connectivity Program.
www.fierce-network.com
August 21, 2025 at 5:50 PM
Charter is under fire in new lawsuit over broadband losses. The company “had no reason not to be transparent because it identified that these losses were out of Charter’s control."