Spark aims to sell between 50% and 75% of its data center unit, with the stake expected to fetch around NZ$550 million (US$327.5 million)
In sum – what to know:
PEP deal close – Spark NZ is reportedly finalizing a sale of a majority stake in...
Where does AI fit into the future of wireless, telecom, broadband, and pay TV?
The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. That being said, today all three main carriers — AT&T, T-Mobile, and Verizon — seem to...
UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio
In sum – what to know:
T-Mobile completes the $4.4B acquisition – The telco giant now owns UScellular’s wireless business, gaining customers, stores, and spectrum.
UScellular exits...
Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization
Given earnings growth in last week’s quarterly releases (four of the Fab Five reporting), one might expect more movement amongst the Fab...
Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber
In sum – what to know:
Fiber consolidation accelerates – The U.S. fiber market is undergoing a wave of consolidation as regional and cross-border players like Bluebird,...
For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure
In sum – what to know:
Intel spins off networking unit – Intel is creating a standalone company from its Network...
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...
