Analysts are surprised that Peacock is shifting solely to 'premium' tiers, dropping an option that represented a clear differentiator in the competitive streaming sector.
Corning's optical revenues in the fourth quarter were slightly below most analysts' expectations. But the company's outlook remains bright, according to some estimates.
'We're interested in convergence because we have a lot to offer,' said T-Mobile's Mike Sievert. However, Sievert said T-Mobile doesn't feel the need to purchase a wired network.
Margherita della Valle joins European telco bosses demanding a 'fair contribution' from Internet giants after saying her company can do better.
Thanks in part to improving supply chain constraints, Casa Systems expects to post a 25% boost in Q4 revenues as it sees sales increase across the board.
Also in today's EMEA regional roundup: BT goes down the sewers; SPL attracts Indonesian investment; Three UK migrates data with Amdocs.
Starry said it is exiting Columbus, where it covers over 350,000 homes, to focus on its core markets of Boston, New York City, Los Angeles, Denver and Washington, DC.
PON rollouts for newbuilds and copper network upgrades will play a big role, but cable's shift to virtualized and distributed networks and DOCSIS 4.0 is expected to fuel a spending wave, Dell'Oro predicts.
The acceleration of revenues from Comcast comes as the operator preps its HFC network for DOCSIS 4.0. But analysts view Charter as the 'real prize' Harmonic has yet to capture.
Google Fi recently began alerting some customers of 'suspicious activity' related to the 'primary network provider for Google Fi,' which is likely a reference to T-Mobile's latest hack.
The US operator sets a net-zero target for 2040 but the emissions over which it has most control rose sharply in 2021.
Testing by Signals Research Group at T-Mobile cell sites finds SRS beamforming and MU-MIMO active and yielding a dramatic increase in capacity - especially for receivers that don't move.
This week: Heavy Reading's Alan Breznick joins the show to discuss the results of a recent survey of global broadband operators on their plans for closing the digital divide.
Agencies have already stopped approving exports to the Chinese firm.
The startup also received $196.5 million in Series G funding in December.
Also in today's EMEA regional roundup: Orange France has new CEO; KPN, Tele2 earnings; Vodafone and Ericsson trial VoNR over 5G SA in Oman.
BT and SPL agree to jointly test new antenna technology aboard a HAPS aircraft that could take 5G to the stratosphere.
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The National Association of Broadcasters argues that 'a stalled transition is threatening the future' of broadcast TV and wants the FCC to create an 'ATSC 3.0 task force.'
Growth in the US wireless industry is expected to slow during 2023, and Verizon's lackluster outlook isn't sparking optimism. But cable's mobile efforts are looking good.
Sohn is expected to sit through an unprecedented third Senate hearing for FCC Commissioner sometime in the coming weeks.
Months after complaining about open RAN wariness among brownfield operators, the Japanese company reports losses at its networks division.
Chris Winfrey's comments arrive as Charter prepares to upgrade its HFC networks, but shifts the broader narrative toward wireline/wireless service convergence.
A Walmart representative confirmed that the company's drone fleet can be upgraded to 5G, and that the company's drone vendor, DroneUp, uses technology from Elsight to connect to multiple cellular networks.
The Canadian operator is stumping up funds for trials of Cohere's capacity-boosting network software and 6G candidate.
Also in today's EMEA regional roundup: Hrvatski Telekom gets digging in Dubrovnik; London's mayor takes FTTH credit; MTN's Mupita wants new regulatory framework.
M&A remains an ongoing source of speculation as MNOs continue to set their towers free.
In a case that originally awarded more than $7 billion in punitive charges, a tentative settlement is for 'substantially less' than a reduced judgment of $262 million, according to a Charter SEC filing.
Broadcom, DriveNets, Cisco, Nokia and others are among the vendors supporting AT&T's move toward a new switching and routing platform that's now carrying a majority of the operator's production traffic.
The editors cover cable earnings updates, 5G wins and woes, battles over BEAD funding and the rise of the robot dogs in the Notebook Dump for the week ending January 27.
'The operator is ordering 7.2x compatible radios from one of its vendors, but the carrier is waiting to fully deploy open RAN,' Dell'Oro Group wrote in its recent report.
This week in broadband builds: States get $794 million for broadband plans; electric co-ops, Comcast win in Missouri; Conexon connects Florida's EREC; Wahzhazhe Connect to construct Osage Nation network – and more.
