From the newsletter: As telcos rethink growth strategies, contrasting moves by Rocket Lab, Comcast, BT and Verizon highlight a common goal: using acquisitions, divestments, and selective consolidation to sharpen focus, …
LoRaWAN has reached 125 million deployments, growing at 25 million per year. Which still looks modest next to cellular IoT’s mega count. But LoRa Alliance chief Alper Yegin argues the …
From the newsletter: BT and Verizon’s $4bn enterprise joint venture reflects a broader telco shift towards partnerships over full integration, combining global reach and customer scale while allowing both operators …
BT and Verizon are combining international enterprise units into a 50/50 JV serving 3,000 customers across 180 countries, streamlining global connectivity services while letting both firms sharpen their focus on …
From the newsletter: SpaceX’s potential move into retail mobile via Starlink changes the telco game, as hybrid networks, new spectrum, and trillion-dollar valuations challenge the carrier status-quo. You can picture …
From the newsletter: AI tokenomics is unlikely to rescue telco revenues; history shows metering models tend to commoditise. Long-term value will come from edge services, distributed AI, and networks embedded …
Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the …
With 125 million IoT connections and annual growth of 25 percent, the LoRa Alliance says LoRaWAN has moved beyond LPWAN niche status. Chief executive Alper Yegin explains why the technology …
Speaking at FutureNet World back in April, Miguel Alvarez, AI chief at Orange Business, discussed his firm’s dual-mode AI platform strategy in the context of its own transformation, its sovereignty …
Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old …
Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI …
European telcos are rebuilding scale in their fixed networks through acquisitions, joint ventures, and wholesale models to reduce fiber overlap, improve economics, and prep the AI-edge. In sum – what …
The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments …
Major telcos in France have agreed a deal to split SFR, the country’s second-biggest operator, between Bouygues Telecom, Orange, and Iliad. The transaction boosts their commercial scale, investment capacity, and …
Orange Business is advancing its enterprise strategy through sovereign and secure data management and services. A new French hospital deployment shows the model in use – but everything from the …
The LoRa Alliance’s new roadmap tackles IoT’s toughest challenges: interoperability, integration and deployment simplicity. By prioritising ecosystem maturity over radio innovation, LoRaWAN is betting that usability, not connectivity, will determine …
A reciprocal infrastructure deal between Telstra and Google, a new India-Singapore route from FLAG, and a record-breaking fiber transmission test from Japan’s NICT all point to the same thing – …
Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign …
Europe is reshaping its digital economy around sovereignty, from satellite spectrum (new post-2027 auction rules for the 2GHz MSS band) and sovereign cloud (Google Cloud picks Telefónica to serve-up hybrid …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and …
Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. …
An interview with TM Forum, in two parts, about where telcos are up to with network autonomy, and the work to scale point solutions into vendor-agnostic deployments across entire network …
Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …
Telefónica opened 2026 with steady growth, stronger profitability, and lower debt, driven largely by a surge in Brazil and discipline in Germany and Spain. Execs moved to calm expectations about …
