Q2 2026 feels like the breakthrough quarter for US telcos, maybe. We need to take another look at their European counterparts, and consider also different contexts.

Very quickly, because it’s Friday, and I am going camping in the New Forest with a boy and a dog. This blog by Andy Markus, chief data and AI officer …

Four times every-tier-one-telco-in-the-world – that is the rate of annual financial reporting RCR is required to do to properly capture every angle in this weird telco story. Without many staff, …

So I’m making something out of thin air, here, but given AT&T’s good second-quarter showing – where the US firm is using fiber to sell 5G and 5G to sell …

Lots in here about AI telco agents – including a carpe-diem piece from Google Cloud urging telcos to grasp the nettle, and a (half) write-up of a good talk with …

Here’s a round-up of news and other bits today, starting with some non-telco news about AI frontier models in Europe – but very much a part of the sovereignty discussion …

There is a story in here about right-sizing core networks for military comms, and Ericsson’s strategy versus Nokia in private 5G (again), linked to the Swedish firm’s success as a …

Maybe it needs restating: satellite direct-to-device (D2D) services will not replace terrestrial wireless infrastructure. This won’t stop all the rocket fuel on the D2D fire, of course.

What a brilliant and complicated little market. There is a clear sense – for RCR, anyway – from (finally) reading the latest (long) list of private 5G triumphs, as periodically …

So, it’s a little tough to cover the news, compile the newsletter, and prep and chair a bunch of sessions about quantum-safe networks. So we’re a little short today.