IoT

NEC buys CSG for $2.9B to scale SaaS BSS monetization

NEC buys CSG for $2.9B to scale SaaS BSS monetization

NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable, media, and digital service providers, complementing Netcracker’s OSS/BSS, orchestration, and service automation strengths. The all-cash deal values CSG at approximately $2.9 billion on an enterprise value basis and has unanimous board approval, with closing targeted for 2026 pending CSG shareholder approval and customary antitrust and other regulatory reviews.

India Telecom Tariffs & 5G: Data Still Cost-Effective

Indian Telecom Operators Raise Tariffs After Three Years
India has ceded the lowest-tariff crown to Bangladesh and Egypt, yet it still leads on value through generous allowances and low data unit costs. Indian base plans commonly include unlimited voice, whereas Bangladesh and Egypt restrict voice to roughly 100 and 70 minutes respectively at entry level. On data, incremental purchase economics are unusually attractive: an extra Rs 100 typically buys around 26 GB, or about Rs 4 per GB, keeping India among the most affordable data markets globally. Even after adjusting for purchasing power parity, India remains at the affordable end of global tariff rankings.

Ericsson and SAR bring 5G FRMCS to Saudi Rail

Ericsson and SAR bring 5G FRMCS to Saudi Rail
The partnership targets two fronts: mission-critical rail communications for operations and high-speed broadband for passengers. The scope includes deploying advanced 5G infrastructure, testing FRMCS-based use cases, and running a real-world trial on an existing SAR line to validate performance, integration, and safety requirements. An innovation and test lab will be established to accelerate solution validation, and SAR teams will be trained on FRMCS/5G rail technologies to build in-house capability. The partners will explore 5G Standalone capabilities for operational communications, including quality-of-service guarantees, redundancy, and resilience needed for rail. FRMCS-aligned services such as mission-critical push-to-talk/data/video (MCX), Railway Emergency Call, and secure staff communications will be validated for integration with signaling and control systems.

AT&T Q3 2025 Results: Wireless, Fiber Growth and Cash Flow

AT&T Q3 2025 Results: Wireless, Fiber Growth and Cash Flow
AT&T’s third quarter shows steady operational execution in wireless and fiber, supported by portfolio moves that aim to strengthen capacity, reach, and cash generation through 2027. AT&T reported Q3 2025 revenue of $30.7 billion, up 1.6% year over year, with diluted EPS of $1.29 boosted by a gain related to the sale of its DIRECTV investment; adjusted EPS was $0.54, roughly flat year over year. Free cash flow improved to $4.9 billion from $4.6 billion a year ago, a key metric for debt reduction and capital returns. AT&T’s cross-sell between fiber and mobility is showing tangible traction in both net additions and churn control.

Direct-to-Device Satellite (NTN): Lynk–Omnispace Merge with SES

Direct-to-Device Satellite (NTN): Lynk–Omnispace Merge with SES
A planned merger between Lynk Global and Omnispace aims to fuse spectrum assets, satellite technology, and SES’s multi-orbit infrastructure to scale 3GPP-compliant direct-to-device services worldwide. The combined company will pair Omnispace’s globally coordinated S-band holdings, about 60 MHz anchored by ITU filings and aligned to non-terrestrial network standards—with Lynk’s patented multi-spectrum D2D platform. SES, already an investor in both firms, will become a major strategic shareholder and provide access to its GEO and MEO assets and ground network to improve coverage, resiliency, and time-to-market. Lynk has already launched commercial messaging and alerting in small markets with a handful of LEO spacecraft.

Jio 5G Nears 50% of Mobile Base

Jio 5G Nears 50% of Mobile Base
Jio closed the quarter ended 30 September with 234 million 5G users, up 86 million year-on-year and now approaching half of its 506.4 million total mobile base. Financial momentum tracked the subscriber and traffic surge. Jio Platforms posted quarterly revenue of INR 426.5 billion, up 14.9% year-on-year, and net profit of INR 73.8 billion, up 12.8%. Jio’s fixed wireless access service, Jio AirFiber, more than tripled year-on-year to 9.5 million subscribers. Bottom line: Jio’s 5G is now at meaningful scale with rising ARPU, heavier usage, and fast-growing FWA—setting up a monetization phase led by targeted pricing actions, application partnerships, and enterprise services as 5G-Advanced capabilities arrive.

