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, 26 Sep 2026 10:34:35 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133381&rss While AT&T’s fixed wireless access (FWA) pitch remains rather ‘bare bones’ compared to its telco rivals, its quick deployment of EchoStar’s 3.45 GHz spectrum has let the operator put its shoulders into leveraging FWA as a ‘copper catch’ mechanism. Charles Garrett 2026-09-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133338&rss Vodafone TV puts VodafoneThree on course for better multiplay leverage in combination with fixed and mobile products. Initial appeal will be to existing customers, but churn inducement could be boosted with switcher incentives and promotions. Natasha Rybak 2026-09-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133322&rss Growing and protecting core connectivity revenues is Jio’s key goal today, but the long game is one of incremental digital subscription revenue generation. This is a step in that direction – with a strong cost-saving AI hardware upgrade argument. Emma Mohr-McClune 2026-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133309&rss With its acquisition of Cox complete, Charter now has the largest broadband footprint in the US. The company’s immediate priority is implementing the Spectrum brand’s convergence playbook in legacy Cox markets to help increase multiservice uptake. Charles Garrett 2026-08-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133279&rss Google’s latest Pixel 11 lineup arrives as foldable competition heats up. Modest hardware gains put more pressure on Gemini and Google’s ecosystem to make Pixel stand out. Amanda Mitchell 2026-08-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133266&rss KDDI is buffing the shine on telco-supported consumer AI with Buffmee, a bespoke search and study assistant that relies entirely on a catalog of content from selected partners, engendering a sense of credibility and accountability for end-users. Natasha Rybak 2026-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133195&rss StarHub Singapore is demonstrating how telcos can realign premium propositioning for the low-cost, SIM-only mobile segment with an AI aggregation VAS tied to a top-tier tariff that covers all the bases but stops short of unlimited everything. Natasha Rybak 2026-07-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133185&rss Midway through 2026, US residential ISPs’ fixation on fixed-mobile convergence is driving a preponderance of go-to-market maneuvering among both national heavyweights looking to secure moats and regional players with a finger on the local pulse. Nicole Teasley - Charles Garrett 2026-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133187&rss Samsung launched the new Galaxy Card in the US with plenty of benefits and cost advantages, clearly aimed at beating the rival Apple product Apple Card – yet all these advantages are easily addressable from a competitive standpoint. Amanda Mitchell - Emma Mohr-McClune 2026-07-23T00:00:00+01:00 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 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=133120&rss While Comcast’s decision to split its connectivity and entertainment operations into distinct companies will result in two entities with greater focus and flexibility, both Comcast and NBCUniversal still face firm headwinds in their core markets. Charles Garrett - Nicole Teasley 2026-07-01T00:00:00+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=132958&rss There’s no clearer sign of how unforgiving the US services space has become than the big three nationwide telcos all deciding to overhaul their reporting structures. The Q1 2026 cycle’s exec commentary was heavy on justification and obfuscation. Charles Garrett - Nicole Teasley 2026-05-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132940&rss The three nationwide US MNOs rarely collaborate, and the bitter rivals have negotiations to finish before their announced D2D joint venture becomes a reality. Still, there’s sound logic in adopting a shared approach to an ancillary opportunity. Charles Garrett - Nicole Teasley 2026-05-18T00:00:00+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=132806&rss Following rumors, Amazon will end up buying Globalstar in yet another major move in the market. This marks Amazon’s third constellation plan and signals its official entry into the direct-to-device (D2D) market while gaining Apple as a customer. Yousef Almadani - Charles Garrett 2026-04-16T00:00:00+01:00 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=132649&rss In February, telcos, OEMs, and retailers launched 724 promotions. Trade-ins, new-line deals, and bundles drove activity. Samsung’s Galaxy S26 launch sparked fresh offers for switchers, new customers, and upgrades. Deepa Karthikeyan 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=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=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=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=132176&rss Typical neobank MVNO aspirants are multi-purpose fintech platforms with broad customer reach and scalability. Key to their MVNO value model is integrated, in-app, eSIM-enabled mobile provisioning complementing all-in, digital financial management. Natasha Rybak 2025-10-10T00:00:00+01:00