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Insight Notes
April 2026 – AI, Sovereignty, and the Reordering of Global Digital Infrastructure: 2026 Outlook
January 2026 – LEO Satellite Market Outlook
December 2025 – Subsea Fiber Market Update 2025
December 2025 – The Emerging AI Infrastructure Correction Risk
December 2025 – Telecom & Digital Infrastructure Technology and Investment Trends: A look ahead into 2026
December 2025 – AI Bandwidth Bubble: Unpacking Mobile Traffic’s Uncertain Path Forward
November 2025 – Betting on Sovereignty: Assessing Risks in the Sovereign AI Race
November 2025 – Private Wireless Networks: The Enterprise Backbone for AI and Digital Transformation
October 2025 – AI Infrastructure at a Crossroads: Navigating Volatility and Opportunity
October 2025 – Optical Space Communications: Enabling the Next Leap in Connectivity
October 2025 – Orbiting on Demand: How GSaaS is Rewiring the Satellite Industry’s Ground Game
September 2025 – Rethinking Mobile Strategy in the Age of Non-Terrestrial Networks
August 2025 – Powering the AI Revolution: The Urgent Need to Reinvent the Network
August 2025 – The New Rules of Subsea Connectivity: Rewiring Global Infrastructure for Strategic Security
June 2025 – Navigating the Future of HAPS
April 2025 – Risks and Opportunities in Sovereign AI Infrastructure
March 2025 – Turning the Page on 5G and the Vision for 6G
March 2025 – Technology Outlook 2025 [MWC25 Industry Update]
February 2025 – The Disruptive Force of Starlink
January 2025 – Enhancing Resiliency in Subsea Fiber Cable Networks
November 2024 – Reassessing mmWave Spectrum Valuations
August 2024 – Understanding the Risks in Direct-to-Device Satellite Communications: Insights from SpaceX and Globalstar
August 2024 – MVNO Access in Canada: Key Insights and Market Implications
August 2024 – Telecom Network Resiliency: Strategies and Lessons from Major Outages
July 2024 – Mobile Infrastructure Capex: Permanent Weakening or Short-Term Decline?
July 2024 – Future Spectrum Allocation Trends
July 2024 – Evolving Trends in Positioning and Location Services
May 2024 – New Opportunities in Active Mobile Infrastructure Sharing
April 2024 – Mapping the Road Towards 6G
March 2024 – MWC2024: Digital Infrastructure at Crossroads – Where Investments Are Heading Next
January 2024 – Telecom Networks Reliability and Resiliency Challenge
January 2024 – Emergency Roaming: Mitigating the Adverse Impact of Mobile Network Failures
December 2023 – The Trials and Tribulations of Neutral Hosts
April 2023 – Telecom Cloud Platforms: A White Knight or Trojan Horse?
March 2023 – Enabling Direct to Handset Satellite Communications
March 2023 – Industry Update – MWC2023: Velocity or Suspended Animation?
February 2023 – Edge Computing: Has The Edge Turned Dull?
January 2023 – The State of Millimeter Wave
November 2022 – Dispelling the Myth of Sustainability in 5G Mobile Networks: What’s Worth The Investment?
October 2022 – RoIe of FTTH and FWA Networks
October 2022 – Open RAN from MNOs Perspective
September 2022 – Apple-Globalstar: Just an SOS or Birth of the ‘Global’ Telco?
August 2022 – T-Mobile + SpaceX Direct Satellite-to-Handset Service: Lots of Hype and Little Reality
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