All articles tagged with #telecommunications
T-Mobile is quietly moving customers off legacy plans and raising monthly charges by as much as 60% without notice, prompting big bill increases and confusion over the rationale behind the forced migrations.
NASA issued a Request for Proposal to partner with industry on the Mars Telecommunications Network, a high-bandwidth communications system intended to support future Mars missions (surface, orbital, and human exploration) with network operations by 2030. The program, part of NASA’s Moon-to-Mars SCaN architecture, followed an industry day where feedback shaped agency objectives, and a science payload will be selected by the Science Mission Directorate; responses are due within 30 days.
AST SpaceMobile posted Q1 2026 revenue of $14.7 million as it accelerates a multi‑year push to deploy its space‑based direct‑to‑device broadband network. Management reiterates full‑year 2026 revenue guidance of $150–$200 million, driven by U.S. government milestones and commercial partnerships, and aims to deploy roughly 45 BlueBird satellites in 2026 with BlueBird 8–10 slated for a mid‑June Falcon 9 launch and BlueBird 11–33 in advanced production. The company highlights substantial manufacturing capacity (over 500,000 sq ft), a growing ecosystem of nearly 60 mobile network operators and government customers, and regulatory progress including FCC Supplemental Coverage from Space. Cash reserves stand around $3.5 billion. First‑quarter results show higher operating expenses (notably engineering, G&A, and SBC) leading to a GAAP net loss, with non‑GAAP adjustments provided; milestones include in‑orbit performance (Block 1 achieving nearly 99 Mbps peak speeds to unmodified smartphones) and ongoing AI edge computing work for on‑orbit management, with plans to enable global coverage across more than 100 BlueBird satellites in the coming years.
Deutsche Telekom is in early discussions to merge with its U.S. subsidiary T-Mobile US via a holding-company stock offer, a move that could form the largest public merger and create the world’s most valuable wireless operator. The deal would consolidate DT’s ~53% stake in T-Mobile into a single parent, potentially pushing the combined entity above China Mobile in value, but would require extensive cross-border regulatory approvals and political backing in the U.S. and Germany as talks remain preliminary and details could change.
Bloomberg reports Deutsche Telekom is weighing a merger with its majority stake T-Mobile, potentially forming a new holding company that could list in the US and Europe and create the world's most valuable wireless carrier. Talks are early and contingent on political backing, with the combined entity valued around $215B for T-Mobile and about €141B for Deutsche Telekom, though past talks have stalled and the ongoing shift to a digital MNO adds uncertainty.
Alphabet spinoff Taara unveils the Taara Beam, a 17‑pound device that beams up to 25Gbps of fiber‑like internet over the air using near‑infrared light for distances up to 10 km, aimed at ISPs and carriers. It’s smaller and easier to deploy than the older Lightbridge, supports rooftop or tower mounting, and is deployed in 20+ countries with partners like T‑Mobile and Airtel; a wider showcase is planned at MWC amid weather‑related reliability concerns, with pricing varying by geography and models including hardware and connectivity‑as‑a‑service.
The first-ever transoceanic fiber-optic cable is being ripped from the ocean floor, signaling a major renewal of the global internet backbone and highlighting the vast network of subsea cables that carry most intercontinental traffic.
The piece highlights five dividend-oriented picks for income and defensiveness: PepsiCo (~3.5% yield) as a strong consumer-staples play; Pfizer (~6.3% forward yield) with a renewed pipeline and growth trajectory; Realty Income (REIT) with a ~5% yield and a monthly dividend backed by high occupancy; Verizon (~5.8% yield) for reliable income amid modest growth; and IBM (~2.6% yield) with a long dividend-raising streak and rising high-margin, recurring software/services revenue. The theme is income-focused, defensive exposure in a market wary of overvalued growth.
Vietnam's government approved a SpaceX Starlink license to operate fixed and mobile satellite internet in the country, including radio frequency and equipment approvals; the move follows a trial program and comes ahead of a U.S. visit, with no launch date announced.
NASA faces a funding-driven fork: choose and award a Mars Telecommunications Orbiter by Sept. 30, 2026, to restore deep-space comms after MAVEN’s loss, with a possible 2028 launch window. Options range from a pure communications relay to a bus that includes scientific instruments, and a competitive procurement is complicated by a Cruz-led bill and potential JOFOC constraints. Bidders include Blue Origin, SpaceX, Rocket Lab, Lockheed Martin, Northrop Grumman and others, with administrator Jared Isaacman weighing whether to add science payloads or keep the mission strictly telecom.
Verizon suffered a nationwide, all‑day outage affecting millions of customers. The company said the disruption was due to a software issue with no confirmed root cause or cybersecurity breach. Theories from analysts include a faulty update to Verizon’s 5G Standalone core or a failed Virtual Network Function update causing cascading failures, which could explain why service briefly returned and then dropped again. Verizon is offering a $20 credit to impacted customers as the investigation continues.
Verizon says mobile service has been restored after a 10-hour outage that disrupted calls, texts and data for hundreds of thousands of users, with account credits planned for affected customers; there’s no indication of a cyberattack, and the FCC plans to review the incident. Some cities warned residents to use other carriers for emergency calls, and Downdetector logged about 2.2 million outage reports in the last day.
Authorities are investigating damage to a critical undersea telecommunications cable between Finland and Estonia in the Gulf of Finland, with Finnish authorities seizing a vessel suspected of causing the damage, and cooperation ongoing between Finnish and Estonian officials.
JPMorgan has named AT&T as its top telecom pick for 2026, citing a 35% upside potential and a high dividend yield of 4.5%, despite recent share declines due to industry competition and market rotation. The company remains operationally strong with growth in wireless and fiber services, making it a compelling long-term investment for income-focused investors.
AST SpaceMobile's stock rose over 14% as it prepares to launch its BlueBird 6 satellite, the sixth in a series aimed at providing global cellular coverage from space, with the launch scheduled for December 24, marking a significant step in its satellite deployment plans.