Telecom Industry News
A collection of Telecom latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Tech, Media & Telecom Roundup: Market Talk
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0811 GMT – STMicroelectronics' decision to lift its data-center revenue target reflects…
GoldenTree's Tananbaum Eyes Credit-Equity Disconnects in Telecom
Distressed opportunities are emerging in sectors facing fundamental business-model challenges, including software and cable, with some of the most compelling situations arising from mismatches between debt and equity valuations, according to…
Electronics manufacturer Murata to explore Xona satellite timing service for telecom, data centers
WASHINGTON — Murata Manufacturing, a Japanese supplier of electronic components, has signed an agreement with Xona Space Systems to explore the use of the startup's satellite-based positioning and timing service in telecommunications, data…
TPG Telecom using AI to chase better customer NPS
TPG Telecom is using AI to intervene in circumstances that could be detrimental to user experience, with a view to maintaining high sentiment scores. The telco's chief technology officer Giovanni Chiarelli demonstrated the concept at the company's…
Contra Its Western Critics, Huawei Is Not The Global Problem
BEIJING, CHINA - NOVEMBER 05: A worker stands in the window of a Huawei store in a commercial area on November 5, 2024 in Beijing, China. Later this week China's government is expected to announce new fiscal measures aimed at boosting economic…
These two founders left Goldman and Meta to build voice AI for markets everyone else overlooked
Customer support and service are among the hottest sectors in voice AI right now. But building a product that sounds human and responds without noticeable delay turns out to be much harder in some markets than others — and most of the major…
Alphabet: This Time It's Different (NASDAQ:GOOGL)
Alphabet Inc. earns a Strong Buy rating as its turnaround is complete, and the market underappreciates its transformation. GOOGL's cloud backlog surged to $462.3B, with over $230B expected to materialize by mid-2028, supporting high-margin…
Micron: Stop Playing Musical Chairs And Take A Seat (NASDAQ:MU)
Micron Technology, Inc. earns a Strong Buy rating, reflecting a structural shift from cyclical trading stock to a core AI infrastructure play. MU trades at a 17.6x forward P/E and 12.9x EV/EBITDA, both at notable discounts to sector medians despite…
Google ordered to put clearer links in AI search and let UK publishers opt out
UK regulators today ordered Google to put clearer attributions and links to publishers' content in its AI-generated search features. The UK's Competition and Markets Authority (CMA) also said Google must give publishers a way to opt out of AI…
Why are companies leaving downtown Dallas? Neiman Marcus latest exit
An iconic property in Downtown Dallas is shuttering after more than a century—but it is only one piece of a broader wave of departures reshaping the city's urban core. The Neiman Marcus at 1618 Main St. in Dallas will close later this year…
Growth Conversation: Chris Kyme on the local pioneers of the HK advertising industry
Masters of the Craft: Leonie Ki and Mike Chu There was Leonie Ki in the 1970s and 80s, who I was fortunate enough to work under at Grey in my earlier years in Hong Kong. Leonie was highly respected for her craft in Chinese copywriting as well as…
Automakers, retailers warn US memory-chip shortage is impacting prices
WASHINGTON, June 3: The increasing need for memory chips to power artificial intelligence data centers could lead to dramatic price hikes in U.S. consumer goods and disrupt supply chains, groups representing automakers, retailers, electronic firms…
SpaceX sets $173 price for blockbuster IPO, upending Wall Street convention
NEW YORK - SpaceX publicly set a US$135 (S$173) price for shares in its initial public offering on June 3, upending the longstanding Wall Street price-discovery apparatus and underscoring Elon Musk's determination to raise record sums his way. The…
If AI Matters To Your Business, Pay Attention To Digital Corridors
Digital corridor projects can stretch hundreds and even thousands of miles and cost billions of dollars. Many involve public-private partnerships and consortia with multiple companies, including telecom companies with fiber optic networks…
Dual-Use Satellite Stocks: A Misunderstood Investment Category
Dr. Tiz Gambacorta, Cofounder of Eunice.io, a platform for smarter investing | VC fund manager (formerly $1bn institutional AUM). There's a tendency to bucket satellite companies into neat categories: either commercial telecom or defense. What's…
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