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North America National Telecom Trends

North America National Telecom Trends

National Telecom trend intelligence tracks national telecom market trends, 5G rollout, fibre modernisation, wholesale network strategy, spectrum pressure, and digital infrastructure investment in North America, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market.

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Latest from North America National Telecom Trends

128 articles

Editorial illustration of large fibre cable reels representing Verizon's long-term supply agreement with Corning

North America National Telecom

Verizon secures six-year Corning fibre supply

Verizon will receive more than 80 million fibre miles from Corning between 2027 and 2032 for broadband and long-haul network construction.

Sep 9, 2026
A dense bundle of luminous optical strands leaves one short conduit, then passes through separate construction, activation and customer gates.

North America National Telecom Trends

Verizon’s 80 Million Fiber Miles Reserve an Input, Not a Finished Network

Eighty million miles sounds like a map. In Verizon’s new Corning agreement, it is better read as an inventory unit: a six-year reservation of glass and connectivity components whose eventual value still depends on routes, crews, electronics, endpoints and customers.

Sep 8, 2026
An ochre external control block connects by a burgundy woven ribbon to one socket of an ivory network module with other sockets capped.

North America National Telecom Trends

Zayo opens DynamicLink to agents beyond its own portal

The new MCP interface makes network control part of a wider enterprise workflow. The important test is whether an approved change remains the same change when it crosses systems.

Sep 8, 2026
An invented branch office sends three contrasting sculptural paths through one service arch toward a separate green application cube.

North America National Telecom Trends

AT&T puts one service desk in front of Amazon Leo

The new satellite offer gives enterprise buyers one commercial interface. The harder question is what happens beyond it when a business application loses its normal connection.

Sep 8, 2026
A dark conduit reaches one brass socket on a stone tray while separate bridge pieces and other sockets remain unconnected.

North America National Telecom Trends

Uniti adds border access, not automatic local peering

New wholesale endpoints in McAllen and Chandler expand the places customers can buy transport. The traffic they can exchange locally remains a separate decision.

Sep 8, 2026
Editorial illustration of Telxius's Cancún landing gateway with a map showing the planned Tikal submarine cable between Guatemala, Mexico and Florida

North America National Telecom Trends

Telxius opens Cancún landing gateway

The new facility is already connected to Telxius's backbone and is due to host the Tikal submarine cable in 2027.

Sep 8, 2026
Editorial illustration of Verizon crews preparing backup power and satellite communications equipment in Hawai‘i ahead of Hurricane Lowell

North America National Telecom

Verizon prepares Hawai‘i network for Hurricane Lowell

Verizon has positioned backup power, satellite assets and field equipment across Hawai‘i before Hurricane Lowell, preparing for possible network disruption.

Sep 7, 2026
Editorial illustration of a Falcon 9-style rocket launching Starlink satellites from a coastal California launch site

North America National Telecom Trends

SpaceX launches 27 Starlink satellites from Vandenberg

SpaceX's 80th Starlink mission of 2026 flew from Vandenberg, where the company is currently concentrating its Falcon 9 constellation launches.

Sep 7, 2026
AI-generated editorial illustration of Clearfield fibre, cabinet and managed-power equipment represented at a WAV distribution facility in North America.

North America National Telecom Trends

Clearfield adds WAV distribution channel

Clearfield will use WAV to distribute its fibre, cabinet and power products to wireless and broadband providers across the US and Canada.

Sep 4, 2026
Editorial illustration showing 41 US fibre deals in 2026 against a map of interconnected fibre networks across the United States

North America National Telecom Trends

US fibre market records 41 deals in 2026

A 41-deal count gives the US fibre consolidation debate a measurable base as investors weigh existing networks against further construction.

Sep 4, 2026
AI-generated editorial illustration representing Optimum's expanded T-Mobile agreement for standalone 5G service

North America National Telecom Trends

Optimum expands T-Mobile deal for standalone 5G

Optimum is connecting its own mobile core to T-Mobile's standalone 5G network, with a full launch expected in early 2027.

