AT&T

From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …

From the newsletter (sign-up if you want it sooner): AI infrastructure is opening new opportunities for telcos, from data center connectivity to sovereign AI and defense networks. But the payoff …

Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …

From the newsletter (sign-up if you want it sooner): Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold acquisitions and AI investments. While rivals …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …

From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …

AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …

Network sensing tracked an unconnected drone without radar In sum – what we know: AT&T and Ericsson have built a new drone-detection system that was shown off in a demo at AT&T …

From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …

AT&T’s second-quarter results show a telco reshaping itself around fiber-led growth, using fixed broadband to drive wireless gains and cash generation. The strategy is working – although top-line growth remains …

From the newsletter (sign-up if you want it sooner): Verizon’s latest store sales and job cuts highlight a telecom industry still chasing growth beyond connectivity. As operators invest in AI, …

From the newsletter (sign-up if you want it sooner): Despite the hype and investment pouring into satellite D2D services, new analysis says space-based connectivity will complement, not replace, terrestrial networks, …

From the newsletter (sign-up if you want it sooner): IoT dominates the news cycle: sector consolidation, eSIM orchestration, private 5G, drones and sensing, industrial automation – a telco market shifting …

Wireless Logic’s acquisition of SIMETRY reinforces its position as IoT’s most aggressive consolidator. But while the managed connectivity market is widely tipped for merger-driven scale, inflated valuations and healthy growth …

From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …

In sum, what to know: -Mobile operators want more control over satellite connectivity and are taking steps to get it, according to a new report from GSMA Intelligence. -The NTN …

From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …

Satellite D2D technology is proven, but achieving ubiquitous US coverage depends on interoperability, argues Dr. Lee W. McKnight at Syracuse University. He examines why cooperation between carriers, satellite operators, and …

Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. …

Communications service providers are currently focused on the practical use of AI to reduce opex; the next step is leveraging AI to create new revenue streams Telecommunications infrastructure is being …

AT&T’s Pascal Desroches frames direct-to-device satellite as a complement to terrestrial networks In sum – what we know: AT&T’s CFO laid out the company’s satellite playbook days before Starlink’s parent …

What to know: Narrowing the performance gap: Opensignal concluded that new DOCSIS upgrades are helping cable operators dramatically improve upload performance, narrowing the long-standing gap with fiber and making cable …

As telecom operators embrace D2D satellite connectivity, the industry is moving closer to closing persistent coverage gaps, extending resilient mobile access to remote regions, and ensuring geography no longer determines …

Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances with …