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.
In the final installment of this four-part sponsored series, we look at still more key highlights from a new Heavy Reading study about the broadband industry's plans for closing the Digital Divide. #sponsored
'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.
Current CEO Christel Heydemann will reveal Orange's next strategic plan on February 16, with suggestions she will focus on more traditional offerings.
Also in today's EMEA regional roundup: UK government warns providers not to hike prices; Deutsche Telekom rated Europe's top brand; Spotify and friends are no friends of Apple.
As well as mounting debt, Vodafone Idea is also facing troubles on workforce and subscriber fronts.
Markus Haas has been pushing the MNO case for 600MHz spectrum ahead of WRC-23 later this year.
According to AT&T, 'Mexico has one of the most expensive spectrum costs, which causes fewer people to be connected, putting investments at risk and creating barriers to competition.'
Harmonic has had 'a couple of conversations' about expanding the scope of the company's cloud-powered CableOS platform, said Harmonic CEO Patrick Harshman.
In its latest report, software vendor Sandvine shows video and overall Internet traffic went up in H1 2022. It also sides with telcos in the debate on net neutrality and fair contributions.
In the third installment of this four-part sponsored series, we look at some more key highlights from a new Heavy Reading study about the broadband industry's plans for closing the Digital Divide.
Korean telco in talks with financial services companies to offer powerful new AI as SaaS or PaaS later this year.
The National Urban League, in response to an inquiry from Sen. Thune, said the 'greatest challenge' to closing the digital divide is uncertainty about the Affordable Connectivity Program.
According to Dell'Oro Group, there are over 900 networks that could be implementing 5G SA technology. But so far only 39 operators have deployed it.
Also in today's EMEA regional roundup: Tele2 builds wireless network for Axfood; Nokia helps tackle the digital divide in Senegal; UK toughens up online safety legislation.
The controversial Chinese vendor continues to serve thousands of 5G sites and is likely to be around for many years.
The managed service provider is launching a new point of presence in Portland and has emerged from nearly $3 billion in debt plus Chapter 11 cases.
Mobi will use a cloud-native mobile core from startup WG2 - hosted in the Amazon Web Services (AWS) cloud - to launch a nationwide MVNO service on T-Mobile's network. And it's building a CBRS network too.
Dish lost another batch of pay-TV subs and saw mobile losses improve in prelim Q4 results. Meanwhile, Dish said it has started construction on more than 15,000 5G sites.
Scale, simplicity, affordability and an under-appreciated local retail presence are among the reasons cable is having a moment in mobile, Moore says.
This week: Joe Costello, CEO of Kwikbit, joins the show to discuss the company's work delivering wireless broadband to mobile homes across the US.
Also in today's EMEA regional roundup: Nokia and Telefonica trial 25G PON; Vodafone extends in-store deal with Currys; UK's National Grid chooses EXFO for network monitoring.
Beijing has highlighted 6G among its tech priorities for 2023 and issued a call for proposals for key technologies, while its telecom giants continue preparations.
We're now learning of the steep cost of rebuilding Ukraine's networks - but the war has been a lesson in the power of satellite.
The Belgian telecom incumbent is selling real estate and slashing costs as it battles inflationary pressure this year.
Germany's federal network agency will spend the next few months testing operator claims that they met key coverage obligations by the end of 2022.
Salvador Gala and Mahesh Ramakrishnan run Escape Velocity Ventures, which has raised $20 million to invest in the nascent but potentially disruptive decentralized wireless (DeWi) market.
Also in today's EMEA regional roundup: Telia appoints new comms boss; Prysmian extends cable range; relax, guys - strict time schedules are so 2022.
The growing 5G ecosystem and the launch of satellite services is likely to dominate 2023 in India even as Vodafone Idea struggles to survive.