Virgin Media O2 is targeting £800m in annual cost savings by 2029, including major workforce reductions, as falling revenues, subscriber losses and tough fibre economics force a strategic reset and …
From the newsletter (November 2; sign-up or follow if you want it sooner): SpaceX is reportedly in talks to buy Boost Mobile from EchoStar, potentially securing an MVNO route into …
From the newsletter (October 30; sign-up or follow if you want it sooner): Qualcomm’s push to bring AI into industrial IoT, robotics and other physical devices raises big questions about …
T-Mobile has raised its full-year guidance, but its earnings call pointed to bigger bets ahead: more spectrum spending, edge compute economics, and AI-driven network efficiency – as it, again, rejects …
From the newsletter (October 28; sign-up or follow if you want it sooner): Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s …
From the newsletter (October 27; sign-up or follow if you want it sooner): Orange, AT&T and Verizon are improving earnings through commercial growth and cost discipline, while telcos place bets …
Verizon CTO Yago Tenorio says 6G needs an architectural rethink to handle AI-driven uplink demand, avoid repeating 5G’s standardization mistakes, and embed autonomous network operations and commercial use cases from …
From the newsletter (October 26; sign-up or follow if you want it sooner): Verizon has raised its full-year guidance for the third consecutive quarter, signed $4 billion in AI infrastructure …
Nvidia and Nokia (and a rush of operators) have announced progress with AI-RAN – a year to the day practically after Nvidia pumped a billion into the Finnish firm. The …
From the newsletter (October 23; sign-up or follow if you want it sooner): SpaceX is reportedly targeting at least 80,000 US cell sites for Starlink Mobile, signalling a costly push …
AT&T chief John Stankey laid out a strategy built on fiber and 5G convergence, selective fiber acquisitions, and a future role connecting AI workloads across networks and clouds; he also …
From the newsletter (October 21; sign-up or follow if you want it sooner): Nvidia and Nokia are pushing telcos to turn their networks and sites into distributed AI infrastructure, but …
SpaceX outlined plans for a hybrid Starlink mobile network and claimed a path to hundreds of billions in annual connectivity revenue, as AI compute investment surged and Elon Musk forecast …
From the newsletter (October 20; sign-up or follow if you want it sooner): A new 6G architecture is taking shape, but its business case remains elusive. This week: AI-RAN performance …
Ericsson forecasts surging uplink demand as AI shifts mobile traffic patterns, urging operators to avoid 5G’s costly standalone delays. Its 6G vision hinges on spectrum efficiency, reusable infrastructure, and services …
From the newsletter (October 19; sign-up or follow if you want it sooner): Deutsche Telekom, Orange, Telefónica and Vodafone want a joint position on mobile satellite spectrum, but can Europe’s …
From the newsletter (October 16; sign-up or follow if you want it sooner): Starlink need not replace terrestrial networks to disrupt telecoms. Strand Consult and Dell’Oro examine SpaceX’s hybrid ambitions, …
Ericsson chief Per Narvinger has defended the firm’s custom silicon strategy for AI RAN, quite robustly, citing immediate opportunities and 10% spectrum-efficiency gains, and future options for GPU adoption too. …
Ericsson is ‘dissolving’ its enterprise wireless unit but keeping its private and neutral-host 5G portfolios, betting on R&D synergies and indoor connectivity, notably with Starlink-style satellite systems. But with Nokia’s …
Ericsson beat Q3 earnings forecasts on seven percent organic sales growth, but warned AI-driven component costs will pressure margins through 2027, and said growth remains hard to come by – …
From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …
The alliance is expanding its focus on AI RAN services while tackling workload placement, infrastructure sharing, and the commercial case for turning mobile networks into distributed AI platforms. In sum …
Nokia’s sale of its campus private 5G business to Aurelius includes its MPW platform but excludes its drone unit, it turns out. The latter is under strategic review, as the …
From the newsletter (October 13; sign-up or follow if you want it sooner): Nokia’s sale of its ECE business gives Aurelius a 1,000-person industrial networking operation to grow, while simplifying …
Nokia is to sell its Enterprise Campus Edge business to private equity firm Aurelius, exiting most of its private networks activity despite forecasts for rapid market growth and questions over …
