Telco and Tech News and Insights

Rogers Satellite-to-Mobile: NTN Connectivity for Consumers and IoT

Rogers Satellite-to-Mobile: NTN Connectivity for Consumers and IoT

Hema Kadia December 11, 2025

Rogers Communications has moved from beta to a commercial footprint for satellite-to-mobile in Canada, extending basic connectivity and select apps to consumer smartphones while adding an industrial IoT tier for remote operations. The new Rogers Satellite service enables a curated set of popular apps to work beyond terrestrial coverage, including WhatsApp calling, Google Maps, AccuWeather, X, and CalTopo on most modern smartphones. In parallel, Rogers introduced satellite-to-mobile for IoT businesses, targeting asset tracking along highways and rail, as well as sensor telemetry in forestry, mining, and other resource sectors where terrestrial cellular is sparse.

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3GPP Issue 11: Release 18–19 Highlights and Early 6G

3GPP Issue 11: Release 18–19 Highlights and Early 6G

Hema Kadia December 11, 2025

The latest 3GPP cycle consolidates 5G-Advanced (Release 18), sets the agenda for Release 19, and frames early 6G studies, with direct implications for operator investment, enterprise use cases, and vendor roadmaps. Release 18, the first phase of 5G-Advanced, is moving from standards completion into implementation, bringing carrier-grade enhancements in spectral efficiency, energy savings, and mobility performance. Release 19 now builds on these foundations, prioritizing further RAN efficiency, XR and video delivery at scale, richer analytics/exposure in the core (NWDAF, NEF/CAPIF), and enterprise-grade reliability across private and public networks.

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Paramount’s $108B WBD bid challenges Netflix deal

Paramount’s $108B WBD bid challenges Netflix deal

Hema Kadia December 11, 2025

Paramount Skydance launched a hostile, board-bypassing tender offer to acquire all of Warner Bros. Discovery (WBD) at $30 per share, valuing the company at about $108 billion on an enterprise basis. The bid arrives days after WBD agreed to sell its studio and streaming assets—including Warner Bros. studios, HBO, and Max—to Netflix in a cash-and-stock deal valued at roughly $72 billion. Paramount’s pitch: more cash, full-company certainty, and a quicker path to close. The outcome will determine control of premium U.S. content, set the pace of streaming consolidation, and ripple into network traffic, advertising markets, and device and distribution partnerships.

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3GPP for Mission-Critical Communications: Airbus Agnet

Airbus shows how 3GPP steers mission-critical communications

Hema Kadia December 11, 2025

3GPP has become the organizing framework for how public safety, utilities, transportation and enterprise security adopt LTE/5G for mission-critical communications (MCX). For mission-critical users, 3GPP’s scope includes capabilities such as push-to-talk, data and video designed for high availability, priority, pre-emption and end-to-end security. For agencies and enterprises, the value of 3GPP is practical: it lowers integration risk, clarifies feature expectations and aligns multi-year investment roadmaps. Standards are the foundation; operational reliability is the measure of success. 3GPP is the baseline for resilient, interoperable operations.

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Disney’s $1B OpenAI Deal

Disney’s $1B OpenAI Deal

Hema Kadia December 11, 2025

Disney will invest $1 billion in OpenAI and become Sora’s first major content licensing partner, enabling fans to generate and share short videos that feature more than 200 characters and environments from Disney, Pixar, Marvel, and Star Wars. The agreement spans three years, excludes actor likenesses and voices, and extends to ChatGPT Images for IP‑compliant image generation. Disney will adopt OpenAI APIs across products and operations, including features for Disney+ and employee productivity, and may showcase select user creations on its streaming service. This agreement formalizes licensed synthetic media at scale and accelerates the convergence of UGC, premium IP, and

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Telecom and Tech M&A Tracker

Telecom and Tech M&A Tracker 2025

Hema Kadia December 11, 2025

2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumen’s fiber assets and Google’s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.

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IBM to Acquire Confluent for Real-Time Enterprise AI

IBM to Acquire Confluent for Real-Time Enterprise AI

Hema Kadia December 9, 2025

IBM has agreed to acquire Confluent for $31 per share in cash, signaling a decisive move to make real-time, governed data the backbone of generative and agentic AI across hybrid cloud environments. The transaction values Confluent at an enterprise value of roughly $11 billion, with closing targeted by mid-2026 pending shareholder and regulatory approvals. Together they aim to unify application, data, and AI pipelines across public clouds, private data centers, and edge locations—reducing integration friction and accelerating time to value for enterprise AI.

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Jio 2026 IPO: Impact on 5G, Capex, ARPU, and India’s Digital Market

Jio IPO: Tariff Hike Timing, Airtel RMS, 5G Outlook

Hema Kadia December 9, 2025

Reliance Jio’s path to a mid-2026 IPO is increasingly intertwined with the timing and magnitude of India’s next mobile tariff hike. Domestic brokers argue Jio has a tactical reason to push back on near-term tariff increases: hikes tend to accelerate Bharti Airtel’s revenue market share (RMS) gains more than Jio’s, narrowing the lead at the worst possible time for an IPO. Airtel has been the key beneficiary of previous price actions, chipping away at Jio’s RMS advantage by almost two percentage points since mid-2024. On current assumptions, Jio is informally pegged around $153 billion, implying an EV/EBITDA multiple near the

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Cobham Satcom–Gatehouse Satcom Merger Powers 5G NTN

Cobham Satcom–Gatehouse Satcom Merger Powers 5G NTN

Hema Kadia December 9, 2025

A strategic merger to accelerate standardized 5G NTN Cobham Satcom is merging its Network Division with Gatehouse Satcom to push 3GPP-based non-terrestrial networks from trials to scalable deployments. The combined entity will sit as a subsidiary within Cobham Satcom Group, led by Kenney Schmidt Christiansen, Gatehouse Satcom’s current CEO. Cobham Satcom will hold a majority stake and continue to serve maritime, government, and enterprise customers through its SAILOR, Sea Tel, EXPLORER, and TRACKER brands. The transaction requires standard regulatory approvals but positions both companies to offer an end-to-end 5G NTN platform spanning software, ground infrastructure, and terminals.

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SoftBank–DigitalBridge: AI Data Center Power Advantage

SoftBank–DigitalBridge: AI Data Center Power Advantage

Hema Kadia December 9, 2025

A potential take‑private of DigitalBridge by SoftBank would concentrate capital, power, and build capability at the precise chokepoints of the AI and telecom stack. The center of gravity in AI infrastructure has moved from buildings and GPUs to grid access, entitlements, and construction lead time. DigitalBridge controls rights to roughly 21 GW of power across its global portfolio—effectively a banked inventory of megawatts that can be turned into contracted capacity faster than new entrants can clear interconnection queues or procure transformers. This transaction is fundamentally about compressing multi‑year build timelines for AI factories into quarters.

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Private Network Leadership Awrads 2026

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