Cellvoyant
AI market & competitor intelligence · telecom

See the market's next move before it's announced.

Cellvoyant pulls tariffs, network speed tests, regulatory filings, job posts, app updates, retail activity and social chatter into one live picture of your market. Then it predicts what each competitor will do next and simulates your best response, fast enough to act on.

Working prototype Simulated data · fictional operators Built-in AI assistant (Claude-powered in the private version)
Market spectrum · signal class × timeSimulated
$1.55TGlobal telecom revenue in 2025, growing only 1.7% a yearDeloitte, 2026 outlook
68%of operators turned data growth into ARPU growth, although 93% saw usage riseTefficient, 1H 2025
−2%Forecast global telecom capex for 2026, so every investment has to countDell'Oro, Apr 2026
2×CI teams that share insights weekly are twice as likely to see revenue impact (79% vs 41%)Crayon, 2026
Industry research · September 2026

Flat revenue, heavy investment, and customers one eSIM scan away from leaving

Telecom is a trillion-dollar industry that barely grows. Operators must defend every line and every dollar of capex, while the set of competitors widens to include cable companies, satellite players and app-only brands. That is the setting in which competitive decisions are made too slowly.

Revenue$1.55T

Global telecom revenue in 2025, up ~1.7%. Service revenue is forecast to grow only ~2.8% a year to 2029.

Deloitte · PwC
ARPU$6.32 → $6.20

Monthly mobile ARPU is expected to slip between 2024 and 2029, and revenue per GB is still falling in most markets.

PwC · Tefficient
Returns~90 bp

Median ROIC is below the cost of capital for developed-market operators. Capex was flat in 2025 and is forecast to fall 2% in 2026.

BCG · Dell'Oro
5G3.1B

5G subscriptions in Q1 2026, heading to 6.4B by 2031. More than 90 of the 390 5G operators now run standalone 5G.

Ericsson Mobility Report, Jun 2026
Fixed wireless185M → 350M

FWA connections from end-2025 to 2031. 71% of providers offer 5G FWA, and Verizon alone added 193K in Q2 2026.

Ericsson · Verizon
Loyaltyup to 77%

of consumers feel no loyalty to their provider. Q2 2026 postpaid phone churn was 0.86% a month at AT&T and 0.92% at Verizon.

Deloitte · AT&T 8-K · Verizon 8-K

2025–26: the list of competitors keeps getting longer

  1. Vodafone and Three complete their UK merger, forming VodafoneThree
  2. T-Mobile and Starlink launch commercial satellite-to-phone service
  3. Verizon closes its Frontier fiber acquisition; the EU proposes the Digital Networks Act
  4. AT&T closes the purchase of Lumen's consumer fiber business
  5. Accenture agrees to buy Ookla (Speedtest, Downdetector, RootMetrics) for $1.2B
  6. FCC approves EchoStar spectrum sales to AT&T (~$23B) and SpaceX (~$17B)
  7. Bouygues, Iliad and Orange sign a €20.35B memorandum of understanding to acquire and split SFR, which would take France from four operators to three
  8. Charter completes its acquisition of Cox Communications

Sources: [13] [14] [15] [16] [11] [18] [17] [19] [20]

Carriers are publishing less. Verizon's Q2 2026 release gives only total postpaid phone net adds, with no consumer/business split, and AT&T no longer splits churn by bundle status. Recon Analytics reports that T-Mobile now publishes accounts instead of customer counts. Competitors have to estimate more from outside. [9] [11] [12]
Promotions are getting more expensive. Recon Analytics estimates a ~190 bp promotional-amortization headwind on Verizon's ARPA. Verizon's own Q2 2026 release shows consumer ARPA down 1.4%. [12] [9]
AI spending is rising. 89% of telcos plan to raise AI spend in 2026, yet only 16% of AI deployments target the network, even though networks are 34% of opex. NVIDIA · GSMA Intelligence

The problems, as teams experience them

Signals are scattered

Tariffs, filings, speed tests, job posts, app releases and social each sit with a different team and tool. Nobody sees the whole picture.

76% of analysts still prepare data by hand in spreadsheets · Alteryx 2025

Intelligence arrives too late

Reports are monthly or quarterly, but promotions run for weeks. By the time the deck is ready, the port-outs have already happened.

Weekly CI sharing: 79% see revenue impact vs 41% · Crayon 2026

Pricing is fought in the fine print

Fees, price locks, trade-ins and allowance changes shift the real price without touching the headline number, so plans can't be compared like-for-like.

~190 bp promo headwind on Verizon ARPA (Recon Analytics estimate) · [12]

Usage grows, revenue doesn't

Data usage keeps rising while ARPU stays flat. Every price move by a rival hits a margin that is already thin.

93% grew usage, 68% grew ARPU · Tefficient

Switching gets easier every year

eSIM sign-up takes minutes, and loyalty is low. A rival's promotion can turn into a port-out wave in days.

Up to 77% feel no loyalty · Deloitte

The rival set got wider

Cable MVNOs, satellite-to-phone services, FWA and digital eSIM brands compete for the same lines, and most tracking tools miss them.

Charter–Cox, SpaceX spectrum, 185M FWA links · [20] [17] [4]

Less disclosure, more guesswork

Key KPI splits vanished from 2026 earnings releases. Estimating from the outside is now a core skill.

Verizon and AT&T dropped KPI splits in Q2 2026 · [9] [11]

Every capex dollar must count

With returns below the cost of capital, operators need to know where rivals will strengthen their networks next, before committing their own spend.

