Q2

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 …

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …

From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …

Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …

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 …

Nokia has cut its 2025 profit forecast by up to 16%, citing US dollar weakness and new tariffs. Shares dropped 8% as currency and trade pressures dented its top-line quarterly …

Ericsson’s enterprise segment saw mixed Q2 results, with falling sales but improving profitability. Growth in wireless connectivity and key 5G wins partly offset weaker Vonage performance amid cautious customer investment. …

Nokia saw its (“comparable”) operating profit slide by 32 percent in the second quarter of 2024, finishing at €423 million, versus €619 million a year ago. Sales fell alongside, down …