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Infrastructure

Exploring Virgin Media O2’s Cornerstone Sale and its Implication

By Aiste Kryzanovske November 6, 2023

Virgin Media O2’s decision to offload part of its Corneridge UK towers business to GLIL Infrastructure for £360 million marks a key shift in telecom infrastructure ownership. However, this move falls short of industry valuations, indicating price reductions in the investment market. Despite this, VMO2 retains operational and strategic control in this critical asset, striving to enhance 4G connectivity and intensify 5G rollout. This move aligns with the firm’s wider strategy, marking the start of a potentially transformative series of ambitious deals, lightening its footprint while driving growth.

Telco Buzz

Viasat Streamlines Workforce Post-Inmarsat Acquisition: An Economic Necessity or Risky Move?

By Aiste Kryzanovske November 6, 2023

After the whopping $6.2 billion acquisition by Inmarsat, Viasat is readying for a major reorganization, with a planned 10% workforce reduction. The move, affecting approximately 800 roles, aims for a substantial year-on-year cost-saving starting from 2025. Despite the promising financial outlook, the firm accepts the substantial costs linked with these transitions, yet considers them a vital investment for the future.

News Roundup

A quick roundup of the news in Telecoms | Week #44

By Rugile Bertule November 3, 2023

Telecom News | Week #44: T Challenge, End of Vodafone Spain, Nokia’s Technology Strategy 2030, Samsung and O2 testing vRAN.

Broadband

Navigating Midband Spectrum Ownership: Diverse Opinions and the FCC’s Role

By Kamile Bigenyte October 30, 2023

As the Federal Communications Commission refocuses on airway ownership, the conversation around midband spectrum control heats up. Telecom leaders differ: AT&T calls for a review of midband acquisitions, while T-Mobile criticizes this as self-serving. Dish joins the debate, advocating a 25% national screen to encourage competition. Amid conflicting viewpoints, the FCC must forge a path in balancing market sense and fairness.

News Roundup

A quick roundup of the news in Telecoms | Week #43

By Aiste Kryzanovske October 27, 2023

IBM has introduced Watsonx Code Assistant, an AI-powered tool for enterprise software development. Riga Technical University partners with IS-Wireless to advance 5G Open RAN technology. Snom’s phones are certified for NetSapiens, streamlining deployment for telecom resellers. Google Maps enhances user experience with AI-powered features, offering Immersive View, improved navigation, and EV charging information, striving to outperform competitors.

Broadband

Huawei’s FTTR: Redefining Broadband for Homes and SMEs

By Aiste Kryzanovske October 26, 2023

At the European Conference on Optical Communication, Huawei’s cutting-edge FTTR solution solidified its standing as the industry leader by winning the Most Innovative PON/5G/FTTx Product Award. Catering to a wide range of users—from homes to small businesses—Huawei’s solution offers superior bandwidth, minimal latency, uninterrupted Wi-Fi connectivity, and self-management capabilities, making it a favorite among global broadband users and operators. Moreover, it’s built on a point-to-multipoint all-optical networking architecture, providing ultra-gigabit Wi-Fi networks. Remarkably, the FTTR rollout is efficient and aesthetically pleasing, using a unique self-adhesive transparent optical fiber with fast deployment times.

Telco Buzz

AT&T’s Impressive Q3 Performance: Mobility Service Revenue Skyrockets

By Aiste Kryzanovske October 25, 2023

AT&T’s vast addition to their fiber net base underlines an impressive income growth. This growth is visible in their third-quarter report, boasting revenues over $30 billion. The influential role of AT&T’s fiber subscriptions reveals a customer base exceeding 8 million aided significantly by a striking 26.9 percent growth in AT&T Fiber revenues. Notably, the company’s recent launch, AT&T Internet Air, foresees further enhancement to their service offerings.

Telco Buzz

UK Carriers Beacon Government for Coverage Deadlines Flexibility

By Aiste Kryzanovske October 23, 2023

Initiated by the UK government, the Shared Rural Network (SRN) aims to eradicate coverage black spots and ensure widespread 4G coverage. This project has been approached with differing bravado by top network operators. Juncture tensions arise as key operators plead for deadline leniency, while EE stands confident in its progress. All eyes are on the government’s response to this collective request while interest in the ongoing infrastructure debate climaxes. Stay informed as the narrative unfolds.

Telco Buzz

Nokia’s Struggles: Evaluating Effects of Job Cuts and Declining Sales

By Aiste Kryzanovske October 20, 2023

Navigating an increasingly challenging market, Nokia is bracing for reductions in staff numbers bolstered by a severe 15% year-on-year sales decline. Despite facing these obstacles, including a slowed pace of 5G deployment in India and underperforming Network Infrastructure division, Nokia’s Cloud and Network Services remain resilient. Amidst downsizing, CEO Pekka Lundmark forecasts a more optimistic fourth quarter, exemplifying the struggle between current hardships and future potential.

Telco Buzz

T-Mobile’s Network Supremacy Challenged by Verizon and AT&T

By Aiste Kryzanovske October 18, 2023

Despite a minor dip in its median download speed, T-Mobile continues to reign in mobile performance. However, Verizon and AT&T are gradually closing the gap, as reflected in Ookla’s recent market report. Nonetheless, T-Mobile remains dominant, not only in download speed but across most network parameters. The race is particularly close in 5G latency and consistency, where all three telecom giants exhibit competitive performance. Stay tuned as these corporate titans strive to have the final say in technological supremacy.