Median ROIC 90 bp below WACC · BCG

Who feels it, and what they need

TeamThe question they can't answer fast enoughCellvoyant answer
CMO & pricing"A rival just changed its price. Should we respond, and how?"Tariff DNA, War Room digital twin
Strategy & corp dev"What will each rival do next quarter?"Move Predictor, Earnings Call Decoder
Network planning"Where are rivals getting stronger, and is our coverage claim still true?"Coverage Truth Engine, Tower & Fiber Map
Enterprise sales"Which deals are rivals chasing?"B2B Deal Radar
Regulatory"Which consultations and auctions change our position?"Regulatory Early Warning, Spectrum Oracle
Retail & customer care"What are customers hearing in stores this week?"Voice-of-Store bot, Retail Pulse
Market research

Fast-growing adjacent markets, and no telecom-native predictive player

Cellvoyant sits where three markets overlap: AI in telecom, telecom analytics and competitive-intelligence software. Each is growing. None of the vendors in our scan fuses tariffs, network data, regulatory events and B2B signals into predictions of competitor moves.

AI in telecommunications$4.7B → $88B2025 to 2034, a 37.9% CAGR. Other estimates for 2025 range from $3.6B to $4.7B, with CAGRs of 24–42%.Fortune Business Insights
Telecom analytics$8.1B → $14.7B2025 to 2031, a 10.2% CAGRMordor Intelligence
Competitive-intelligence tools$0.71B → $4.0B2025 to 2034, a 21.2% CAGR. Depending on how the market is defined, estimates run from $0.59B to $5.7B.Fortune Business Insights

Bottom-up sizing: who would buy Cellvoyant

Organization counts and contract values are our planning assumptions, not sourced facts. Drag the sliders to test them.

TAM · all segments—
SAM—
SOM—

Default contract values match the proposed pricing tiers (Operator $144k/yr, Scout $30k/yr). Tier-1 groups on custom contracts would push the TAM higher.

Competitive landscape

x = telecom depth →   y = predictive, real-time ↑ · Our positioning view, based on public product descriptions.

VendorStrengthWhat's missing for telecom teams
Crayon, KlueWeb and news tracking, battlecards, win-loss analysisBuilt for B2B SaaS sales; no tariff or network semantics
Kompyte (Semrush → Adobe)Competitor website and pricing-page trackingMarketing-tech focus; Adobe completed its Semrush purchase in Apr 2026 [29]
AlphaSenseAI search over filings, broker research and expert calls; $600M+ ARR [28]Horizontal research tool; no telecom entity model or alerts
Ookla (Accenture), OpensignalCrowd-measured network experience; Opensignal adds US switching analytics [18] [31]No tariff, regulatory or predictive competitor-move alerts
Tarifica, TeligenTariff databases and benchmarking (Tarifica covers 46 countries) [30]Tariffs only; no fusion with other signals
GSMA Intelligence, Omdia, Analysys Mason, TefficientExpert KPIs, forecasts and benchmarksPeriodic reports, not real-time and not predictive
The gap. Every telecom-native vendor in our 13-vendor scan covers one kind of data: tariffs, network performance, or KPIs and forecasts. The horizontal CI tools don't understand telecom. None of them predicts competitor moves from all the signals combined. (Scan, not an exhaustive survey.)
Why now. Carriers are disclosing less, and independent data assets are consolidating into consultancies and marketing suites (Accenture–Ookla, Adobe–Semrush). GenAI budgets are rising (89% of telcos), and eSIM and satellite-to-phone service widen the set of competitors. [18] [29] [26]
Competitor & capital landscape · data as of Sep 2026

Who competes, who owns them, and where the capital sits

Every direct competitor and adjacent telecom-intelligence vendor, and the operators that make up the market. For each: ownership, private-equity and hedge-fund involvement, market cap or valuation, revenue and capital raised, each figure with its source and date. Click any row for details.

Bundled snapshotMarket caps are refreshed from exchange data. The table updates the moment new figures reach the live data store, with no reload needed.

Follow the money: private equity, infrastructure funds and hedge funds in telecom

Deals, stakes and activist campaigns from 2023 to 2026, newest first. Values are approximate US-dollar equivalents at announcement.

The most active investors

What this means for Cellvoyant

    New services this research points to

    New

    Cellvoyant Capital

    An investor edition for hedge funds, PE and infrastructure funds: tariff indices, promo intensity, network-quality momentum and switching intent per operator. It is built only from public data behind a compliance firewall, so no customer's private data ever reaches investors.

    Why now: carriers disclose less every quarter, and funds already buy alternative data.
    New

    Deal Diligence Twin

    For buyers of towers, fiber and operators: per-asset competitive intensity, coverage truth, tenancy and churn risk, simulated under rival responses. Buyers get an outside-in view instead of management's numbers.

    Why now: infrastructure funds are the most active buyers of telecom assets.
    New

    Consolidation Simulator

    Models market-structure changes such as a 4→3 merger (for example France's SFR MoU): price, churn, capex and likely remedies. For acquirers, the rivals left outside the deal, and regulators.

    Why now: in-market consolidation is back on the agenda in Europe.
    New

    Activist & Capital Radar

    Tracks 13D/13F filings, activist letters, PE bids and carve-outs as leading signals of operator strategy shifts, such as asset sales, tower spin-offs and price moves. It is a new signal class in the Move Predictor.

