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Fiber Cut by construction crew leads to ground stop and delays at several major airports

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.


Is this true?

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.


Network & Technology Musical Chairs or Effective Change?

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?


Phone Upgrades

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.


Telstra layoffs resulted in major outage because their only 2 timing experts were sent home to rest after working at night

https://www.smh.com.au/technology/telstra-s-only-two-timing-experts-had-been-sent-home-to-rest-before-network-fell-over-20260902-p60tmw.html

The only two Telstra engineers with deep expertise in the system that failed in July were on a mandatory break when the national mobile outage they had unwittingly triggered took hold, an external investigation has found.

The outage cut hundreds of people off from Triple Zero, halted trains in Victoria and NSW, and brought down eftpos systems across the country. It has triggered a Senate inquiry and an investigation by the communications regulator that could result in Telstra being fined up to $30 million.

The pair had replaced a faulty power supply in a timing chassis in Melbourne in the early hours of July 8. When it came back online at 2.50am, a GPS card inside reset and began telling the mobile network the date was 2006. The card was missing a firmware update for a predictable fault the supplier had already flagged in bulletins, confirming this masthead’s (the Age), July reporting.

The report by Technology Audit Partners found alarms on the timing servers were checked only during business hours by a small number of staff and did not appear in the monitoring tools used by round-the-clock support teams. When errors began to occur, nobody on duty could find records of the servers, the work done that night or the people to call.

Chief executive Vicki Brady said the company accepted every finding.
....
Brady also revealed Telstra had missed eight failed Triple Zero calls during the outage and never carried out the welfare checks required to find out whether the people who made them were safe. She blamed a manual processing fault and a monitoring fault.
....
“It shouldn’t have happened. We should have picked those eight up,” Brady said. “We know how important Triple Zero is.”
....
The telecommunications company also revised the start of the outage to 2.50am on July 8, almost 50 minutes earlier than it had said. The previous time reflected when a maintenance ticket was closed rather than when the fault began.

Brady said the failure was “not due to infrastructure failing” but to an undocumented design change made in October last year and a software update that was never applied to a GPS card.
....
“It’s not about not enough resources. It’s not about not enough money,” she said. “It’s about the prioritisation.”
....
The Australian Communications Consumer Action Network said the report showed a governance failure rather than a technical fault beyond Telstra’s control, and renewed its call for enforceable reliability standards.

“We rely on telcos to ensure that their networks are managed with the seriousness commensurate with public safety,” chief executive Carol Bennett said. “This report shows that didn’t happen. Not because the problem was unforeseeable – in fact it was very much foreseen – but Telstra didn’t treat it as a priority until it caused a national outage.”
....
More than 30,000 customers have contacted Telstra for compensation, and it has paid just under $1 million in credits, an average of about $15 for consumers. Brady urged anyone still out of pocket to come forward.

“Modern networks are complex but complexity is not an excuse,” she said.


T-Mobile Announces Washington State Job Cuts

T-Mobile US is implementing permanent layoffs in Washington state. The company will also close several of its retail locations. These actions were detailed in a filing with the state Employment Security Department. The job reductions are scheduled to begin on September 21. This move signifies a restructuring effort by the telecommunications giant.

Washington

https://seekingalpha.com/news/4637096-t-mobile-plans-layoffs-store-closures-in-washington


T-Mobile Cuts Louisville Jobs

T-Mobile is reducing its workforce in Louisville. The company will lay off 74 employees in the spring. This action impacts the local job market. Further details on the specific roles affected were not provided. The layoffs are part of a broader trend in the telecommunications industry.

Louisville, KY

https://www.bizjournals.com/louisville/news/2026/02/10/tmobile-mass-layoffs-warn-notice-louisville-2026.html


T-Mobile USA generates revenue, spends CapEx, and lost the most jobs in DT Group

https://www.reuters.com/business/world-at-work/t-mobile-opens-india-tech-centre-hire-nearly-1000-by-2027-2026-06-04/
https://www.telekom.com/en/investor-relations/publications/financial-results
https://www.telekom.com/resource/blob/1106162/70f57261a19be3352c84ccbbd9f80dd7/dt-26q2-backup-data.pdf

DT Group Net Revenue First Half of 2026
T-Mobile USA: 65.7% of total revenue for the group
Germany: 21% of total revenue for the group

DT Group EBITA AL
T-Mobile USA: 67% of total EBITA AL
Germany: 23% of total EBITA AL

