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  • Thursday (telco diary) | Vodafone resets, AT&T reloads

    by James Blackman July 31, 2026
    by James Blackman July 31, 2026

    From the newsletter (sign-up if you want it sooner): Vodafone’s full £4.3bn takeover of VodafoneThree in the UK and AT&T’s $23bn deal for EchoStar spectrum in the US signal telco …

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  • Wednesday (telco diary) | Orange leads Euro telco revival

    by James Blackman July 30, 2026
    by James Blackman July 30, 2026

    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 …

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  • Monday (telco diary) | ‘A new telco growth profile’?

    by James Blackman July 28, 2026
    by James Blackman July 28, 2026

    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 …

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  • Spectrum supercycle – US opens floodgates; UK shares it out

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

    The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …

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  • Why throwing money at broadband speeds isn’t fixing America’s internet (Reader Forum)

    by Richard Brandon, VP of Strategy, RtBrick July 24, 2026
    by Richard Brandon, VP of Strategy, RtBrick July 24, 2026

    New research from network edge routing provider RtBrick suggests America’s broadband problem is no longer about raw speed but network architecture. As demand for low-latency applications grows, operators clinging to …

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  • Ericsson wins role in £8bn UK’s defense upgrade as private 5G moves to frontline

    by James Blackman July 17, 2026
    by James Blackman July 17, 2026

    Ericsson has a direct role in the UK military’s £8 billion tactical comms overhaul, highlighting the growing importance of private 5G, drones, and AI in battlefield engagements; the win also …

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  • “Poor” and “cynical” – about GSMA and CTIA on US midband spectrum (Analyst Angle)

    by Dean Bubley May 22, 2026
    by Dean Bubley May 22, 2026

    The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …

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  • T-Mobile’s big telco plot twist – from ‘un-carrier’ rebel to industry pace-setter

    by James Blackman May 13, 2026
    by James Blackman May 13, 2026

    T-Mobile’s latest moves in AI-native RAN and private 5G for elite sports suggest a carrier evolving beyond its disruptive roots into something more formidable: the operator with the clearest story …

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  • Spectrum sharing makes sense for the 4GHz band (Analyst Angle)

    by Dean Bubley, Founder, Disruptive Analysis May 13, 2026
    by Dean Bubley, Founder, Disruptive Analysis May 13, 2026

    The US should consider spectrum-sharing in the 4GHz band instead of clearing federal users entirely. Shared, flexible licensing could support 5G/6G innovation, protect government operations, reduce costs, and enable localized, …

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  • Scale vs service – why the top 10 operators don’t own the MDU market (Analyst Angle)

    by Adlane Fellah, Chief Analyst Founder, Maravedis Research May 4, 2026
    by Adlane Fellah, Chief Analyst Founder, Maravedis Research May 4, 2026

    The Q4 2025 broadband subscriber tally clarifies who owns the pipes feeding American homes, including multi-dweller units (MDUs) but it tells only half the story for multifamily. The same operators …

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  • “Our R&D is global” – Nokia responds to criticism of EU/US strategy

    by James Blackman December 2, 2025
    by James Blackman December 2, 2025

    Nokia has pushed back against criticism of its European job cuts and US investment drive, insisting reductions in France and Germany are part of a long-planned cost-savings programme and do …

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  • European reductions, US investments – a strange week for Nokia

    by James Blackman November 28, 2025
    by James Blackman November 28, 2025

    The timing of Nokia’s announcements last week about continuing European reductions and increasing US investments is awkward – and raises questions, perhaps, when considered with parallel EU calls in Germany …

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  • T-Mobile pushes home 5G advantage with hybrid private 5G offer

    by James Blackman October 21, 2025
    by James Blackman October 21, 2025

    T-Mobile is upping its enterprise game with a new private-like 5G connectivity play. The US carrier, long chasing AT&T and Verizon in the business market, has launched a pseudo-private 5G …

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  • MOCN vs MORAN – neutral-host systems in CBRS and otherwise

    by James Blackman October 10, 2025
    by James Blackman October 10, 2025

    Major US carriers are rethinking neutral host networks. While MOCN promises multi-operator coverage on shared spectrum like CBRS, Verizon avoids it entirely and T-Mobile has withdrawn. But what are the …