    Why now: activist campaigns have already forced asset sales at listed telecom companies.
    New

    Peer Valuation Pulse

    A live view of market cap, EV/EBITDA, ARPU and churn across listed peers for CFO and investor-relations teams, which links each valuation move to the competitive event behind it.

    Why now: 2026 disclosure cuts make peer comparisons harder.
    Strategy

    Neutrality Charter & Data Partner Exchange

    Stay independent of consultancies, ad-tech suites and operators, and publish the methodology. Then turn single-source vendors into suppliers through licensed data connectors with provenance and revenue share.

    Why now: independent data assets are being absorbed by larger groups.
    The solution

    One signal mesh, one telecom knowledge graph, agents that reason about moves

    Cellvoyant works like a network operations center for the market. Instead of alarms from base stations, it receives signals from competitors, turns them into verified events, and sends each one to the person who can act before it goes stale.

    Layer 1 · Ingest

    Signal Mesh

    40+ public, licensed and first-party feeds, refreshed from minutes to daily

    Tariff & fine-print crawlersCrowd speed & coverage testsRegulator & spectrum filingsEquipment authorizationsApp-store release diffsJob postingsDomain & trademark registrationsPublic tenders / RFPsEarnings callsSocial & reviewsRetail footprintDevice & trade-in promosSatellite launch manifestsYour port-out & CRM dataFrontline staff reports
    Layer 2 · Understand

    Temporal Telecom Knowledge Graph

    Every signal resolved to entities with time-stamped edges

    Operators & brandsPlans → "tariff genes"Spectrum bands & licensesSites, districts & hex cellsDevices & promosEnterprise accountsExecutives & vendorsProvenance on every edgeSource reliability scores
    Layer 3 · Reason

    Specialist AI agents

    Predict, compare, simulate, explain, and cite evidence every time

    Move PredictorTariff DNA SequencerMarket Digital TwinChurn Contagion RadarCoverage Truth EngineSpectrum Auction OracleEarnings Call DecoderCounter-Move PlaybooksGrounded LLM narrator
    Layer 4 · Act

    Delivered while it matters

    Insight half-life decides who hears what, and how fast

    Command centerSlack / Teams / WhatsApp alertsAuto-assembled Decision Rooms3-minute audio morning briefInsight API & webhooks → pricing engine, CRMAI assistant: runs tools, books services

    Each problem, and what solves it

    Problem todayWhat Cellvoyant doesOutcome we target
    Signals live in 15+ tools and inboxesSignal Mesh + knowledge graph unify every source into one timeline per competitor, district and planOne screen, one source of truth
    Monthly reports arrive after the promo endsStreaming detection; alerts ranked by impact × confidence × freshnessTime-to-insight from weeks to minutes
    Price changes hide in fees and fine printTariff DNA breaks each plan into ten normalized "genes" and flags stealth changesLike-for-like plan comparison, every day
    Teams react to launches instead of anticipating themMove Predictor combines weak pre-launch signals into a launch probability with an estimated time window30–90 days of lead time on major moves
    "Should we match?" is decided on gut feelWar Room digital twin simulates every response strategy against subscriber and revenue outcomesResponses that protect margin, not only share
    Coverage-map claims can't be checkedCoverage Truth Engine compares advertised maps with crowd-measured experience in each hex cellCredible, evidence-backed network marketing
    Non-traditional rivals get missed (cable MVNOs, satellite-to-phone, eSIM-only brands)Entity model covers any brand that competes for a line, whatever its license typeNo blind spots
    AI answers can't be trusted or auditedThe grounded narrator can only state what the provenance chain supports and cites a signal ID for every claimEvery answer can be audited
    Working prototype

    The Cellvoyant console

    Click an alert to see its evidence, sequence a tariff, toggle the weak signals behind a prediction, war-game a price cut, or have the AI assistant run any of it and book a service. The console runs live and updates every second. Its figures are simulated for six fictional operators in one fictional metro market, and you play Nimbus Mobile. The Capital radar and Landscape use real, sourced market data.

    Metro North — sim ×300
    Simulated data AI: connecting… Rule hits: 0
    Signal feed · ranked by impact × confidence × freshness
    Threat radarcloser = higher threat
    Alert rules · flag matching signals instantly
    Innovation lab

    31 tools, engines, services and guardrails

    Ten of them already run in the console above (filter by Live now). This is the full set Cellvoyant is designed to grow into, each tied to a specific telecom problem. Items marked Patent core carry the inventive steps claimed in the draft below.

    Intellectual property

    Provisional patent application, working draft

    A complete first draft in the structure a US provisional application uses: field, background, summary, drawings, detailed description, 20 claims and an abstract. Take it to a registered patent attorney or agent to review and file. This draft is not legal advice.

    Provisional patent application · Confidential draft v0.1 · Not filed

    SYSTEM AND METHOD FOR PREDICTING COMPETITIVE ACTIONS IN TELECOMMUNICATIONS MARKETS USING DEPENDENCE-ADJUSTED MULTI-SOURCE SIGNAL FUSION, TIME-DECAYING INSIGHT ROUTING, AND COUNTERFACTUAL SUBSCRIBER SIMULATION

    Applicant: [your name / company] · Inventor(s): [names] · Docket CV-001-PROV

    Field of the invention

    [0001]

    The present disclosure relates to data processing systems for telecommunications markets, and more particularly to computer-implemented systems that ingest heterogeneous signals about telecommunications operators, resolve them into a temporal knowledge graph, predict competitor actions using dependence-adjusted probabilistic fusion, prioritize resulting insights using a time-decay function, and evaluate counterfactual response strategies using subscriber-level simulation.

