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Home - financial results
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financial results

  • Thursday (telco diary) | Telco pieces in the AI jigsaw

    by James Blackman July 24, 2026
    by James Blackman July 24, 2026

    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 …

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  • Wednesday (telco diary) | What AT&T and Lumen tell us about the AI fiber build-out

    by James Blackman July 23, 2026
    by James Blackman July 23, 2026

    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 bets on “best tech” (fiber) pay off with record adds, improving margins 

    by James Blackman July 22, 2026
    by James Blackman July 22, 2026

    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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  • Ciena sees AI networking market reaching $50 billion by 2029

    by Juan Pedro Tomás June 5, 2026
    by Juan Pedro Tomás June 5, 2026

    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 posts surprise profit amid network expansion

    by Juan Pedro Tomás May 19, 2026
    by Juan Pedro Tomás May 19, 2026

    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 targets AI growth as 5G recovery lifts Q1

    by Juan Pedro Tomás May 7, 2026
    by Juan Pedro Tomás May 7, 2026

    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 leans on networks as revenue falls

    by Juan Pedro Tomás May 5, 2026
    by Juan Pedro Tomás May 5, 2026

    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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  • China Mobile faces pressure from competition and weak demand

    by Juan Pedro Tomás April 29, 2026
    by Juan Pedro Tomás April 29, 2026

    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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  • Fighting talk and physical AI – T-Mobile sets its 5G stall

    by James Blackman April 29, 2026
    by James Blackman April 29, 2026

    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 boosts computing revenue as AI strategy gains traction

    by Juan Pedro Tomás April 28, 2026
    by Juan Pedro Tomás April 28, 2026

    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 cuts capex, boosts AI infra spending

    by Juan Pedro Tomás March 24, 2026
    by Juan Pedro Tomás March 24, 2026

    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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  • 5G and AI demand to double network capacity by 2030, says American Tower

    by Juan Pedro Tomás February 25, 2026
    by Juan Pedro Tomás February 25, 2026

    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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  • Rakuten Mobile posts first EBITDA profit

    by Juan Pedro Tomás February 13, 2026
    by Juan Pedro Tomás February 13, 2026

    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 keeps investing in Chile after Telefónica sale

    by Juan Pedro Tomás February 12, 2026
    by Juan Pedro Tomás February 12, 2026

    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 posts revenues of $6.8 billion in fiscal Q3

    by Juan Pedro Tomás February 9, 2026
    by Juan Pedro Tomás February 9, 2026

    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 sees rapid growth in AI-powered businesses, says CEO

    by Juan Pedro Tomás February 6, 2026
    by Juan Pedro Tomás February 6, 2026

    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 Saha February 5, 2026
    by Sulagna Saha February 5, 2026

    Strong 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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  • Telia posts flat 2025 revenue and lower profits

    by Juan Pedro Tomás February 2, 2026
    by Juan Pedro Tomás February 2, 2026

    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 posts record revenue and profits in 2025

    by Juan Pedro Tomás January 14, 2026
    by Juan Pedro Tomás January 14, 2026

    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 AI bet deepens post-Nvidia divestment

    by Juan Pedro Tomás November 12, 2025
    by Juan Pedro Tomás November 12, 2025

    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 ends Q2 with 17.3 million 5G subscribers

    by Juan Pedro Tomás October 31, 2025
    by Juan Pedro Tomás October 31, 2025

    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 reports revenue of $14.5 billion in Jan-Sep

    by Juan Pedro Tomás October 29, 2025
    by Juan Pedro Tomás October 29, 2025

    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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  • MasOrange achieves merger synergies of $301m in Jan-Sep

    by Juan Pedro Tomás October 24, 2025
    by Juan Pedro Tomás October 24, 2025

    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’s revenues up 0.6% y-o-y in Jan-Sep

    by Juan Pedro Tomás October 22, 2025
    by Juan Pedro Tomás October 22, 2025

    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’s revenues slightly up y-o-y in Jan-Sep

    by Juan Pedro Tomás October 21, 2025
    by Juan Pedro Tomás October 21, 2025

    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 …

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  • Norton eBook: The 2026 Telco Playbook

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  • CSG White Paper: Telco AI Enabler: Mediation’s Defining Role

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  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

Editorial Reports

  • Report: NTN in motion — evolving standards, expanding services

  • Market Pulse Report: Telco AI in 2026 – Trends, Challenges and Opportunities

  • Nvidia Report: The State of AI in Telecommunications: 2026 Trends

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Since 1982, RCR Wireless News has been providing wireless and mobile industry news, insights, and analysis to mobile and wireless industry professionals, decision makers, policy makers, analysts and investors.

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Edtior's Picks

Lockheed’s NetSense turns Verizon’s 5G network into a drone-tracking system
Criss-cross comms – Lumen bets on east-west AI, while the edge keeps north-south...
Fighting talk (and team spirit) – Celona preps private 5G/Wi-Fi for AI scramble...

Latest Articles

Lockheed’s NetSense turns Verizon’s 5G network into a drone-tracking system
Criss-cross comms – Lumen bets on east-west AI, while the edge keeps north-south in play
Fighting talk (and team spirit) – Celona preps private 5G/Wi-Fi for AI scramble in Industry 4.0
The Agentic Network — T-Mobile US on aligning AI initiatives with customer outcomes

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