From the newsletter (sign-up if you want it sooner): Telco integration is back in fashion (again), from satellite and terrestrial networks to private 5G and Wi-Fi. Mostly, it is an …
From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operators weigh …
Celona is folding Wi-Fi 7, private 5G, public cellular and satellite into one AI-managed platform, targeting the complexity, cost and device shortages that have held back enterprise wireless adoption. In …
From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …
From the newsletter (sign-up if you want it sooner): Private 5G is maturing, clearly, and the market is changing shape: Nokia is in retreat, slipping to fourth in the rankings, …
Blue Planet’s configuration management platform is only the starting point. As telcos pursue autonomous networks, the challenge is not simply deploying AI agents, but giving them the data, context and …
From the newsletter (sign-up if you want it sooner): APAC telcos are accelerating into the AI infrastructure market, building sovereign compute platforms alongside global technology partners – with initiatives from …
A day (or two) after SpaceX talked about plans for a terrestrial Starlink mobile network, analysts have started to debate whether Musk is building a fourth US carrier, optimising satellite …
From the newsletter (sign-up if you want it sooner): Elon Musk has set his sights on the US mobile market with a cost-effective Starlink-powered terrestrial network, with talk about small …
SpaceX has spoken for the first time about its plans for a terrestrial mobile network to work with its satellite D2D service to rival AT&T, T-Mobile, and Verizon – including …
From the newsletter (sign-up if you want it sooner): Some fairly routine industry updates on Wi-Fi, LoRaWAN, 5G rankings, and telecom-related M&A, plus a bigger story – about how cheap …
Cheap drone warfare has changed military strategy, and governments want cheaper anti-drone detection to keep pace. 6G-native ISAC has been rushed into late 5G-era networks in response. Ericsson Federal explains …
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 …
From the newsletter (sign-up if you want it sooner): Vodafone’s full £4.3bn takeover of VodafoneThree in the UK and AT&T’s $23bn deal for EchoStar spectrum in the US signal telco …
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 …
From the newsletter (sign-up if you want it sooner): Amazon’s planned 5,105-satellite LEO constellation signals a shift in the D2D race – from proving satellite connectivity to embedding it within …
Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …
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 …
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): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …
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 …
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, …