    Background

    [0002]

    Telecommunications operators, including mobile network operators, mobile virtual network operators, cable and fiber broadband providers, and satellite direct-to-device providers, compete in markets where offers change frequently and switching friction is falling due to technologies such as embedded SIM (eSIM) provisioning.

    [0003]

    Information relevant to competitor behavior is scattered across many unrelated sources: published tariffs and their fine print, regulatory and spectrum filings, radio equipment authorizations, mobile application releases, employment postings, domain and trademark registrations, public procurement notices, crowd-sourced network measurements, retail footprint changes, and social media. These sources differ in format, latency, and reliability.

    [0004]

    Existing approaches include (a) periodic analyst reports, which have latency of weeks to months; (b) generic web-change monitoring tools, which produce high volumes of unranked alerts without telecom-specific semantics; and (c) network performance analytics products, which measure experience but do not model competitor intent. None of these combines the sources into a calibrated prediction of a specific competitor action within a time window.

    [0005]

    Naively combining signals causes systematic overconfidence, because many signals share a common origin (for example, one press leak re-reported by dozens of outlets), which produces false alerts and alert fatigue. In addition, the value of a competitive insight decays quickly. An alert about a two-week promotion that reaches a decision-maker after three weeks has no value, yet conventional systems deliver alerts in first-in, first-out order or on fixed schedules.

    [0006]

    There is therefore a need for a system that fuses heterogeneous telecom signals without double-counting shared origins, ranks insights by their decaying value, and quantifies response options before a decision is made.

    Summary

    [0007]

    In one aspect, a computer-implemented method ingests signals from a plurality of heterogeneous sources, resolves each signal to entities of a temporal telecommunications knowledge graph, and, for a candidate action class, computes a fused likelihood that an operator will perform the action within a predicted time window.

    [0008]

    The fusion combines per-signal log-likelihood ratios weighted by learned source-reliability scores and discounted by a dependence factor derived from shared-origin clustering, so that correlated signals do not inflate the fused likelihood.

    [0009]

    Each resulting insight is assigned a half-life based on the action class and predicted time window. A priority score decays exponentially with the insight's age, and a routing subsystem delivers the insight to a role-specific recipient before the priority score falls below a threshold.

    [0010]

    For insights whose priority exceeds a simulation threshold, a market simulation engine runs a subscriber-level model calibrated on historical switching data to estimate the subscriber and revenue impact of a plurality of counterfactual response strategies. The ranked strategies are delivered with the insight. Running simulations only when triggered by events reduces compute consumption compared with continuous scenario modeling.

    [0011]

    Further aspects include a tariff genome that decomposes offers into normalized attribute vectors to detect "stealth" changes, a grounded natural-language generator constrained to a provenance chain, a feedback calibrator that updates reliability scores from realized outcomes, and competition-law guardrails for multi-operator benchmarking.

    Brief description of the drawings

    [0012]

    FIG. 1 is a block diagram of a competitive-intelligence system 100 according to an embodiment.

    [0013]

    FIG. 2 illustrates a tariff genome vector and detection of a stealth mutation.

    [0014]

    FIG. 3 is a graph of a time-decaying priority score and a routing deadline.

    SOURCES tariffsfilingsequip. auth.app releasesjob postsspeed testssocialfirst-party INGESTION110 ENTITY RESOLUTION120 TEMPORAL TELECOMKNOWLEDGE GRAPH130 TARIFF GENOME140 FUSION ENGINE150 INSIGHT GENERATOR160 HALF-LIFE SCHED.170 SIMULATION ENG.180 ROUTING & DELIVERY 190 · FEEDBACK CALIBRATOR 195role recipients · decision rooms · API feedback → reliability r_i
    FIG. 1

    Detailed description

    [0015]

    System overview. Referring to FIG. 1, system 100 comprises a signal ingestion subsystem 110, an entity resolution engine 120, a temporal telecommunications knowledge graph 130, a tariff genome module 140, a fusion engine 150, an insight generator 160, a half-life scheduler 170, a market simulation engine 180, a routing and delivery subsystem 190, and a feedback calibrator 195. The components may run on one or more processors in a cloud or on-premises environment.

    [0016]

    Ingestion 110. Connectors retrieve signals at source-specific cadences: tariff pages and terms documents (e.g., hourly), regulatory and equipment-authorization databases (daily), application store release artifacts including binary string tables and release notes (per release), employment postings (daily), domain and trademark registrations (daily), procurement notices (daily), crowd-sourced network measurements aggregated per hexagonal cell (hourly), and first-party data such as number port-out records (near real time). Each signal is stored with a timestamp, a source identifier, a content hash, and a canonical-origin fingerprint.

    [0017]

    Entity resolution 120 and graph 130. Signals are linked to nodes representing operators, brands, offers, spectrum licenses and bands, sites and geographic cells, devices, enterprise accounts, executives and vendors. Edges carry validity intervals, so the graph can be queried "as of" any time. This lets the system reconstruct what was knowable at the moment a decision was made, which is used for back-testing.

