Archive - TMT Analyst

# Satellite Direct-to-Cell Is Real, But It Is Not Replacing Mobile Networks

Satellite direct\-to\-cell is moving from emergency messaging toward voice and data, but its strongest role is as a carrier\-integrated extension of…

Sep 19 • TMT Analyst

May 2026

Carrier JV, Take Three: Coverage Breakthrough or Familiar Mistake?

Why the AT&T-T-Mobile-Verizon satellite venture looks uncomfortably familiar

May 18 • TMT Analyst

The Rugged Mobility Market Enters a New Era:

Why NEXA’s Rapid Sonim Launch Cycle Matters for Enterprise and Public Safety

May 14 • TMT Analyst

March 2026

Apple Business isn’t competing with telecom operators, it’s redefining what they’re needed for

Shifting Control Layer in SMB IT... Implications for Android, Verizon, AT&T, T-Mobile, and the Future Role of Telecom Operators

Mar 25 • TMT Analyst

February 2026

Why I’m Excited About MWC 2026 Barcelona...

...and the Five Big Trends That Will Define It

Feb 17 • TMT Analyst

T-Mobile’s Live Translation

A deeper view...

Feb 12 • TMT Analyst

Artificial Intelligence and the Future of Telecom Infrastructure

What we learned in 2025...

Feb 11 • TMT Analyst

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