http://www.currentanalysis.com/ Analysis Reports provided by Current Analysis, Inc. en-us All materials Copyright 1997-2026 Current Analysis, Inc. Reproduction or distribution prohibited without express written consent. Sat, 04 Apr 2026 05:49:10 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95052&rss With gigabit speeds across its footprint and an MVNO operation making progress, Cox has key convergence ingredients. Once Cox’s acquisition by Charter closes is in mid-2026, the combined entity will offer B2C services under the ‘Spectrum’ brand. Nicole Teasley 2026-03-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95053&rss Charter's newest video play finally broke its video losing streak and its mobile unit continues to make major headway, but 5G FWA continues to cause heartburn for Charter and its fellow US MSOs. Nicole Teasley 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132674&rss GFiber’s tie-up with Astound – backed by Stonepeak – provides another clarion signal of the private equity engines driving the US wireline asset consolidation. The challenge for the GFiber execs will be wrangling Astound’s varied network holdings. Charles Garrett - Nicole Teasley 2026-03-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132648&rss Announcements made by Orange and Telefonica to collaborate with Vodafone’s JV with AST SpaceMobile speak to a more collaborative spirit for European D2D satellite service evolution but also buy-in on the need for European data sovereignty. Emma Mohr-McClune 2026-03-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132650&rss The Q4 2025 earnings cycle found US operators closing a year defined by consumer uncertainty and elevated churn rates. Now, operators must contemplate a potential increase in device costs and whether existing subsidy practices remain sustainable. Charles Garrett - Nicole Teasley 2026-03-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132653&rss While Verizon’s deal to acquire Frontier took the long road to approval – thanks in part to political hurdles cast its way – its intense promotional activity post-close shows a company pulling many levers to capitalize on an expanded opportunity. Charles Garrett 2026-03-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132610&rss T-Mobile’s Q4 2025 earnings presentation was super-sized, as the event also provided a midway checkpoint on its Capital Markets Day cycle. While a change in its reporting reaped headlines, the focus was on key growth drivers beyond mobile uptake. Charles Garrett - Nicole Teasley 2026-02-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132584&rss Convergence has become both the central pillar of the US cable players’ go-to-market and the primary buttress against broadband churn. However, long-term success in a mature mobile space will demand rock-solid execution on free-to-paid conversion. Charles Garrett - Nicole Teasley 2026-02-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94860&rss While Lumen’s consumer revenue fell 8% year-over-year in Q4 2025, the company has now offloaded its ‘Mass Markets’ fiber-to-the-home operation to AT&T with plans to reduce debt and focus on enterprise, public sector, and wholesale customers. Nicole Teasley 2026-02-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132563&rss T-Mobile Live Translation spells a new AI-led era for network differentiation. The first-gen AI feature from the carrier’s agentic AI platform offers real-time, network-based voice call translation for both consumers and businesses. Emma Mohr-McClune - Nicole Teasley 2026-02-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132531&rss AI data centers are absorbing memory supply, pushing memory chip prices up. Consequently, consumer devices face higher costs, slower spec upgrades, and a shrinking mid-range smartphone segment. Anisha Bhatia 2026-02-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132496&rss CES 2026 highlights foldables heating up, AI wearables becoming practical, and smart glasses segmenting; privacy and ecosystem scale will affect adoption. Anisha Bhatia 2026-01-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132487&rss Apple will use Google’s Gemini to improve Siri and Apple Intelligence, avoiding major catch-up spending. The deal has spiked Google’s market valuation but increases Apple’s AI-layer dependency and long-term margin and share risk. Anisha Bhatia - Emma Mohr-McClune 2026-01-14T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94867&rss While there have been changes atop the masthead, T-Mobile US continues firing on all cylinders across its operational portfolio, adding subscribers and doing gangbusters business across both mobile and home internet, taking share in both segments. Charles Garrett 2026-01-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124513&rss AT&T is intent on remaining the largest fiber provider in the US, and the operator has identified a premium, high-ARPU customer cohort with 41% mobile convergence penetration of its ten million-customer fiber base. Nicole Teasley 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132429&rss Learning demands candor and criticality. In that spirit, this report series takes stock of 20+ predictions for 2025 made by GlobalData’s Consumer Services, Platforms, and Devices team, rating them as a ‘hit,’ ‘near miss,’ or ‘miss.’ Emma Mohr-McClune - Nicole Teasley 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132403&rss Global AI rules are diverging across the EU, the US, China, the UK, and the Middle East. OEMs should ship one core AI experience, configurable by region via software policies, disclosures, and localized data handling. Anisha Bhatia 2025-12-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95006&rss Google is relaunching AI smart glasses with key partners, embedding assistants in everyday wearables. A major Anthropic cloud deal and $155 billion AI backlog boost Google Cloud’s role—while a $425 million privacy penalty raises pressure. Anisha Bhatia 2025-12-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132373&rss While Q3 2025 offered the US cable operators no relief from their ongoing broadband pains, mobile uptake remains the silver lining in their convergence efforts, with Comcast once again breaking its personal best for quarterly mobile net additions. Charles Garrett - Nicole Teasley 2025-12-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95055&rss Comcast plans to expand its DOCSIS 4.0 network enhancements and to ratchet the discounting aggression with its MVNO in 2025 – moves intended to slow the core connectivity subscriber bleed in the face of ongoing pressure from both fiber and FWA. Charles Garrett 2025-12-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132319&rss Fall 2025 is the season for C-suite change in US consumer services, with four nationwide B2C players shuffling their organizational charts between late September and early November 2025. Only T-Mobile did so while enjoying a position of strength. Charles Garrett - Nicole Teasley 2025-11-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95048&rss T-Mobile finalized its acquisition of UScellular's wireless operations (and 30% of its spectrum holdings) on August 1, 2025. Nicole Teasley 2025-11-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132277&rss T-Mobile’s new off-grid text-to-911 T-Satellite launch expands coverage beyond OEM and in-market competitor capabilities, adds more compatible devices, and delivers the strongest use case to date for T-Mobile’s stalking horse D2D engagement. Nicole Teasley 2025-11-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132247&rss 5G fixed wireless access (FWA) remains the disruptive force in US home internet. While both T-Mobile and AT&T gained traction with FWA in Q3 2025, the variances in their handling of segmentation and value-add speak to different approach vectors. Charles Garrett - Nicole Teasley 2025-10-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95051&rss Altice USA, which is pursuing a convergence strategy akin to its larger MSO brethren and leaning into symmetrical multigigabit offerings in the hypercompetitive New York market, plans to expand multigigabit service to 65% of its footprint by 2028. Nicole Teasley 2025-10-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=88586&rss Predictive and generative AI progress is reshaping the telco customer experience and conversation, with new forms of enhanced, cyber-secure, and even prioritized B2C communications value-add emerging. Emma Mohr-McClune 2025-10-30T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95045&rss Apple's new iPhones are eSIM-only, expanding the technology beyond the US into multiple global markets. The iPhone Air is a precursor to an Apple foldable. New 50% India levies show that Apple is not out of the tariff woods yet. Anisha Bhatia 2025-10-28T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132231&rss Airbus, Leonardo, and Thales are merging their satellite businesses to enhance Europe's space autonomy and competitiveness in the global space market. The merger aims for a 2027 launch, promising significant savings and a EUR6.5 billion turnover. Yousef Almadani - Emma Mohr-McClune 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132215&rss This LG Uplus ixi-O 2.0 upgrade seeks to expand the calling app’s AI repertoire from deep fake cybersecurity to more general life management functionality, in a bid to boost the app’s appeal amid reports of disappointing uptake. Emma Mohr-McClune 2025-10-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95231&rss EchoStar succumbed to government and investor pressure in Q3 2025, signing two large deals to sell off large tranches of its spectrum holdings. The deals ended its worst regulator headaches, its gravest debt concerns, and its 5G network buildout. Charles Garrett 2025-10-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132068&rss EchoStar’s second big spectrum sales transaction in two weeks ends both the company’s worst government headaches and its gravest debt concerns. Meanwhile, Starlink will add a vital piece to its vertical attack on the direct-to-device opportunity. Charles Garrett - Nicole Teasley 2025-09-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132022&rss AT&T’s $23 billion agreement to acquire 50 MHz of EchoStar’s spectrum will add significant juice to the former’s 5G network capabilities and scale to its fixed wireless pitch while also starting the wind-down on the latter’s ‘fourth MNO’ efforts. Charles Garrett - Nicole Teasley 2025-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132015&rss Where will the next beyond-connectivity B2C VAS will come from? Jio India offers up one idea, in the form of a prepaid cloud virtual desktop service, with back-up, zero maintenance, and network-level security protection. Emma Mohr-McClune 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132009&rss In July 2025, carriers launched 1,147 promotions, led by Verizon, AT&T and T-Mobile, and trade-in offers dominated. Samsung unveiled new foldables with up to $1,100 savings in trade-in and new line offers. Deepa Karthikeyan 2025-08-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131986&rss With the race for expanded footprints afoot, fiber and FWA remain winning propositions for US telcos. Meanwhile, the same ingredients that led to inflated