    [0018]

    Tariff genome 140. Each offer is converted into a genome vector g = (price, data allowance, hotspot allowance, standalone-5G access, bundled-perk value, roaming entitlement, contract lock-in, recurring fees, satellite messaging, device credit), with each gene normalized to [0, 1] in the direction of customer value. A stealth mutation is detected when at least one non-price gene changes by more than a threshold while the headline price gene is unchanged. The system raises a mutation event whose effective-price impact is computed from a hedonic regression across all offers in the market (FIG. 2).

    t0t1 $55$55 30GB15GB $0$4 g1 priceg3 hotspotg8 fees headline unchanged → stealth mutation; effective price +$6.10 (hedonic)
    FIG. 2
    [0019]

    Fusion 150. For an operator o and action class a (e.g., fixed-wireless launch, price reduction, market entry, partnership), the fusion engine starts from a prior log-odds L0 learned from historical base rates and adds evidence from each enabled signal i:

    L(a | S) = L₀(a) + Σᵢ rᵢ · ln(LRᵢ) · (1 − dᵢ) , P = 1 / (1 + e^(−L))
    [0020]

    where LRi is the likelihood ratio of signal i given the action versus its absence, ri ∈ [0, 1] is a learned reliability of the signal's source type, and di ∈ [0, 1) is a dependence discount. In one embodiment, signals are clustered by canonical-origin fingerprint and by source-type correlation learned from history. Within a cluster, the first signal receives d = 0 and each additional signal receives a positive discount (e.g., 0.5), so re-reported evidence cannot drive P toward certainty. The engine also outputs a predicted time window derived from the empirical lead-time distribution between each signal type and realized actions of class a, and a "decisive signal" identified as the signal whose removal most reduces P.

    [0021]

    Insight generator 160. An insight record comprises the fused probability, the time window, an estimated impact I (e.g., revenue at risk), and a provenance chain listing every contributing signal with its identifier, source, timestamp, reliability and discount.

    [0022]

    Half-life scheduler 170. Each insight receives a half-life h that depends on its action class and time window (e.g., hours for an outage-driven churn window, weeks for a spectrum consultation). Its priority is:

    Priority(t) = I · P · 2^(−(t − t₀) / h) ; deliver to role R before t* where Priority(t*) = θ_R
    threshold θ_R h = 6 h (outage churn window) h = 20 d (spectrum consultation) t*₁time since detection →
    FIG. 3
    [0023]

    Simulation engine 180. When Priority exceeds a simulation threshold, the engine creates a market model with subscriber agents segmented by plan, tenure, device and eSIM capability, network-experience cell and price sensitivity, calibrated on historical port-in and port-out data. It runs the predicted action against a plurality of response strategies (e.g., hold, full match, partial match, non-price perk, targeted retention credits) and response lags. For each, it outputs incremental port-outs, customer-lifetime-value loss avoided, response cost and net impact. Strategies are ranked by net impact subject to user-configured constraints such as a maximum ARPU dilution.

    [0024]

    Grounded narration. A language model generates a natural-language explanation of the insight and ranked strategies. The generator is constrained to statements supported by the provenance chain and simulation outputs. Each sentence carries at least one signal identifier, and sentences without support are removed before delivery.

    [0025]

    Routing 190. Recipients are chosen by role (for example pricing, retail, network planning, enterprise sales, regulatory or executive) according to the action class, the impact and the time to t*. For insights above a critical threshold, the subsystem can automatically open a decision room in a collaboration tool, pre-filled with the evidence, the ranked strategies and proposed owners.

    [0026]

    Feedback calibrator 195. When an action is realized or the window expires, the outcome is recorded. Reliability scores ri, likelihood ratios, lead-time distributions and simulation elasticities are updated, for example by Bayesian updating or gradient-based calibration against a proper scoring rule such as the Brier score.

    [0027]

    Guardrails. In a multi-operator benchmarking embodiment, contributed metrics are released only as aggregates across at least k contributors and after a minimum time lag. Forward-looking pricing information is excluded, so the system cannot serve as a channel for coordination between competitors. Personal data is excluded from social and first-party signals or aggregated before ingestion.

    [0028]

    Technical effects. The dependence discount reduces false-positive alerts compared with independent-evidence fusion. Decay-bounded routing puts an upper bound on delivery latency for short-lived insights. Event-triggered simulation reduces processor time compared with continuous scenario modeling across all operators and action classes.

    [0029]

    Alternatives. The fusion may instead use a learned model such as gradient-boosted trees or a graph neural network over graph 130, provided dependence between signals is accounted for. The decay function may be non-exponential. The simulation may be agent-based, system-dynamics or a learned surrogate model. The techniques also apply to adjacent regulated network industries such as energy retail and pay-TV.

    Claims

    What is claimed is:

