Xona Partners Insight Notes
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| Title | Date | Download |
|---|---|---|
| Insight Note: LEO Satellite Market Outlook - The Quest for Mobile Dominance | January 2026 | |
| Insight Note: Subsea Fiber Market Update 2025 | December 2025 | |
| Insight Note: The Emerging AI Correction Risk | December 2025 | |
| Telecom & Digital Infrastructure Technology and Investment Trends: A look ahead into 2026 | December 2025 | |
| Insight Note: The Uncertain Path of AI Mobile Traffic | December 2025 | |
| Insight Note: Assessing Risks in the Sovereign AI Race | November 2025 | |
| Insight Note: Private Wireless Networks - The Enterprise Backbone for AI and Digital Transformation | November 2025 | |
| Insight Note: AI Infrastructure at a Crossroads - Navigating Volatility and Opportunity | October 2025 | |
| Insight Note: Optical Space Communications | October 2025 | |
| Insight Note: How GSaaS is Rewiring the Satellite Industry's Ground Game | October 2025 | |
| Insight Note: Rethinking Mobile Strategy in the Age of NTNs | September 2025 | |
| Insight Note: Powering the AI Revolution - The Urgent Need to Reinvent the Network | August 2025 | |
| Insight Note: The New Rules of Subsea Connectivity | August 2025 | |
| Insight Note: Navigating the Future of HAPS | June 2025 | |
| Insight Note: Risks and Opportunities in Sovereign AI Infrastructure | April 2025 | |
| Insight Note: Turning the Page on 5G and the Vision for 6G | March 2025 | |
| Insight Note: Technology Outlook 2025 [MWC25 Industry Update] | March 2025 | |
| Insight Note: The Disruptive Force of Starlink | February 2025 | |
| Insight Note: Enhancing Resiliency in Subsea Fiber Cable Networks | January 2025 | |
| Telecom & Digital Infrastructure Technology and Investment Trends: A look ahead into 2025 | December 2024 | |
| Insight Note: Reassessing mmWave Spectrum Valuations | November 2024 | |
| Insight Note: Risks in Direct-to-Device Satellite Communications | August 2024 | |
| Insight Note: Market Implications of Canada's MVNO Policy | August 2024 | |
| Insight Note: Network Resiliency - Strategies and Lessons from Major Outages | August 2024 | |
| Insight Note: Mobile Infrastructure Capex: Permanent Weakening or Short-Term Decline? | July 2024 | |
| Insight Note: Evolving Trends in Positioning and Location Services | July 2024 | |
| Insight Note: Future Spectrum Allocation Trends | July 2024 | |
| Insight Note: New Opportunities in Active Mobile Infrastructure Sharing | May 2024 | |
| Insight Note: The Road to 6G | April 2024 | |
| Insight Note: MWC2024 - Digital Infrastructure at Crossroads – Where Investments Are Heading Next | March 2024 | |
| Insight Note: Dish AWS Spectrum: The Whole Is Greater Than The Sum Of Its Parts | February 2024 | |
| Insight Note: Emergency Roaming to Mitigate the Impact of Catastrophic Network Outages | January 2024 | |
| Insight Note: Telecom Network Reliability and Resiliency Challenge | January 2024 | |
| Xona Partners - Telecom and Digital Infrastructure Trends 2024 | December 2023 | |
| Canada 3800 MHz Spectrum Auction Summary | December 2023 | |
| Insight Note: The Trials and Tribulations of Neutral Hosts | December 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 Regulations | March 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 | |