Analyst Angle

US telecom retail remains resilient, but Wave7 Research’s Jeff Moore questions whether Starlink can become a national mobile operator. SpaceX could bypass the traditional retail model, but building a competitive …

Plume has rebuilt its architecture, embraced industry standards and launched an AI agent workspace, shifting from Wi-Fi optimization to ISP-wide intelligence. The bet: lower support costs, reduced churn and new …

AI-RAN now has measurable radio gains, but the investment case changes sharply with where capacity is constrained. Software on the installed RAN has the clearest near-term economics, while accelerated platforms …

European fiber networks pass millions of apartment buildings, but subscriber take-up remains stubbornly low in several major markets. Maravedis examines why building density alone fails to drive adoption, and where …

The gigabit promise stops at the socket. Europe’s Gigabit Infrastructure Act takes fibre into new buildings, but its Wi-Fi spectrum policy leaves the final metres unresolved. In dense apartment blocks, …

US 6GHz Wi-Fi adoption is accelerating, with Ookla showing six-fold growth since 2024 and Cisco reporting 48% usage at BottleRock. More power, AFC and simpler access could push adoption further. …

The Hugging Face intrusion by AI agents raises a harder question: can systems learn to evade the safeguards designed to control them? Vish Nandlall argues that falling violation rates may …

RFID-enabled smartphones and tablets are moving inventory tracking beyond dedicated scanning rounds, allowing workers to update stock continuously while improving accuracy, productivity and cost efficiency across retail, logistics and other …

Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …

Cambium’s collapse shows what vendor risk looks like when it becomes reality: uncertain cloud management, stranded equipment and difficult migration decisions for MDU operators, while forcing MSPs and property owners …

Broadband Forum’s Matter API could give operators a second shot at the smart home – not by winning consumers with another app, but by making the gateway the neutral platform …

Prepaid wireless is still expanding, with store growth, broadband bundling and shifting retail fortunes reshaping the market – while Las Vegas remains the industry’s essential networking hub. The All Wireless …

Passive antennas are becoming strategic infrastructure for 5G-Advanced, as operators tackle capacity, uplink demand, energy costs, and site constraints while preparing physical networks for AI-assisted RAN operations. ABI Research has …

The FCC’s retreat on bulk billing did not end the fight; it fragmented it. States and cities are now squeezing bulk Wi-Fi economics through opt-outs, access mandates, markup caps and …

Rural broadband is no longer a quiet corner of telecom, says WISPA chief David Zumwalt. Zumwalt considers how WISPs are facing fiber overbuilds, private equity, Starlink, and spectrum constraints even …

A Maravedis long read about the Wireless Broadband Alliance white paper on “Wi-Fi Monetization & Business Models” – a genuinely useful map of today’s commercial models, the debate it connects …

Following years of demonstration experiments, Japan’s private 5G market is moving into operational deployment, with spending on track for a 55 percent CAGR through 2030 as port operators, manufacturers, utilities, …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …

Netgear is quietly reinventing itself as an enterprise networking and software company, writes Maravedis Research. It is betting on cloud management, AI-driven automation, security services, and MSP-led growth to shed …

Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite …

Buying doors is easy; stitching networks together is not. Consolidation between MDU providers creates scale on paper. Whether it creates a better operator depends on something far less glamorous: whether …

MDU connectivity consolidation is not one story but three – told from the perspective of who owns the operators doing the consolidation. Maravedis Research sorts the MSP segment by ownership, …

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy are accelerating market consolidation. Strategic …

The agentic enterprise gets a full stack, and a third answer to the one-platform question – all the latest from HPE Discover 2026, courtesy of Adlane Fellah at Maravedis Research. …