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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128 articles
North America National Telecom
AT&T selects Ericsson for EchoStar 600MHz rollout
AT&T is preparing to deploy EchoStar’s 600 MHz spectrum after already putting the acquired 3.45 GHz holdings into service.
North America National Telecom Trends
Glide launches MagicalAuth beta across three US carriers
Glide’s MagicalAuth beta brings SIM-based authentication to AT&T, T-Mobile and Verizon, while fallback and recovery performance remain unproven.
North America National Telecom Trends
Zayo names NVIDIA, but the 8,000-mile build was already on the books
Zayo has named NVIDIA as a collaborator on connectivity for distributed AI infrastructure. The counterparty is new public information; the route package is not. Zayo disclosed the same more-than-8,000-mile plan, including six new routes and ten overbuild corridors, on 16 April…
North America National Telecom Trends
IonQ commits $15m to EPB quantum-memory lab
IonQ and EPB will test quantum memory on Chattanooga’s operational fibre network through a five-year research programme.
North America National Telecom Trends
Flight 14 is where Starship must stop being a test and start delivering network capacity
SpaceX says its next Starship flight will attempt something the programme has never done: carry Starlink V3 satellites to operational orbit. The tentative end-of-August mission would connect the rocket directly to the economics of the company’s broadband network. Yet the…
North America National Telecom Trends
NTIA sends 4.4GHz spectrum study plan to Congress
NTIA has sent the 4.4GHz study plan to Congress, starting a 60-day review before agencies can receive funding for engineering work.
North America National Telecom Trends
TELUS cuts dividend 55% as digital unit loses value
TELUS is retaining more cash for debt reduction as it focuses resources on connectivity and reviews assets outside its core telecom business.
North America National Telecom Trends
Hughes has put part of its satellite business behind a court wall, not switched it off
Hughes Satellite Systems Corporation and eleven wholly owned subsidiaries entered Chapter 11 on 2 August. The petitions move debt enforcement and major restructuring decisions into a supervised legal process while management says customer operations should continue. The useful…
North America National Telecom Trends
Michigan’s nine water-system reports widen the cyber incident without showing unsafe water
Michigan says nine water systems reported malicious activity consistent with a federal alert. The systems kept operating safely and local teams addressed the issues, leaving a serious operational-technology investigation but no disclosed public-health impact or named culprit.
North America National Telecom Trends
FirstNet’s new 5G core moves public safety into a separate network decision room
A different 5G symbol on an emergency worker’s handset would say little about who controls the connection. FirstNet’s consequential change is deeper in the network: subscribers have begun moving to a nationwide standalone 5G core dedicated to public safety and physically separate…
North America National Telecom
Amazon seeks FCC approval for 5,105 D2D satellites
The filing would add direct mobile links to Amazon Leo, but deployment still depends on regulatory approval, spectrum access and operator integration.
North America National Telecom Trends
The Space Force bought 18 launch slots; execution is the scarce asset
Two U.S. Space Force task orders give SpaceX a $1.6 billion campaign of 18 Falcon 9 launches from Vandenberg through the end of 2027. The award does not buy completed constellations. It buys access to a launch system, range infrastructure and operating cadence that can convert…
North America National Telecom Trends
$1.5 billion gives Verizon’s outsourced fibre model an execution budget
Bain Capital is leading a $1.5 billion investment in Eaton Fiber, with Tillman Global Holdings also reported as an investor, to support a Verizon fibre expansion targeting more than one million locations beyond its existing footprint. The capital does not mean those locations…
North America National Telecom Trends
AT&T owns EchoStar’s spectrum now; the buildout clock has started
AT&T has closed its approximately $23 billion purchase of EchoStar spectrum licences, adding about 30 MHz in the 3.45 GHz band and 20 MHz at 600 MHz across virtually every US market. The assets can widen coverage and capacity, but a licence transfer is not a network upgrade. The…
North America National Telecom Trends
AST SpaceMobile has put a clock on BlueBird 11-13, not a signal in service
AST SpaceMobile now targets 3:42 a.m. EDT on 5 August for the Falcon 9 launch of BlueBird satellites 11, 12 and 13, with another opportunity at 5:10 a.m. The precision is useful: a broad first-half-of-August promise has become a mission window. It still proves only scheduling.…
North America National Telecom Trends
Verizon’s $1bn Google fibre deal discloses value without its operating units
Verizon’s chief executive disclosed a dark-fibre agreement worth more than $1 billion to connect Google data centres. The figure signals material AI-infrastructure demand, but duration, route miles, fibre capacity, delivery schedule, margin and revenue recognition were not…
North America National Telecom Trends
AT&T’s sub-15-second result proves one optimisation path, not quantum advantage
AT&T has signed an agreement to expand its work with D-Wave after one network-optimisation workload fell from about one hour to under 15 seconds. The initial focus is annealing inside tools that support agentic AI; outage, routing, build and traffic uses remain candidates to…
North America National Telecom Trends
T-Mobile’s accounts slowed while revenue per account kept rising
T-Mobile US added 277,000 postpaid accounts in the second quarter, 13% fewer than a year earlier, but monthly postpaid revenue per account rose 2% to $152.91. The company’s raised cash guidance therefore rests more on monetising a larger relationship than on accelerating the…
North America National Telecom Trends
Comcast’s broadband cash engine is shrinking as its alternatives demand more capital
Comcast lost 167,000 domestic residential broadband customers in the second quarter while wireless added 448,000 lines and Peacock reached a quarterly Adjusted EBITDA profit. The portfolio is diversifying, but the replacement businesses do not yet erase the pressure on broadband…
North America National Telecom Trends
Claro’s $35 million Ponce landing adds a route without proving independence
Claro Puerto Rico has funded a $35 million extension of the AMX-1 submarine system to Ponce, creating the island’s first reported cable landing on the southern coast. The new geographic entry point can diversify access and support wholesale capacity, but it does not by itself…