'Verizon is clearly falling short of our potential,' declared new CEO Dan Schulman
Verizon reported its third-quarter 2025 earnings, reaffirming full-year guidance and highlighting steady wireless service growth alongside new fiber expansion plans and a candid appraisal from its recently appointed CEO.
Quarterly highlights
Verizon’s total revenue...
For Verizon, Starry represents a strategic solution to challenges related to how 5G-based FWA impacts cell performance
Verizon has had an eventful week with three major announcements: the departure of CEO Hans Vestberg, a direct-to-device deal with AST SpaceMobile, and the acquisition of struggling...
T-Mobile US COO and incoming CEO Srini Gopalan said the carrier had its 'best Q3 in over a decade'
In sum – what to know:
Subscriber growth surges: T-Mobile added a record 2.35 million postpaid customers in Q3 2025 — including 1 million postpaid phone lines...
Telcos can now harness AI and human insight to turn overlooked tail spend into strategic transformation
For years, tail spend was largely overlooked in procurement. Focusing on strategic infrastructure investments, telecom operators viewed these small, scattered purchases as too low-value to matter. But today, in a...
AT&T posts steady Q3 results as it advances fiber expansion, spectrum acquisitions, and nationwide 5G deployment plans
In sum — what to know:
Steady financials: AT&T reported Q3 revenue of $30.7B and adjusted EPS of $0.54, with strong free cash flow and stable mobility growth.
Broadband momentum:...
Who should property owners and asset managers trust when it comes to their telecom consultants?
When property owners sign connectivity deals worth millions, who's really looking out for their interests? The multifamily telecom consulting world operates largely in the shadows — a complex ecosystem...
Despite a 9% revenue drop, Ericsson’s profit and margins surged
In sum – what to know:
Profitability surged despite revenue decline – Net sales fell 9% to ~$5.12 billion, but adjusted EBITA doubled to ~$1.44 billion, boosted by cost efficiencies and a ~$693 million gain...
Judge dismisses remaining claims in Qualcomm licensing dispute, but Arm vows to appeal ruling
Qualcomm and its subsidiary Nuvia have secured a decisive legal victory over Arm Holdings, concluding a multi-year dispute over the scope of license agreements tied to Arm’s processor designs.
A U.S. District...
In the complex reality of global telephony, number porting can quickly become the single most underestimated challenge in the entire migration process
When businesses set out to transform their communications infrastructure, number porting is often treated as a footnote. On the surface, it sounds simple...
NVIDIA's investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point
The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely moment in technology history: when Microsoft invested in a struggling Apple to stabilize the personal...
Ericsson secures lead vendor role as VodafoneThree accelerates post-merger network modernization
In sum – what to know:
Ericsson + Nokia – Ericsson will supply RAN and core tech to more than 10,000 VodafoneThree sites, with Nokia covering 7,000, in a £2B U.K. 5G equipment agreement.
Merger milestone...
Nvidia's $5 billion stake highlights Intel’s enduring relevance in the AI era
In sum – what to know:
$5B Nvidia stake – Nvidia is investing $5 billion in Intel at $23.28 per share, becoming a major shareholder while the two firms pursue joint work on AI...
AI simply won’t deliver on its promise unless it has sufficient compute power
There is one thing that we can count on as we head towards the end of 2025 and the beginning of 2026: Interest in “all things AI” will continue to grow. This...
IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist
The days of separate IT and OT environments are over. What were once air-gapped industrial networks are...
Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction
Over the past decade or two, I have been warning Comcast Xfinity leadership that they have a problem. In fact,...
The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion
In sum – what to know:
IPO confirmed – Reliance Jio will launch its long-awaited IPO in early 2026, aiming to raise around $6 billion at a...
In a volatile world, telecom procurement can no longer operate on the assumption that global supply chains will hold firm
In recent years, telecom operators have faced what can only be described as a state of permanent disruption. Events once considered rare — pandemics, geopolitical...
With this deal, the U.S. government has become Intel's largest shareholder
In sum – what to know:
Historic investment in Intel– The U.S. government is acquiring a 10% stake in Intel via an $8.9 billion deal, plus prior CHIPS grants, bringing the total federal support to...
The six-year agreement reportedly gives Meta the compute power to support its AI expansion
In sum – what to know:
Meta signs $10B AI deal – The six-year agreement reportedly gives Meta the compute power to support its AI expansion, including plans for 1.3 million GPUs...
This divestiture represents not just a financial windfall but a strategic pivot for CommScope
CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash sale of its Connectivity and Cable Solutions (CCS) segment to Amphenol Corporation. This divestiture represents...
The investment from Softbank is equal to roughly 2% of Intel
In sum – what to know:
$2B vote of confidence – SoftBank will invest $2B in Intel, becoming its fifth-largest shareholder as the U.S. chipmaker struggles to regain ground in advanced semiconductors and foundry services.
Intel...
Could this be the start of something good?
Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs join in. Time will tell. In recent decades, everything seemed to go off-track and become,...
The business is valued at up to $416 million, and Spark said it expects to receive $287 million in cash, as well as $57.8 million if certain performance-based criteria are met by the end of 2027
In sum – what to know:
Deal finalized - Spark...
In sum – what to know:
-Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for export licenses to be able to sell into the Chinese market.
-Raise revenues: The deal...
