Mobility

Virgin Media O2 has struck a multiโ€‘year agreement with Starlink Direct to Cell to deliver satelliteโ€‘toโ€‘mobile service across rural UK notโ€‘spots, positioning O2 as the first British operator to integrate Starlinkโ€™s constellation with licensed mobile spectrum. Branded as O2 Satellite, the service will initially support messaging and basic data on existing smartphones when users move beyond terrestrial signal. O2 is targeting landmass coverage beyond 95% within a year of launch, using Starlinkโ€™s 650+ lowโ€‘Earth orbit satellites to act as โ€œcell sites in space.โ€ Customer rollout is planned for early 2026, with pricing to follow and an extra monthly fee anticipated.
The FCC is circulating a proposal to reconfigure and auction a significant slice of upper C-Band spectrum, with a vote slated for November and a public comment period to shape the details. The draft notice of proposed rulemaking (NPRM) seeks input on auctioning up to 180 MHz of upper C-Band in the contiguous United States for licensed mobile broadband, with a floor of at least 100 MHz mandated by Congress for auction by July 2027. Commissioner Brendan Carr frames the objective as maximizing mid-band capacity for 5G and setting the stage for 6G, while maintaining aviation safety.
Hyundai Motor Group and NVIDIA are expanding their partnership to build a large-scale โ€œphysical AIโ€ stack that fuses autonomous driving, smart factories, and robotics with national-scale infrastructure in Korea. The companies plan to stand up an AI factory built on 50,000 NVIDIA Blackwell GPUs to unify model training, validation, and deployment across vehicles and plants. Backed by an approximately $3 billion publicโ€“private investment, the effort includes a Physical AI Application Center, an NVIDIA AI Technology Center, and regional data centers developed in concert with Koreaโ€™s Ministry of Science and ICT.
MTN has launched StarEdge Horizon, a Layer 2 service over SpaceXโ€™s Starlink designed to move enterprise traffic on a private path to MTN points of presence (PoPs), bypassing the public internet and reducing latency, jitter, and operational complexity. The service extends a private Layer 2 domain from remote sites over Starlink into MTN regional PoPs, where enterprises can centralize internet egress, security, and policy. QoS and segmentation protect prioritized traffic, while multi-link redundancy reduces site-level downtime risks. By bringing a private Layer 2 architecture to Starlink, MTNโ€™s StarEdge Horizon turns LEO from best-effort internet into a controllable enterprise transport.
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.
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.
Verizon signed a commercial agreement with Eaton Fiber, an affiliate of Tillman Global Holdings, to extend fiber-to-the-premises service well beyond its current Fios footprint and the locations it expects to add through its planned Frontier deal. The structure is straightforward. Eaton Fiber will fund, build, and operate the local access network. Verizon will handle sales, marketing, and customer care and gain full residential retail exclusivity on the new builds during deployment and for a subsequent period. Fiber is the control point for converged services.
Vodafone is partnering with Irish firm Zinkworks on Rapid RIC, a central platform that blends secure data analytics, a visual low-code interface, and code-generating AI to create and operate RAN applications, or rApps. The goal is ambitious but specific: cut time-to-market from months to weeks, scale deployments across markets, and improve service quality, capacity, and energy use. The platform is slated for early 2026 availability and will run primarily on Vodafoneโ€™s private Google Cloud Platform environment. Rapid RIC uses GenAI to generate production-grade code from visual designs, enabling radio engineers to turn domain knowledge directly into software without deep AI or ML skills.
AT&Tโ€™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&Tโ€™s cross-sell between fiber and mobility is showing tangible traction in both net additions and churn control.
Amazon is piloting AI-enabled smart glasses for delivery associates to streamline lastโ€‘mile workflows, adding a handsโ€‘free headsโ€‘up display that blends navigation, scanning, and proofโ€‘ofโ€‘delivery into the driverโ€™s field of view. The company is testing deliveryโ€‘specific smart glasses that use onโ€‘device computer vision and AI to identify packages, surface hazards, and guide walking routes from the vehicle to the doorstep without requiring a phone in hand. When a van is parked, the device activates and shows the next task: find the right parcel in the vehicle, traverse complex environments like multiโ€‘unit buildings, and confirm delivery with visual capture.
Ubiik has secured Anterix certifications for its router and base station, signaling readiness for private LTE deployments on Anterixโ€™s 900 MHz Band 106 spectrum. Anterix awarded Anterix Active badges to Ubiikโ€™s Pyxis 5G LPWA RA810 router and its goRAN+ base station, confirming they meet Anterix operating criteria for 900 MHz private LTE. In addition, the high-power Pyxis RA320X variant received an Anterix Capable badge, validating a 28 dBm transmit option that extends reach compared to standard 23 dBm LTE modules. Together, the router and RAN designations give utilities and critical infrastructure providers a tested, end-to-end path to deploy pLTE on B106. Band 106 is licensed 900 MHz spectrum aligned with 3GPP LTE that Anterix has aggregated across the U.S., Puerto Rico, Alaska, and Hawaii.
Iridium and T-Mobile are scaling satellite-delivered positioning, navigation, and timing services under a U.S. Department of Transportation initiative to bolster the resilience of 5G networks against GPS disruptions. The collaboration equips T-Mobile sites with Iridium PNT receivers to deliver precise, authenticated timing that complements existing GNSS sources. Iridium transmits timing over its low-earth-orbit constellation in the L-band, offering weather-resilient coverage and stronger signals than typical GNSS. The service is engineered for sub-100-nanosecond accuracy, uses cryptographic protections for integrity, and can operate indoors without an external antenna, addressing urban canyons, indoor small cells, and hard-to-reach sites where GNSS is unreliable.

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