Amazon launches Supply Chain Services to compete with FedEx and UPS, but the offering appears more suited to consumer-facing businesses than true B2B enterprises. Traditional carriers maintain advantages in specialized handling and relationship-based service.
Belden acquires RUCKUS Networks for $1.85 billion, creating a major enterprise networking powerhouse. The deal positions Belden as a leading provider of complete IT and OT networking solutions, expected to close in late 2026.
AT&T edged out Verizon in Q1 2026 by beating Wall Street expectations and adding 294,000 postpaid subscribers. Both carriers showed modest growth driven by wireless and fiber investments, with major acquisitions shaping their competitive positioning.
AST SpaceMobile receives FCC approval to deploy up to 248 satellites for direct-to-smartphone connectivity from space. The authorization enables Supplemental Coverage from Space using premium low-band spectrum in partnership with Verizon, AT&T, and FirstNet.
SpaceX filed confidentially for what could be the largest IPO in history, targeting $50-75 billion raised and a $2 trillion valuation. Starlink’s explosive growth with 10 million subscribers drives this massive valuation.
Amazon’s massive investment in GlobalStar satellite internet marks a pivotal shift toward mainstream enterprise connectivity solutions. The partnership intensifies competition with Starlink while opening new possibilities for network redundancy and remote connectivity.