wireless gross add counts and elevated churn rates in Q2 could mean rockier sledding in H2. Charles Garrett - Nicole Teasley 2025-08-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131943&rss In another context, EchoStar marrying its established satellite chops with its long-gestating open RAN 5G network build would be a sea change moment. Instead, given its financial and regulatory peril, the effort seems desperate and doomed to fail. Charles Garrett - Nicole Teasley 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131941&rss As digital dependence grows, so too does consumers’ reliance on internet providers to protect their households from cybersecurity threats. Basic security has become a standard value-add, while advanced options encourage customers up the rate card. Nicole Teasley - Charles Garrett 2025-08-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131855&rss Despite the FCC’s renewed spectrum authority and the Universal Service Fund’s reaffirmed constitutionality, questions around the future of key spectrum ranges and the now-chaotic BEAD Program define a federal framework short on cogency or clarity. Charles Garrett 2025-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95228&rss While Verizon has made long strides with its prepaid brands and the company’s even-handed approach to fiber and FWA in home broadband has turned both service categories into strengths, regaining its postpaid wireless mojo is a work in progress. Charles Garrett 2025-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131780&rss Proximus flexes its multiplay muscle, Iliad Italia super-sizes its headline fiber offer, and Orange Spain sounds the alarm with ADT in recent telco convergent multiplay one-upmanship maneuvers. Natasha Rybak 2025-06-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131777&rss Verizon’s AI-backed customer service experience overhaul – rolled out alongside extended call center hours and 24/7 live in-app chat support – aims to resolve customer problems with a single call. Meanwhile, Verizon Access ramps up its gifting. Charles Garrett - Nicole Teasley 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131765&rss T-Mobile is loping into the summer looking to celebrate some new network plaudits extending beyond its typical 5G superiority. To mark the occasion, the company dished fresh details on T-Satellite and served up value-add for all its subscribers. Charles Garrett - Nicole Teasley 2025-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131730&rss The Trump Mobile launch was lousy with promises. Vagaries abound, the symbolic service price fails to be competitive, and the manufacturing promises are vapor. Yet, positioning against a ‘cult of personality’ proposition could prove a no-win task. Charles Garrett 2025-06-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131682&rss As T-Mobile ratchets up its broadband ambitions with the commercial launch of its own-brand fiber offerings in the acquired Lumos footprint, the company’s initial offerings will speak to current market fixations on price assurance and convergence. Charles Garrett - Nicole Teasley 2025-06-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131668&rss The US cable MVNOs enjoyed another banner quarter in Q1 2025, as mobile growth continues to provide both an important offset to struggles with the bread-and-butter residential broadband and a retention runway to longer-lived engagements. Charles Garrett - Nicole Teasley 2025-05-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131629&rss AT&T is level set on keeping its perch as the largest fiber player in the US consumer services landscape. With its announced deal to purchase Lumen’s Mass Markets fiber business, AT&T scales up both its buildout ambitions and its convergence pool. Charles Garrett - Nicole Teasley 2025-05-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131614&rss The proposed merger of Charter and Cox would result in the largest cable MSO footprint in the US, broadening the scale of Charter’s convergence positioning. Whether that’s enough to staunch the broadband and video bleed is another matter entirely. Charles Garrett - Nicole Teasley 2025-05-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131581&rss T-Mobile’s status as the leading share taker in the US consumer services space ensures a top spot in the quarterly earnings season coverage. Still, the operator made sure it would dominate the Q1 2025 reporting conversation with some timely news. Charles Garrett - Nicole Teasley 2025-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131550&rss United Launch Alliance launched 27 Amazon Kuiper satellites, marking the beginning of a 3,236-satellite LEO initiative. Project Kuiper, expected to be the primary competitor to Starlink, aims to bring affordable global broadband to underserved areas. Yousef Almadani - Emma Mohr-McClune 2025-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131506&rss While the potential impacts of Trump’s trade war will remain unclear until the ultimate form, rates, and implementation of the US tariffs comes into focus, operators like Comcast can’t afford to wait to buttress their price assurance positioning. Charles Garrett - Nicole Teasley 2025-04-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132622&rss Emma Mohr-McClune 2025-04-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131460&rss The day after President Donald Trump revealed his long-threatened tariffs – all but ensuring the cost concerns for many American households will only get worse – Verizon took a handful of price assurance steps to address a top-of-mind pain point. Nicole Teasley - Charles Garrett 2025-04-07T00:00:00+01:00