Sep 3, 2026
Two opposing share rails meet at a central pivot: a stopped silver issuance path, a mostly empty copper repurchase tray and Array towers with a spectrum prism sealed behind glass.

North America National Telecom Trends

TDS Withdrew Its 0.86-Share Array Proposal and Reopened $523.9m of Buyback Capacity

TDS has turned its common-share denominator around without yet moving it in either direction. The abandoned Array proposal pointed toward issuing roughly 13.49 million TDS Common Shares on the latest disclosed share count. The post-withdrawal plan points toward repurchasing TDS…

Sep 2, 2026
Two United States telecom network maps converge behind a brass control key and closed accounting ledgers.

North America National Telecom Trends

Charter's CFO Will Leave After the First Cox Quarter Closes

Jessica Fischer will leave Charter Communications after helping close the quarter ending 30 September, the first quarter-end since Charter completed its Cox and Liberty transactions. The timing protects continuity through the accounting cut-off. It also places the combined…

Sep 1, 2026
Abstract editorial view of two equal arrays of dark ownership units on a high amber valuation platform and a lower slate platform, connected by fibre-optic lines

North America National Telecom Trends

Cox's 33.6m Charter Units Were Valued at $11.9bn at Signing and $5bn at Close

Charter completed its acquisition of Cox with approximately the same 33.6 million exchangeable common units promised in 2025. What changed was their implied value: Charter called them US$11.9 billion at signing and approximately US$5 billion at closing, making the seller's…

Aug 22, 2026
AI-generated illustration comparing US terrestrial 100/20 broadband availability with coverage after satellite service is included.

North America National Telecom Trends

FCC puts US terrestrial 100/20 coverage at 96.9%

Satellite lifts the FCC's reported 100/20 broadband availability to 99.7%, but terrestrial coverage remains lower and satellite performance can vary.

Aug 19, 2026
AI-generated editorial illustration of satellites from multiple providers exchanging data through an orbital router and the US Space Force Space Data Network.

North America National Telecom Trends

Space Force awards $60m for multi-vendor SDN integration

The Space Force will test cross-network links and orbital routers as it tries to connect commercial satellite systems through standard interfaces.

Aug 18, 2026
AI-generated editorial illustration showing a Telesat satellite, Arctic ground station, Canadian flag and military communications equipment representing Canada's C$2.3bn Lightspeed contract.

North America National Telecom Trends

Telesat wins C$2.3bn Arctic satellite contract

Telesat's Canadian defence contract funds 69 more Lightspeed satellites, expanding the constellation to 225 while global service remains targeted for Q1 2028.

Aug 13, 2026
AI-generated editorial graphic showing a telecom tower and Array Digital Infrastructure's Q2 2026 site-rental revenue, tenancy and T-Mobile lease figures.

North America National Telecom Trends

Array site-rental revenue rises 95% after T-Mobile lease

Array's tower rental revenue nearly doubled in Q2 as the T-Mobile lease lifted its base, while tenancy rose only slightly.

Aug 13, 2026
Editorial illustration of drones being detected above a Miami cityscape by a 5G cellular antenna using radio sensing.

North America National Telecom Trends

Lockheed Martin tests NetSense drone sensing on Verizon 5G

The Miami-area demonstration used Verizon spectrum and AI software to detect and track drones, with pilot deployments planned ahead of targeted 2027 availability.

Aug 13, 2026
AI-generated editorial illustration of a stadium with a neutral-host DAS, distributed antennas and Airspan MobileAccess 6000 equipment representing AT&T’s Davis Wade Stadium project.

North America National Telecom Trends

AT&T leads neutral-host network at Davis Wade Stadium

AT&T will own a shared stadium DAS designed to support multiple mobile operators across Mississippi State University’s 60,000-plus-seat venue.

Aug 11, 2026