reports
- Pierre FerraguÊ
Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...
Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...
Verizon boosts shareholder payout, marking 19th consecutive year of di...
Verizon boosts shareholder payout, marking 19th consecutive year of dividend growth NEW YORK, Sept. 05, 2025 (GLOBE NEWSWIRE) -- The Board of Directors at Verizon Communications Inc. (NYSE, Nasdaq: VZ) today declared a quarterly dividend of 69 cents per outstanding share, an increase of 1.25 cents per share from the previous quarter. The quarterly dividend is payable on November 3, 2025 to Verizon shareholders of record at the close of business on October 10, 2025. This 19th consecutive annual increase is a direct result of the company's disciplined financial management and unwavering ...
Nokia opens new state-of-the-art R&D and manufacturing campus to deliv...
Nokia opens new state-of-the-art R&D and manufacturing campus to deliver next-generation networks built for AI Press Release Nokia opens new state-of-the-art R&D and manufacturing campus to deliver next-generation networks built for AI New campus in Oulu, Finland – the “Home of Radio” – will deliver high-performance, resilient and trusted radio networks.It is the world’s most advanced hub for the entire lifecycle of 5G and 6G radio innovation, ensuring that secure 5G and 6G networks are designed, tested and built in Europe.Oulu ecosystem sees around 3,000 Nokia experts work alongside lead...
Verizon to speak at Goldman Sachs Communacopia Sept. 8
Verizon to speak at Goldman Sachs Communacopia Sept. 8 NEW YORK, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Hans Vestberg, Chairman and CEO of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on Monday, September 8, at 11:50 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand for mobility, reliable network connectivity and security....
Nokia selected by the City of Superior for new fiber network in Wiscon...
Nokia selected by the City of Superior for new fiber network in Wisconsin Press Release Nokia selected by the City of Superior for new fiber network in Wisconsin Nokia next-generation fiber and IP solutions to help City of Superior provide fast, reliable broadband services to its community.The city will own and operate a new wholesale open-access fiber network which ISPs can use to deliver broadband services.Nokia is the only vendor supporting all next-generation PON technology options, giving broadband operators the flexibility to choose the right strategy for their needs and business c...
- Vikash Harlalka
BEAD: NTIA Deadline is here
Today is the deadline for all states to submit their final proposals. We now include proposals from 32 states in this latest update on BEAD. Fiber’s share of locations has nearly stabilized with small share shifts in either direction with each update (fiber’s share declined slightly after this update). Satellite and FWA together account for a third of the locations awarded.
- Philip Burnett
EchoStar Spectrum Sales: Implications for Industry FWA Capacity
In the wake of EchoStar selling spectrum to AT&T, we have updated our FWA capacity model on the assumption that all of the company’s spectrum eventually ends up with the big three carriers. We now expect the industry to have capacity for almost 22MM residential FWA subscribers, up from 19.5MM before.
- Blair Levin
SATS Spectrum Deals Raise Hopes for DBS Deal
With the announcement of SATS’ deal with T and prospects for further spectrum sales, investors are once again hopeful that the long-anticipated merger of the DBS companies can happen. In this note, we update our thoughts on the government review of that deal if it happens.
Nokia recognized with IEEE Milestone Award for ADSL breakthrough, enab...
Nokia recognized with IEEE Milestone Award for ADSL breakthrough, enabling the evolution from 1 Mbps to 100 Gbps broadband Press Release Nokia recognized with IEEE Milestone Award for ADSL breakthrough, enabling the evolution from 1 Mbps to 100 Gbps broadband IEEE honors Nokia with a prestigious Milestone Award for its introduction of ADSL in the 1990s, a breakthrough innovation that marked the beginning of the broadband era for 1 billion people.ADSL joins an impressive list of IEEE Milestone-recognized breakthroughs, including Maxwell’s equations, the transatlantic cable, and the Compact...
Monolithic Power Systems Inc: 1 director
A director at Monolithic Power Systems Inc sold 3,000 shares at 814.344USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ...
$22 Million Relief: Verizon Launches Bold Initiative for Veterans
$22 Million Relief: Verizon Launches Bold Initiative for Veterans CHICAGO, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Verizon is elevating its commitment to support military veterans by committing $22 million in debt relief through 2026 through its continued partnership with ForgiveCo. The partnership has already erased $8.79 million in medical debt for over 6,000 veterans throughout the Great Lakes market. This initiative targets the crushing weight of debt—a significant burden that disproportionately affects veterans transitioning to civilian life and seeking care. By removing this burden, t...
Nokia study reveals surge of ROI and AI-enabled use cases with on-prem...
Nokia study reveals surge of ROI and AI-enabled use cases with on-premise edge and private wireless Nokia study reveals surge of ROI and AI-enabled use cases with on-premise edge and private wireless 87% of enterprises adopting private wireless and on-premise edge saw ROI in one year.81% of enterprises found setup costs lower than other options and 86% reported reduced ongoing costs.94% of industrial enterprises deployed edge with private wireless that support AI-driven applications in 70% of the cases. 94% of industries reduced carbon emissions—41% by over 20%—and 89% reported energy sav...
Lattice Semiconductor Corp: 1 director
A director at Lattice Semiconductor Corp sold/gave away 16,140 shares at 0.000USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the la...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Pierre FerraguÊ
A117ME ALIBABA GROUP HOLDING LTD. SPONSORED ADR
ADSK AUTODESK INC.
HPQ MARVELL TECHNOLOGY GROUP LTD.
OKTA HP INC.
CRWD OKTA INC. CLASS A
DELL CROWDSTRIKE HOLDINGS INC. CLASS A
1506075D DELL TECHNOLOGIES INC CLASS C
09988 DELL INTERNATIONAL LLC / EMC
MRVL ALIBABA GROUP HOLDING LTD.
MARVELL TECHNOLOGY INC
- Vikash Harlalka
BEAD: Half-time report
Our latest BEAD update includes proposals from 25 states. Fiber remains the preferred technology with its share improving slightly from our last update. In this note, we analyze the results, compare them with estimates from our Broadband Insights database, and its implications for broadband companies. We also update our summary for BEAD proposals so far.
- Blair Levin
Nokia partners with Extreme Broadband to improve security and future-p...
Nokia partners with Extreme Broadband to improve security and future-proof data centers in Malaysia Press Release Nokia partners with Extreme Broadband to improve security and future-proof data centers in Malaysia Extreme Broadband (EBB) and its subsidiary Open DC will improve operational efficiency and support diverse use cases for their customers in Malaysia’s growing digital economy. Nokia’s Data Center Gateway, Data Center Fabric and quantum-safe networks solution will enable Open DC to provide more reliable, secure and high-performance services, addressing the future demands of Malay...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Nokia upgrades Vortex’s IP edge and transport network to enhance broad...
Nokia upgrades Vortex’s IP edge and transport network to enhance broadband services across Maharashtra, Goa and Gujarat Press Release Nokia upgrades Vortex’s IP edge and transport network to enhance broadband services across Maharashtra, Goa and Gujarat Upgraded IP/MPLS-based network to enhance efficiency, reduce complexity, and improve customer experience.Strengthening IP aggregation and edge networks to offer faster speeds and support Vortex’s growth into Tier 3 and 4 cities. 1 September 2025New Delhi, India – Nokia today announced that it has been selected by the Vortex Group to moder...
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