    • 1.
      A computer-implemented method comprising:
      1. (a) ingesting, from a plurality of heterogeneous data sources, signals associated with one or more telecommunications operators, the sources comprising at least two of: tariff publications, regulatory filings, radio equipment authorization records, network performance measurements, application release artifacts, employment postings, and domain name registrations;
      2. (b) resolving each signal to one or more nodes of a temporal knowledge graph comprising operator, offer, spectrum, geographic-cell and infrastructure nodes connected by edges having validity intervals;
      3. (c) for a candidate action class and an operator, computing a fused likelihood that the operator will perform an action of the class within a time window by combining per-signal log-likelihood ratios weighted by source-reliability scores and reduced by dependence discounts determined from clustering the signals by canonical origin;
      4. (d) generating an insight comprising the fused likelihood, the time window, an impact estimate, and a provenance chain identifying each contributing signal;
      5. (e) assigning the insight a half-life based at least on the action class and computing a priority score that decays over time according to the half-life;
      6. (f) in response to the priority score exceeding a simulation threshold, simulating a plurality of response strategies against the predicted action using a subscriber-level market model to estimate, for each strategy, a subscriber impact and a revenue impact; and
      7. (g) transmitting the insight and a ranking of the response strategies to a recipient selected by role, before a time at which the priority score is predicted to fall below a routing threshold for that role.
    • 2.
      The method of claim 1, further comprising converting each offer into a genome vector of normalized attributes including price, data allowance, recurring fees and contract lock-in, and generating a stealth-mutation event when a non-price attribute changes beyond a threshold while the price attribute is unchanged.
    • 3.
      The method of claim 2, further comprising estimating an effective price change of the stealth mutation using a hedonic regression over genome vectors of offers in the market.
    • 4.
      The method of claim 1, wherein the dependence discount is zero for a first signal of a cluster and positive for each additional signal of the same cluster.
    • 5.
      The method of claim 1, wherein clustering further uses correlations between source types learned from historical co-occurrence.
    • 6.
      The method of claim 1, further comprising identifying a decisive signal as the signal whose removal most reduces the fused likelihood, and including it in the insight.
    • 7.
      The method of claim 1, wherein the time window is derived from an empirical distribution of lead times between signal types and realized actions of the action class.
    • 8.
      The method of claim 1, further comprising recording a realized outcome and updating the source-reliability scores based on a proper scoring rule.
    • 9.
      The method of claim 1, wherein the response strategies comprise at least a price match, a partial price match, a non-price benefit, and a retention offer targeted to subscribers having a predicted switching propensity above a threshold, and wherein the simulating is repeated for at least two response lags.
    • 10.
      The method of claim 1, wherein the subscriber-level market model segments subscribers at least by embedded-SIM capability and by measured network experience in the subscriber's geographic cell.
    • 11.
      The method of claim 1, further comprising generating, by a language model, a natural-language explanation constrained such that each sentence references at least one signal of the provenance chain, and removing unsupported sentences before transmission.
    • 12.
      The method of claim 1, further comprising, in response to the priority score exceeding a critical threshold, automatically creating a collaboration channel pre-populated with the insight, the ranking and proposed owners.
    • 13.
      The method of claim 1, wherein the network performance measurements are aggregated per hexagonal cell and compared with coverage representations published by an operator to generate a coverage-claim discrepancy signal.
    • 14.
      The method of claim 1, wherein the signals further comprise reports submitted by frontline retail personnel, each weighted by a reporter reliability learned from previously verified reports.
    • 15.
      The method of claim 1, further comprising receiving benchmark metrics from a plurality of operators and releasing an aggregate only when at least a minimum number of operators have contributed and a minimum time lag has elapsed, and excluding forward-looking pricing information from release.
    • 16.
      A system comprising one or more processors and memory storing instructions that, when executed, cause the one or more processors to perform operations comprising steps (a) through (g) of claim 1.
    • 17.
      The system of claim 16, wherein the operations further comprise the operations of claim 2.
    • 18.
      The system of claim 16, wherein the operations further comprise querying the temporal knowledge graph as of a past time to back-test the fused likelihood against realized actions.
    • 19.
      A non-transitory computer-readable medium storing instructions that, when executed by one or more processors, cause performance of the method of claim 1.
    • 20.
      The medium of claim 19, wherein the instructions further cause performance of the method of claim 11.

    Abstract

    A system ingests heterogeneous signals about telecommunications operators, including tariffs, filings, equipment authorizations, app releases, job postings and network measurements, and resolves them into a temporal knowledge graph. A fusion engine computes the likelihood that an operator will take a specific competitive action within a time window by combining reliability-weighted log-likelihood ratios with dependence discounts for signals of common origin. Each resulting insight carries a provenance chain and a half-life, and its priority decays over time. Insights above a threshold trigger subscriber-level simulation of alternative responses, and the ranked responses are routed to role-specific recipients before the insight's priority decays below a routing threshold.

    Prior-art positioning (for the attorney)

    Category of prior artWhat it typically doesElements not shown (to verify by search)
    Generic competitive-intelligence SaaSWeb-change monitoring, news, battlecardsTelecom tariff genome; dependence-adjusted fusion; half-life routing; subscriber simulation
    Telecom research & advisoryPeriodic reports, forecasts, databasesStreaming signals; per-action probabilities; automated routing
    Network experience analyticsCrowd-sourced speed and coverage measurementCompetitor-intent prediction; response simulation
    Churn prediction (operator-internal)Propensity scores from own subscriber dataExternal competitor-action triggers; counterfactual response ranking
    Event forecasting / OSINT fusionBayesian fusion of open-source signals (security, finance)Telecom entity model; tariff mutation; decay-bounded role routing
    Business model & go-to-market

    How Cellvoyant makes money and wins its first customers

    Proposed pricing and targets to validate in customer discovery. They are planning assumptions, not market facts.

    Scout
    $2,500 /month

    MVNOs, regional carriers, fiber ISPs

    • 1 market, 8 competitors
    • Signal feed + Tariff DNA
    • Slack/Teams alerts, weekly AI brief
    • 5 seats
    Operator Core
    $12,000 /month

    National MNOs and cable operators

    • Unlimited markets and competitors
    • Move Predictor + War Room twin
    • Your port-out and CRM data joined in
    • Decision Rooms, API, unlimited seats
    Group
    Custom · from $250k/yr

    Multi-country groups, tower cos, investors

    • Cross-country roll-ups, Spectrum Oracle
    • Benchmark consortium clean room
    • Dedicated analyst pod (4-hour verification)
    • Private deployment option

    Other revenue: Insight API (per call), Analyst-on-Demand services, quarterly war-gaming sprints, launch-readiness audits.

