Communications company Viasat has now lost 81% of its fixed broadband subscribers since SpaceX started offering @Starlink services to the public in 2020. Viasat now has 115,000 subscribers in the US – a decrease from 603,000 reported in Sept 2020. In Q2 2026 alone, they lost another 15,000 subs. Viasat plans to start serving users from its next-generation F2 satellite next month, which they say is able to deliver 100+ Mbps download speed, but latency is still expected to be 10-20x worse than Starlink's satellites.

Optimum Communications is closing in on a restructuring agreement with its lenders that will hand them control of the telecom provider and resolve litigation, according to sources

$MSFT COMMUNICATIONS CHIEF FRANK SHAW TO LEAVE Microsoft Chief Communications Officer Frank Shaw will leave at the end of 2026 after 17 years in the role and nearly 29 years working with the company. Shaw helped steer Microsoft’s messaging through major CEO transitions, its cloud push, the $26B LinkedIn deal, $69B Activision acquisition and its relationship with OpenAI. Microsoft has not yet named a replacement. Shaw will remain through December, with an update on next steps expected in the coming weeks. Source: The Information

Intercepted communications and other intelligence suggest a strategic shift by Iran's hard-line leaders to get their forces ready to widen the war and raise the costs for the U.S. 🔗:

Iranian Communications Minister: The restrictions imposed on the internet during the war period caused direct losses and a decline in revenues in the information and communications technology sector and the digital economy.

More communications. More channels. More risk. Compliance teams need smarter ways to surface the alerts that matter most. That's why Bloomberg Vault expanded its suite of AI-powered surveillance models with two new policies for Personal Trading and Insider Dealing. Together, the suite helps financial institutions identify a broad range of potential risks across electronic communications, including market conduct, non-market conduct and conflicts of interest. Vault's AI-powered models help compliance teams: ✅ Detect potential risks across employee communications ✅ Improve alert relevance while reducing false positives ✅ Strengthen surveillance across electronic and voice communications within a single workflow ✅ Gain greater transparency with purpose-built, explainable AI models As part of Bloomberg's broader Compliance Solutions suite, Vault helps firms strengthen communications governance, streamline compliance workflows and proactively manage regulatory risk across the trading and investment lifecycle. Learn more about how Bloomberg Vault is helping firms modernize communications surveillance. 👉