#telecommunications

AT&T plans to lay off 50 workers in Monmouth and Somerset counties on Nov. 1, 2027, according to a November filing with the state.
https://www.nj.gov/labor/assets/PDFs/WARN/2026_WARN_Notice_Archive.pdf

Verizon is implementing significant job cuts, eliminating approximately 3,000 positions as part of a broader restructuring effort. The company is also divesting some of its retail store locations to streamline operations. In addition to these large-scale reductions, a WARN notice has been filed for 54 specific layoffs across nine facilities in Washington State. These targeted layoffs are scheduled to take effect on September 18, 2026. These actions reflect ongoing efforts by the telecommunications giant to optimize its cost structure and adapt to market dynamics.

https://scanx.trade/stock-market-news/companies/verizon-plans-new-round-of-layoffs-this-week/45606580

https://www.sdxcentral.com/news/cisco-fortinet-eye-extreme-networks-buy-report-states/

Hmm.

https://www.livemint.com/companies/news/jio-global-ambitions-how-us-giants-comcast-and-charter-could-help-mukesh-ambani-telecom-company-expand-overseas/amp-11793879285761.html

https://www.abc.net.au/news/2026-11-04/telstra-customers-flooded-with-false-missed-call-messages/107347874

Telstra customers have reported their SMS inboxes flooded with messages about missed calls from contacts which had not attempted to call them.

In a statement to the ABC, a Telstra spokesperson said the company was aware of the situation and it had since been resolved.
The spokesperson attributed it to an issue with Telstra's MessageBank service and apologised for customer confusion.

"We experienced an issue with our MessageBank service earlier today, which has now been fixed," they said.

It comes after a major, nationwide Telstra outage earlier this year impacted Australians' ability to reach Triple Zero (000) in an emergency.

Hundreds of Triple Zero calls were unable to connect during the outage on July 8 as about 45 per cent of all calls and data connections on the network were affected.

REALITY FOR MUSK -

■ SPACEX "STARLINK" WILL STILL NEED A "FULLY FUNCTIONING" WIRELESS CARRIER NETWORK.

■ MEANING INDOOR WIRELESS SERVICE COVERAGE, AND DENSE AREA COVERAGE; LIKE AT SPORTING EVENTS.

■ INCLUDE E911 (ETC.) THAT WORKS.

$500.0 BILLION COST, AND A 5-7 YEAR TIMEFRAME.

SpaceX struck a multiyear deal with Qualcomm to build out base stations for its U.S. mobile carrier, Starlink Mobile, which is trying to take on Verizon, AT&T and T-Mobile.

https://www.cnbc.com/2026/11/04/spacex-strikes-deal-with-qualcomm-for-mobile-network-infrastructure.html

The conversation has shifted from answering “why are you still getting your a-s kicked by T Mobile” to “what are you going to do about SpaceX” he is the happiest person on earth

2027 was going to expose this fraud but I fully expect him to stay in as CEO until 2030. He will be 90 years old

SpaceX "Starlink" now running to Boost Mobile.

■ It (Still) takes both AT&T, and T-Mobile's approval.

■ It will (Still) take 5-7 years for SpaceX "Starlink" to build a Fully-Functioning Cellular Network.

■ Satellite (Does Not) provide Indoor or Dense Population Coverage so still (Inferior).

☆ Musk still does (Not) have a clue.

SpaceX "Starlink" now running to Boost Mobile.

■ It (Still) takes both AT&T, and T-Mobile's approval.

■ It will (Still) take 5-7 years for SpaceX "Starlink" to build a Fully-Functioning Cellular Network.

■ Satellite (Does Not) provide Indoor or Dense Population Coverage so still (Inferior).

☆ Musk still does (Not) have a clue.

Brace yourselves!

https://www.lightreading.com/ai-machine-learning/at-t-and-verizon-normalize-layoffs-as-8-000-jobs-go-in-a-quarter

☆ AT&T, Verizon; and T-Mobile (Reject) SpaceX "Starlink" partnership for (Good Reason).

■ SpaceX "Starlink" begging because they know their ambitions are (Garbage).

■ 5-7 years to build out their terrestrial network at a $500.00+ Billion cost (Minimum) with an (Inferior) service.

☆ AT&T, Verizon; and T-Mobile (Reject) SpaceX "Starlink" partnership for (Good Reason).

■ SpaceX "Starlink" begging because they know their ambitions are (Garbage).

■ 5-7 years to build out their terrestrial network at a $500.00+ Billion cost (Minimum) with an (Inferior) service.

https://resources.telegeography.com/how-starlink-conquered-oceania?hs_amp=true

https://apple.news/AEsX-AqvwRmOXUBTDBtaVXw

SpaceX is moving fast on both Starlink Mobile as well as Starlink Broadband. Last week, Bloomberg reported that the company was talking with tower companies to possibly lease up to 80,000 wireless towers to build a standalone mobile network.

