Opinion

New research from network edge routing provider RtBrick suggests America’s broadband problem is no longer about raw speed but network architecture. As demand for low-latency applications grows, operators clinging to …

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 …

AI-driven investment is transforming digital infrastructure into one of the world’s fastest-growing industries. But rapid expansion, power constraints, and inevitable consolidation mean many firms may not be around for long. …

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, …

Most in-building wireless failures stem from poor requirements gathering, not flawed technology. Enterprises that buy for symptoms rather than operational, capacity, compliance, and growth needs often face costly rip-and-replace projects …

From the newsletter (sign-up if you want it sooner): AI agents are moving from experimentation to execution in telecom, with operators chasing major cost savings while learning that technology must …

From the newsletter (sign-up if you want it sooner): Europe’s AI sovereignty push is gathering pace with the launch of Soofi S, while telecoms and governments reposition networks, chips, submarine …

From the newsletter (sign-up if you want it sooner): Verizon’s latest store sales and job cuts highlight a telecom industry still chasing growth beyond connectivity. As operators invest in AI, …

Operators must move beyond basic human-in-the-loop assistance to embed agentic AI across their digital core systems, build invisible self-healing networks, unlock billions in value, and define next-generation connectivity – writes …

From the newsletter (sign-up if you want it sooner): Despite the hype and investment pouring into satellite D2D services, new analysis says space-based connectivity will complement, not replace, terrestrial networks, …

From the newsletter (sign-up if you want it sooner): Nokia’s new AI-RAN platform presents a vision of a future where telcos become part of the AI infrastructure stack. Whether operators …

From the newsletter (sign-up if you want it sooner): Ericsson’s latest results capture a company and an industry caught between resilience and stagnation: strong margins and disciplined execution offset weak …

As enterprises deploy agentic AI across clouds, regions, and business ecosystems, connectivity is becoming a strategic differentiator. Vodafone Business says future networks must support AI-to-AI interactions with greater intelligence, security, …

From the newsletter (sign-up if you want it sooner): IoT dominates the news cycle: sector consolidation, eSIM orchestration, private 5G, drones and sensing, industrial automation – a telco market shifting …

Netgear is quietly reinventing itself as an enterprise networking and software company, writes Maravedis Research. It is betting on cloud management, AI-driven automation, security services, and MSP-led growth to shed …

From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …

Motorola Solutions argues that 5G has become a valuable connectivity layer for utilities, public safety and industry, but mission-critical operations still depend on resilient LMR networks, with broadband technologies serving …

From the newsletter (sign-up if you want it sooner): AI is driving investment across the telco stack – from data centers, fiber, and DCI to access networks, IoT, and edge …

The FCC faces a spectrum balancing act: strengthen GPS resilience without disrupting a thriving 900 MHz unlicensed ecosystem powering critical IoT, smart infrastructure, and billions in economic value across the …

From the newsletter (sign-up if you want it sooner): Telecom operators are embracing AI through tightly governed, domain-specific deployments, focusing on bounded autonomy rather than full automation. The emerging model …

From the newsletter: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …

Enterprises must treat voice and messaging identities as strategic assets, says First Orion, using authentication and branded comms to strengthen trust, combat fraud, and improve customer engagement. Telecommunications fraud has …

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, …

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 …

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 …