Know What's Happening in Telecom
Know What's Happening in Telecom
Cable operators leverage Wi‑Fi bundles to snag a third of new wireless customers
Cable giants Charter and Comcast have turned their extensive Wi‑Fi networks—carrying roughly 90 % of mobile data—into a competitive wireless advantage. The bundling strategy captured about one‑third of all new wireless customers in Q4 2025 and enabled lower‑priced plans, saving consumers an estimated $5 billion that year.
Yole Group released its 2026 status report on compound semiconductors, projecting the combined substrate and open‑epiwafer market to surpass $5 billion by 2031 with a ~14 % CAGR. The analysis highlights strong demand from electrification, AI infrastructure, and next‑generation connectivity, with SiC power substrates expected to exceed $2 billion and InP photonics growing above 18 % CAGR. Growth is supported by wafer‑size transitions to 8‑inch SiC and 6‑inch InP, expanding applications in EVs, data centers, 6G, and optical interconnects. Yole also plans to discuss these trends at OFC and SEMICON China events.
Socionext and Innatera unveiled a joint human‑presence detection solution that merges Socionext’s compact 60 GHz FMCW radar with Innatera’s ultra‑low‑power spiking neural processor. The system delivers over 99 % detection accuracy, even for stationary individuals, while consuming sub‑milliwatt power, extending battery life...
I am incredibly excited to see the first shipment of @Qualcomm’s rack‑level AI hardware and software solutions arrive in the Kingdom of Saudi Arabia for deployment at @HUMAIN data centers. This marks a major milestone for our data center business,...
More communities should be demanding benefits from companies in return for permitting data centers to be built. For example - connect every resident with affordable Internet access?
Rohde & Schwarz and Broadcom are unveiling the first public Wi‑Fi 8 RF signaling tests at MWC Barcelona 2026 using the CMX500 multi‑technology tester. The demo validates a Broadcom prototype and showcases Wi‑Fi 8’s new PHY/MAC features such as distributed resource units, unequal modulation and...
OpenVault’s Q4 2025 Broadband Insights Report shows U.S. households downloaded an average 59 GB more and uploaded 10 GB more per month than a year earlier. Upload growth outpaced downloads, driven by video calls, cloud backup and IoT traffic. Fiber subscribers uploaded 93 GB...
Telecom disclosure is going backwards. One carrier finally showed the real numbers, another is hiding the ones that matter. 🧵📊
The GSMA has launched a global Innovation Fund offering £100,000‑£200,000 grants to small and growing enterprises that use mobile and digital technologies to accelerate the green transition in low‑ and middle‑income countries. The fund targets solutions that expand clean‑energy access,...
Marvell Technology is localising its global semiconductor portfolio for the Indian market, establishing R&D centres in Bangalore, Pune and Hyderabad. The company is collaborating with Indian academia—IITs, NITs and IIITs—to build a talent pipeline and shape semiconductor curricula. Marvell’s data‑centre...
Samsung’s flagship Galaxy S26 Ultra 5G design was leaked ahead of the company’s Unpacked event scheduled for February 25, 2026. The leak, posted by YouTuber Sahi Karoul, shows a high‑end device priced at AED 12,000 (approximately Rs 296,000) before official release. The...
du concluded its Youth Council Retreat 2026, bringing together the telecom’s youth representatives, senior executives and the Federal Youth Authority. A fireside chat between CEO Fahad Al Hassawi and Chief People & Impact Officer Fatema Al Afeefi gave emerging talent...
The Indian government has approved ₹2,432 crore to fund the Amended BharatNet programme in Andhra Pradesh. The scheme, managed by the newly formed Andhra Pradesh BharatNet Infrastructure Limited (APBIL), will upgrade 13,426 gram panchayats to a ring‑topology optical fiber network and...
Telecom Review announced a strategic presence at Mobile World Congress 2026, exhibiting in Hall 3, Stand 3O52MR, and delivering daily digital coverage of the event’s technology rollouts. The editorial team will produce on‑site reporting, executive interviews, and exclusive insights from keynotes and...
Telefónica and Mavenir have signed an MOU to launch an AI Innovation Hub that will serve as a live testbed for autonomous core network technologies. The hub will enable development and validation of AI‑driven orchestration, intent‑based services, and monetization frameworks...
Petr Ankudinov warns against relying on containerlab's startup‑config option for netlab deployments. While containerlab can apply partial startup configurations to most devices, it only supports complete startup files for Arista cEOS, forcing netlab to duplicate initial device setup. Errors in...
