Today's Telecom Pulse
SpaceX’s Starlink generates $3.3B in Q1 2026, 69% of quarterly revenue
SpaceX reported Starlink revenue of $3.3 billion in Q1 2026, representing 69% of its total quarterly revenue of $4.7 billion. In fiscal 2025, Starlink contributed $11.4 billion of the company's $18.7 billion revenue, while the launch segment generated $619 million in Q1 and $4.1 billion for the year. The AI division posted a $6.4 billion loss despite $12.7 billion in capital expenditures.
Also developing:
By the numbers: BizLink acquires Interplex Datacom for $850M
TalkTalk to Get £115m Funding Injection From Ares Management
TalkTalk secured a £115 million cash injection from Ares Management, comprising £65 million of senior debt and a £50 million short‑term facility to replace a £47 million debt due in March. The funding follows earlier capital raises of £235 million in December 2024 and £120 million in July 2025, and meets a refinancing covenant requiring at least £20 million in cash each quarter. The telecom is actively exploring the sale of parts of its business, with Virgin Media O2 and Octopus Investments among potential buyers. The move aims to stabilise finances while the group pursues a three‑segment de‑merger.
MoMe Deploys Synamedia to Power First Spanish-Built CDN Service for Streaming
Spanish systems integrator MoMe has launched the country’s first streaming‑optimised content delivery network, using Synamedia’s Fluid EdgeCDN platform. The service spans eight data centres, placing edge nodes close to viewers to minimise latency and improve reliability. Integrated ingest, encoding and...
'Jio, Airtel Deliver Digital Access to 1.4 Billion Indians Uniquely at $2 per Month'
Cisco President Jeetu Patel highlighted the unprecedented scale of low‑cost broadband in India, where Reliance Jio and Bharti Airtel are providing internet to 1.4 billion people at roughly $2 per month. He emphasized Cisco’s role in powering this rollout through networking,...
Wireless Mobile International Search Joins the TCCA
Wireless Mobile International Search (WMIS) announced its membership in the Telecom Critical Communications Alliance (TCCA), a global, member‑led body serving the critical communications ecosystem. Founded in 2005, WMIS specializes in recruiting senior talent for wireless, mobile and IoT networks across...
IDEMIA Secure Transactions, Tele2 IoT and Cisco Launch SGP.32 IoT Solution
At Mobile World Congress, IDEMIA Secure Transactions, Tele2 IoT and Cisco unveiled the first commercially available end‑to‑end IoT solution built on the GSMA SGP.32 eSIM standard. The offering combines IDEMIA’s certified eSIM ecosystem, Cisco’s Mobility Services Platform, and Tele2 IoT’s global connectivity...
Soitec and NTU Singapore Reporting Results of Research Program Into 6G Connectivity
At Mobile World Congress 2026, Soitec and Nanyang Technological University unveiled the results of a four‑year research program targeting 6G connectivity. The collaboration produced three technical papers showing that gallium‑nitride (GaN) devices on Soitec’s epitaxial wafers deliver record power‑added efficiency...
From Masks to Monetization: 5G’s Enterprise Evolution
There’s something powerful about looking back at moments that quietly shaped where we are today. Throwback to #MWC22 in Barcelona, when the world was just emerging from lockdowns. Masks were still mandatory, even during interviews, and yet the conversations were anything...
UniFi U7 Mesh Arrives: Compact Wi-Fi 7, IPX6, 2.5GbE Uplink
Ubiquiti has introduced the UniFi U7 Mesh, a compact Wi‑Fi 7 access point that supports dual‑band 2.4 GHz and 5 GHz operation. Designed for flexible placement, it offers wall, pole and tabletop mounting with an IPX6 weather‑resistance rating for semi‑outdoor use. The device...
AI Now Embedded in Telecom Networks, Driving Revenue
AI in telecom has crossed the pilot phase. 66% are actively using AI. 90% report revenue lift + cost reduction. Network automation now leads ROI. The real story? AI is moving into the network fabric — edge inference, agentic AI, AI-native RAN ahead of...
CEO Previews 6G Future in Ten‑minute Live Talk
Our CEO @cristianoamon is speaking in TEN MINUTES about what 6G will bring us! Watch him live here: https://t.co/S7gH1EjXJJ
Strengthening Critical Infrastructure Security with OSINT
The article spotlights a free, 10‑hour YouTube course titled "OSINT for ICS and OT" created by Mike Holcomb, aimed at closing the training gap in industrial control system security. It underscores how operational technology—power plants, water treatment, railways and factories—has become a...
