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 …
Over the past several weeks, SK Telecom, KT, and LG Uplus have each unveiled major initiatives centered on AI infrastructure, underscoring how telecom operators increasingly see AI platforms and digital …
Wireless Logic’s acquisition of SIMETRY reinforces its position as IoT’s most aggressive consolidator. But while the managed connectivity market is widely tipped for merger-driven scale, inflated valuations and healthy growth …
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 …
In sum, what to know: -Mobile operators want more control over satellite connectivity and are taking steps to get it, according to a new report from GSMA Intelligence. -The NTN …
The move toward 6G marks a shift from faster networks to intelligent, purpose-driven infrastructure. This report explores how emerging capabilities like AI-native architectures, sub-THz spectrum, integrated sensing, and multilayer security …
French telecom entrepreneur Xavier Niel is set to be Vodafone’s largest shareholder after acquiring e&’s stake in the UK firm for $5.9 billion; the move signals a new era of …
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 …
NestAI and Nokia fuse 5G, AI, and sensing for NATO forces In sum – what we know: Nokia Defense and Finnish AI lab NestAI have announced a set of new integrated operational …
Linux Foundation pushes Open RAN beyond interfaces with OCUDU Ecosystem Foundation In sum, what to know: -The OCUDU Ecosystem Foundation is working toward a framework for fully open-source RAN, and …
Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage – AI traffic …
How do you cut BOM costs by 10% and hit zero SIM failures across 65,000+ IoT deployments? ATEC did it by pairing the SIMCom A7682 module with SoftSIM integration from …
The smartwatch market isn’t slowing down. Standalone cellular smartwatches already account for over 45% of total revenue, and OEMs like Apple, Samsung, Google and Huawei keep raising the bar on …
From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite …
Commercial deployment delivers carrier-grade high-capacity broadband across rural and regional U.S. markets using unlicensed spectrum SANTA CLARA, Calif. — July 9, 2026 — Mimosa Networks, a global leader in fixed …
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: AI infrastructure investment is accelerating across the stack, with Lumen completing its Alkira acquisition for AI network connectivity, Nscale securing $900 million for data centre expansion, Dell’Oro …
