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
North America National Telecom Trends
The FCC has moved Covered List risk inside the device
The Federal Communications Commission has closed a route by which a product could obtain a new US authorization even when its essential logic came from a company already judged a security risk. The rule changes the compliance question from who assembled the finished device to who…
North America National Telecom Trends
Broadband labels survive, but their bulk-data shadow does not
The FCC has kept consumer broadband labels while removing the separate machine-readable spreadsheet and the two-year archive for discontinued plans. Providers lose two compliance systems; comparison tools and researchers lose structured and historical evidence. The 3–0 decision…
North America National Telecom Trends
The FCC has redesigned the satellite-licensing queue, not removed it
Part 100 turns satellite licensing into a more explicit sorting system. Applications that fit standard, presumed-acceptable conditions should move through a predictable lane; exceptions receive targeted review. The gain is administrative sequence, not permission to ignore…
North America National Telecom Trends
FCC’s Upper C-band winners will inherit the bill for clearing it
The FCC has adopted rules for a future auction of 160MHz between 3.98GHz and 4.14GHz. The spectrum is valuable because it can extend the existing C-band mobile ecosystem, but it is not empty: satellite users must move and aircraft altimeters must be upgraded. Future licensees…
North America National Telecom Trends
AT&T’s million-add quarter was really three different network bets
AT&T added more than one million advanced-connectivity customers across fibre, fixed wireless and postpaid phones in the second quarter. The total is impressive, but the useful signal is the mix: the operator is using several access technologies to widen its addressable market…
North America National Telecom Trends
Three deployed BlueBird arrays move AST SpaceMobile to the commissioning test
AST SpaceMobile chief executive Abel Avellan says BlueBird satellites 8, 9 and 10 have fully deployed their large antenna arrays. That removes a visible mechanical risk for three spacecraft, but it does not establish network service, customer traffic or revenue. The next evidence…
North America National Telecom Trends
Midland's AST SpaceMobile deal buys verified expansion, not promises
Midland has given final approval to an incentive agreement for a new AST SpaceMobile manufacturing plant, but the headline USD66 million is a thirty-year ceiling rather than an upfront cheque. The city's real bargain is a sequence of payments tied to a minimum facility…
North America National Telecom Trends
AST SpaceMobile's cheap coupon comes with an expensive future choice
AST SpaceMobile has closed USD1.0 billion of 1.625% convertible notes due 2034 and says buyers exercised the full USD150 million option. The coupon is low, but the financing does not remove cost: maturity creates a fixed claim, while future settlement can consume cash, shares or…
North America National Telecom Trends
Calix sold more access gear while 230 basis points left gross margin
Calix's second quarter delivered a useful contradiction. Revenue rose to USD293.329 million and GAAP operating income reached USD21.849 million, yet gross margin fell to 54.6%, inventory climbed to USD180.481 million and receivables reached USD136.401 million. Growth is visible…
North America National Telecom
New York Yankees hire Lumen for dual 100G fibre network to Tampa
The Yankees are connecting Yankee Stadium with a relocated primary data centre in Tampa through two diverse 100 Gbps fibre routes designed to support resilient operations.
North America National Telecom Trends
Ericsson and AT&T trial cuts 5G handover data loss by 25%
The trial shows how 5G Advanced is moving beyond faster networks to improve how devices stay connected in motion.
North America National Telecom
LEO Broadband Enters Commercial Competition
Amazon's service launch signals that the next phase of LEO broadband will be defined by commercial execution rather than satellite deployment.
North America National Telecom Trends
Verizon gains Carolina West customers as rural operator closes
Carolina West's closure shows how rural wireless consolidation is moving away from headline M&A deals. Verizon gains a customer pipeline without paying an acquisition price, while a 90,000-user base faces forced migration — the quiet side of US telecom market concentration.
North America National Telecom Trends
FCC funds China gear removal with spectrum sale
FCC raises $3.5bn from AWS-3 spectrum to fund Huawei and ZTE equipment removal from US telecom networks.
North America National Telecom Trends
Gunshot damages Spectrum fibre line in Talladega County
A Spectrum fibre cable in Talladega County was damaged by suspected gunfire, prompting a criminal mischief investigation.
North America National Telecom Trends
Belden targets rural FTTX with easier drop cable
Belden launches DiamonDrop cable to simplify FTTX field termination for rural and hard-to-serve broadband builds.
Global National Telecom Trends
Ericsson extends Verizon private 5G internationally
Ericsson brings Private 5G to Verizon Business deployments outside the US, helping enterprises extend campus networks globally.
North America National Telecom Trends
T-Mobile taps AI to manage network surges at events
T-Mobile deploys Dynamic CX to use AI for event traffic surges, helping its network prepare for crowds across US venues.
North America National Telecom Trends
Deutsche Telekom weighs full T-Mobile buyout as valuation gap widens
Deutsche Telekom considers full T-Mobile combination to address valuation imbalance and simplify structure as US unit drives growth and investor focus.
North America National Telecom Trends
AT&T signs $2bn deal to strengthen FirstNet emergency network
AT&T invests in FirstNet resilience with a $2bn deal, upgrading emergency telecom systems for over 31,000 agencies across the US.