AI Shifts to Edge, Demands Open 5G and Future 6G
#AI is leaving the data center for robots, sensors, drones, and #XR. 🥽 It needs open, programmable #5G now and AI-native #6G next. 5G SA brings slicing, automation, and open APIs. 🔗 Read more on Börje Ekholm’s blog: https://t.co/0AP5Zz84dm via...
MediaTek Puts Spotlight on AI and Connectivity at MWC 2026
MediaTek used Mobile World Congress 2026 to unveil its "AI For Life: From Edge to Cloud" showcase, highlighting breakthroughs from 6G radio interoperability to AI‑driven connectivity. The company demonstrated the world’s first 5G‑Advanced CPE with Wi‑Fi 8, delivering up to 40%...
Ericsson, Sony and Vodafone Highlight 5G Photography Innovation at MWC
At Mobile World Congress, Ericsson, Sony and Vodafone showcased a 5G‑enabled photography proof‑of‑concept that leverages CAMARA‑compliant network slicing and API‑driven on‑demand reservation. The system pairs Sony cameras and portable data transmitters with Ericsson’s programmable network and Vonage APIs to guarantee...
Jio Platforms Appoints Dan Bailey as President to Lead International Business
Jio Platforms has appointed Dan Bailey as president to head its international business. Bailey, a veteran with 35 years in consulting and investment banking, will join the executive committee and report to Akash Ambani from London. His hiring coincides with...
NGMN AI‑6G Report Turns Bearish, Omits GPUs
My review of @NGMN_Alliance report on AI & 6G Surprisingly bearish / realist And no mention of the word “GPU” https://t.co/cLwuiA0xCN
Designing 6G Networks for the AI Era
Be sure to tune in to my #MWC26 Keynote "Architecting 6G for the AI Era" today, Tuesday March 3 at 9:30 AM CET. https://t.co/Ods5sCOn8j
Nordic Semi nRF93M1 IoT Modules Offer LTE Cat 1bis Cellular Connectivity, Wi-Fi Location Capabilities
Nordic Semiconductors unveiled the nRF93M1 LTE Cat 1bis IoT module at Mobile World Congress 2026, offering up to 10 Mbps downlink and 5 Mbps uplink speeds. The family includes two variants—LABA for Europe, Asia, Middle East and Africa, and LACA for global deployments—both supporting a...
Qualcomm Unveils First Release‑19 Modem, Paving 5G
The @Qualcomm X105 is the world’s first Release 19-ready modem—advancing 5G Advanced and laying groundwork for 6G with new RF, GNSS, and satellite breakthroughs. Read the announcement. https://t.co/9dddRDdkID https://t.co/TXU4PTxD2H
Worth Reading: Faster than Dijkstra?
Bruce Davie argues that using algorithms marketed as faster than Dijkstra’s in link‑state routing offers little practical benefit. Historical data shows Dijkstra can compute SPF for a 2,000‑node network in about 100 ms, comfortably meeting modern convergence needs. Most networks operate...
Semiconductors, Satellites, and Scale With Spirit Electronics CEO Marti McCurdy
In this episode, Spirit Electronics CEO Marti McCurdy explains how her company provides end‑to‑end semiconductor services—from custom ASIC design and foundry access to wafer processing, packaging, board assembly, and final box builds—for aerospace, defense, and the rapidly growing new‑space sector....
Secure Agility Sets Sights on AI, Security, IoT and Telco-Led Growth in 2026
Secure Agility, a Sydney‑based tech services firm with roughly 100 staff and $70 million in annual revenue, is shifting from a low‑profile engineering focus to aggressive customer acquisition and national expansion. The company now offers production‑ready AI, IoT and cybersecurity platforms,...
The $75 Radio: Why US Special Operations Command Needs to Buy Off the Shelf for the Next War
U.S. Special Operations Command is urged to supplement its high‑signature, expensive military radios with disposable, low‑power commercial‑off‑the‑shelf (COTS) solutions such as LoRa. By operating in the unlicensed sub‑gigahertz ISM band and using chirp spread spectrum, these radios can hide below...
Policy at the Edge: PCF’s AAA+ Vouchers Deliver Predictable Data Spend
MSB Micro Systems’ Policy Control Function (PCF) introduces voucher‑based wallets that enforce authentication, authorization and accounting at the network edge, delivering near‑real‑time usage caps. The SaaS solution automatically suspends service when a voucher is exhausted and reinstates it upon new...
