Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage
To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is the next, big step. It has been around for decades, but has really turned up...
T-Mobile's net income for the quarter totaled $3.22 billion and revenue rose nearly 7% year-over-year to $21.13 billion
In sum – what you need to know:
Postpaid growth crushes forecasts – T-Mobile added 1.73 million postpaid customers in Q2, far surpassing expectations and bringing its total...
The cable companies will launch enterprise-grade 5G services in 2026, targeting SMBs mobile offerings powered by T-Mobile US’ network
In sum – what to know:
Entering the enterprise wireless market – The move allows both Comcast and Charter to offer nationwide business mobility without investing in...
AT&T added 401,000 net postpaid phone subscribers in Q2, easily topping analysts’ expectations of 296,000 and outshining Verizon
In sum – what to know:
Wireless strength offset churn – AT&T added 401,000 postpaid phone subscribers — well above expectations — despite a slight rise in churn....
Executives should understand — and want to win the hearts and minds of — all three
As an Industry Analyst and columnist for several decades, I have attended more client briefings than you can imagine. These are from communications companies in wireless, telecom, cable TV,...
Verizon reports postpaid losses, but also higher revenue and a boosted free cash flow guidance
Verizon delivered better-than-expected results in the second quarter of 2025, posting solid revenue growth and raising its full-year guidance across multiple key metrics. The telecom giant cited strength in wireless...
SES touts the creation of a 'global multi-orbit connectivity powerhouse' and plans to explore IoT, D2D
It's a big couple of weeks for telecom and tech-related acquisitions, from the T-Mobile US/UScellular transaction getting the go-ahead from the Federal Communications Commission, to the rapid wrap-up of...
Despite a revenue drop, Ericsson returned to profitability in Q2 2025, posting a net income of SEK 4.6 billion ($472.8 million)
Ericsson reported second-quarter revenue of SEK 56.1 billion ($5.8 billion), a 6% year-over-year decline driven largely by “weak” sales in India, where operators have...
T-Mobile US now has a clear path to aquire UScellular’s wireless business and a 50% stake in fiber operator Metronet
The U.S. Federal Communications Commission (FCC) has approved two significant transactions involving T-Mobile US, clearing the way for the wireless carrier to expand its...
A day before receiving the go-ahead, T-Mobile US sent a letter to the FCC promising to end its DEI policies 'not just in name, but in substance'
The U.S. Department of Justice has cleared T-Mobile US’ $4.4 billion acquisition of UScellular’s wireless business, just a day after...
Arista said the acquisition will better prepare it for next-generation SD-WAN demands as AI-driven data center traffic reshapes WAN requirements
Arista Networks has agreed to acquire VMware’s former VeloCloud Software-Defined Wide Area Network (SD-WAN) technology from Broadcom, expanding its portfolio beyond traditional data center and...
HPE announced its intent to acquire Juniper Networks in January 2024
The U.S. Department of Justice (DoJ) has settled its lawsuit challenging Hewlett Packard Enterprise’s (HPE) $14 billion acquisition of Juniper Networks, reaching a court-approved agreement that imposes significant divestiture requirements on HPE.
In January 2024,...
Gartner’s research indicates that many agentic AI initiatives are still in early experimental phases, often fueled more by hype than by strategic planning
More than 40% of agentic AI projects will be cancelled by the end of 2027 as organizations struggle with rising costs, unclear...
Recently, I had an interesting conversation with Fergal Lawlor, who is the CEO of Alpha Wireless, a wireless antenna solutions company established in 2007. I believe antenna design is one of several important new areas that the wireless industry will focus on going forward,...
The Trump Mobile phone is gold, the branding is "patriotic" and the network is… T-Mobile’s
The Trump Organization has launched a new telecom venture dubbed Trump Mobile, featuring a gold-colored (of course) Android smartphone priced at $499, along with a $47.45 monthly service plan —...
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...