Capital Expenses: First Half of 2026
T-Mobile USA represents 60% of Capital Expenses for DT Group
Germany represents 21% of Capital Expenses for DT Group

DT Reduced Headcount Across the Group: US had greatest share of total coming in at 74% of all reductions
T-Mobile USA reduced headcount since Dec '25) by 4,671 (74% of total for DT Group)
Germany reduced headcount (since Dec '25) by 928 (14.8% of total for DT Group)


Verizon outage caused by vandalism

"Verizon customers across Southern California faced widespread service outages Sunday after vandals targeted and cut multiple fiber lines, leaving residents and emergency networks disconnected across the region."

https://nypost.com/2026/08/09/us-news/criminal-cause-of-mass-verizon-outage-across-socal-revealed/


MORE VZ outage issues TODAY - Aug 10, 2026

https://downdetector.com/status/verizon/

See the rise in the graph starting about 5:30 AM and rising to steady state about 1:30 PM. Not as large as yesterday (approaching 800 reports, so we know it is much larger than that). From the comments at the bottom of the page the areas affected appear to be in CA and CO.

Hmmm. I wonder if this could have been predicted.......


A Crown Castle + Starlink Partnership Could Redefine Wireless Infrastructure

Why just wait, let’s act! Crown Castle’s nationwide portfolio of communications infrastructure provides an ideal platform to accelerate Starlink’s vision of a hybrid satellite and terrestrial network. By integrating Starlink equipment and direct-to-cell technology at select Crown Castle sites, SpaceX could rapidly expand coverage, reduce deployment costs, and improve resilience without the time and capital required to build an entirely new terrestrial footprint.

For Crown Castle, the partnership would create a new source of long-term infrastructure demand as wireless networks evolve beyond traditional macro towers. Instead of viewing satellite connectivity as a competitive threat, Crown Castle could position itself as the preferred infrastructure partner for next-generation hybrid communications.

Together, the companies could:

  • Extend reliable connectivity into rural and underserved communities.
  • Strengthen emergency and disaster-response communications.
  • Reduce cellular dead zones through integrated satellite and terrestrial coverage.
  • Accelerate deployment of direct-to-cell services using existing infrastructure.
  • Create a scalable model for the future of global wireless connectivity.

A partnership would allow each company to leverage its core strengths: Starlink’s advanced satellite network and Crown Castle’s extensive terrestrial infrastructure. The result could be a faster, more cost-effective path to building a truly seamless communications network than either company could achieve independently.

We don’t want to wither away right? Can someone please get this going - both in Texas it makes sense!


Like a Rock

Elon announces he wants to have mobile service via Starlink, and the TMUS stock drops to $172 a share. This POS is down $50 a share over it high in March of $221 a share. That's some awesome executiving.

https://finance.yahoo.com/markets/stocks/articles/spacex-starlink-threat-sends-t-110144114.html


Telecom Companies Trim Staff

Major telecommunications companies are implementing significant workforce reductions as a primary cost-cutting strategy. AT&T, Verizon, and O2 Germany have all announced substantial job cuts in the first half of 2026. Nokia is also continuing a large-scale reduction program aimed at substantial annual savings. While these cuts can improve short-term margins, they often fail to address underlying revenue generation issues. The article suggests that true transformation requires redeploying capital into new growth areas, not just reducing expenses.

New York, NY

https://sebastianbarros.substack.com/p/telcos-layoffs-are-just-aspirin


Finally, Dan addresses that satellites CANNOT overtake the ground based network, and even mentioned Physics!

Of course, there will still be the Starlink stock pumpers on here who think we are all flat earthers.
Looks like someone coached Dan about how Starlink CANNOT take away from the terrestrial networks in a very substantial way. Physics!

Per Dan, in the article:
In terms of broadband competition from satellite providers, “it is very difficult for satellite providers to provide a service that's even close to what we can provide with our broadband services,” he said.
He walked through the basics of satellite beams and what they can offer by way of speeds versus ground-based systems.
“We’re like 100 times to 1,000 times more efficient,” he said. “Our speeds and capabilities are much higher, and it’s basically not possible because of physics. Not because of execution, but because of physics.”
The majority of Verizon’s service revenue is in urban and suburban geographies. He acknowledged that satellite does have a total addressable market (TAM) that’s probably between 6 million and 8 million homes in the U.S., primarily in very rural geographies where building out a terrestrial network is cost prohibitive.