AI-Based Spam Data Must Be Shared in Hours, Trai to Telcos
TRAI has ordered all Indian mobile operators to share AI‑based spam detection data on a blockchain platform within hours, requiring terminating carriers to flag suspected spam CLIs and originating carriers to notify senders and verify KYC. If five or more...
ATA Calls for Reduction of Red Tape Holding Back Digital Infrastructure
The Australian Telecommunications Alliance (ATA) is urging the federal government to slash regulatory red tape that it says is stifling digital infrastructure investment. A Business Council of Australia report placed Australia near the bottom of the Global Investment Competitiveness Index...
AT&T Downplays Competition From Cable Ops
AT&T’s chief operating officer told investors that cable operators are not yet exerting measurable pressure on the telecom giant’s results. He highlighted four consecutive quarters of stable performance despite cable MVNO growth and emphasized the company’s expanding fiber footprint into...
Optimum’s Price-Locked Plans
Optimum has introduced a “25 for 5” campaign that locks internet prices for five years, starting at $25 per month for 300 Mbps service. The offer expands to a 500 Mbps plan at $35/month with six months of ad‑supported HBO Max, and a...
Sparklight Mobile’s New Promo
Sparklight Mobile, the Cable One subsidiary, has rolled out a nationwide promotion offering a free unlimited‑data line for twelve months to both new and existing customers. After the promotional period, the plan reverts to the standard $30 per month rate,...
Ericsson and Intel Collaborate to Accelerate AI-Native 6G; Other AI-Native 6G Advancements at MWC 2026
Ericsson and Intel announced an expanded partnership at MWC 2026 to accelerate AI‑native 6G development, focusing on AI‑driven RAN, cloud‑native core, and next‑gen silicon. The collaboration leverages Intel Xeon AI acceleration and upcoming Ericsson silicon to deliver energy‑efficient, secure compute...
FCC Calls for Reciprocity as EU Barriers Threaten U.S. Satellites
For decades, the U.S. has welcomed foreign satellite operators into our market. But restrictions on U.S. operators in other countries have persisted. And now, new barriers are emerging that constrain U.S. businesses operating abroad, including in the draft E.U. Space...
IEC Telecom Establishes Malaysia Hub to Accelerate Starlink-Powered Digital Inclusion
On March 3 2026 IEC Telecom Group launched its first operations centre in Kuala Lumpur, becoming an authorized Starlink reseller for Malaysia. The hub targets the persistent “last‑mile” connectivity gap in rural Sarawak and Sabah and supports the country’s maritime and energy...
PODCAST: Blue Stream Fiber's Turiano on Driving Its AI Strategy and Innovation Roadmap
Blue Stream Fiber, a former cable operator now serving 385,000 residents in Florida, has accelerated its expansion into Houston’s multi‑family market. The company announced executive promotions, elevating Josh Turiano to Chief Innovation and AI Officer to steer its AI roadmap....
WFN Strategies Marks 25 Years in Subsea Cables
WFN Strategies celebrated its 25th anniversary, marking a quarter‑century of independent project management, engineering oversight, and client representation for the global submarine cable industry. The firm’s proprietary PM 2.0® methodology blends technical execution with governance, risk management, financial controls, and ISO‑certified...
Cable One’s MBI Deal to Bolster Its Business Services Capabilities
Cable One will acquire Mega Broadband Investments (MBI) to broaden its rural fiber footprint and diversify its business‑services portfolio. The deal adds roughly 210,000 residential and business customers and expands the company’s network to about 675,000 passings across 24 states....
Pilots Petition Starlink Following Shift to New Speed Tiers
Starlink has restructured its in‑motion service, capping standard Roam and Priority plans at 100 mph ground speed and launching two aviation‑specific tiers. The Aviation 300MPH tier costs $250 per month for 20 GB, while the Aviation 450MPH tier is $1,000 per month...
Supermicro Expands Support for AI-RAN and Sovereign AI Solutions
Supermicro announced expanded AI‑RAN and sovereign AI infrastructure at MWC 2026, unveiling new 1U and 2U server models built on NVIDIA Grace CPUs and Blackwell GPUs. The ARS‑111L‑FR, ARS‑221GL‑NR, and ARS‑111GL‑NHR systems target distributed radio access networks and edge AI...
