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, 30 May 2026 15:37:14 GMT 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=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=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=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=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=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=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=132187&rss T-Mobile’s introduction of popular apps optimized for a ‘light data’ experience when riding a T-Satellite connection drastically expands the functionality of its direct-to-device (D2D) service, adding usability heft and increasing differentiation. Charles Garrett 2025-10-15T00:00:00+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=132003&rss Mobile is a much-needed growth category for US cable players hemorrhaging subscribers elsewhere in their portfolio. Comcast posted its best-ever quarterly mobile line tally in Q2 2025, reflecting its embrace of free lines for new bundle signups. Charles Garrett - Nicole Teasley 2025-08-25T00:00:00+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=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=131839&rss Samsung’s second ‘Unpacked’ event unveiled a cheaper foldable, the $899.99 Galaxy Flip7 FE. But rival Motorola already undercuts the Flip7 FE on price and features. Google’s Gemini will come to the new Galaxy Watch8 but as a limited time exclusive. Anisha Bhatia 2025-07-10T00:00:00+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=131813&rss Summer means storms for a lot of households in the US. As internet service providers increasingly turn their attention to various aspects of service assurance, how and whether one offers backup internet connectivity has become a differentiator. Charles Garrett - Nicole Teasley 2025-07-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131801&rss Most pay-TV operators are integrating SVOD services, but Charter is stemming video subscriber losses and creating massive value-add for subscribers with carriage agreements allowing it to include popular streaming subscriptions in its TV packages. Nicole Teasley 2025-07-01T00:00:00+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=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