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T-Mobile US’ switching strategy lands in court again

Verizon has joined AT&T in challenging T-Mobile’s aggressive switching strategy that includes promotions, pricing comparisons, and a new Easy Switch tool In sum – what to know: Escalating legal pushback – Verizon’s lawsuit over disputed $1,000 savings claims comes on the heels of AT&T’s separate challenge...

SK Telecom turns to AI to restore profitability after FY2025 revenue decline

SK Telecom reported a consolidated revenue of KRW 17.099.2 trillion — down 4.7% year-on-year for fiscal year 2025 In sum – what to know: Cybersecurity fallout - The breach hit nearly SK Telecom’s entire subscriber base, driving subscriber losses, lower revenue, and sharp profit declines alongside...

Enea White Paper: Converging Telecom Architecture & Business

Connectivity is shifting fast. Satellite-based NTN, next-generation Wi-Fi, and 5G SA are redefining how operators deliver services, manage data, optimize traffic, enforce policy, and protect national-grade infrastructure. This white paper explains the architectural, commercial, service management and security implications—and outlines the practical steps toward...

The hidden pattern in Nvidia’s billion-dollar deals (Analyst Angle)

Nvidia is not spending its market valuation windfall on random diversification If you look at Nvidia's deals over the last three years, they seem scattered. A handful of small software buys. A couple of massive strategic investments. Some moves that look suspiciously like vendor financing...

How will your company be noticed at CES 2026 over AI noise? (Analyst Angle)

The pace of change, thanks to AI, is breathtaking at CES 2026 CES 2026 is coming quickly. This time around, things will be very different thanks to AI. With all the noise and chaos, just getting noticed will be tougher than ever. So, how will...

Thoughts on Verizon growth under new CEO Dan Schulman (Analyst Angle)

New Verizon CEO Dan Schulman is very busy reinventing the company Something is starting to happen at Verizon, and so far, while it is still very early, I like what I am seeing. Historically, Verizon has always seemed to battle AT&T for the number one...

Improving customer care is right move, but the ‘how to’ is key (Analyst Angle)

Target said they will start saying 'hello' to the customer again, but is it enough? Improving customer care is different for each company. Target, the giant retailer, recently announced that it will say “hello” to customers on the sales floor. While that is good news,...

Why telcos cannot become tech companies (Analyst Angle)

It's an idea that sounds right — but is it possible? Every few years, another telecom strategy presentation declares that “our goal is to become a tech company.” The phrase sounds inspiring. It signals ambition, innovation, and a desire to escape regulatory gravity. But it...

A ‘scrappier’ Verizon will cut 15,000 jobs

Verizon will also shift roughly 200 stores to franchise operations, according to unnamed sources In sum – what to know: Workforce reset – Verizon will cut 15,000 jobs and shift roughly 200 stores to franchise operations, marking the company’s largest single-round restructuring as it pushes...

The 10 companies to watch at OPTECH 2025 (Analyst Angle)

The picks include companies whose solutions are influencing how multifamily communities operate, connect, and engage residents As one of the official OPTECH 2025 Influencers, I’m excited to attend this year’s premier multifamily technology conference in Las Vegas. OPTECH continues to be the place where innovation, investment, and...

Verizon Q3 earnings steady; CEO Schulman pledges ‘reinvention’ amid mixed results

'Verizon is clearly falling short of our potential,' declared new CEO Dan Schulman Verizon reported its third-quarter 2025 earnings, reaffirming full-year guidance and highlighting steady wireless service growth alongside new fiber expansion plans and a candid appraisal from its recently appointed CEO. Quarterly highlights Verizon’s total revenue...

Verizon acquires Starry Internet amid leadership transition (Analyst Angle)

For Verizon, Starry represents a strategic solution to challenges related to how 5G-based FWA impacts cell performance Verizon has had an eventful week with three major announcements: the departure of CEO Hans Vestberg, a direct-to-device deal with AST SpaceMobile, and the acquisition of struggling...

T-Mobile US delivers record customer growth amid rising capex

T-Mobile US COO and incoming CEO Srini Gopalan said the carrier had its 'best Q3 in over a decade' In sum – what to know: Subscriber growth surges: T-Mobile added a record 2.35 million postpaid customers in Q3 2025 — including 1 million postpaid phone lines...

Turning tail spend into telecom’s strategic advantage (Reader Forum)

Telcos can now harness AI and human insight to turn overlooked tail spend into strategic transformation For years, tail spend was largely overlooked in procurement. Focusing on strategic infrastructure investments, telecom operators viewed these small, scattered purchases as too low-value to matter. But today, in a...

AT&T reports Q3 results, eyes fiber and spectrum expansion

AT&T posts steady Q3 results as it advances fiber expansion, spectrum acquisitions, and nationwide 5G deployment plans In sum — what to know: Steady financials: AT&T reported Q3 revenue of $30.7B and adjusted EPS of $0.54, with strong free cash flow and stable mobility growth. Broadband momentum:...

Evaluating multifamily telecom consultants (Analyst Angle)

Who should property owners and asset managers trust when it comes to their telecom consultants? When property owners sign connectivity deals worth millions, who's really looking out for their interests? The multifamily telecom consulting world operates largely in the shadows — a complex ecosystem...

Ericsson posts strong Q3 profit surge as unit sale offers boost

Despite a 9% revenue drop, Ericsson’s profit and margins surged In sum – what to know: Profitability surged despite revenue decline – Net sales fell 9% to ~$5.12 billion, but adjusted EBITA doubled to ~$1.44 billion, boosted by cost efficiencies and a ~$693 million gain...

‘Full and final judgment’ reached in Qualcomm vs. Arm case

Judge dismisses remaining claims in Qualcomm licensing dispute, but Arm vows to appeal ruling Qualcomm and its subsidiary Nuvia have secured a decisive legal victory over Arm Holdings, concluding a multi-year dispute over the scope of license agreements tied to Arm’s processor designs. A U.S. District...

Why lack of preparation remains the hidden hurdle of number porting (Reader Forum)

In the complex reality of global telephony, number porting can quickly become the single most underestimated challenge in the entire migration process When businesses set out to transform their communications infrastructure, number porting is often treated as a footnote. On the surface, it sounds simple...

Intel + NVIDIA: From node races to system races (Analyst Angle)

NVIDIA's investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely moment in technology history: when Microsoft invested in a struggling Apple to stabilize the personal...

Ericsson, Nokia secure $2.7 billion VodafoneThree deal

Ericsson secures lead vendor role as VodafoneThree accelerates post-merger network modernization In sum – what to know: Ericsson + Nokia – Ericsson will supply RAN and core tech to more than 10,000 VodafoneThree sites, with Nokia covering 7,000, in a £2B U.K. 5G equipment agreement. Merger milestone...

Intel attracts latest billion-dollar backer — Nvidia

Nvidia's $5 billion stake highlights Intel’s enduring relevance in the AI era In sum – what to know: $5B Nvidia stake – Nvidia is investing $5 billion in Intel at $23.28 per share, becoming a major shareholder while the two firms pursue joint work on AI...

Telecom’s new gold benchmarks (Reader Forum)

AI simply won’t deliver on its promise unless it has sufficient compute power There is one thing that we can count on as we head towards the end of 2025 and the beginning of 2026: Interest in “all things AI” will continue to grow. This...

There’s no excuse for IT/OT gaps (Reader Forum)

IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist The days of separate IT and OT environments are over. What were once air-gapped industrial networks are...