What is happening to the world of cable television?
Once upon a time, way back in the 1990s, Comcast was one of many tiny cable television providers, run by Ralph Roberts. Back then, the original AT&T acquired Telecommunications Inc. TCI was the largest cable TV...
Qualcomm wants to diversify its offerings and reduce its dependency on the mobile handset market
At its 2024 Investor Day, Qualcomm outlined ambitious financial targets in several emerging growth areas as part of its larger strategy around reducing its dependency on the mobile handset market.
Specifically,...
Consolidated revenues were down 0.5% in Q3, but AT&T said this was offset by higher mobility service and consumer wireline revenues
AT&T reported consolidated revenues of $30.2 billion for the third quarter, down 0.5%, driven by lower business wireline service revenues and declines in mobility equipment revenues due to...
The existing agreement has allowed Qualcomm to create its own chips — including its Snapdragon products — based on standards owned by Arm
The ongoing legal battle between Arm and Qualcomm took another turn this week when the former reportedly took first steps to terminate a...
Verizon’s total revenue was $33.3 billion, slightly below the expected $33.43 billion
Verizon stock dipped today following mixed third-quarter results, which showed the telco missing revenue estimates due to a 9% decline in wireless equipment sales.
Verizon’s total revenue was $33.3 billion, slightly below the expected...
The new contracts with the CWA cover nine U.S. states and 23,000 AT&T employees
AT&T has ratified two separate agreement with the Communications Workers of America (CWA) in Southeast and West unions more than two months after facing accusations of unfair labor practices. The new contracts cover...
The number of small-to-medium-sized businesses that are using artificial intelligence has more than doubled compared to last year, according to Verizon Business' fifth annual survey of SMBs. The survey also found a revival in SMB tech spending, concluding that as SMBs conduct more and...
Vocus will gain 24,000 km of fiber, 7,000 km of international submarine cables and 20,000 connected buildings from TPG
Australia's TPG Telecom revealed Monday it will sell its fiber and fixed network infrastructure assets Macquarie Asset Management and Aware Super’s telecommunications group Vocus for $3.54 billion....
Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something different is happening now. Recently, these requests for briefings and consulting have accelerated. Why?...
Recently, I was asked to give a keynote address to kick off a corporate conference discussing our changing industry and preparing for what’s coming next. Let me say, that as a Telecom and Wireless Analyst, and columnist who has been following this industry for...
October greetings from Virginia, Iowa, Missouri and Massachusetts. Our hearts go out to those impacted by Hurricane Helene. CellSite is providing civil construction services to several tower companies and service providers impacted by substantial flooding. Even though the storm hit last Saturday, there are...
The TSMC-Amkor partnership is expected to increase Apple chip production in the U.S.
Taiwan Semiconductor Manufacturing Company (TSMC) has signed an advanced semiconductor packaging and testing deal with Arizona-based Amkor Technology, which has been providing the Taiwanese company with semiconductor assembly and test services for...
In June Sambar joined the AST SpaceMobile board; AST and AT&T are collaborating on satellite-based direct-to-device communications
AT&T Executive Vice President and Head of Network Chris Sambar will leave the company on Oct. 11, according to a memo circulated to AT&T employees yesterday afternoon.
The...
EchoStar frames transaction in terms of debt reduction and strengthening its focus on wireless and satellite connectivity
What can you get for a dollar these days? A satellite TV company, apparently—as long as you're willing to take on the billions in debt that come with...
Reuters reported that Qualcomm CEO Cristiano Amon is "personally involved" in the Intel takeover negotiations
The story of Intel’s struggles around design/build approach to semiconductors facing headwinds is continuing to unfold, and on Friday, took an expected turn when it was reported that Qualcomm approached...
Samsung is reportedly cutting 15% of its sales and marketing and 30% of its admin staff at its overseas subsidiaries
Several inside sources shared with Reuters this week that Samsung Electronics is cutting 15% of its sales and marketing and 30% of its administrative staff at its...
Executive changes come as the company works to go public via combination with a SPAC
Direct-to-satellite company Lynk has made several major executive changes, bumping up its current COO, former Sprint executive Dan Dooley, to the role of CEO and adding a new president of...
Current GSMA Director General Mats Granryd will step down following MWC Barcelona 2025
The GSMA board has appointed Vivek Badrinath as the director general and member of the GSMA board effective 1st April 2025. Badrinath most recently led Vodafone’s Vantage Towers subsidiary as CEO and is replacing Mats Granryd,...
Chip company Marvell reported strong growth in its data center AI segment, and that it sees signs of growth returning to the enterprise and carrier infrastructure markets.
Net revenue for Marvell's second quarter of fiscal 2025 was $1.273 billion, which was above the midpoint of its...
Bloomberg reported this week that Samsung is interested in acquiring Nokia’s mobile networks business
On Aug. 29 Bloomberg, citing “people with knowledge of the matter,” reported that Nokia is exploring a divestiture of its mobile networks business with Samsung emerging as a potential buyer. In...
Alex Rodriguez' SPAC, called SLAM, is being delisted ahead of its merger with Lynk for failure to complete the combination within the required timeframe
Baseball player and entrepreneur Alex Rodriguez's special purpose acquisition company (SPAC), called Slam, is being de-listed from trading on the Nasdaq...
August greetings from Cedar Rapids and Kansas City. This week’s opening picture comes courtesy of the 49th Annual St Jude’s Sweet Corn Festival held from August 9-11 in Cedar Rapids. The weather and food were quintissential Iowa. Next up: experiencing Iowa Hawkeye football – stay...
My coverage over the last two weeks or so is beginning to paint a broad picture of a struggling — or at least a changing — market, characterized by the unloading of assets and workers. The latest news, this time from Swedish vendor Ericsson,...
Intel has reportedly struggled to meet SoftBank's production volume and speed requirements
SoftBank has ended discussions with Intel about designing an artificial intelligence (AI) chip that will rival those released by Nvidia. SoftBank sought a partnership with Intel to help it achieve a leadership...