    Go-to-market

    Beachhead

    Pricing and marketing teams at challenger operators and MVNOs. They feel competitive moves fastest, run lean analyst teams, and can buy without a year-long procurement. A 30-day shadow-mode pilot runs Cellvoyant alongside the existing process and measures how many days earlier it caught each move.

    Expansion

    Expand from pricing to network planning (Coverage Truth), enterprise sales (B2B Deal Radar) and regulatory (Spectrum Oracle). Distribute through telecom consultancies and billing/BSS vendors. The benchmark consortium becomes a data network effect that competitors cannot copy.

    Roadmap

    Q4 2026 · now

    MVP in one market

    • Signal Mesh: 12 source types
    • Tariff DNA + stealth mutations
    • Feed, alerts, AI assistant
    • File provisional patent
    H1 2027

    Predict & simulate

    • Move Predictor with back-testing
    • War Room digital twin (beta)
    • First 3 paying design partners
    H2 2027

    Network & B2B

    • Coverage Truth Engine
    • B2B Deal Radar
    • Decision Rooms, audio brief
    • Non-provisional / PCT filing
    2028

    Scale

    • Multi-country groups
    • Benchmark consortium
    • Spectrum Auction Oracle
    • Insight API marketplace

    Success targets

    < 15 minfrom a public change to a ranked alert
    30–90 dayslead time on major launches (FWA, new brands, bundles)
    ≥ 70%precision on high-severity predictions, back-tested
    −40%analyst hours spent collecting data

    Risks and how we handle them

    RiskMitigation
    Competition law: a shared intel platform could look like a channel for price coordinationPublic and licensed data only. Consortium releases only lagged aggregates across at least k contributors and never forward-looking prices. Antitrust counsel reviews the design. The assistant is barred from recommending coordination.
    Data access: site terms, rate limits, licensingRespect robots and terms of service, prefer licensed feeds and partnerships (crowd-measurement vendors, filings aggregators), and record provenance for every item
    AI errors: made-up or overconfident claimsGrounded narrator with mandatory signal citations, calibrated probabilities, back-testing, and human verification for critical alerts
    Privacy: social and first-party dataNo personal data in competitive signals, aggregate before storing, GDPR/CCPA data processing agreements, customer data stays in the customer's tenant
    Patent eligibilityClaims tied to technical implementation, a professional prior-art search, and a PCT filing to keep options open
    Incumbents copy featuresSpeed of shipping, the reliability-calibration data moat, consortium network effects, and patent protection
    Sources

    Where every number comes from

    38 sources, re-checked on 24 September 2026 against the original pages. Where a source said something slightly different, the page wording was corrected. Market-size estimates vary widely with each firm's definitions. All console data is simulated.

    23primary sources: filings, company releases, regulators, courts
    27verified or confirmed
    6corrected on this page after the check
    5analyst claims or not yet re-checked, labeled as such

    Industry & operators

    #SourceTypeSupports on this pageCheck · 24 Sep 2026
    1Deloitte
    2026 Global Telecommunications Industry Outlook
    Analyst estimateRevenue ~$1.55T (+1.7%); stagnant ARPU; ~18% capex intensity; up to 77% of consumers feel no loyaltyVerified
    Verified
    2PwC
    Perspectives from the Global Telecom Outlook 2025–2029 · PDF
    Analyst estimateService revenue $1.15T → $1.32T (2.8% CAGR); monthly mobile ARPU $6.32 → $6.20Verified
    Verified; an earlier press-release link covered the 2024–28 edition and was removed
    3Ericsson
    Mobility Report, June 2026
    Primary3.1B 5G subscriptions; 6.4B by 2031; 90+ of 390 5G operators on standaloneVerified
    Verified
    4Ericsson
    Fixed Wireless Access outlook
    PrimaryFWA 185M (2025) → 350M (2031); 71% of providers offer 5G FWAVerified
    Verified
    5Tefficient
    Mobile data and operators, 1H 2025
    Analyst estimate93% of operators grew usage; 68% grew ARPUCorrected
    Corrected: 68% is the 1H 2025 figure (69% was 2024)
    6Tefficient
    ARPU growth softens further as mobile data usage growth slows (Nov 2025)
    Analyst estimateRevenue per GB still falling in most marketsCorrected
    Replaces an unsupported "all-time low" claim
    7Dell'Oro Group
    Worldwide telecom capex to decline in 2026 (Apr 2026)
    Analyst estimateCapex flat in 2025, −2% in 2026Verified
    Verified
    8BCG
    Returns May Be Declining, but Opportunity Is Calling (Feb 2025)
    Analyst estimateDeveloped-market median ROIC 90 bp below WACCVerified
    Verified; replaces a secondhand trade-press citation
    9Verizon
    2Q 2026 results, Form 8-K Exhibit 99
    PrimaryPostpaid phone churn 0.92%; consumer ARPA −1.4%; no consumer/business phone splitVerified
    Verified
    10Verizon
    Verizon delivers record 2Q26 results
    Primary193K fixed wireless net adds in Q2 2026Verified
    Verified
    11AT&T
    2Q 2026 results, Form 8-K Exhibit 99.1
    PrimaryPostpaid phone churn 0.86%; Lumen fiber purchase closed 2 Feb 2026; churn no longer split by bundleVerified
    Verified
    12Recon Analytics
    What the carriers stopped telling you about Q2 2026
    Analyst estimate~190 bp promo headwind on Verizon ARPA; T-Mobile reporting accounts, not customersAnalyst claim
    Analyst claim: not found in carrier releases