Tata Communications has teamed up with state‑run RailTel to build AI‑ready digital infrastructure for India and global markets. The partnership will modernise RailTel’s 63,000 km optical‑fiber network, add AI‑enabled platforms, and strengthen cyber protection and sovereign cloud capabilities for sensitive workloads....
The episode explores Finland’s rollout of the DEFINE Network, a nationwide defense innovation framework that links civilian 6G research with military applications. Central to this effort is the University of Oulu’s 6G Test Center, which provides rare radio‑frequency testing facilities...
Analysts Don Kellogg and Roger Entner dissect recent reporting changes at AT&T and T‑Mobile, highlighting AT&T's more granular churn disclosures and T‑Mobile's move to account‑level churn reporting. They argue that while the optics of these metrics have shifted, the underlying...
Flavio Luciani and John Souter’s new analysis shows the global peering market is not contracting but evolving. While mature regions exhibit modest dips in ASN counts, overall IXP capacity continues to rise, driven by traffic consolidation and the growth of...
The Department of Telecommunications (DoT) has formally instructed the upcoming Noida International Airport to treat telecom operators as entitled to in‑building network installations under the Telecommunications Act, mirroring a similar dispute at Navi Mumbai airport. The clarification follows a request from...
SK Telecom released the ATHENA white paper outlining its mid‑to‑long‑term strategy for a 6G network that is AI‑native, Zero‑Trust, and open. The framework, encapsulated by the ATHENA acronym, maps out how AI will be embedded across radio, core, transport and...
Industry Analyst Jeff Kagan Advises CEOs and CMOs on Next Major AI Growth Opportunity Jeff Kagan has been described as the most widely quoted analyst in telecom industry https://t.co/lTKt7DdLSt via @ein_news @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analysts #wirelessanalyst...
We have rebooted the G2 on 5G as The 6G Podcast with the help of Ookla's Mike Dano. Our first episode may be one of the longest (45 minutes) I have ever recorded in the 5 years of doing these...
In this episode, Anshal Saad and new co‑host Mike Dano discuss the winding down of the 5G Americas trade group as a signal that the industry is moving beyond the 5G lull toward 6G. They highlight Samsung and Korea Telecom's...
Norwegian shipbuilder VARD has received an order from France’s Orange Marine for two additional cable‑laying and repair vessels based on the VARD 9‑03 design. The ships will be constructed at Colombo Dockyard in Sri Lanka and follow the same specifications as...
Ahead of MWC Barcelona 2026 Ericsson unveiled its AI‑RAN portfolio, opting for purpose‑built ASIC silicon instead of Nvidia GPUs and confirming Intel as its only commercial silicon partner. The company highlighted a software‑defined approach that uses hardware abstraction layers to...
AS-SETs were created to simplify eBGP route filtering by aggregating multiple AS numbers into a single identifier. In practice, manual maintenance and nested definitions have led to misconfigurations, routing leaks, and security concerns. Experts Job Snijders and Doug Madory discuss...
Lightpath, the wholesale arm of Optimum, posted $468 million in 2025 revenue, a 13% year‑over‑year increase driven by strong hyperscaler and enterprise demand. AI‑driven contract value jumped 40% to $362 million, while hyperscaler total contract value surged 240% to $252 million. The company’s...
Canalink, the public telecom operator of Tenerife, has applied for permits to land a submarine fibre‑optic cable on El Hierro, extending its Base 6 network that will link Tenerife, La Gomera, El Hierro and La Palma over roughly 328 km. The cable is designed to deliver...
EchoStar exited the facility‑based cellular market after FCC pressure to monetize its spectrum, selling valuable bands to Starlink and AT&T while walking away from thousands of tower lease payments. The lease abandonment has prompted tower owners to seek FCC intervention,...
The European Commission’s Digital Networks Act proposes spectrum licences of up to 40 years, or even indefinite duration, a sharp increase from the current 15‑25‑year norm. Mobile operators back the change, arguing it offers long‑term certainty for investment. Critics contend...
The article announces that Krzysztof Szarkowicz’s presentation on EVPN in MPLS‑based environments is now publicly available as part of the EVPN Technical Deep Dive webinar series. While EVPN is often discussed alongside VXLAN, its original purpose was to serve as...
Enjoyed the conversation with T-Mobile CTO John Saw about 6G and AI in the network, including kinetic tokens a new and interesting term for physical AI. https://moorinsightsstrategy.com/research-notes/t-mobile-cto-touts-physical-ai-explains-6g-ai-ran-efforts-with-nvidia/
The author filed FCC comments urging the agency to drop Title II regulation for voice services and reclassify them as Title I information services. He argues that traditional copper‑based POTS is obsolete and that today’s voice is delivered by a myriad of...
