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Orange to fully own MasOrange in Spain for €4.25bn

Orange to fully own MasOrange in Spain for €4.25bn

Orange has reached a non-binding agreement to acquire Lorca’s 50% stake in MasOrange for €4.25 billion in cash, aiming for sole control of Spain’s leading operator by customer base. The transaction would shift MasOrange from joint control (Orange and Lorca JVCO, owner of MásMóvil) to full ownership by Orange. Full control simplifies governance, accelerates synergy capture, and gives Orange greater flexibility in network investment, pricing, and product roadmap execution in Spain. Orange expects to sign a binding agreement before end-2025, subject to agreement on final terms. Completion is targeted for the first half of 2026, assuming standard merger-control review.

Private Network Security: 4 Pillars for Securing Private 5G, LTE & CBRS Cellular Networks

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Private Network Security: 4 Pillars for Securing Private 5G, LTE & CBRS Cellular Networks
Enterprises adopting private 5G, LTE, or CBRS networks need more than encryption to stay secure. This article explains the 4 pillars of private network security: core controls, device visibility, real-time threat detection, and orchestration. Learn how to protect SIM and device identities, isolate traffic, secure OT and IoT, and choose the right vendors for a robust private network security strategy.

NEC buys CSG for $2.9B to scale SaaS BSS monetization

NEC buys CSG for $2.9B to scale SaaS BSS monetization
NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable, media, and digital service providers, complementing Netcracker’s OSS/BSS, orchestration, and service automation strengths. The all-cash deal values CSG at approximately $2.9 billion on an enterprise value basis and has unanimous board approval, with closing targeted for 2026 pending CSG shareholder approval and customary antitrust and other regulatory reviews.

NVIDIA and Nokia Launch AI-RAN Platform for 6G

NVIDIA and Nokia Launch AI-RAN Platform for 6G
NVIDIA and Nokia unveiled a strategic partnership to deliver commercial AI-RAN products built on NVIDIA’s Aerial RAN Computer Pro (ARC-Pro) platform and Nokia’s RAN software portfolio, with NVIDIA committing a $1 billion equity investment in Nokia at approximately $6.01 per share, subject to customary closing conditions. The companies are targeting an AI-native RAN that runs both radio workloads and AI inference on a software-defined, accelerated platform, with a cumulative AI-RAN market opportunity that Omdia estimates will exceed $200 billion by 2030. ARC-Pro is positioned as a 6G-ready accelerated computing platform that couples connectivity, compute, and sensing, enabling upgrades from 5G-Advanced to 6G largely via software.

6G Video Coding: Ericsson, Nokia and Fraunhofer HHI Lead Next Standard

6G Video Coding: Ericsson, Nokia and Fraunhofer HHI Lead Next Standard
Ericsson, Nokia, and Fraunhofer HHI jointly demonstrated a proof‑of‑concept codec that delivers meaningfully higher compression than today’s widely deployed standards—H.264/AVC, H.265/HEVC, and H.266/VVC—without a notable rise in complexity. The partners emphasize energy efficiency and scalability, which are critical for battery‑powered devices, edge compute, and large streaming workloads. Their submission was positively received by the ITU‑T Video Coding Experts Group and ISO/IEC MPEG, the bodies that jointly steward the H.26x/MPEG lineage. The work is positioned as an on‑ramp to the next standardization phase, targeting readiness to support commercial deployment around 2029–2030, in step with 6G timelines.

Nokia Profit Beat as AI Demand Lifts Optical Networks

Nokia Shifts Focus to AI and Network Infrastructure
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.

Telecom Equipment Market Rebounds +4% Global

Telecom Equipment Market Rebounds +4% Global
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.

BMW Uses Private 5G and AI at Debrecen Plant for EV Production

BMW Uses Private 5G and AI at Debrecen Plant for EV Production
BMW has launched a private 5G- and AI-powered EV plant in Debrecen, Hungary, its first fully AI-controlled automotive factory. With over 1,000 robots, autonomous vehicles, and digital twins integrated across a hybrid 5G network, the site sets new standards for real-time quality control, low-carbon manufacturing, and scalable production of next-gen EVs like the iX3. Operated by Magyar Telekom, the facility is a model for smart, sustainable automotive production.

Nokia and du test AI for optical networks

Nokia and du test AI for optical networks
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.

AT&T 5G lights up NYC’s Joralemon Street Tunnel with Boldyn’s neutral-host network

AT&T 5G lights up NYC’s Joralemon Street Tunnel
AT&T has gone live on Boldyn Networks’ neutral-host infrastructure in New York’s Joralemon Street tunnel, with G line tunnel segments next in the rollout. AT&T customers can now access 5G mobile service through the 1.1-mile (1.8 km) Joralemon Street tunnel, the oldest underwater subway tunnel in New York City, which links the 4/5 lines between Borough Hall in Brooklyn and Bowling Green in Manhattan. Subway connectivity has shifted from convenience to critical infrastructure for safety, accessibility, and productivity. AT&T’s first-mover status sets a competitive benchmark; other national carriers (Verizon and T‑Mobile) are expected to follow as on-boarding progresses across the system.

Nokia FTTH digital twin and AI tools boost reliability

Nokia FTTH digital twin and AI tools boost reliability
Nokia has introduced a fiber-to-the-home (FTTH) digital twin and AI-powered applications inside its Altiplano platform to give operators a unified view of active and passive assets and to improve reliability with faster, first-time fixes. The core launch centers on creating a digital twin of the FTTH network that stitches together live data from active elements (OLT/ONT, IP edge, customer premises equipment) with outside-plant passive infrastructure (ducts, cables, splitters) maintained in inventory and geospatial systems. Together, these tools target the highest-impact operational pain points: early anomaly detection, automated topology audits, faster root cause analysis, and improved first-time fix rates.

Pentagon CIO backs national spectrum sharing demos

Pentagon CIO backs national spectrum sharing demos
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.
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