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Digest of September 23, 2025

24.09.25 13:46 - By cmaitre - Comment(s)

Industry trends & market movements

  • Verizon leads 6G initiative: Verizon has launched a “6G Innovation Forum” with partners like Ericsson, Nokia, Samsung and Qualcomm to begin shaping 6G use cases and standards. 

  • Weak smartphone growth ahead: IDC forecasts global smartphone shipments to ...

Digest of September 22, 2025

24.09.25 13:44 - By cmaitre - Comment(s)

Industry trends & market moves

  • T‑Mobile US leadership: Srini Gopalan will become CEO on Nov 1, with Mike Sievert moving to vice chairman. 

  • TalkTalk split: UK ISP TalkTalk has reportedly hired bankers to oversee a final break‑up and sale of remaining units. 

Major deals

  • Vodafone...

Digest of September 21, 2025

24.09.25 13:44 - By cmaitre - Comment(s)

Network tech / sensing

  • Deep-dive: RCR highlights fiber sensing (DAS/DTSS/DTS) maturing into a critical monitoring tool for subsea cables, rail, pipelines — with 1–4 m resolution over 50–80 km. 

  • Publishing was light across core trade outlets. No high-impact regulatory actions or megadeals pos...

Digest of September 19, 2025

24.09.25 13:40 - By cmaitre - Comment(s)

5G devices & core

  • Apple confirmed three new Watches support 5G RedCap; AT&T, Verizon, T-Mobile say they’ll support — a subtle catalyst for consumer 5G SA adoption. 

Rail & mission-critical

  • Deutsche Bahn is trialing Nokia’s 5G-based FMRCS rail system in eastern Germany — an ear...

Digest of September 18, 2025

24.09.25 13:37 - By cmaitre - Comment(s)

Technology advancements

  • Nokia opened a 5G & edge innovation hub in Switzerland to accelerate private-5G and AI-edge pilots for industry verticals. 

  • Light Reading: Relativity Networks + NPS to scale hollow-core fiber deployments — promising ultra-low-latency links for trading, DC interco...

Digest of September 17, 2025

24.09.25 13:36 - By cmaitre - Comment(s)

Industry trends

  • Gartner says AI spend will top $2T in 2026 (from ~$1T in 2024) — a macro tailwind for telco AI use cases and infra vendors. 

Technology/space

  • Amazon’s Project Kuiper is targeting a five-market commercial launch in early 2026 as satellite consolidation looms. 

Devic...

Digest of September 16, 2025

24.09.25 13:35 - By cmaitre - Comment(s)

Industry trends

  • Global telecom capex stabilized in Q2 per Dell’Oro; RAN spend remained weak but vendor results hint at a bottoming phase. 

Market movements

  • UK MVNO giffgaff entered fixed broadband, launching fiber over Nexfibre’s wholesale XGS-PON — another MVNO crossing the mobile–fixed ...

Digest of September 14, 2025

19.09.25 09:26 - By cmaitre - Comment(s)

Business / Market Moves

  • du (UAE) launches secondary share sale: du is selling 342 million shares (about 7.55% of its capital) via its investor Mamoura Diversified Global Holding in a Dh3.39 billion (~USD 923 million) offering. The move will raise its free float to ~27.5%, boost liquidity, and pote...

Digest of September 13, 2025

15.09.25 22:31 - By cmaitre - Comment(s)

Regulatory / Policy

  • UK Ofcom proposes licence changes to enable Direct‑to‑Device (D2D) services by 2026: Ofcom is planning to change existing mobile operator licences and introduce “exemption regulations” so MNOs can offer D2D services without acquiring new spectrum licences. 

  • GSMA issues g...

Digest of September 12, 2025

15.09.25 22:29 - By cmaitre - Comment(s)

Business / Market Moves

  • SpaceX acquires EchoStar spectrum in $17B deal: SpaceX has agreed to purchase EchoStar’s wireless spectrum rights for up to $17 billion (half in cash, half in stock + assumption of interest), to deepen its push into mobile connectivity and bolster its Direct‑to‑Cell / satel...