'Spectrum One' convergence bundle is contributing to mobile line growth, but execs say the bulk of those lines are coming from existing broadband subs upgrading to mobile.
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'To date, only about half of our sites across our top three customers [Verizon, AT&T and T-Mobile] have been upgraded with midband spectrum,' said Crown Castle CEO Jay Brown.
Following a much stronger 2022, Huawei's smart car unit says it is on track to turn a profit in 2025.
A leading analyst says the US chipmaker faces an existential threat from Arm after it reports another shocking set of results.
Also in today's EMEA regional roundup: EE adds more scam call protection; Elisa powers on; Google commits to greater transparency for EU searchers.
The company has announced plans for a new intake and says it is planning investment to support young people and jobseekers.
Common interface will be woven into multiple products, including those supporting X1, Flex, Sky Glass, the Xumo streaming JV, and TVs and streamers distributed to Comcast's syndication partners.
Calix execs said over 90% of Q4 bookings comprised platform and managed services as it pursues a 'land and expand' strategy.
AT&T is reviving its 'Connected Solutions' unit to navigate the intersection between 5G and IoT. Cameron Coursey, a longtime AT&T IoT exec, will lead it.
Jeff Baumgartner joins the podcast with updates on Mediacom's mobile service plans and discusses how the cable industry at large is doing in the mobile space.
Alongside a gain of 365,000 mobile lines, Comcast lost a better than expected 26,000 broadband subs – which would've been a gain of 4,000 absent the impact of Hurricane Ian.
BICS also noted a marked increase in the number of 5G-enabled devices, which it believes will have implications for SA 5G and roaming demand.
Critics are concerned that Pollen Mobile's new rewards structure does not have a mechanism that allows early Pollen supporters to accrue more cryptocurrency. And that's caused an uproar.
AT&T's lower annual fiber overbuild cadence 'will certainly feed the controversy around whether fiber is pulling back,' a New Street Research analyst notes.
FWA providers want NTIA to amend BEAD's restriction on unlicensed spectrum projects. Some advocates agree the change is necessary to close the digital divide.
In this roundup: Dell'Oro Group forecasts that the optical transport equipment market will grow at a 3% CAGR over the next five years; Ciena's Blue Planet appoints a new general manager; and Lumen Technologies expands its 400G Wavelength Services network.
Also in today's EMEA regional roundup: SFR eyes 5G private networks market, with Nokia's help; Telia blown off course by headwinds; Shell Energy comes under Ofcom's cosh.
The Finnish equipment maker reports sales growth and profitability at all its major business units and now aims to build on a 5G turnaround.
Amid massive fixed wireless gains by Verizon and T-Mobile, AT&T said it too is preparing a new fixed wireless product. But AT&T's overall FWA strategy is different from that of its rivals.
AT&T and Verizon have now cut nearly 170,000 jobs in the last seven years and they are apparently not done yet.
AT&T raised its wireless service revenue growth expectations for 2023 a day after Verizon lowered its own forecasts. AT&T CEO John Stankey said the company's overall strategy for 2023 is to maintain course.
AT&T says it will use a blend of organic growth, partnerships and government subsidies to expands its fiber footprint well beyond 30 million US homes and businesses.
The telco performed the best in most performance tests conducted by RootMetrics, while overall 5G performance and availability improved across operators.
Telstra CEO Vicki Brady stirs controversy by declaring she won't observe one of Australia's national holidays.
The high-band spectrum can provide a capacity boost in hotspots and support an array of new applications, but the business case remains unclear.
Blockgraph CEO Jason Manningham joins the podcast to discuss how the company is keeping data safe and secure amid the rising tide of targeted TV advertising.
The IoT use cases where robotic dogs will be deployed include 'disaster response and recovery, facilities surveillance and security operations,' said AT&T's Lance Spencer.
Also in today's EMEA regional roundup: ASML performs well, considering; EU wants to cut 5G red tape; Ericsson in 5G trials with Spark and Red Hat.
But there's still plenty of compliance activity under the certification radar.
CEO Hans Vestberg is confident Verizon will have ample capacity to exceed its fixed wireless access subscriber goals, but some analysts aren't so certain.
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'The mobile edge compute and private 5G networks ... the adoption curve [is] a little slower than maybe we would like,' admitted Verizon CFO Matt Ellis during the company's earnings conference call.
The Japanese company watched electricity consumption rocket with its buildout of the country's fourth network – and that was before it had many customers.
