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...
Don’t let the little birthday cakes fool you — Verizon’s witty DBIR delivers serious warnings about growing cybersecurity threats
Verizon's 2025 Data Breach Investigations Report (DBIR) reads different. It’s witty, oddly charming, and — yes — includes kiwi birds, robots and birthday cakes in its...
Comcast Business says its purchase of Nitel will deliver smarter, more secure and more agile networking solutions for enterprise customers
Comcast Business has officially brought network-as-a-service (NaaS) provider Nitel into the fold, completing its acquisition of the Chicago-based company from global private equity firm Cinven. The...
Ampere Computing processors are optimized for cloud computing and AI applications and are used in a range of computing environments
SoftBank Group Corp. announced today that it has entered into an agreement to acquire Ampere Computing, an independent silicon design company, in an all-cash transaction...
The acquisition aligns with Google Cloud’s strategy to enhance protection against the rising tide of cyber threats
Google Cloud is acquiring cloud security firm Wiz for $32 billion, in a move the tech giant said will expand its cybersecurity offerings for businesses and governments....
Wireless and broadband are top services today for cable TV as competition heats up
The Cable Television Industry has grown, crested and now is falling. This predicament has been happening for two decades and counting. So much so that believe it or not, cable TV...
Generative AI is a “really unusually large, maybe once-in-a-lifetime type of opportunity,” Amazon CEO Andy Jassy told investors
With hyperscalers planning massive investments in AI infrastructure, Amazon is working to further capitalize on what CEO Andy Jassy called a “really unusually large, maybe once-in-a-lifetime type...
Qualcomm CEO discusses the "era of AI inference” and what it means for the company's diversification strategy
Qualcomm this week reported Q1 2025 financials marked by the company’s QCT business, including handsets, automotive and IoT, bringing in record revenues of $10.084 billion, up 20% from...
Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity
As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth quarter and full-year 2024 financials...
As part of the extended deal, AT&T will update its Nokia IMS Voice Core to include VoNR in a fully cloud-native architecture
AT&T and Nokia have extended their existing partnership to include support for the evolution of the telco’s voice core offering and for injecting additional automation capabilities into its...
Returning home from a client meeting, I was thinking about what they said they needed. In fact, I have heard the same thing from others over many years. Executives want their company to become a better-known brand name in their sector. They want to...
Last week, reports began to circulate that SoftBank is considering investing as much as $25 billion into OpenAI
Artificial Intelligence (AI) news just keep coming from SoftBank Corp. Last week, reports began to circulate that the Japanese company is considering investing as much as $25...
Verizon reported a total operating revenue of $35.7 billion in Q4 2024, up 1.6% from Q4 2023
Verizon CEO Hans Vestburg told investors that as he looks back on 2024 — and the telco’s last quarter, in particular — he feels “cautiously optimistic.” It...
Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores
Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis on low-power edge AI inference...
EY's top 10 list of risks to telcos this year
What are the major risks to telcos' businesses this year? EY has a new report out that identifies the top 10 major business risks that telecommunications companies are likely to face this year.
If anything, EY's...
Starlink is supporting direct-to-device satellite connectivity for T-Mobile US
T-Mobile US reported Q4 earnings this week marked by continued momentum in wireless, and strong growth in its broadband business which includes both fixed wireless and fiber-based services. Looking at the rest of 2025, T-Mobile CEO...
Success in media relations has changed for companies, and in fact keeps changing. Do you understand the new rules and how to be successful going forward with both old media and new media? Some companies are making a serious mistake. They are changing their...
Zayo reportedly outbid TPG for the Crown Castle assets, which would include its fiber and small cell businesses
According to reports from Reuters, fiber network owner Zayo Group is the frontrunner in the bid to acquire assets valued at more than $8 million from Texas-based Crown...
For more than nearly four decades, I have sat on panel discussions and given speeches at trade shows, corporate meetings, conferences and more. I have watched the ITEXPO #TechSuperShow grow, year after year for roughly a quarter century. So, I recently spoke with Rich...
