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. Tue, 28 Jul 2026 08:17:29 GMT 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 42% mobile convergence penetration of its 12.5 million-customer fiber base. Nicole Teasley 2026-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95228&rss Verizon’s new executive regime arrived with a pledge for a leaner, “scrappier” operation. The goal now is to leverage the convergence ramp in its expanded fiber footprint and a more service-centric value proposition to build account-level growth. Charles Garrett 2026-07-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95051&rss Optimum Communications (formerly Altice USA) is pursuing a convergence strategy and expanding its multigigabit offerings, with plans to reach 65% of its footprint by 2028, but the first $6.2 billion of a $26.6 billion debt wall comes due next year. Nicole Teasley 2026-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132961&rss Telekom Hungary is leveraging an advantageous partnership in order to diversify and enhance its own-branded multiplay innovation efforts under ‘Magenta 1,’ leveling up its Telekom Health VAS with an EU-certified AI-based self-diagnostic tool. Natasha Rybak 2026-05-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=88585&rss The options for accessing a multiplicity of content across all kinds of screens continue to expand for consumers. Telcos must be able to adapt quickly in this hyper-competitive market landscape and its accelerated pace of technological change. Natasha Rybak 2026-05-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132841&rss Digi has not met all of its early consumer deployment goals in both of its new-entry markets, though it has certainly delivered disruption in spades. But price-aggressive disruption is difficult to maintain as a long-term, growth-driving play. Natasha Rybak 2026-04-23T00:00:00+01:00 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=132687&rss Having established an AI voice interface in over 1,000 languages and local dialects, Orange has set out a significantly more aggressive new take-up goal for its pan-regional MEA super-app Orange Max it. Emma Mohr-McClune 2026-03-19T00:00:00+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=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=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=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=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=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=132162&rss In September, the carriers covered in this report rolled out 960 promotions, led by Verizon. Apple launched the iPhone 17 series with up to $1,100 in trade-in/new-line savings, while Samsung offered the cost friendly Galaxy S25 FE option. Deepa Karthikeyan 2025-10-07T00:00:00+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=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=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