Boldyn Networks' strategy is shifting to focus on organic growth rather than through mergers and acquisitions
In previous conversations with Boldyn Networks, and after following their growth, I have seen an aggressive, young company focused on growth through acquisitions. Now, their strategy is shifting, with...
Ericsson had originally acquired a 0.9% stake in Vodafone Idea in June 2024
In sum – what you need to know:
Ericsson quits Vodafone Idea – Ericsson India sold its remaining 0.6% stake in Vodafone Idea, raising INR4.28 billion ($49.9 million) via share sales on the...
Synopys and Ansys' merger will go forward on the condition that some assets are divested to Keysight Technologies
Semiconductor design company Synopsys is facing headwinds, as new trade restrictions from the Trump administration have forced the semiconductor design company to stop sales to China.
The...
How do major test companies expect tariffs to impact their businesses?
Amid tariff whiplash from the Trump administration and increased geopolitical and economic tensions, companies in the test equipment and services space are navigating new market uncertainties. During the recent round of first quarter...
U.S. export controls cost Nvidia billions, but a pivot to sovereign AI and surging infrastructure demand helped deliver a $44.1B quarter
Nvidia reported a record-breaking fiscal first quarter of 2026 (for the quarter ending April 28, 2025), reaffirming its dominance in the AI chip market...
Why do cable TV companies need to be early on next merger wave?
It looks like cable TV has begun its next change wave. Over time, it has been through many different levels. Until around two decades ago, this industry was growing. Back then, M&A...
In January 2025, MasOrange and Vodafone Spain reached a deal to establish FiberCo—set to become Spain’s largest independent nationwide fiber optic company
In sum – what you need to know:
FiberCo financing secured – MasOrange has raised 11 billion euros to fund the launch of FiberCo...
There’s a growing need for secure, reliable and local connectivity, compute and data
The telco industry has faced its share of challenges over the past decade, affecting both their consumer and business sectors. From the rise of over-the-top services to the commoditization of traditional connectivity,...
At the MoffettNathanson conference, Verizon Consumer Group CEO outlined a dual-engine plan to scale fiber and FWA while turning cable MVNOs into profit-friendly allies
At the recent MoffettNathanson conference, Sowmyanarayan Sampath, CEO of Verizon Consumer Group, detailed the operator’s evolving strategy across wholesale partnerships, broadband...
The deal will combine Charter’s 31.4 million customers with Cox’s 6.3 million, creating the largest cable and broadband provider in the United States
Charter Communications has announced plans to acquire Cox Communications in a transaction valued at approximately $34.5 billion, including $21.9 billion in equity...
n Q1 2025, Deutsche Telekom’s revenue rose to €29.8 billion (~$32.18 billion), a 6.5% increase over the same period last year
Deutsche Telekom kicked off 2025 with strong momentum, reporting growth across revenue, profitability and customer additions, while also accelerating its AI transformation. The group...
Rakuten Mobile hits a milestone, posting its first-ever quarterly EBITDA profit — excluding property taxes
Despite a wider net loss year-over-year and sinking shares, a deeper look into Rakuten Group’s Q1 2025 earnings reveals promising momentum in its telecom segment. For wireless and telecom industry...
Arm reported record financial results for Q4 2025, but cautious guidance for the upcoming quarter rattled investors
Arm Holdings plc reported record financial results for the fourth quarter and fiscal year ended March 31, 2025, hitting several key milestones in revenue and profitability. However, its...
Taara says its Lightbridge solution offers a flexible alternative to conventional broadband
In a significant move to expand high-speed internet access, Taara, a recent spin-out from Alphabet's X Development subsidiary, has partnered with telecom distributor and manufacturer Digicomm International.
This collaboration aims to scale the...
MediaTek reported consolidated revenue of approximately $4.7 billion USD, an increase of 11.1% from the previous quarter
MediaTek reported its Q1 2025 earnings on April 30 — Here are some of the top takeaways:
1. Revenue up, but margin and profit growth more limited
MediaTek reported consolidated revenue...
The automotive segment — a key growth driver for Qualcomm — was up 59% quarter-over-quarter
Qualcomm CEO Cristiano Amon took the top-job with the San Diego, Calif.-based firm on June 30, 2021. The hallmark of his tenure has been to leverage Qualcomm’s core expertise in...
Frontier added 107,000 fiber subscribers in Q1 2025 — outpacing expectations and boosting its appeal ahead of Verizon’s $20 billion acquisition
Frontier Communications kicked off 2025 with a strong quarter, fueled by the company’s continued investment in fiber infrastructure. In Q1, Frontier added 107,000 fiber...
After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost its way during a major industry shift. What happened next is a story worth telling and worth learning from for...
T-Mobile US leads in growth, AT&T balances fiber and wireless and Verizon leans on loyalty perks in Q1 2025
If you're looking for a quick read on the U.S. carrier landscape in Q1 2025, it probably goes like this: T-Mobile US came out on top...
Corning's strong quarter was buoyed by explosive growth in its enterprise optical business and rising demand for gen AI solutions
Corning Incorporated delivered better-than-expected Q1 2025 results this week, buoyed by explosive growth in its enterprise optical business and rising demand for connectivity solutions tailored...
Alphabet sees a boost from AI across its businesses
Alphabet reported solid first quarter 2025 earnings, with consolidated revenues up 12% from the same time last year, driven by growth across its segments.
Google Cloud revenues jumped 28% year-on-year, to $12.3 billion.
Sundar Pichai, CEO...
What every company needs to learn to be successful going forward
On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on AT&T, T-Mobile, and the shifting wireless landscape. Let me walk you through some key takeaways...
Postpaid and fiber growth fuel Q1 gains as AT&T homes in on 30 million-location fiber milestone
AT&T kicked off 2025 on strong footing, reporting robust financial and operational performance in the first quarter and reaffirming its full-year guidance, citing growth across its 5G mobility and...
Despite losing 356,000 postpaid phone subscribers, Verizon posts record EBITDA and reaffirms 2025 outlook
Verizon posted strong financial results for the first quarter of 2025, bolstered by strategic consumer initiatives, continued broadband growth and disciplined cost management. The telec reported its best-ever adjusted EBITDA and...
