The Boon of Wireless

Are Independent MVNOs Surviving? Q1 2026 Wireless Industry Update

Jon Horovitz

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0:00 | 10:39

As Q1 2026 wraps up, the wireless industry is moving fast — and host Jon Horovitz breaks it all down on this solo episode of The Boon of Wireless.

Jon opens with a piece of telecom history: the first public handheld cell phone call, made by Motorola's Martin Cooper on April 3, 1973 — a moment that set the entire wireless industry in motion. From there, he pivots to the present, unpacking the biggest trends shaping the market right now.

Cable operators are on a roll. Comcast, Spectrum, and Cox — with Cox expected to fold into Spectrum later in 2026 — are posting strong mobile net adds, with the cable MVNO segment surpassing 20 million total subscribers in Q4 2025. Meanwhile, true independent MVNOs represent just about 10% of the market and are facing mounting pressure as major carriers continue absorbing former MVNO brands. Jon makes the case for why differentiation — not just commodity access — is the key to MVNO survival.

Jon also previews the trade show calendar for 2026:

  • MVNO Nation Americas 2026 — Miami, FL | April 27–29
  • Gadget Repair Expo — Atlantic City, NJ | May 19–20
  • All Wireless & Prepaid Expo — Las Vegas, NV | August 18–19