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 05:49:25 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=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=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=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=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=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=88585&rss The options for accessing a multiplicity of content across simultaneous screens continue to expand for consumer customers. Telcos must be able to adapt quickly in this hyper-competitive market landscape subject to accelerated technological change. Natasha Rybak 2025-09-30T00:00:00+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 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131886&rss As the competitive dynamics of the telco content segment evolve, Telia’s TV & Media unit exits stage left, Tele2 Sweden sets its playlist to shuffle, and Sky UK unboxes an update to its new model army of connected TVs. Natasha Rybak 2025-07-23T00:00:00+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=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=131723&rss Apple’s WWCD25 was about enhancing its user interface with its AI capabilities instead of a singular agentic experience. It steered clear of Siri and seems to have learned from its marketing snafus of 2024. Anisha Bhatia 2025-06-17T00:00:00+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=131623&rss The Right to Repair movement is gaining traction in the US, with Texas passing a repair bill. The EU will implement an energy efficiency label for devices to promote sustainability. Samsung will give 50% cashbacks on Galaxy S25 upgrades in the UK. Anisha Bhatia 2025-05-22T00:00:00+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=132622&rss Emma Mohr-McClune 2025-04-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131488&rss Whatever the implementation timeline, US tariffs will significantly impact consumer electronics OEMs and telcos. Apple is particularly vulnerable, with growing pressure to shift its production to the US. But how feasible is all that? Anisha Bhatia - Emma Mohr-McClune 2025-04-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131468&rss While President Trump’s import tariff overhaul could have a seismic impact on service providers and OEMs, it’ll be US consumers who will feel the lion’s share of near-term pain. Addressing that pain point will be a key go-to-market concern. Anisha Bhatia - Charles Garrett 2025-04-08T00:00:00+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