Security

A new joint plan from Vodafone and AST SpaceMobile aims to deliver satellite broadband directly to standard smartphones across Europe under a sovereign operational model. AST SpaceMobile has submitted plans through Germany for a space-based network designed to provide broadband directly to devices across Europe. Operations would run through SatCo, a Luxembourg-based joint venture with Vodafone announced earlier this year. The timing aligns with looming European spectrum decisions and intensifying competition in direct-to-device (D2D). S-band at 2 GHz is up for renewal across the region in 2027, and 700 MHz public protection and disaster relief (PPDR) frequencies are central to resilient communications strategy.
Telus is in active talks to bring partners into its data-centre and AI business, signaling a capital-light approach to scale sovereign AI compute in Canada. Partner capital can accelerate GPU procurement, facility buildouts, and interconnect investments while aligning with customers that require sovereign environments distinct from hyperscale public clouds. Management addressed investor concerns about potential AI compute oversupply by emphasizing a modular build strategy, adding capacity in phases as demand materializes. The timing aligns with tightening data-residency requirements, heightened AI adoption, and demand for local alternatives to U.S.-centric infrastructure. This reduces stranded capital risk in a market with volatile GPU supply, rapid chip roadmaps, and evolving workload profiles.
Singtel has sold another slice of its Bharti Airtel holding, freeing up capital to fund growth while continuing to rebalance a long-standing strategic investment. Singapore-based Singtel monetised roughly 0.8% of Airtel for about S$1.5 billion (approximately US$1.2 billion), recording an estimated net gain of S$1.1 billion. The sale is part of a multi-year capital management programme launched in 2021. Management has framed the initiative as a way to strengthen the balance sheet and redeploy capital into higher-growth digital infrastructure and digital services, while progressively equalising its Airtel ownership with Bharti Enterprises over time.
BT Group and its consumer brand EE plan to offer a Starlink-powered home broadband product focused on underserved locations where fixed-line build is constrained by terrain, sparsity, or cost. The service targets โ€œultrafastโ€ downlink performance, with Starlink capable of delivering up to roughly 280 Mbps and latency in the low tens of milliseconds. Commercial availability is slated for the second half of 2026, giving BT time to industrialise ordering, installation, support, and integration into its existing product catalogue and systems. LEO fills the last 1โ€“5% gap where full fibre is slow or uneconomic to reach.
BT is pressing ahead with cost-cutting as it confronts sharper broadband competition, softer device demand, and structural declines in legacy services. BT reduced its total workforce by about 6% in the first half of its financial year, down to roughly 111,000 employees from 116,000 at the start of the period. The group reported around ยฃ250 million in additional annualized cost savings, bringing cumulative savings to about ยฃ1.2 billion across the first 18 months of the program and reaffirming a target of ยฃ3 billion in annual savings. Group revenue for the six months to September 30 declined about 3% year over year to ยฃ9.8 billion. Openreachโ€™s broadband base contracted, with approximately 242,000 fewer broadband customers in Q2 FY25.
New data from the Car Connectivity Consortiumโ€™s 2025 Future of Vehicle Connectivity Report signals how OEMs, suppliers, and mobile platforms will prioritize standards, security, and interoperability to scale the next phase of software-defined vehicles. The market is past pilots: executives are moving budget into customer experience and fleet productivity where ROI is visible within a year, but only if solutions are secure, easy to use, and proven to interoperate across brands, devices, and regions. The CCCโ€™s data provides a directional roadmap for where to invest in the in-vehicle wireless stack and the edge-to-cloud controls that make those experiences trustworthy.
Octoberโ€™s job-cut announcements surged, with AI and cost control reshaping staffing plans across technology and adjacent sectors. Planned layoffs spiked to roughly 153,000 in October, up more than 180% from September and about 175% from a year ago, according to the latest Challenger job-cuts tally. Year-to-date announcements for 2025 have crossed 1.09 million, the highest October-through-period since the pandemic shock of 2020 and above comparable 2009 levels. The cuts reflect a pivot from growth-at-any-cost to profitability, with AI rebalancing roles and budgets across the stack. Across reasons given, cost reduction led by a wide margin, and AI adoption was the second-largest driver, underscoring both macro pressure and structural transformation.
SkyMirrโ€™s Sky5G Wireless Router being named a CES 2026 Innovation Awards Honoree signals that antenna-first design is emerging as a decisive lever for 5G customer-premises equipment performance and reliability. The Consumer Technology Associationโ€™s awards program recognizes design and engineering that materially advances user outcomes, and SkyMirrโ€™s selection draws attention to a core differentiator: its MuLCAT (Multi-Layer Coupling Controlled Antenna Technology) architecture. Rather than treating the antenna as a downstream component, MuLCAT integrates a multi-layer coupling approach to increase isolation, broaden usable bandwidth, and suppress interference in compact enclosures.
A fresh technical report from Broadband Forum details how a single outdoor 5G Fixed Wireless Access connection can deliver gigabit broadband to multiple apartments by reusing a buildingโ€™s existing wiring. The document defines an architecture where one high-capacity 5G FWA modemโ€”preferably operating on mmWave (3GPP FR2, roughly 24โ€“40 GHz)โ€”is installed on the roof or exterior of a multiโ€‘dwelling unit (MDU) and then shared across many tenants. Instead of running new fiber to every unit, the approach leverages inโ€‘place infrastructure such as coaxial cabling, twisted pair, or legacy telephone wiring to distribute service from a centralized point (attic, basement, or telecom closet) to apartments.
Nokiaโ€™s tie-up with OneLayer brings carrier-grade security and OT-aware visibility into one stack, addressing the core adoption barrier for private 5G/LTE in utilities: protecting highly distributed, mission-critical operations at scale. Together, the companies deliver a zero-trust model that spans radio to application: authenticated device identity, continuous posture assessment, role-based segmentation at the cellular (DNN/QoS flow) and IP layers, and orchestrated mitigation. Bottom line: With utilities accelerating private LTE/5G rollouts, Nokia and OneLayer are packaging the controls that regulators, insurers, and boards now expectโ€”bringing OT-aware zero trust into the cellular domain without adding operational complexity.
Telefรณnica has launched a 2026โ€“2030 plan to accelerate growth, simplify operations, and unlock up to โ‚ฌ3 billion in savings while doubling down on its core markets and technology investments. Revenue is guided to a 1.5%โ€“2.5% CAGR from 2025โ€“2028, accelerating to 2.5%โ€“3.5% in 2028โ€“2030; adjusted EBITDA is guided to the same ranges across the two periods. Telefรณnica targets a gross impact of up to โ‚ฌ2.3 billion in 2028 and โ‚ฌ3 billion by 2030, driven by technology and operational excellence, process simplification, digital transformation, and monetization of legacy network assets as shutdowns progress.
LG Uplus is working with AWS on agentic AI that automates installation of cloudโ€‘native network software, with early claims of up to 80% faster turnโ€‘ups versus manual methods. LG Uplus and AWS partnered to develop an AI-driven approach that installs complex network software stacks without human intervention. The system uses Amazon Bedrock alongside AWSโ€™s Strands-Agents SDK to orchestrate multiple cooperating AI agents. These agents are pre-trained on network design and implementation documents so they can execute the full workflow – provisioning cloud infrastructure, collecting device and network parameters, generating configurations, performing installation, and troubleshooting.

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