“It doesn’t pencil out,” he said.

https://www.fierce-network.com/wireless/verizon-ceo-shuts-down-starlink-mvno-talk-touts-strong-q2-comeback


Mobile outages in 2026.

Something like this this would probably have never happened during the periods when the late Mel Ward and W.Frank Blount were running the company.

Likewise, when former COO Michael Rocca was overseeing networks, these incidents were not heard of.

Back in those days, there was much emphasis on local internal technical expertise, extensive testing and quality of service.

Telecom research labs should never have been demolished.
Internal training facilities should have also been maintained.

Privatisation and off-shoring has ruined the telecoms industry in Australia.
It is a terrible situation. And as a country, we a re not any better off for it.


Rogers Reduces Customer Support Staff

Rogers is reportedly laying off front-line customer service representatives, adding to recent job cuts in its media division. The company has not confirmed the number of affected employees, but reports suggest hundreds may be terminated. Rogers stated it is investing in digital tools to improve customer service speed. Some laid-off workers claim their jobs are being moved to Morocco. This follows similar cuts by other major Canadian telecommunications companies.

Toronto, Ontario

https://www.cbc.ca/news/gopublic/rogers-customer-service-layoffs-9.7272931


AT&T this morning

Wells Fargo analysts started coverage of AT&T with a sell rating and price target of $18, implying nearly 15% downside. They are worried the telecom giant will likely lose ground to SpaceX's Starlink in broadband internet and, further down the road, could be threatened by Starlink's mobile ambitions. These aren't exactly new concerns. Just take a look at AT&T's stock chart, with shares down over 20% in three months.


Starlink putting the company out of business. $18 price target

https://www.cnbc.com/2026/07/08/att-could-sink-as-starlink-use-soars-wells-fargo-says.html

Wells Fargo initiated coverage of AT&T with an underweight rating and set an $18 price target, implying nearly 15% downside from Tuesday's close.
In a note to clients, analyst Steven Cahall says Starlink is a near-term gainer in broadband relative to fixed wireless access and a longer-term disruptor to wireless. He says competition is likely to be fierce outside AT&T's fiber footprint, while the company's weaker market share footholds outside wireline areas leave its wireless net additions most at risk.

Cahall also says AT&T is less likely than rivals to strike a mobile virtual network operator partnership with Starlink. That leaves the company needing stronger execution in fiber and convergence to create upside for the stock, in his view.


Verizon New Jersey just hit 50k

In New Jersey they have reached 50k double wood poles that they need to transfer and remove. Some over 9 years old. The state is looking at setting fines for any over 90 days for safety reasons and to make money. Verizon's reason is they don't have enough crews to handle it. In reality it has to be done with expense dollars which they don't want to spend.


The Fall of a Telecom Giant: An Insider’s Perspective

This is an account of the systematic dismantling of what was once one of the greatest telecommunications companies in the United States. A company that once prided itself on network supremacy, unyielding customer value, and a vibrant culture of engineering excellence and true camaraderie has been reduced to an empty shell. What remains is a cautionary tale of corporate greed, institutional rot, and an absolute failure of leadership.

The Catalyst of Rot: The Hans Vestberg Era

The downward spiral began with the appointment of Hans Vestberg as CEO. Bringing a history of financial mismanagement and scandal from Ericsson, Vestberg shifted Verizon’s focus from robust engineering to a hollow facade of technological innovation. Under his tenure:

  • The Rise of Incompetence: The meritocracy was replaced by a bloated hierarchy of management, enabling internal factions to form, promote unqualified peers, and drain the corporate payroll.

  • The Verizon India Failure: A heavily criticized outsourcing strategy to Verizon India led to convoluted, bloated internal systems that decimated operational efficiency, viewed by insiders as a highly compromised arrangement that enriched the few at the expense of the network.

  • Technological Missteps: Heavy investments in dead-end technologies saddled the company with massive debt, causing unprecedented and lingering damage to the core network.

From Bad to Worse: The Chaos of Dan Schulman

Any hope that Dan Schulman would heal the company was quickly shattered. Instead of pulling the company out of its nosedive, Schulman’s brief tenure has plunged it into deeper chaos and anxiety.

  • Decimated Morale: By signaling widespread layoffs and failing to provide a clear strategic direction, Schulman has destroyed employee morale. Offices are now filled with uncertainty, confusion over the integration of new technologies like AI, and employees simply waiting for the axe to fall.