Verizon and AST SpaceMobile Direct-to-Cell Deal for 2026

Verizon and AST SpaceMobile Direct-to-Cell Deal for 2026
Verizon and AST SpaceMobile have advanced their partnership into a definitive commercial agreement to deliver space-based cellular coverage in the United States starting in 2026. The agreement enables Verizon subscribers to connect “when needed” to AST SpaceMobile’s low Earth orbit (LEO) satellites using standard, unmodified phones. AST says service will focus on coverage gaps across the continental U.S., and will extend Verizon’s premium 850 MHz low-band spectrum into remote areas. AST highlights successful space tests as proof points and positions the network for both commercial and government use.

India–UK telecom innovation centre for 5G-Advanced and 6G

India–UK telecom innovation centre for 5G-Advanced and 6G
India and the United Kingdom have launched the India–UK Connectivity and Innovation Centre to accelerate secure, AI-driven, and resilient telecom technologies over the next four years. The two governments committed an initial £24 million—roughly ₹250–₹282 crore depending on exchange rates—to fund applied research, joint testbeds, field trials, and standards contributions in emerging telecom domains. The investment concentrates on three pillars: AI in telecommunications, non-terrestrial networks (NTNs) for satellite and airborne connectivity, and telecoms cybersecurity with open, interoperable systems. The multi-year window aligns to the critical runway for 5G‑Advanced and early 6G experimentation.

Verizon to Acquire Starry for Urban FWA Expansion

Verizon to Acquire Starry for Urban FWA Expansion
Verizon has entered a definitive agreement to acquire Starry, a fixed wireless broadband specialist focused on MDUs across Boston, New York, Los Angeles, Denver, and Washington, D.C. Starry brings nearly 100,000 broadband customers and an MDU-centric network architecture built around wideband millimeter-wave and hybrid fiber. Verizon said the move will support its ambition to double fixed wireless subscribers to roughly 8–9 million by 2028 and extend availability to about 90 million households. Starry’s in-market MDU know-how and neutral-host friendly building relationships give Verizon a fast path to scale in cities where it already owns substantial fiber backhaul and large 28/39 GHz mmWave holdings.

India Mobile Congress 2025: Telecom GDP to 20% by 2037

India Mobile Congress 2025: Telecom GDP to 20% by 2037
India Mobile Congress 2025 in New Delhi framed a clear ambition: scale domestic innovation, shape 6G, and turn telecom into a larger engine of GDP growth. Leaders underscored a whole-of-government approach, with multiple ministries backing IMC and the Department of Telecommunications and the Cellular Operators Association of India co-hosting. India’s telecom and digital sector is estimated to contribute roughly 12–14% to GDP today. Leaders at IMC projected this could reach about 20% by the mid-2030s if India scales advanced connectivity, software-led services, and domestic manufacturing. India’s 6G push was tied to a potential GDP uplift exceeding a trillion dollars by 2035.

Orange SafetyCase adds OneWeb LEO for crisis connectivity

Orange SafetyCase adds OneWeb LEO for crisis connectivity
SafetyCase—Orange Business’s portable emergency telecoms unit—now bonds terrestrial access with OneWeb’s LEO satellite backhaul to keep voice, data, and video online when fixed and mobile networks fail. The move adds low-latency satellite links from a European operator to a solution already engineered and built in France, aligning with sovereignty and continuity mandates across the EU. The target users include first responders, public safety agencies, local authorities, operators of vital importance (OVIs), and essential enterprises. LEO adds a robust, geographically independent path that supports modern, IP-based coordination tools—push-to-talk over LTE/5G (MCX), live video, GIS—and does so with the latency profile field teams require.

Qualcomm Buys Arduino to Accelerate Edge AI Robotics

Qualcomm Buys Arduino to Accelerate Edge AI Robotics
Qualcomm is acquiring Arduino to anchor an end-to-end developer funnel from hobbyist prototypes to commercial robots and industrial IoT systems. As part of the announcement, Arduino introduced the Uno Q, a new board priced around $45–$55 featuring Qualcomm’s Dragonwing QRB2210 processor that runs Linux alongside Arduino tooling and supports vision workloads. By meeting developers at the prototyping bench and offering an upgrade path to production-grade SoCs and modules, Qualcomm aims to convert experimentation into long-term silicon design wins. The Arduino tie-up broadens access to Qualcomm compute for small teams while reinforcing an ecosystem play that spans on-device AI, connectivity, and lifecycle operations at the edge.

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