Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what to know: Market expansion – Ciena said its addressable market …
financial results
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Vodafone Idea said its 5G network now covers more than 80 cities across all 17 telecom circles where it owns 5G spectrum In sum – what to know: Unexpected profit – Vodafone Idea reported a profit after tax of INR345 …
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SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum – what to know: 5G recovery – SK Telecom added …
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Virgin Media O2 has extended its 5G+ coverage to 86% of the U.K. outdoor population In sum – what to know: Revenue pressure – Service revenue fell 3% as competition and prior customer losses weighed on both consumer and business …
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Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure – Profit fell 4.2% year-on-year as weaker demand, competition and …
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T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out will be the best in the business to support enterprise …
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ZTE said it is positioning its business around a combined connectivity and computing model, expanding its role in AI infrastructure alongside its established telecom portfolio In sum – what to know: AI shift – Computing reached 27% of revenue as …
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China Unicom is also expanding its AI infrastructure, with more than 1.1 million data center cabinets and computing capacity reaching 45 EFLOPS In sum – what to know: AI spending rises – Over 35% of 2026 capex allocated to computing …
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Network capacity will be required to double in the next few years in order to cope with 5G adoption and AI demand, reckons American Tower – as its revenues rise on new 5G infrastructure investments In sum – what to …
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In a conference call with investors, Rakuten Group’s chairman Mickey Mikitani said that Rakuten Mobile plans to invest over JPY200 million in fiscal 2026 In sum – what to know: First full-year EBITDA profit – Rakuten Mobile posted JPY12.9 billion …
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América Móvil had initially explored a joint bid with Entel for Telefónica’s Chilean business but ultimately decided not to proceed In sum – what to know: Chile remains strategic despite challenges – CEO Daniel Hajj described the market as “difficult,” …
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BT said it passed more than 1 million premises with FTTP for an eighth consecutive quarter In sum – what to know: Revenue down 4% to £5B in Q3 – Declines in service and equipment revenue, plus divestments, weighed on …
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Bell’s CEO Mirko Bibic said in a conference call with investors that the company’s AI-powered enterprise solutions businesses are collectively growing approximately 60% year-over-year In sum – what to know: AI enterprise revenue – Bell’s three AI-powered enterprise units are …
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Strong double-digit growth in NSE business drove net revenue higher, but Spirent’s revenue trailed behind estimates In sum — what to know: Data center lift: Viavi reported upbeat fiscal second quarter results, driven by strong data center demand and modernization …
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In Sweden, Telia said it delivered a record quarter, with service revenue growth of 4.8%, supported by consumer, TV, broadband and mobile services In sum – what to know: Revenue stable, profits down – 2025 revenue held at SEK 81 …
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Chunghwa Telecom reported that its FTTx subscribers reached 3.93 million as of the end of last year In sum – what to know: Record financial performance in 2025 – Revenue hit NT$236.11 billion, supported by steady telecom and ICT growth. …
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SoftBank’s CFO Yoshimitsu Goto said the sale of Nvidia shares provided liquidity to fund the company’s growing commitment to OpenAI In sum – what to know: Record-breaking profit – SoftBank’s fiscal Q2 net profit hit JPY2.5 trillion, driven by AI-linked …
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SK Telecom recorded a net loss of KRW167 billion in Q3, compared with a profit of KRW280 billion a year earlier In sum – what to know: Steady growth – SK Telecom reached 17.3 million 5G users, accounting for nearly …
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ZTE said that revenue from computing-related businesses in the period grew by 180% year-on-year, accounting for 25% of total revenue In sum – what to know: Surging segments – Computing-related revenue jumped 180% year-on-year, making up 25% of total sales, …
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During the January-September period, MasOrange said its total revenues rose 3.7% year-on-year to €5.66 billion In sum – what to know: €259M in synergies achieved – MasOrange captured more than half its €500 million synergy goal within nine months, ahead …
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China Telecom noted that the penetration of 5G in its overall mobile base had reached 66.9% as of the end of the third quarter In sum – what to know: Steady revenue and profit growth – Operating revenue hit CNY397 …
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China Mobile ended September with 622 million 5G subscribers after a net addition of 23 million 5G customers during the third quarter In sum – what to know: Revenues edge up 0.4% – China Mobile posted CNY794.7 billion ($111.6 billion) …
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For the first half of its fiscal year, Nvidia reported that these two unnamed customers contributed 20% and 15% of total revenue In sum – what to know: Two buyers drive 39% of Q2 revenue – Nvidia’s filing shows that …
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Huawei said its revenues rose 4% to CNY 427 billion in H1, marking its strongest first-half revenue since 2020 In sum – what to know: Profit falls despite revenue growth – First-half net profit dropped 32% to CNY37 billion, even …
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In the first half of 2025, ZTE said its advanced its “All in AI, AI for All” strategy to accelerate innovation through AI-ICT integration In sum – what to know: Revenue up 14.5% in H1 – ZTE reported RMB 71.55 …