Date: April 14, 2026 Classification: Institutional / PE / C-Suite Executive Snapshot Amazon does not play for second place. It plays for the ecosystem. By acquiring Globalstar for $11.6 billion, Amazon has not merely purchased a satellite company. It has acquired a licensing moat, the world’s most valuable mobile client
Audience: Institutional Investors, PE Funds, and Telco CEOs and SLTs Date: 13 April 2026 We spent the last decade debating whether satellite broadband could ever move beyond the “niche hobbyist” market. As of February 2026, that debate is over. Starlink hitting 10 million active subscribers is not just a milestone;
Market Impact Analysis | Competitive Overlap | MSA Battlefield Report This Changes Everything The GFiber-Astound merger (backed by Stonepeak) announced on March 11, 2026, resets the US Broadband market. It also fundamentally restructures Alphabet’s relationship with the “pipes.” The Deal Structure: Ownership: Stonepeak takes the majority stake. Alphabet retains a “significant
Friends... we are going to call it. Cable One's 2025Q4 earnings call officially marks the beginning of a new supercycle of Cable / Telco Leadership that will write the industry's next chapter. We spoke about this in our December post, "10 Key Growth Trends that We
No jittery Zoom calls or delays getting on the network Monday morning. Just a thin strand of "glass" strung from a pole to our home. What I think many of us forget, is that in multiple neighborhoods across major US metros, there still is not much choice for
One of my favorite times of the year- 2025Q4 Telco (TMT) Earnings are upon us, my friends. A time to rack up the wins of 2025, but even more importantly, to provide insights into the trajectory of the new year, and how that aligns with Guidance and Consensus on The
First off, let’s give well deserved credit to where credit is due... Huge Hat Tip to Dan Schulman, Sowmyanarayan Sampath, Nick Jeffery, Scott Beasley, and ALL members of the combined teams who pulled this off. Do not kid yourself…this puts tremendous pressure on T-Mobile. To quote Verizon CEO,
1. Sea Change in Industry Leadership... Huge shift across all sectors. Telco-Verizon: Dan Schulman; T-Mobile: Srini Gopalan. Cable-Comcast: @Steve Croney; Cable One/Sparklight Careers: Julie Laulis. Esteemed industry veteran. Successor to be named soon; Astound Broadband. Top notch list of industry leaders above.What are / will be their new postures,
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