So, an earnings call and an interview, both from last week, and we have a better picture (growing clearer over a number of quarters, already) of Lumen: the US fiber …

Something about private 5G to close the week. We might, once, have written about these items separately; as it is, we have a Friday think-piece to pull them all together, …

Let’s park the Starlink stuff. Juan Pedro has a number of pieces about APAC telcos in the AI infrastructure market; plus there’s a press release from Nokia tagged below about …

Musk’s modus operandi is total disruption, and creaming off the top of it. In between stirring up hate on social media and intervening in politics, including by backing far-right political …

News in brief: HCLTech has bought HPE’s telco solutions business; Dell’Oro projects triple-digit Wi-Fi 7 revenue growth in 2026, and rising DDR4 memory costs to accelerate Wi-Fi 8 introductions; the …

What you need to know today, in terms of headlines, and more… Liberty Global has completed its acquisition of Vodafone’s 50% shareholding in VodafoneZiggo for €1bn in cash, plus a …

So, happy Friday. Three things from today about this AI infrastructure opportunity. One: it is very real for telcos, suddenly, but it also represents (another) long roll of the dice, …

A bit of a hodge-podge today, I’m afraid. But here’s a brief round-up of what’s happening – in terms of top-line news (worth reviewing) and bottom-line reporting (worth digesting).

Maybe it is just about how much they share in their quarterly statements, but, on the face of it, Orange is the standout performer (so far) among the tier-one European …

Sure, Amazon’s announcement that it will launch 5,105 satellites into low-Earth orbit to create a D2D constellation from 2028 is another salvo in the battle with Starlink, AST SpaceMobile, and …