Verizon's Reporting Changes 'Investor Unfriendly' – Analyst
Verizon will overhaul its financial reporting starting Q1 2026, breaking revenue into mobility‑broadband, wireless equipment, and other streams for both consumer and business units. The change follows CEO Dan Schulman's "full reboot" and a 13,000‑person workforce reduction. Analyst Brandon Nispel of KeyBanc slammed the new format as "investor unfriendly," citing missing ARPU and subscriber metrics that cripple modeling. He also warned that the company’s 2026 revenue guidance may conceal declining service revenues or reflect overly conservative forecasts.
Elisa Praises Placing Cybersecurity at Heart of Operations
Elisa, Finland's incumbent telco, consolidated its cybersecurity and service operations into a hybrid cSOC in 2011, merging monitoring and response functions. The integrated centre now watches services from the customer perspective, automatically rectifying deviations and involving engineers only when needed....
Eurobites: Telia Piggybacks on Brookfield for Sovereign AI Push in Sweden
Swedish telecom operator Telia has partnered with Canadian infrastructure firm Brookfield to deliver sovereign AI services. The deal connects Brookfield’s planned AI‑focused data centres to Telia’s nationwide fibre network, with Telia’s Cygate unit operating a secure centre within the facilities....
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Eurobites: Vodafone Offers 'Speed Boost' Add-On to Data Guzzlers on the Go
Vodafone UK introduced a £3‑£10 "Speed Boost" add‑on that temporarily doubles mobile download speeds by prioritising data, a move seen as early monetisation of 5G network‑slicing capabilities. In France, FTTH roll‑out slowed sharply in Q4 2025, adding only 395,000 homes –...
Helios Towers Powers Ahead for Another Five Years
Helios Towers unveiled its five‑year IMPACT 2030 strategy, targeting a tenancy ratio above 2.5× by 2030 after already surpassing the 2.2× goal in 2025. The towerco now operates 14,746 sites across eight African markets and Oman, with adjusted EBITDA projected at...
Eurobites: Openreach Trials Fiber-Based Leak-Detection System
Openreach’s three‑month trial of a distributed acoustic sensing (DAS) system turned its fibre‑broadband network into a leak‑detection array, preventing the loss of 2 megalitres of water. In parallel, Antevia Networks partnered with Benetel to deliver a plug‑and‑play outdoor private‑5G solution for...
SK Telecom Wants to Export the Sovereign AI Playbook
SK Telecom is building a 1 GW AI data‑center campus in Ulsan, positioning itself as a sovereign AI partner that combines telecom connectivity, SK Group’s semiconductor strength and full‑stack AI services. The operator is leveraging SK Hynix memory chips and partnerships...
China Designates Satellite Broadband as Top Priority
China’s premier Li Qiang has elevated satellite broadband to a national priority, placing it alongside semiconductors and cloud‑computing in the government work report. The National Development and Reform Commission will treat satellite Internet as a "large‑scale major project," unlocking hundreds...
Intel Rules Out RAN Exit and Champions Granite Rapids over Nvidia
Intel confirmed it will not spin off its Network and Edge (NEX) unit, reaffirming its commitment to the 5G/6G RAN market with the Granite Rapids processor. The decision follows a $7 billion funding infusion from Nvidia and SoftBank that helped the...
A New Fiber Giant Takes Shape as GFiber and Astound Combine
Google Fiber (GFiber) and Stonepeak-backed Astound Broadband announced a merger that will create a new, independent fiber provider. Stonepeak will hold a majority stake while Alphabet remains a significant minority shareholder. The combined entity, led by GFiber's current executive team,...
Lightpath Streamlines Access to Federal Agency Deals
Lightpath has secured a General Services Administration Multiple Award Schedule (MAS) contract, enabling federal agencies to procure its AI‑grade fiber infrastructure through the GSA eBuy platform. The agreement also extends to state, local, and education (SLED) agencies via cooperative purchasing,...
AT&T Keys on Subscriber Penetration, Convergence in Lumen Markets
AT&T has closed its purchase of Lumen’s fiber assets, adding over four million fiber passings in under‑penetrated markets such as Denver, Las Vegas and Phoenix. The acquired network currently serves about one million subscribers, roughly a 25% penetration rate versus AT&T’s...
WISPA Raises Interference Concerns About SpaceX's Mega Constellation
SpaceX has filed an FCC application for a mega‑constellation of up to one million low‑Earth‑orbit satellites that would host space‑based AI data centers. The system would operate in the 18.8‑19.3 GHz (space‑to‑Earth) and 28.6‑29.1 GHz (Earth‑to‑space) bands, relying on narrow‑beam optical links....
Eurobites: Ericsson-Led Group Gets Industrial with 6G
Ericsson and a consortium launched VICTOR6G, a three‑year €5.4 million initiative to develop real‑time virtualization for industrial 6G use cases. The effort, backed by €4.3 million in public funds, will explore digital twins, the 7‑15 GHz centimeter band and extending Time Sensitive Networking...
Skylo's Trajectory Toward the 'Standardized Sky' Looks to Include Multiple Orbits
Skylo is pursuing a partner‑centric satellite messaging model, leasing capacity from Viasat and EchoStar rather than building its own constellation. At Mobile World Congress the CEO highlighted a network that now spans 36 countries, supports over 20 carrier interfaces and...
Brightspeed Launches Whole-Home Wi-Fi
Brightspeed, the nation’s third‑largest fiber builder, unveiled its Whole Home Wi‑Fi service for new fiber customers. The offering bundles up to two professionally installed Wi‑Fi 7 extenders, a free router, a month of service and a prepaid Mastercard, delivering up to...
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ZTE Earnings Fall by a Third as Costs Soar
ZTE reported a 33.3% drop in net profit for 2025, falling to RMB 5.6 billion, even as total revenue rose 10.4% to RMB 133.9 billion driven by strong enterprise demand. The core carrier business continued to shrink, with revenue down 10.6% and operating margin...
Eurobites: UK Pumps £180M Into Timing Network Backup
The UK government announced a £180 million programme to build a resilient timing network that will back up the current satellite‑based system used by critical services such as mobile operators and power grids. The new network will broadcast a secure timing...
TIM Starts 'Second Journey' After Situation Normal Is Achieved, Says CEO
Telecom Italia (TIM) confirmed it hit full‑year FY25 guidance for the fourth consecutive year, marking an unprecedented streak in its recent history. CEO Pietro Labriola highlighted that the new governance structure has delivered operational discipline, strategic consistency and financial predictability....
SmarTone Reports Profit Amid High-End Market Focus
SmarTone posted an 8.4% rise in first‑half profit, with revenue climbing 2% to HK$3.56 billion, propelled by its premium 5G positioning and higher‑value device sales. 5G ARPU was twice that of 4G, while home broadband profit surged 36% and roaming revenue...