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After two years of decline, telecom equipment spending is edging back into positive territory with early signs of a broad-based rebound. Dell’Oro Group’s preliminary data indicates worldwide telecom equipment revenues across six tracked sectors rose 4% year over year in the first half of 2025, with markets outside China up a stronger 8%. The rebound was not limited to a single pocket of spend, but three areas led the gains: mobile core networks, optical transport, and service provider routers and switches. By contrast, RAN remains comparatively muted in many markets as 5G macro buildouts mature.
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 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.
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.
Intel detailed its first client and server products on the new 18A process, positioning the company for AI PCs and power‑efficient cloud at a time when onshore manufacturing and TCO matter more than ever. Intel previewed Core Ultra series 3 “Panther Lake,” its first client SoC line on 18A, with a multi‑chiplet design that blends new performance and efficient cores with an upgraded Arc GPU and dedicated AI acceleration across the CPU, GPU, and NPU. On the server side, Intel previewed “Clearwater Forest,” branded Xeon 6+, its next‑gen E‑core product built on 18A and targeted for launch in the first half of 2026.
India is poised to greenlight commercial satellite communication services once TRAI issues final pricing for satellite spectrum use and associated charges. The communications minister indicated the policy and licensing groundwork for satellite broadband is largely complete, with two GMPCS licenses issued and one additional letter of intent granted. The final trigger is the Telecom Regulatory Authority of India’s decision on spectrum pricing and usage fees for satcom bands. After that, operators can commence rollouts—initially for enterprise and backhaul, then for consumer broadband in selected markets. Bharti-backed Eutelsat OneWeb and Reliance Jio’s satellite unit are positioned to move early, with constellation capacity and gateways progressing.
Sweden’s largest passenger rail operator SJ is consolidating its communications estate with Telia to accelerate 5G, IoT, and crisis-readiness across trains, stations, depots, and corporate operations. The partnership positions Telia as SJ’s primary provider for nationwide mobile and fixed communications, combining public 5G/LTE coverage with managed services that support day‑to‑day rail operations and passenger experience. For passengers, more consistent Wi‑Fi backhaul and seamless digital services are the immediate wins; for operations, the prize is reliability and faster recovery when incidents occur. European operators are scaling beyond discrete connectivity pilots toward platforms that unify onboard systems, station sensors, and back‑office analytics.
Nokia and du completed a production-style trial that applied classical and generative AI to accelerate optical network planning and day-to-day operations. The partners tested Nokia’s WaveSuite AI, an automation assistant that exposes network intelligence through a natural-language interface. du cited faster troubleshooting, fewer errors in routine changes, and better resource utilization. The operator also reported concrete planning gains: roughly half the time to develop optical plans and about 30% greater efficiency in network designs, which translates to less overbuild and faster time-to-market. The net effect is improved service delivery and a smoother experience for operations teams tasked with meeting strict SLAs.
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.
Australia is moving quickly to shore up the 000 emergency call service ahead of the bushfire season by hauling telco chiefs to Canberra and fast‑tracking reforms. The Australian Communications and Media Authority (ACMA) has opened a compliance investigation, and Optus has appointed Kerry Schott to lead an independent technical review into the failures. The reforms build on proposals flagged after the nationwide Optus outage in November 2023 and signal a shift from after‑the‑fact reporting to proactive assurance for a service that must be available under extreme conditions.
The Department of Defense and the National Spectrum Consortium (NSC) are moving five industry-academia teams into field demonstrations to validate dynamic spectrum coexistence between defense systems and commercial networks. The focus is practical: prove that military radar, weapons systems, and electronic sensors can operate alongside commercial 5G/6G-class networks in the same bands without harmful interference. Experiments are slated to begin as early as November, with results feeding a follow-on study on dynamic spectrum operations mandated by the 2023 National Spectrum Strategy.
OpenAI has acquired Roi, a New York–based personal finance startup founded in 2022 that built an AI companion to aggregate and advise on a user’s full financial footprint across stocks, crypto, DeFi, real estate, and NFTs. The move extends a year of acqui-hires at OpenAI, following Context.ai, Crossing Minds, and Alex. Personalization is becoming the moat for AI consumer products. Models are converging in capability, so durable advantage shifts to data, context, and engagement design. OpenAI’s Roi acqui-hire is less about a finance app and more about owning the personalization layer across consumer AI.

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