Monthly Archives: May 2026

Canadian Telecom Restructuring and the Quiet Collapse of Pricing Power

By | May 15, 2026
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Following the update on the U.S. telecom market, I wanted to take a snapshot of how the Canadian telecom restructuring is unfolding in 2026. At the macro level, the themes are familiar. The 5G deployment cycle is winding down and operators are focused on debt reduction through lower capex and selective divestments. Yet the Canadian… Read More: Canadian Telecom Restructuring and the Quiet Collapse of Pricing Power »

Towers to Trenches: Re-digging Telco’s Strategic Moat in a Convergence-First Era

By | May 11, 2026
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Following Xona Partners’ annual market update, I wanted to share a clearer view of the U.S. telecom market as I see it today. The industry has entered a structural reset. Operators are consolidating around fiber as the strategic asset, convergence as the competitive lever and disciplined capital allocation as the operating reality. Strategic acquisitions and… Read More: Towers to Trenches: Re-digging Telco’s Strategic Moat in a Convergence-First… »