NTT Unveils Tech to Enhance AI Performance for 6G and Next-Gen Computing
NTT, NTT DOCOMO and NTT DATA will showcase IOWN photonics‑based networking at MWC Barcelona 2026, highlighting its role in powering 6G and next‑generation AI workloads. The group announced a university‑industry project that merges 6G and IOWN to enable autonomous AI...
Vero Networks Scores $500 Million Investment
Vero Networks, a Boulder‑based fiber infrastructure and broadband provider, closed a $500 million non‑control growth equity round on March 2, 2026. The investment was led by Hamilton Lane, Braemont Capital and Delta‑v Capital. The capital will fund accelerated fiber deployment and network upgrades...
Veeco Books Multi-System Lumina and Spector Orders for InP Datacom Laser Manufacturing
Veeco Instruments announced that a leading optical‑communications laser manufacturer placed multi‑system orders for its Lumina metal‑organic chemical vapor deposition (MOCVD) tools and Spector ion‑beam sputtering (IBD) coating systems. The Lumina will serve as the production‑tool‑of‑record for indium phosphide (InP) epitaxy,...
Skyworks and MediaTek Showcase Early 6G FR3 and PC1 RF Front-End Innovations at MWC 2026
Skyworks Solutions announced it will demonstrate an early‑6G FR3 RF front‑end power amplifier at Mobile World Congress 2026, partnering with MediaTek. The SKYR60002 module covers the 6.425‑to‑>7 GHz band and integrates LNA, PA and filters to meet new 3GPP requirements. Skyworks...
AI‑Driven Earnings Surge Shapes Tech Market This Week
The Week Ahead in Technology for March 2, 2026: MWC Barcelona opens with @Qualcomm @Nokia @CiscoSystems @HPE showcasing 5G/6G and AI networking. $AVGO reports with $73B AI backlog in focus. $MRVL and $CRWD also report. @Apple should launch sub-$600...
ASTS Delays Satellite Timeline, Offers No Clarity
What a debacle. They can't even promise to complete the "40 satellites equivalent of microns" until "first half of 2026" compared to "early 2026" previously. With no clarity on when any completed satellites will be ready to ship. Also dropped...
Apple’s iPhone 17 Series 5G mmWave Antenna Module Revealed to Be Powered by Soitec FD-SOI Substrates
Independent teardowns confirm that Apple’s iPhone 17, 17 Pro and 17 Pro Max use Qualcomm’s QTM565 mmWave antenna‑in‑package module, which is fabricated on Soitec’s Fully Depleted Silicon‑On‑Insulator (FD‑SOI) substrate via GlobalFoundries’ 22FDX process. The finding validates FD‑SOI as a high‑volume substrate for FR2 5G...
Spectrum's Trouble Signals Warning for Telecom Rivals
.@GetSpectrum just admitted it has issues. The architect of the @FrontierCorp turnaround as COO. The other players should read this as a warning flare, not a simple org chart change. 🧵🔥 #Telecom #Broadband
Use BEAD Savings to Bridge Rural Mobile Gaps
BEAD is delivering real broadband progress. But the digital divide doesn’t end at the front door. With savings on the table, we have a rare chance to close rural mobile gaps and maximize impact — not expand the program. 👇https://t.co/bAYIvu3m5Z
Telecom Operators Accelerate AI Monetisation with New Revenue Models, Says GSMA Intelligence
Telecom operators are moving AI initiatives from internal cost‑saving projects to revenue‑generating services, according to a GSMA Intelligence report unveiled at MWC 2026. The study identifies three emerging monetisation models—AI Connectivity Provider, AI Compute Provider, and AI Solutions Partner—backed by...
EchoStar 10‑K Reveals Limited Non‑European Satellite Assets
Lots of useful detail in EchoStar 10-K on foreign assets transferred (see pp415-418). Outside Europe there's just SIRION-1 Australian filing plus licenses in Brazil, Chile & Mexico (but Brazil is specific to Lyra, Chile is non-exclusive, Mexico is GEO) https://t.co/mHJqFgkMzd
Charter Wins Mobile, Loses Ground in Home Broadband
.@charter knows the problem. Charter is winning in mobile but losing in home broadband. The data shows the gap is not closing. 📉🔥
Rooftop Talk: OTFS, Spectrum Multiplier, O‑RAN, AI, Rowing
Thanks to @Cohere_MultiG for my first rooftop bar visit of the year Good to chat about OTFS, “spectrum multiplier”, O-RAN, sensing, AI and, er… rowing https://t.co/ADAEpySXnB