'We see a very high likelihood of NeoPhotonics being acquired by a larger optical component supplier or even by Ciena or Cisco,' wrote the financial analysts at MKM Partners.
Docomo in Japan is now selling 5G for around half of what its fellow incumbents charge. If Dish enters the 5G market in the US, AT&T and Verizon might be forced into a similar position.
New video monitoring tool is designed to help service providers auto-detect and diagnose the root cause of video streaming issues and impairments.
But industry watchers expect the new, premium streaming service to face challenges as it will likely face a harder sell in the US compared to Europe and other international markets.
New findings from OpenSignal show a surprising parity in 5G download speeds among AT&T, Verizon and T-Mobile. But, as always, the devil is in the details.
As opinion swings against China, Huawei's regional difficulties could mount when Joe Biden enters the White House.
Dell'Oro Group finds the two Chinese suppliers making revenue-share inroads in the worldwide telecoms equipment market, thanks to heavy domestic spending.
Acquisition of Canada-based You.i TV will bring key technologies in-house that enable AT&T and its WarnerMedia unit to build apps for an array of mobile and TV-based streaming devices from a single codebase.
Nvidia's $40 billion purchase of UK chipmaker Arm may not be a done deal, with Arm's CEO saying he expects regulators 'to take a good look.'
Following a summer of stability, upstream and downstream traffic has been rising steadily in recent weeks. Cable operator network spending in Q3 indicates that MSOs were preparing for this latest surge.
5G has found a hit with fixed wireless access, which is taking off in some regions.
Also in today's EMEA regional roundup: Vodafone hopes for AR specs appeal; Nokia knocks up more private networks; Slovenian winemaker toasts 10G XGS-PON.
SPONSORED: Many enterprise customers expect that 5G security slices will be fully hardened and automated as 5G cores (5GC) are commercialized.
France-based operator considers buying out majority shareholders in Orange Belgium.
Programmer's new premium streaming service will try to accelerate subscriber growth through a partnership with Verizon focused on the carrier's mobile, 5G Home and Fios customer base.
Environmental Sensing Capability (ESC) networks are a cornerstone of spectrum sharing in the 3.5GHz band. But there's a growing debate about whether they are effective.
A testing request from wireless network operator Viaero hints at fixed wireless services in the C-band using equipment from Airspan and BEC Technologies.
Japan's SoftBank Group grabs a tenth of Sinch, as Facebook and Salesforce also make acquisitions in the booming customer engagement industry.
US cable operators ended the period with 4.8 million mobile lines and remain a significant source of share growth even as all industry players continue to chase after T-Mobile.
Viettel launches country's first commercial 5G trial using a mixture of imported and homegrown kit.