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Kagan: What’s up with AT&T, T-Mobile US and Verizon wireless performance?

When will significant growth in wireless start-up once again? Today, the wireless industry seems stuck between growth steps. In fact, this problem has been haunting the industry over the past decade. Normally, this happens at the end of one G cycle like 5G, before moving...

AT&T feels ‘great’ about Q3, says 5G and fiber remain focus

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...

AT&T ratifies new worker contracts with CWA union

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 Sunday Brief: 3Q earnings questions (Part 2)

October greetings from Boston, Cedar Rapids, and Kansas City.  It was great to meet with Troy Doom, the CEO of Ice House America, one of Fort Point Capital’s investments (more on the company here) in Boston earlier this month.  Third quarter earnings start next week...

#TBT: PCS firms prepare for rollout; AT&T tests circuit switch tech; PepsiCo taps new wireless solution … this week in 1995

Editor’s Note: RCR Wireless News goes all in for “Throwback Thursdays,” tapping into our archives to resuscitate the top headlines from the past. Fire up the time machine, put on those sepia-tinted shades, set the date for #TBT and enjoy the memories! PCS firms prepare...

It’s not the Open RAN you asked for. It’s the one you get (Analyst Angle)

Open RAN revenue dropped by 83% in 2024 compared with 2023. Whoa. Let’s take a closer look at that. Why did revenue crater? And how will it bounce back? During ’22 and the first half of ’23, DISH was spending heavily, deploying radios to satisfy...

AT&T to use NVIDIA software for AI app development

In addition to AT&T, Lowe’s and the University of Florida are also using NVIDIA NeMo NVIDIA announced that AT&T is among the first large-scale organizations to use NVIDIA NeMo, the chip company’s end-to-end platform for developing custom generative AI (gen AI) applications. Other major customers...

Verizon, AT&T, Lumen among telcos hacked by Chinese group: Reports

Several major United States telecommunications providers have reportedly been infiltrated by a Chinese hacking group known as Salt Typhoon, with a focus on gaining information on U.S. government wiretaps. First reported by The Wall Street Journal, published reports say that the networks of telcos including...

The Sunday Brief: 3Q earnings questions (Part 1)

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...

AT&T Head of Network Chris Sambar exiting Oct. 11

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...

#TBT: Vodafone/Three UK merger revealed; T-Mo US asks for 2.5 GHz; Orange talks Open RAN, AI/ML… this week in 2022

Editor’s Note: RCR Wireless News goes all in for “Throwback Thursdays,” tapping into our archives to resuscitate the top headlines from the past. Fire up the time machine, put on those sepia-tinted shades, set the date for #TBT and enjoy the memories! Vodafone confirms talks...

Kagan: AT&T spins off DirecTV, then DirecTV acquires DISH. Dizzy yet?

Earlier this week, Schwab Network invited me to a TV news interview on the changing pay TV industry. AT&T had just announced they were stepping away from DirecTV. Separately, but obviously connected, DirecTV announced their acquisition of DISH Network. So, what is going on?...

What will it take to industrialize Open RAN?

Ericsson takes stock of Open RAN standardization, integration and scaled deployment Before examining what it will take to industrialize Open RAN, let’s look at what it means for a technology to be industrialized. At a high-level, it needs to be standardized, cost-efficient, able to integrate...

AT&T sees Open RAN enabling ‘continuous innovation’

AT&T sees AI, cloud and Open RAN decoupling network enhancements from a “cycle of virtuous Gs” AT&T is in the early days of a massive radio access network (RAN) modernization program. The operator is investing $14 billion over a five-year deal with primary vendor Ericsson...

‘We will continue to work around the clock’:Telcos face monumental task of post-Helene service restoration

Network operators are racing to restore connectivity across five Southeastern states devastated by Hurricane Helene. Cellular networks across the Appalachian Mountains were taken out by the storm, which blew ashore in Florida as a Category 4 hurricane and then barreled northward, dumping feet of rain,...

The Sunday Brief: T-Mobile Capital Markets Day—what it takes to be a champion

September greetings from Kansas City, Cedar Rapids, and Charlottesville where we are attending a family wedding (picture is of the Rotunda at the University of Virginia).  A terrific celebration with family and friends and congratulations to the new Mr. and Mrs.   There is plenty of...

AT&T to pay $13 million to settle cloud breach

The FCC says AT&T is “strengthening its data governance practices” The U.S. Federal Communications Commission today (Sept. 17) announced that AT&T will pay $13 million to settle an investigation associated with a customer data breach made public in July. The settlement is related to a...

Three ways AT&T aims to apply gen AI in the network

The expectations for generative artificial intelligence in the telecom space are high: McKinsey & Co. says gen AI could revitalize telco profitability; Ericsson says that it is already transforming the industry. The applications of gen AI are manifesting in customer care chatbots and more...

Kagan: Next AT&T growth strategy includes wireless, broadband and AI

Let’s take a closer look at how AT&T is reshuffling the cards for future and growth, and what they are doing or going to do with AI. This is what business customers, consumers, investors and workers need to know about the company and the...

Ericsson and major global operators announce API joint venture

McKinsey & Company sees network API market potentially generating hundreds of billions in new revenue Ericsson alongside major global operators, including América Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone, today announced an as-yet unnamed joint venture...

AT&T sees $100 million in telco AI ‘opportunities’ 

AI-enabled data analysis firm Unsupervised announces an expanded collaboration with AT&T AT&T is continuing its telco AI ambitions after working with Unsupervised to identify more than $100 million “worth of opportunities which could be deployed across a variety of business units at AT&T,” according to...

AT&T sees fiber/wireless convergence as a ‘line of sight’ to revenue

Citi Global Conference attendees were told that AT&T will provide additional fiber investment updates 'in the coming weeks' Last week, Jenifer Robertson, AT&T’s executive vice president & general manager of mass markets, offered insight into the operator's convergence strategy at the Citi Global Conference,...

The Sunday Brief: Why Frontier? Why now?

September greetings from Kansas City and Cedar Rapids.  Pictured is the CellSite Solutions indoor gantry crane moving one of September’s remufacturing shelter projects into place (twenty tons of project in this case).  The team completely rebuilds each one to customer specifications, then delivers to...

3, 2, 1, blast off: AST SpaceMobile confirms September satellite launch date

Satellite direct-to-cellular company AST SpaceMobile has confirmed a target launch date of September 12 for its first five BlueBird satellites, destined for low Earth orbit, which will provide the basis for initial commercial non-terrestrial network (NTN) services for carriers including AT&T and Verizon. The...