Should telecom operators leverage the public cloud? Billions of dollars hang on the answer to that question as the private networking opportunity lights a fire under both sides.
Alaska is working with Ecopia AI to generate a map of the state's buildings and broadband serviceable locations in the lead up to BEAD.
Industry analyst Cheenu Seshadri weighs in on the cable industry's push to mobile connectivity and how that will impact incumbent telcos.
The National Advertising Division's decision stems from a Comcast complaint. T-Mobile will appeal the decision that its speed and reliability claims are unsupported.
Also in today's EMEA regional roundup: Neos Networks completes regional metro access networks; Deutsche Telekom sold on Cellnex; Elon owes rent to King Charles.
The Year of the Rabbit promises more cloud-driven growth.
The nation's top mobile operators launched ZenKey in 2020 to offer single sign-on services. But AT&T stopped supporting the offering last year, according to its website.
This week: Steve Alexander, CTO at Ciena, joins the show to discuss what it will take to close the digital divide, how Ciena is preparing for funding opportunities and where all this connectivity is taking us.
'Activity suggests a 2H23 slowdown (taking a breather after meeting its June 2023 FCC shot-clock) as we also consider the company is being mindful of its balance sheet,' the Cowen analysts wrote of Dish.
With capacity availability playing a role in coverage numbers, Verizon's use of C-band spectrum for FWA also ramped up significantly in 2022, finds a new market study from ISI Evercore.
Filing for the 'Mediacom Mobile' trademark is part of a broader process to explore whether it makes business sense to offer an operator-branded mobile service, an official says.
The world's biggest holders of 5G patents are targeting other companies using mobile technologies and not paying for the privilege.
The GSMA said it expects 80,000 people to turn out for its MWC trade show in Barcelona, Spain, this year, alongside around 2,000 exhibitors. That's up from the 61,000 who attended MWC Barcelona last year.
Former Heavy Reading analyst Patrick Donegan looks at the year ahead in telecom security and how regulatory moves can push telcos to safety.
In the wake of a complaint lodged by AT&T, Cox has been urged to drop an 'implied superior reliability claim' in Internet ads.
Also in today's EMEA regional roundup: VMO2 upgrades its IP core with Juniper; Proximus addresses fiber rollout 'abuses'; job cuts at Spotify.
The editors contemplate the state of decentralized wireless, the future of the Affordable Connectivity Program and why Netflix with ads is irritating.
Starting in November, T-Mobile said, hackers were able to get customers' billing addresses, emails, phone numbers and dates of birth via an insecure interface.
USTDA signs deal to back 5G trials with the country's smallest telco - but can it find commercial backers?
Mike Dano joins the podcast to explain why Apple paused development on its augmented reality glasses and shifted focus to mixed reality headsets.
Verizon and Deutsche Telekom are ranked as most valuable telco brands in 2023 report.
The FWA specialist's latest layoff will reduce its workforce by about 24%. Starry has also axed a stock agreement poised to raise up to $100 million.
Portland General Electric inked a new deal with startup Expeto that company executives said will give the utility the ability to use the best connection for each of its applications.
This week in broadband builds: Spectrum, Comcast, electric co-ops win in Indiana; Cox, AT&T win in Kansas; Kinetic connects 9K in Kentucky; GoNetspeed expands in Maine - and more.
Also in today's EMEA regional roundup: EU explores 5G's role in defense; TIM makes progress in ultrabroadband and 5G backhaul; UK public-sector cloud spend surges.
Profitability weakened at the Swedish equipment vendor in the final quarter of 2022 and the outlook is bleak.
Netflix offered little color on how its new ad-supported tier performed in Q4 2023. Meanwhile, Ted Sarandos and Greg Peters are now co-CEOs, with Reed Hastings shifting to executive chairman.
AT&T hopes to cover 130 million people with midband 5G by the end of this year, and 30 million locations with fiber by the end of 2025. However, the details of that buildout are somewhat fuzzy.
A small quarter-over-quarter subscriber growth decline indicates that FWA's 'adoption curve is shifting from accelerating to linear,' the analysts at ISI Evercore said.
The software giant rumored to be planning a major AI investment will cut 5% of its workforce by March, said Satya Nadella.
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After several years of talk about the rise of the robots, the industry still seems to be a long way from having a self-driving network.
Officials in Shreveport, Louisiana, are running an extensive test of decentralized wireless technology with vendors Pollen Mobile and Spread Networks.
The optical networking vendor also upgraded Louisiana State University's research and education network.