Schulman said today, “I operate under the assumption that everything SpaceX says they will do, they will do. And that they will execute flawlessly.”

He said, “We always knew that they needed a terrestrial network to have any chance at providing a competitive service. And so, I think that SpaceX realizes this. And they’re exploring a potential path to creating a terrestrial network. I think we should take it quite seriously.”

‘Real consequences’: AT&T, Verizon and T-Mobile warn FCC as Elon Musk plots a SpaceX phone network for the US by 2028

https://finance.yahoo.com/technology/articles/real-consequences-t-verizon-t-134500537.html

Space Exploration Technologies reportedly is looking to lock down at least 80,000cell sites to help turn Starlink into a nationwide wireless carrier. AT&T, VerizonCommunications and T-Mobile US tumbled on competition fears, while cell toweroperators such as Crown Castle (CCI) shot up 9% in late trade, signaling a move above its 200-day
moving average.
On Tuesday night's earnings call, SpaceX management reaffirmed plans to become a
major U.S. mobile operator leveraging a combination of satellites, cellphone towers,
and terrestrial locations already using Starlink's broadband network.
On Oct. 8, SpaceX said it planned to buy up to 14 megahertz of spectrum in the
800MHz band from Grain Management, subject to regulatory approval. The Federal
Communications Commission recently granted SpaceX approval to launch an
additional 15,000 next-generation Starlink satellites as part of its Starlink Mobile
service.

https://www.reuters.com/business/media-telecom/spacex-seeks-access-80000-us-cell-sites-wireless-network-bloomberg-news-reports-2026-10-22/

Then maybe you should have more competitive pricing. How could it be that a standard TMobile plan is less expensive than the employee discount? When you can answer that question you’ll understand why you hear that ringtone, John.

ELON will use Starlink and 850 MHz to bring down all US telcos.

Who walks D2D?

https://seekingalpha.com/news/4653057-sa-asks-how-much-of-a-threat-is-spacex-to-at-and-t-verizon-t-mobile?share_source=shared_news

https://seekingalpha.com/news/4652683-att-to-sell-att-mexico-to-grupo-televisa-and-fintech-holdings-for-2b-in-cash?share_source=shared_news

The issues here is build out. Dish tired to build out a national network and failed for 1 simple reason. It will cost at least a 500 billion to build a national land based network that will give the same footprint as the big three. In a lot of cities, building permits for a cell tower takes 5 to 8 years to be issues. ATT, Verizon, T-mob have mature networks that have been build out for decades now. Yeah, you can come in with 500 billion in cash, but to compete head to head with the big three will take at least 20 years of building out and places like NYC, San Fran, LA... it's a 10 year process now to get a cell site build from start to finish and in NYC the cost is anywhere from 2, to 4 million just to build one cell site! Also the amount of spectrum in the 800 band is not very much and will only allow for a started build out, billions and billions more will have to be spent in spectrum buys. Dish was doomed, everyone knew it even the FCC and the SEC...! Dish was used to allow the T-Mob and Sprint merger to happen, it was the reason the merger was allowed, to get around all the SEC regs. However, everyone knew it was not possible and it failed. I am a 36 year RF engineer, at Verizon 17 years now.

• T-Mobile stock fell more than 13% on Friday after SpaceX announced plans to acquire more wireless spectrum.

• Wall Street is skeptical SpaceX can upend the wireless industry soon, citing its lack of spectrum and the years needed to build infrastructure.

• T-Mobile Chief Technology Officer John Saw argued that spectrum alone is not enough to deliver a great mobile experience to millions of customers.

https://www.barrons.com/articles/t-mobile-stock-spacex-spectrum-deal-74cff9f9

Lumen is retiring all the Copper in 20 communities in Iowa as of Oct 18, the Des Moines metro and Cedar Rapids among a few others.. that’s pretty so the two largest metros in Iowa.. copper is all done.. Bye Bye..

Elon Musk just bought spectrum to be able to sell phone service. Most of Verizon customers are conservative and hate Verizon because of years of lying, outsourcing, over billing, and treating customers like sh-t and love Elon Musk for whatever reason good or bad. That’s why Verizon is desperately trying to eliminate employees and overhead. They know people will flock to Elon and SpaceX.

Hurricane Isaias brought widespread cellular outages to the Southeast. Major news channels publicly thanked AT&T and Starlink for their mobile disaster response teams and getting a cellular network up and running for those impacted by the storm. No mention of Verizon. Is this because of cutbacks and reductions.