    Deals, satellite & regulation

    #SourceTypeSupports on this pageCheck · 24 Sep 2026
    13Vodafone
    Completion of Vodafone and Three merger in the UK
    PrimaryVodafoneThree completed 31 May 2025Corrected
    Corrected date; replaces Wikipedia
    14Broadband Breakfast
    T-Mobile and Starlink satellite service to officially launch July 23
    PressT-Satellite commercial launch, 23 Jul 2025Confirmed
    Corroborated by other trade press
    15Verizon
    Form 8-K, 20 Jan 2026 (Frontier closing)
    PrimaryFrontier acquisition closed 20 Jan 2026Verified
    Verified; replaces a weak secondary source
    16European Commission
    Proposal for a Regulation on the Digital Networks Act
    PrimaryDigital Networks Act proposed 21 Jan 2026Confirmed
    Confirmed
    17FCC · AT&T · DCD
    FCC orders DA-26-470 / 471; AT&T closes EchoStar spectrum purchase · AT&T · DCD
    PrimaryFCC approval 12 May 2026; AT&T ~$23B (closed 28 Jul 2026); SpaceX ~$17BConfirmed
    Confirmed; SpaceX amount from trade press
    18Accenture
    Accenture to acquire Ookla (2 Mar 2026) · CNBC, $1.2B
    PrimaryAccenture agrees to buy Ookla for $1.2BCorrected
    Corrected date (announced 2 Mar)
    19Orange
    Signing of a memorandum of understanding for the acquisition of SFR (6 Jun 2026)
    Primary€20.35B MoU to acquire and split SFRCorrected
    Corrected: an MoU, not a signed deal
    20Charter
    Form 8-K Exhibit 99.1 (20 Aug 2026)
    PrimaryCox acquisition completed 20 Aug 2026Corrected
    Corrected date; unsourced $34.5B headline removed

    Markets & adoption

    #SourceTypeSupports on this pageCheck · 24 Sep 2026
    21Fortune Business Insights
    AI in telecommunication market
    Analyst estimate$4.73B (2025) → $88.1B (2034), 37.9% CAGRVerified
    Verified
    22Mordor Intelligence
    Telecom analytics market
    Analyst estimate$8.09B (2025) → $14.69B (2031)Not re-checked
    Not re-checked in this pass
    23Fortune Business Insights
    Competitive intelligence tools market
    Analyst estimate$0.71B → $4.03B, 21.2% CAGRVerified
    Verified
    24Crayon
    2026 State of Competitive Intelligence
    Vendor surveyWeekly CI sharing: 79% see revenue impact vs 41%Verified
    Verified
    25Alteryx
    2025 State of the Data Analyst
    Vendor survey76% of analysts still prepare data in spreadsheetsNot re-checked
    Not re-checked in this pass
    26NVIDIA
    State of AI in telecommunications, 2026
    Vendor survey89% of telcos plan to raise AI spend in 2026Verified
    Verified
    27GSMA
    Scaling telco AI: from ambition to reality (Jun 2026)
    Primary16% of AI deployments target the network; networks are 34% of opexVerified
    Verified

    Competitors

    #SourceTypeSupports on this pageCheck · 24 Sep 2026
    28AlphaSense
    Raises $350M at $7.5B valuation (3 Jun 2026)
    Primary$600M+ ARR, $7.5B valuationVerified
    Verified
    29Adobe
    Adobe completes Semrush acquisition (28 Apr 2026)
    PrimaryKompyte’s parent Semrush is now part of AdobeVerified
    Verified
    30PRWeb
    Tarifica expands telecom pricing intelligence platform
    PressTarifica covers 46 countriesNot re-checked
    Not re-checked; paid press release
    31Opensignal
    Comlinkdata acquires Opensignal (2021)
    PrimaryOpensignal combines network experience with switching analyticsNot re-checked
    Not re-checked in this pass

    Patent & IP law

    #SourceTypeSupports on this pageCheck · 24 Sep 2026
    32USPTO
    Provisional Application for Patent
    PrimaryNon-provisional must follow within 12 monthsConfirmed
    Confirmed
    33USPTO
    MPEP §2152 (35 U.S.C. §102(b)(1) exceptions)
    PrimaryUS 1-year grace period for the inventor’s own disclosureConfirmed
    Confirmed
    34EPO
    European Patent Convention, Article 54: Novelty
    PrimaryAbsolute novelty: anything public before filing is prior artConfirmed
    Confirmed (official page)
    35WIPO
    PCT Article 22(1) time limit FAQ
    PrimaryNational phase at 30 months from priorityConfirmed
    Confirmed
    36US Supreme Court
    Alice Corp. v. CLS Bank Int’l, 573 U.S. 208 (2014)
    PrimaryAbstract-idea test for software claimsConfirmed
    Confirmed
    37USPTO
    MPEP §2106: Patent subject-matter eligibility
    PrimaryHow examiners apply the Alice testConfirmed
    Confirmed
    38EPO
    Guidelines for Examination G-II 3.6: Programs for computers
    Primary“Technical character” / further technical effect requirementConfirmed
    Confirmed (official page)