Telecom

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 …

From the newsletter: SpaceX’s potential move into retail mobile via Starlink changes the telco game, as hybrid networks, new spectrum, and trillion-dollar valuations challenge the carrier status-quo. You can picture …

Ericsson’s architectural blueprint adds an agentic service experience layer In sum – what we know: Ericsson has put agentic AI at the center of its operations and business support stack …

From the newsletter: AI tokenomics is unlikely to rescue telco revenues; history shows metering models tend to commoditise. Long-term value will come from edge services, distributed AI, and networks embedded …

Subsea network resilience must be measured by corridor-level risk rather than cable count alone, argues Steve Roberts of EXA. He warns that shared dependencies, geopolitical instability, and repair constraints can …

Speaking during a keynote session at MWC Shanghai 2026, Globe president and chief executive officer Carl Cruz said AI is fundamentally changing how companies compete In sum – what to …