The question for Verizon (VZ) is whether the FCC's October 8 decision signals a future in which Verizon's traditional terrestrial wireless network becomes less central to the business, as drones, satellites, and hybrid networks take over some connectivity functions. Competitive threat: satellite operators and other nontraditional providers could capture services that historically required terrestrial cellular networks.
Verizon could sell the terrestrial connectivity, backhaul, spectrum access, network management, and hybrid services that drones and satellite operators still need. Network transformation: Verizon could need to change how it deploys capital, uses spectrum, and monetizes its existing network.The important distinction is whether the FCC is merely enabling new uses of communications technology or actually changing the regulatory and competitive economics of the wireless industry.
Verizon (VZ):has invested heavily in cellular spectrum, towers, fiber, and its wireless customer base. If satellite-enabled service becomes a credible alternative for ordinary phone users, Verizon could face more pricing pressure and a weaker competitive advantage from its network coverage.Verizon could participate in hybrid coverage, enterprise connectivity, and satellite partnerships. Its existing terrestrial infrastructure does not become worthless simply because satellites improve.AT&T has acquired additional spectrum to expand its terrestrial network. Its spectrum position and network assets could help it compete, but it faces the same risk of satellite-enabled alternatives changing wireless. T-Mobile (TMUS): Satellite connectivity could challenge the value of T-Mobile's coverage claims and its ability to win customers through competitive pricing. But a hybrid network could extend coverage and improve its offerings. The extent of the threat depends on service quality, pricing, and how quickly the technology scales.A satellite network cannot automatically replace cellular infrastructure everywhere. Capacity, indoor coverage, spectrum interference, latency, and the economics of serving dense urban areas remain important constraints.
The October 29 FCC meeting. The proposed agenda includes spectrum auction policy, modernization of direct-to-device satellite rules, and drone use of the 800 MHz cellular band. These could establish the regulatory direction for hybrid networks. SpaceX's actual business plan. Does it intend to partner with carriers, sell wholesale capacity, or compete directly for their subscribers? The last option poses the clearest threat to Verizon's core consumer business.
Verizon's response. Watch for changes in satellite partnerships, spectrum strategy, network investment plans, and management's explanation of how it will protect wireless revenue and margins.
Returns on existing network assets. If Verizon must keep spending heavily to defend its customers while satellite competitors avoid some conventional infrastructure costs, that could weaken future returns on invested capital.
This is a credible long-term competitive threat to the traditional telecom model, not proof that Verizon's network is about to become obsolete. The danger is that Verizon could retain its expensive infrastructure obligations while losing some pricing power and customer relationships to a more flexible competitor.For a Legacy VZ shareholder, I would distinguish a temporary stock-price shock from a permanent reduction in the value of Verizon's cash flows. The decisive evidence will be subscriber losses, pricing trends, margins, capital spending, and the actual cost and performance of Starlink's mobile service—not the FCC announcement alone.

VZ requested FCC approval disinvestment in copper landlines in 9 states in 9/25/26, FCC gave temporary denial or pause, estimated final decision estimated 9/30.

Legacy wireless is doomed. SpaceX bought TMO’s 800mhz spectrum previously purchased by Grain, specifically for in building penetration.

https://seekingalpha.com/news/4650531-att-partners-with-blackrock-cpp-investments-on-us-fiber-joint-venture?share_source=shared_news

https://seekingalpha.com/news/4648005-att-corning-enter-multi-year-fiber-and-cable-supply-deal?share_source=shared_news

A Federal Aviation Administration equipment outage is causing significant flight delays at five major Northeast airports after construction contractors dug up and cut a Verizon cable, the company said in a statement to CNN.

The impacted airports are Newark Liberty International, Teterboro, Philadelphia International, LaGuardia and John F. Kennedy International.

The Verizon statement said, specifying the telecommunications company was not responsible for the damage.

The outage comes as hundreds of diplomats and world leaders are meeting at the United Nations New York headquarters for the General Assembly beginning Tuesday.

Will I finally be able to talk on the phone without holding it over my head and walking around in random patterns waiting for the bars to increase?

Verizon 5G is getting better and better
Recent upgrades have expanded capacity and boosted speeds.
https://www.phonearena.com/news/verizon-5g-sa-ericsson-air-3283_id183421

Late movers have their advantages. While T-Mobile kicked off its 5G rollout with pure 5G, or 5G Standalone (5G SA), Verizon opted for 5G NSA (Non-Standalone), which relied on its existing LTE core network. Verizon has been moving to 5G SA since late 2025, and it's a big reason customers are noticing improvements.

A couple of the leaders that “retired” have been near the top of the wireless organization pyramid for a long time. Does anyone know whether this is the just the usual game of leadership musical chairs or whether effective change is coming?

I normally like to keep up with the latest phone because I like technology but hesitant to upgrade because I don’t want to be locked into a contract with an employer who wants me to quit or wants to fire me.

My plan is already ridiculously priced even at employee discount. Can’t imagine being locked into paying full price to an organization that just fired me.

I think will be switching to another carrier soon or going to an MVNO. I hate eSIM by the way.