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  • Hitachi rallies Industry 4.0 units (plus Ericsson) around US private 5G rail factory

    by James Blackman September 11, 2025
    by James Blackman September 11, 2025

    Hitachi Rail has deployed a private 5G network at its Hagerstown factory in Maryland, designed by GlobalLogic with Ericsson technology – showcasing Hitachi’s ‘One Hitachi’ digital strategy to design and …

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  • CBRS crisis – technical issues, hatchet jobs, establishment fix-up?

    by James Blackman September 11, 2025
    by James Blackman September 11, 2025

    Why has T-Mobile withdrawn (official) support for neutral-host deployments in CBRS spectrum? Has the CBRS brigade failed, and is its move justified, or is it just a classic carrier move …

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  • T-Mobile to connect acoustic IoT leak detectors for US water utilities

    by James Blackman August 8, 2025
    by James Blackman August 8, 2025

    Fluid Conservation Systems (FCS) is working with T-Mobile US to add IoT connectivity to its acoustic water leak detectors, enabling continuous remote monitoring, reducing manual inspections, and improving efficiency and …

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  • Wireless Logic strikes again – UK firm buys US IoT MVNO Zipit Wireless

    by James Blackman August 5, 2025
    by James Blackman August 5, 2025

    Wireless Logic has acquired US MVNO Zipit Wireless and its Canadian unit Mtrex Networks, expanding its IoT reach in North America; it is the UK firm’s 12th acquisition in just …

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  • Schneider drives AI at US factory edge, EU industrial core

    by James Blackman May 14, 2025
    by James Blackman May 14, 2025

    Schneider Electric advances industrial AI with a factory-edge copilot in the US and a sustainable AI data center in Portugal, supporting regional ambitions for smart manufacturing and digital infrastructure. In …

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  • Nokia misses Q1 targets, gains ground with T-Mobile in the US, enterprises everywhere

    by James Blackman April 24, 2025
    by James Blackman April 24, 2025

    In sum – what to know  Weak quarter, bright spots – Nokia missed Q1 expectations with a 36% shortfall in operating profit, driven by a one-off €120m charge in Mobile …

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  • Ericsson sees income jump 61% on US surge – but CEO faces exit

    by James Blackman April 17, 2025
    by James Blackman April 17, 2025

    In sum – what you need to know: Punchy Q1 results – Ericsson saw net income surge 61% and gross margin jump 48.2% in the first quarter, driven by booming …

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  • Industry 4.0 lags in home of Industrie 4.0 – China and US pull clear of DACH countries, UK

    by James Blackman March 20, 2025
    by James Blackman March 20, 2025

    An interesting Industry 4.0 update across the RCR news desk this morning says enterprises in China and the US are pushing harder with their digital change initiatives, and extending their …

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  • Celona ramps-up private 5G device certifications with new channel tie-ups

    by James Blackman February 25, 2025
    by James Blackman February 25, 2025

    Private network specialist Celona is ramping up its channel activity, including to certify devices on its private 4G/5G system. It has appointed US engineering solutions company Truminds Software Systems to …

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  • Boldyn gets $1.2bn debt capital to fund enterprise push in the US

    by James Blackman January 31, 2025
    by James Blackman January 31, 2025

    Boldyn Networks has secured a $1.2 billion debt facility in the US to support its plans in North America to supply private networks, neutral-host systems, and other connectivity solutions to …

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  • US spending on private 4G/5G to jump 18% to $3.7bn by 2027

    by James Blackman January 17, 2025
    by James Blackman January 17, 2025

    Another private 5G forecast for you (or your marketing departments): cumulative spending on private 4G/5G networks in the US will exceed $3.7 billion between 2024 and 2027, reckons market research …

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Edtior's Picks

Zayo locks in fiber supply as AI infrastructure demand intensifies
IRIS² takes shape as Europe puts €15.6bn satellite plan into orbit
The 4GHz AI case has a way to go (Telco Diary)

Latest Articles

Zayo locks in fiber supply as AI infrastructure demand intensifies
IRIS² takes shape as Europe puts €15.6bn satellite plan into orbit
The 4GHz AI case has a way to go (Telco Diary)
Crown Castle sees spectrum, AI supporting tower growth

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