CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
Fast-track connectivity, capacity, and success

Signal

FWA adoption surges as speeds dip, Ookla finds

FWA adoption surges as speeds dip, Ookla finds
A new analysis of U.S. fixed wireless access shows subscriber momentum outpacing performance, a signal that capacity and management strategies are under pressure. Fixed wireless access from T-Mobile, Verizon, and AT&T added about 1.04 million net customers in Q3 2025, taking the U.S. FWA base to roughly 14.7 million. T-Mobile

Orange to Fully Own MasOrange in Spain

Orange to Fully Own MasOrange in Spain
Orange has signed a binding agreement to buy Lorca’s remaining 50% stake in MasOrange for 4.25 billion euros in cash, targeting completion in the first half of 2026 subject to customary approvals. The agreement transitions MasOrange from a 50:50 joint venture to a wholly owned subsidiary of Orange, consolidating governance

Orange Money & Visa expand Africa digital payments

Orange Money & Visa expand Africa digital payments
Orange Money Group and Visa are expanding a strategic partnership that brings a virtual Visa card into the Orange “Max it” app, letting users fund purchases directly from their mobile money balance for local and international e-commerce. The service is live in Botswana, Madagascar, Jordan, and now Côte d’Ivoire, with

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

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

Disney’s $1B OpenAI Deal

Disney’s B OpenAI Deal
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

IBM to Acquire Confluent for Real-Time Enterprise AI

IBM to Acquire Confluent for Real-Time Enterprise AI
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

Satellite connectivity drives telco churn and ARPU: Viasat Report

Satellite connectivity drives telco churn and ARPU
New consumer research commissioned by Viasat and executed by GSMA Intelligence signals that non-terrestrial networks (NTN) are becoming a mainstream buying factor for mobile subscribers. The survey of more than 12,000 smartphone users across 12 countries finds persistent coverage gaps: over a third of respondents lose basic cellular service multiple

AT&T sues T-Mobile over Easy Switch AI data scraping

AT&T sues T-Mobile over Easy Switch AI data scraping
This dispute underscores the weakness of today’s data-sharing “plumbing.” Scraping is brittle, hard to audit, and raises legal risk. The industry will likely move toward standardized, consent-driven APIs that let customers securely share specific data fields for comparison and switching. Telecom can borrow from open banking: OAuth 2.0 and OpenID

Comcast Versant Spinoff: Diversifying Beyond Pay TV

Comcast Versant Spinoff: Diversifying Beyond Pay TV
Versant’s lineup spans USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY and Golf Channel, plus Fandango, Rotten Tomatoes, GolfNow, GolfPass and SportsEngine. Management argues the reach of up to ~65 million households and a 62% live programming mix gives it durable leverage in news and sports while it

India SIM binding mandate for messaging apps

India SIM binding mandate for messaging apps
India’s Department of Telecommunications has ordered major messaging apps to implement continuous SIM binding and frequent web re-authentication to curb fraud, with compliance expected in early 2026. The directive applies to app-based communication platforms that use mobile numbers as identifiers, including WhatsApp, Telegram, Signal, Snapchat, ShareChat, JioChat, Josh, and regional

Skyfora & LMT 5G GNSS Weather Sensor Grid in Latvia

5G GNSS Weather Sensor Grid in Latvia
Skyfora and LMT demonstrated a real-time, kilometer-scale GNSS meteorology grid running on LMT’s 5G network at NATO’s Digital Backbone Experimentation (DiBaX), signaling a new class of “network-as-a-sensor” capability for Europe. At DiBaX in Latvia, LMT’s 5G sites equipped with Skyfora’s Weather Engine streamed continuous atmospheric measurements derived from small, measurable

India 6 GHz Spectrum: Wi‑Fi vs IMT Showdown

SPECTRUM CONTROVERSY THE ROLE OF THE 6 GHZ BAND IN INDIA’S TELECOMMUNICATIONS FUTURE
A high-stakes policy fight has emerged in India over the 6 GHz band, pitting global device and cloud ecosystems against mobile operators over whether the band should power unlicensed Wi‑Fi or licensed mobile (IMT) networks. Apple, Amazon, Cisco, Meta, HP, and Intel have jointly urged India’s regulator, TRAI, to reserve
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