  • Performative Leadership: The executive layer has retreated entirely into self-preservation. On LinkedIn, leadership engages in performative posting about personal anecdotes or abstract technologies, entirely detached from the grim internal realities of the company.

A Culture of Grifters vs. Builders

Today, the line between leadership and the frontline is stark. True leadership has evaporated, leaving behind a culture of "grifters" rather than "builders."

  • The Burden on the Frontline: The actual work keeping the company alive falls entirely on lower-level employees, while middle and upper management act as glorified secretaries, demanding answers from subordinates to mask their own incompetence.

  • Institutional Silence: Fear dominates the management ranks. Leaders lack the valor and the skills to propose alternative strategies, prioritizing their own job security over actual guidance. This structural failure was recently reflected in historic lows across all categories in internal employee poll surveys.

The Imminent End

Verizon has lost its identity, stripped away the hardworking talent that built it from the ground up, and positioned itself for an inevitable sell-off to a larger buyer. While the executives responsible for this destruction will eventually float away on golden parachutes, they leave behind a broken legacy. This is a tragedy born of corruption, apathy, and the pursuit of personal financial gain over institutional greatness, a case study in how to destroy a legendary company from within.


Network Supremacy via Convergence + Satellite Hybrid

Here’s a novel idea:
Fiber is great where dense; 5G mid-band strong in cities. But Starlink (SpaceX) crushes rural/low-density. Immediate deep integration/partnership: Bundle AT&T wireless/fiber with Starlink for seamless "always-on" global coverage. License Starlink tech or co-develop direct-to-cell. This neutralizes competition and expands TAM massively.
Deploy spectrum (from EchoStar/Lumen deals) with obsessive efficiency—Tesla-style manufacturing for cell sites and fiber rollout. Aim for 5M+ new fiber passings/year via automation/robotics. Open RAN? Push harder with custom silicon (like Dojo for AI inference on the edge).
Make convergence king: One app, one bill, one unbeatable experience for phone + home internet + vehicle connectivity. Churn drops when customers are locked into superior physics.


It's over for Nokia in USA market - Musk to buy T-Mobile

It's over for Nokia. Elon is planning to buy T-mobile. There goes Nokia's ONLY major customer in USA. Elon going to buy T-mobile and sell Starlink.

https://www.zerohedge.com/technology/musks-starlink-plots-become-mobile-carrier-td-cowen-sees-possible-t-mobile-buyout


Alphabet added to Dow Jones Industrial Average, replacing Verizon

TECH: Alphabet added to Dow Jones Industrial Average, replacing Verizon

PUBLISHED TUE, JUN 23 20265:23 PM UPDATED 20 MIN AGO.

Alphabet will replace Verizon in the Dow Jones Industrial Average
, S&P Global said Tuesday, further expanding mega-cap technology’s presence in the blue-chip average.

S&P Global said the Google parent’s A shares — which trade under the ticker GOOGL — would take the spot in the 30-stock index ahead of the start of Monday’s trading. Shares of the online search giant rose about 1% after the bell on Tuesday following the announcement.

The California-based company will join mega-cap tech peers Nvidia
, Amazon, Apple and Microsoft
in the blue-chip index. S&P Global said Alphabet’s inclusion would bolster the Dow’s exposure to themes like artificial intelligence, cloud infrastructure and advertising.

https://www.cnbc.com/2026/06/23/alphabet-verizon-dow-djia.html?


I doubt Verizon stock goes to $75

Dan will never get stock price to $75. Verizon is $175 billion in debt, paying $8-$9 billion per quarter in interest payments. Not only that, technology is moving fast, which means the next telco displacing newcomer is waiting on the wings. Verizon is paying today for 20 years of bad investments. No amount of inflation will save them from bad debt and investments, especially since cellular plan prices have gone down and increased data to unlimited. If you adjust today’s telco charges to inflation, not good for Verizon, even if it helps the debt burden.


VZ Stock will never see $75 per share

Dan will never get stock price to $75. Verizon is $175 billion in debt, paying $8-$9 billion per quarter in interest payments. Not only that, technology is moving fast, which means the next telco displacing newcomer is waiting on the wings. Verizon is paying today for 20 years of bad investments. No amount of inflation will save them from bad debt and investments, especially since cellular plan prices have gone down and increased data to unlimited. If you adjust today’s telco charges to inflation, not good for Verizon, even if it helps the debt burden.