Verizon

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 …

From the newsletter (sign-up if you want it sooner): Telco integration is back in fashion (again), from satellite and terrestrial networks to private 5G and Wi-Fi. Mostly, it is an …

From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …

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): 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 …

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …

From the newsletter (sign-up if you want it sooner): AI agents are moving from experimentation to execution in telecom, with operators chasing major cost savings while learning that technology must …

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, …

Wireless Logic’s acquisition of SIMETRY reinforces its position as IoT’s most aggressive consolidator. But while the managed connectivity market is widely tipped for merger-driven scale, inflated valuations and healthy growth …

From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …

In sum, what to know: -Mobile operators want more control over satellite connectivity and are taking steps to get it, according to a new report from GSMA Intelligence. -The NTN …

From the newsletter (sign-up if you want it sooner): AI is driving investment across the telco stack – from data centers, fiber, and DCI to access networks, IoT, and edge …

BT and Verizon are combining international enterprise units into a 50/50 JV serving 3,000 customers across 180 countries, streamlining global connectivity services while letting both firms sharpen their focus on …

Satellite D2D technology is proven, but achieving ubiquitous US coverage depends on interoperability, argues Dr. Lee W. McKnight at Syracuse University. He examines why cooperation between carriers, satellite operators, and …

Quantum computing is moving from long-term promise to practical telecom experimentation, writes quantum software company Classiq. As operators tackle complex optimisation, forecasting and security challenges, early pilots are helping build …

What to know: Narrowing the performance gap: Opensignal concluded that new DOCSIS upgrades are helping cable operators dramatically improve upload performance, narrowing the long-standing gap with fiber and making cable …

As telecom operators embrace D2D satellite connectivity, the industry is moving closer to closing persistent coverage gaps, extending resilient mobile access to remote regions, and ensuring geography no longer determines …

Cisco’s recent SD-WAN vulnerabilities are not isolated flaws but symptoms of a deeper architectural weakness across modern networks. As threat actors increasingly target centralized control-plane systems in enterprise and telecom …

Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances with …