AT&T

The firm’s chief commercial officer said that Crown Castle’s long-term customer contracts provide visibility into future activity, while spectrum acquisitions and auctions could provide additional support In sum – what …

From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …

AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …

AT&T is adding Amazon Leo to its enterprise connectivity mix as satellite moves deeper into terrestrial networks – and European operators eye D2D spectrum and US regulators push to expand …

Connectivity, not just compute, will determine AI’s infrastructure future, argues former AT&T president Glenn Lurie. Drawing on the iPhone’s launch, he says operators, hyperscalers and technology companies must build together …

Dell and AMD supply the hardware behind OTel 2.0’s live deployment In sum – what we know: AT&T has taken OTel 2.0, the open-source telecom AI model developed under the …

From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …

Operators need telco-trained models, guardrails, simulation and distributed AI infrastructure to move from network automation to new AI-era services. The telecom industry’s agentic AI conversation often starts with network operations. …

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 …

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 …

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 …

Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …

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 …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

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 …

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, …

AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …

Network sensing tracked an unconnected drone without radar In sum – what we know: AT&T and Ericsson have built a new drone-detection system that was shown off in a demo at AT&T …

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, …

AT&T’s second-quarter results show a telco reshaping itself around fiber-led growth, using fixed broadband to drive wireless gains and cash generation. The strategy is working – although top-line growth remains …

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, …

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): IoT dominates the news cycle: sector consolidation, eSIM orchestration, private 5G, drones and sensing, industrial automation – a telco market shifting …