Carriers

SpaceX has picked Qualcomm to supply radio and baseband technology for Starlink’s US terrestrial 5G network, with deployment due in 2027. Analysts see an open RAN opportunity, but still question …

In Q3, Thai telco True reported its highest service revenue since the combination with rival operator dtac, with growth both year-on-year and quarter-on-quarter In sum – what to know Mobile …

Virgin Media O2 is targeting £800m in annual cost savings by 2029, including major workforce reductions, as falling revenues, subscriber losses and tough fibre economics force a strategic reset and …

From the newsletter (November 2; sign-up or follow if you want it sooner): SpaceX is reportedly in talks to buy Boost Mobile from EchoStar, potentially securing an MVNO route into …

Operators are moving beyond legacy SON towards SMO/RIC-based automation as part of mid-cycle 5G RAN modernization and vendor swap-out projects, writes SNS Telecom & Research, with annual spending on SMO …

America Movil’s chief executive officer Daniel Hajj said the company does not yet know what Televisa’s strategy will be once the transaction is completed but noted that Televisa will be …

T-Mobile has raised its full-year guidance, but its earnings call pointed to bigger bets ahead: more spectrum spending, edge compute economics, and AI-driven network efficiency – as it, again, rejects …

Speaking during Telia Company’s third-quarter earnings call, the company’s chief executive officer and president Patrik Hofbauer said the operator was expanding commercial 5G standalone capabilities for connectivity, security and new …

From the newsletter (October 28; sign-up or follow if you want it sooner): Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s …

Speaking during Verizon’s third-quarter earnings call, the telco’s chief executive officer Daniel Schulman said the company had developed an FWA solution using its millimeter-wave spectrum that will enable it to …

From the newsletter (October 27; sign-up or follow if you want it sooner): Orange, AT&T and Verizon are improving earnings through commercial growth and cost discipline, while telcos place bets …

Verizon CTO Yago Tenorio says 6G needs an architectural rethink to handle AI-driven uplink demand, avoid repeating 5G’s standardization mistakes, and embed autonomous network operations and commercial use cases from …

From the newsletter (October 26; sign-up or follow if you want it sooner): Verizon has raised its full-year guidance for the third consecutive quarter, signed $4 billion in AI infrastructure …

Elisa recently ran what it claims to be Europe’s first voice, mobile data, and video analytics simultaneously on the same AI-RAN platform over Elisa’s 5G Advanced network In sum – …

Nvidia and Nokia (and a rush of operators) have announced progress with AI-RAN – a year to the day practically after Nvidia pumped a billion into the Finnish firm. The …

AT&T chief John Stankey laid out a strategy built on fiber and 5G convergence, selective fiber acquisitions, and a future role connecting AI workloads across networks and clouds; he also …

Nokia CEO Justin Hotard told a conference call with investors that the company’s growth is accelerating in the areas where it has chosen to focus and invest, highlighting AI-RAN as …

From the newsletter (October 21; sign-up or follow if you want it sooner): Nvidia and Nokia are pushing telcos to turn their networks and sites into distributed AI infrastructure, but …

Autonomous networks must move beyond self-healing to coordinate decisions across RAN, transport, core and cloud, argues Droma’s Payal Kindiger, with trust, governance and verified service outcomes key to granting AI …

Deutsche Telekom has previously described MINDR as an evolution of RAN Guardian, extending agentic AI from domain-level optimization toward service-level intelligence across complex, multi-domain network environments In sum – what …

From the newsletter (October 19; sign-up or follow if you want it sooner): Deutsche Telekom, Orange, Telefónica and Vodafone want a joint position on mobile satellite spectrum, but can Europe’s …

US telecom retail remains resilient, but Wave7 Research’s Jeff Moore questions whether Starlink can become a national mobile operator. SpaceX could bypass the traditional retail model, but building a competitive …

Speaking at the RCR Wireless News’s Telco AI Forum 2026, AT&T and Verizon executives described AI-based RAN deployments that are already producing measurable results In sum – what to know …

Matthew Iji, head of data modelling and forecasting at GSMA Intelligence, told RCR that 6G will move from selective launches to global scale gradually, with coexistence rather than wholesale replacement …

From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …