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 …
Business
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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: …
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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 …
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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 …
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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 …
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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 …
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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 …