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Xona Partners Insight Notes

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TitleDateDownload
Insight Note: LEO Satellite Market Outlook - The Quest for Mobile DominanceJanuary 2026
Insight Note: Subsea Fiber Market Update 2025December 2025
Insight Note: The Emerging AI Correction RiskDecember 2025
Telecom & Digital Infrastructure Technology and Investment Trends: A look ahead into 2026December 2025
Insight Note: The Uncertain Path of AI Mobile TrafficDecember 2025
Insight Note: Assessing Risks in the Sovereign AI RaceNovember 2025
Insight Note: Private Wireless Networks - The Enterprise Backbone for AI and Digital TransformationNovember 2025
Insight Note: AI Infrastructure at a Crossroads - Navigating Volatility and OpportunityOctober 2025
Insight Note: Optical Space CommunicationsOctober 2025
Insight Note: How GSaaS is Rewiring the Satellite Industry's Ground GameOctober 2025
Insight Note: Rethinking Mobile Strategy in the Age of NTNsSeptember 2025
Insight Note: Powering the AI Revolution - The Urgent Need to Reinvent the NetworkAugust 2025
Insight Note: The New Rules of Subsea ConnectivityAugust 2025
Insight Note: Navigating the Future of HAPSJune 2025
Insight Note: Risks and Opportunities in Sovereign AI InfrastructureApril 2025
Insight Note: Turning the Page on 5G and the Vision for 6GMarch 2025
Insight Note: Technology Outlook 2025 [MWC25 Industry Update]March 2025
Insight Note: The Disruptive Force of StarlinkFebruary 2025
Insight Note: Enhancing Resiliency in Subsea Fiber Cable NetworksJanuary 2025
Telecom & Digital Infrastructure Technology and Investment Trends: A look ahead into 2025December 2024
Insight Note: Reassessing mmWave Spectrum ValuationsNovember 2024
Insight Note: Risks in Direct-to-Device Satellite CommunicationsAugust 2024
Insight Note: Market Implications of Canada's MVNO PolicyAugust 2024
Insight Note: Network Resiliency - Strategies and Lessons from Major OutagesAugust 2024
Insight Note: Mobile Infrastructure Capex: Permanent Weakening or Short-Term Decline?July 2024
Insight Note: Evolving Trends in Positioning and Location ServicesJuly 2024
Insight Note: Future Spectrum Allocation TrendsJuly 2024
Insight Note: New Opportunities in Active Mobile Infrastructure SharingMay 2024
Insight Note: The Road to 6GApril 2024
Insight Note: MWC2024 - Digital Infrastructure at Crossroads – Where Investments Are Heading NextMarch 2024
Insight Note: Dish AWS Spectrum: The Whole Is Greater Than The Sum Of Its PartsFebruary 2024
Insight Note: Emergency Roaming to Mitigate the Impact of Catastrophic Network OutagesJanuary 2024
Insight Note: Telecom Network Reliability and Resiliency ChallengeJanuary 2024
Xona Partners - Telecom and Digital Infrastructure Trends 2024December 2023
Canada 3800 MHz Spectrum Auction SummaryDecember 2023
Insight Note: The Trials and Tribulations of Neutral HostsDecember 2023
Insight Note: Telecom Cloud Platforms: A White Knight or Trojan Horse?April 2023
Insight Note: Enabling Direct-to-Handset Satellite Connectivit: Highlights from the Proposed FCC RegulationsMarch 2023
Insight Note: Industry Update - Mobile World Congress MWC 2023: Velocity or Suspended Animation?March 2023
Insight Note: Has The Edge Turned Dull?February 2023
Insight Note: The State of Millimeter Wave: Millimeter Wave Has Failed. Or Has It Really? January 2023
Insight Note: AST SpaceMobile: Can Technology Overcome Commercial Challenges?December 2022
Insight Note: Enterprise Private Wireless Networks: 5G or Wi-Fi? November 2022
Insight Note: Dispelling the Myth of Sustainability in 5G Mobile Networks: What's Worth the Investment. November 2022
Insight Note: Optimizing Rural Broadband Techno-Economic Trade-offs. October 2022
Insight Note: How Mobile Network Operators Really View Open RAN.October 2022
Insight Note: Apple-Globalstar Emergency SOS service.September 2022
FCC Auction 108 2.5 GHz results summary.September 2022
Insight Note: T-Mobile-SpaceX Direct Satellite-to-Handset Service.August 2022
Power consumption in mobile networks. August 2022
FCC Auction 110 3.45 - 3.55 GHz results summary.January 2022
Transcript: Satellite Intersects Internet 3rd Workshop: The Role of NGSOs in the Evolved Internet.November 2021
5G vs. Wi-Fi: A Comparative Analysis.August 2022
Canada 3500 MHz spectrum auction summary.August 2021
FCC C-Band Auction 107 results summary.February 2021
Open RAN market insight report.December 2021
Transcript: Space Intersect Internet 2nd Workshop summary transcript. December 2020
Competing for the Edge: Analysis of Competitive Dynamics in Edge Computing.July 2020