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 …
financial results
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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, …
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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 …
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Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what …
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Vodafone Idea said its 5G network now covers more than 80 cities across all 17 telecom circles where it owns 5G spectrum In sum – what to know: Unexpected profit …
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SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum …
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Virgin Media O2 has extended its 5G+ coverage to 86% of the U.K. outdoor population In sum – what to know: Revenue pressure – Service revenue fell 3% as competition …
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Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure …
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T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out …
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ZTE said it is positioning its business around a combined connectivity and computing model, expanding its role in AI infrastructure alongside its established telecom portfolio In sum – what to …
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China Unicom is also expanding its AI infrastructure, with more than 1.1 million data center cabinets and computing capacity reaching 45 EFLOPS In sum – what to know: AI spending …
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Network capacity will be required to double in the next few years in order to cope with 5G adoption and AI demand, reckons American Tower – as its revenues rise …
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In a conference call with investors, Rakuten Group’s chairman Mickey Mikitani said that Rakuten Mobile plans to invest over JPY200 million in fiscal 2026 In sum – what to know: …
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América Móvil had initially explored a joint bid with Entel for Telefónica’s Chilean business but ultimately decided not to proceed In sum – what to know: Chile remains strategic despite …
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BT said it passed more than 1 million premises with FTTP for an eighth consecutive quarter In sum – what to know: Revenue down 4% to £5B in Q3 – …
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Bell’s CEO Mirko Bibic said in a conference call with investors that the company’s AI-powered enterprise solutions businesses are collectively growing approximately 60% year-over-year In sum – what to know: …
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Viavi’s Q2 2026 earnings hit high end of guidance, driven by data center demand
by Sulagna Sahaby Sulagna SahaStrong double-digit growth in NSE business drove net revenue higher, but Spirent’s revenue trailed behind estimates In sum — what to know: Data center lift: Viavi reported upbeat fiscal second …
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In Sweden, Telia said it delivered a record quarter, with service revenue growth of 4.8%, supported by consumer, TV, broadband and mobile services In sum – what to know: Revenue …
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Chunghwa Telecom reported that its FTTx subscribers reached 3.93 million as of the end of last year In sum – what to know: Record financial performance in 2025 – Revenue …
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SoftBank’s CFO Yoshimitsu Goto said the sale of Nvidia shares provided liquidity to fund the company’s growing commitment to OpenAI In sum – what to know: Record-breaking profit – SoftBank’s …
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SK Telecom recorded a net loss of KRW167 billion in Q3, compared with a profit of KRW280 billion a year earlier In sum – what to know: Steady growth – …
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ZTE said that revenue from computing-related businesses in the period grew by 180% year-on-year, accounting for 25% of total revenue In sum – what to know: Surging segments – Computing-related …
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During the January-September period, MasOrange said its total revenues rose 3.7% year-on-year to €5.66 billion In sum – what to know: €259M in synergies achieved – MasOrange captured more than …
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China Telecom noted that the penetration of 5G in its overall mobile base had reached 66.9% as of the end of the third quarter In sum – what to know: …
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China Mobile ended September with 622 million 5G subscribers after a net addition of 23 million 5G customers during the third quarter In sum – what to know: Revenues edge …