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Nokia delivered a stronger-than-expected third quarter, with comparable operating profit reaching €435 million against consensus of about €342 million. Group net sales rose 12% to €4.83 billion, above forecasts, driven by Optical Networks and cloud-related demand tied to AI data centers. The stock jumped double digits intraday and added billions in market value, reflecting newfound confidence after a challenging first half. The recovery now is concentrated in network infrastructure rather than mobile RAN, underscoring where customers are actually spending to handle AI-era traffic patterns. Nokia nudged its full-year operating profit outlook to €1.7–2.2 billion, with a reporting change related to scaling down passive venture investments partly in play.
Germany’s largest operator is turning e-waste into engagement currency with a take-back drive that mixes material recovery with headline incentives. Deutsche Telekom estimates 195 million unused phones are sitting idle in Germany, locking up valuable materials and ESG progress. The company is reframing those devices as an urban mine—rich in gold, copper, and critical minerals—and as a lever to scale circularity ahead of its 2030 ambition to make all IT and network technology, and most end-user devices, recyclable or reusable. By the end of 2024, the operator had already taken back more than 11 million phones across the group.
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.
Enterprise demand is shifting from project-based consulting to managed, outcome-driven operations infused with AI and data. By combining WNS's scaled operations with Capgemini's consulting, engineering, and cloud capabilities, the company aims to capture this demand with end-to-end, AI-enabled "run and transform" offerings. The deal expands Capgemini's delivery footprint in India, strengthens its business services unit, and adds vertical platforms and playbooks that can be cross-sold to Capgemini's installed base in North America and Europe. For WNS clients, it opens access to broader transformation capabilities—cloud, data, and engineering—while preserving managed services continuity.
Defense, public safety, transport, and critical infrastructure need deterministic connectivity that moves with the mission. Traditional rollouts struggle with time-to-service, power, and backhaul constraints. Portable, “all-in-one” 5G modules help bridge that gap by putting the radio, core, and management closer to the edge, enabling local breakout, resilience, and consistent QoS. With 3GPP Release 16/17 features maturing and SA-first private networks becoming standard, demand is shifting from pilots to field-ready systems that can be mounted in vehicles, worn as backpacks, or staged in temporary zones.
Deutsche Telekom has launched a first in Europe: seamless eSIM profile transfers across Android and iOS, removing long-standing friction when customers switch devices or platforms. Customers on Deutsche Telekom can now move their mobile subscription as an eSIM from Android to iOS and vice versa without a carrier app, QR code, or paperwork. The transfer process is initiated in the settings of the new device and handled natively by the operating system, which detects the previous phone and orchestrates the migration. Deutsche Telekom validates device, tariff, and user eligibility in the background, then authorizes the transfer, preserving the phone number and plan.
India’s nationwide launch of BSNL’s “Swadeshi” 4G stack moves the country from a services-first model to domestic production of core telecom equipment at national scale. India formally launched an indigenous 4G stack for state-run BSNL, alongside more than 97,500 towers announced from Jharsuguda, Odisha. Officials highlighted early reach metrics, noting that roughly 92,000 sites are active and connecting an estimated 22 million users. Telecom equipment sovereignty has become a board-level issue as operators de-risk supply chains, comply with trusted source mandates, and balance costs amid rising traffic and spectrum refarming needs.
AI is everywhere in telecom, yet most pilots never make it into production because the industry’s data, tooling, and operating models are not ready for scaled automation. Recent industry research suggests that about 95% of AI pilots in telecom fail to scale beyond proofs of concept. Leaders are moving from pilots to platforms by embedding AI in the systems that run the business and anchoring every initiative to measurable outcomes. Telecom AI will not scale through pilots alone; it scales when embedded in the systems that run revenue, experience, and networks.
Telefónica reports €77 billion invested over ten years to expand sustainable, resilient connectivity, with SDG 9 (industry, innovation and infrastructure) as the strategic anchor. The operator now serves nearly 350 million accesses, has passed 81.4 million premises with FTTH, and runs one of the largest ultra-broadband footprints globally, second in scale only to China. Spain is Telefónica’s showcase for fiber-led modernization. Dense FTTH has enabled a managed copper switch-off, which simplifies operations, cuts energy use, and improves service quality. The operator targets net zero by 2040 - ten years ahead of many international timelines—and reports a 52% reduction in CO2 emissions across the value chain from 2015 to 2024.
HUMAIN, a Saudi PIF-backed AI company, introduced Horizon Pro, an “agentic AI” PC built on Qualcomm’s Snapdragon X Elite, positioning it as a new class of Windows laptop where on-device AI drives workflows, decisions, and user interaction. At Qualcomm’s Snapdragon Summit in Maui, HUMAIN CEO Tareq Amin unveiled the Horizon Pro PC and the company’s agentic software layer, Humain One, which runs on top of Windows 11 and is slated for formal launch at the Future Investment Initiative in Riyadh.
Deutsche Telekom has launched 5G connectivity for the latest Apple Watch models using 3GPP RedCap over its 5G standalone network, marking a strategic first for Germany’s wearable market. This is one of the first mass-market RedCap launches tied to a high-volume consumer device, moving RedCap from trials and modules into mainstream adoption. It signals that 5G standalone is shifting from a technology milestone to a commercial differentiator, and that the wearables category is entering a new performance and battery-life phase beyond LTE-M and classic LTE. Expect accelerated RedCap adoption, intensified operator competition on SA coverage and certifications, and a new wave of enterprise-grade wearables built for 5G from the start.
Fresh off its merger, VodafoneThree has locked in eight-year vendor deals with Ericsson and Nokia to underpin a £11 billion UK network build that is front-loaded for rapid 5G Standalone coverage gains. VodafoneThree selected Ericsson and Nokia as primary technology partners for one of the largest privately funded mobile infrastructure programs in Europe, with contracts collectively valued at over £2 billion. In year one, close to three quarters of the population are targeted for access to its fastest 5G services, rising to about 90% population coverage on 5G Standalone by year three and reaching roughly 99.95% by 2034 under a regulated, fully funded build plan.

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