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  • [New] Paramount plans to add a free tier to its flagship streaming service starting in the third quarter of 2026 with its mobile app. Digiday
  • [New] Threats to buy a mobile operator or build a terrestrial mobile network seem like a paper tiger, which would do nothing to leverage SpaceX's 'core strengths' as set out in the S-1. Fierce Network
  • [New] Uplink traffic from physical AI could outstrip mobile network capacity by 2029, with demand rising 20-25% annually through the 2030s. Fierce Network
  • [New] The current mobile communications standard for railways (GSM-R) will become obsolete by 2030 / 2035. LinkedIn
  • [New] 5G is expected to account for more than 57% of global mobile connections by 2030, with enterprise adoption accelerating through private wireless network deployments beginning in 2025. Persistence Market Research
  • [New] 57% of global mobile connections will be on 5G by 2030, with operators expected to invest approximately US$ 1.2 trillion in network infrastructure between 2025 and 2030, supporting the adoption of software-defined, cloud-managed networking models. Persistence Market Research
  • [New] Fixed wireless access generated 28% of global mobile network data traffic at the end of 2025, and is projected to reach around 187 exabytes per month by 2031 (Ericsson Mobility Report). Mango Thrive
  • [New] Ericsson forecasts total mobile network data traffic will grow by a factor of around 2.5 to reach 515 exabytes per month by 2031 (Ericsson Mobility Report). Mango Thrive
  • [New] Direct-to-device capability arrives with future generations of Amazon Leo Amazon has not given a specific date for when ordinary users will get D2D messaging or calls the way T-Mobile customers already can with Starlink today. 5G Training and 5G Certification
  • [New] Counterpoint Research's Memory Service indicates that mobile LPDDR4 / 5 prices in Q2 2026 are on track to treble relative to Q4 2025 levels, with the squeeze expected to persist through H2 2027 given the capital intensity and lead times inherent to semiconductor manufacturing. Counterpoint Research
  • [New] The recently announced joint venture between AT&T, T-Mobile, and Verizon on direct-to-device satellite communications could complicate Starlink's relationship with T-Mobile and be a catalyst for Starlink to take a more aggressive role in selling directly to businesses. Recon Analytics
  • The EMEA (Europe, Middle East, and Africa) region will drive the most mobile core network revenue over the next five years. Telecom Review
  • Some operators are delaying core transformation projects because memory shortages are driving up server prices, but we expect double-digit 5G mobile core network revenue growth to resume in 2028. Telecom Review
  • 5G mobile core network revenue growth is expected to slow over the next two years, as carriers put off transformation projects due to elevated server costs. Telecom Review
  • Mint Mobile (via the T-Mobile network) is not entirely phasing out 4G LTE, but it is upgrading its network, which will impact some older devices. Mudita Forum. A Community of Minimalist Technology Enth
  • With Galaxy Unpacked taking place in London, Samsung is expected to showcase how its latest innovations will strengthen its position in the premium smartphone, foldable, wearable, and AI device markets while competing more aggressively in the rapidly evolving era of AI-powered mobile experiences. TelecomLead
  • AST SpaceMobile, a rival to SpaceX's Starlink Mobile, is delaying its satellite-to-phone service to 2027, missing its late-2026 target. Yahoo! Finance
  • If Musk is going to be on a shopping spree you probably want to own 100% of what he might want to buy and T-Mobile USA offers the best mobile network, deepest mobile spectrum portfolio and the least redundant broadband exposure of all the US players. Bond Vigilantes
  • All three players (Verizon, AT&T and T-Mobile) have been clear that they will not offer Starlink a virtual network agreement enabling Musk to re-badge and re-sell their mobile service. Bond Vigilantes

Last updated: 30 August 2026



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