The Wireless LAN Professionals Conference (WLPC) in Phoenix served as the year’s focal point for WLAN engineers, vendors, and thought leaders. The author’s session “Go Open or Go Home” earned the Golden Yagi Award, highlighting community enthusiasm for open‑source advocacy....
NMSurf has introduced a 1 Gbps symmetrical fixed‑wireless broadband service in Budaghers, New Mexico, targeting up to 50 locations. The gigabit download and upload speeds aim to support remote work, online education, telehealth, and high‑definition streaming without laying fiber. By using...
Sparkle announced GreenMed, a next‑generation subsea cable linking Europe and the Middle East via the Adriatic Sea. Designed by Alcatel Submarine Networks and installed by Elettra Tlc, the system will integrate with Sparkle’s backbone to provide low‑latency, resilient routes. The...
Ooredoo Group has created Ooredoo Fibre Networks (OFN), an independent entity to own and scale its submarine cable and high‑capacity fibre assets. Khalid Hassan Al‑Hamadi was appointed CEO, effective 15 February 2026, with the carve‑out slated for completion by 2027. OFN...
The Iraqi‑UAE consortium announced WorldLink, a $700 million subsea‑and‑terrestrial data cable that will run from the United Arab Emirates to Turkey via Iraq’s Faw peninsula. The privately funded project will be deployed in phases over a five‑year period, offering an alternative...
California’s Public Utilities Commission awarded AVX Networks a $37.5 million grant to deploy submarine fiber‑optic cable linking Catalina Island to Huntington Beach. The funding will enable high‑speed broadband for more than 3,500 island residents, bolstering telehealth, remote education, and local businesses....
Operators are rethinking 6G network design as AI applications demand flexible traffic handling. The NGMN Alliance study warns that multimodal AI, such as AR glasses and autonomous vehicles, will reverse the traditional downlink‑heavy pattern, requiring more uplink capacity and adaptable...
The 3GPP 2025 Excellence Awards were presented during February Working Group meetings in Gothenburg, Goa, and La Ciotat. Samsung’s Eko Onggosanusi was honored for a decade of leadership on NR MIMO physical‑layer work, while Nokia’s Sung Won received recognition for steering...
Google announced the America‑India Connect, a multi‑continent infrastructure program built around a five‑year $15 billion AI investment in India. The plan creates a new subsea gateway in Visakhapatnam and adds three submarine cables linking India with Singapore, South Africa and Australia,...
BDUK released its February 2026 update on Project Gigabit, showing that 21% of UK properties now have fibre built. The data, captured on 16 February 2026, reflects contract‑level construction across all regions. BDUK notes a reporting lag, meaning actual on‑ground progress may be slightly...
nexfibre will finance the fibre upgrade of roughly 2.1 million Virgin Media O2 (VMO2) coax‑served homes that sit alongside the newly acquired Netomnia footprint. VMO2 will pay wholesale fibre‑access fees once the XGS‑PON network is live, with most deployments expected by...
Google announced a $15 billion America‑India Connect subsea cable project spanning five years and four continents. The initiative adds new landing points in Visakhapatnam and creates redundant fibre‑optic routes linking India to Singapore, South Africa, Australia and the United States. By...
Openreach will implement a sweeping organisational overhaul on 1 April 2026, coinciding with the appointment of Katie Milligan as its new chief executive. The restructure introduces a dedicated Chief Customer Experience role, filled by Surinder Khatter, to head a newly created CX...
Broadband Delivery UK (BDUK) announced that 56,000 premises received gigabit‑capable service in the October‑December 2025 quarter, bringing the cumulative total to 1,373,800 premises – roughly 4.1 % of UK households. The bulk of the new connections came from Project Gigabit contracts...
Virgin Media O2 and Nexfibre’s consortium is buying Netomnia for £2 billion, adding a 3.07 million‑premise full‑fibre footprint. Overlap analysis shows 0.38 m sites already in Project Mustang, 0.22 m in Project Lightning, 0.16 m in Nexfibre, and 1.77 m with only DOCSIS 3.1 coax. Post‑deal, VMO2’s...
Cisco IOS/XR 25.2.1 violates the OSPF passive‑interface contract by still emitting OSPFv2 Hello packets. The router sends two hellos on a supposedly passive link, then stops, leaving the neighbor in the Init state and causing netlab integration tests to fail....
