RCR Wireless News

GBI's subsea and terrestrial fiber upgrade with Nokia in the Middle East tells us a lot about the anatomy of the internet – and how to keep it resilient and performant for enterprises in the AI era. https://hubs.ly/Q03PXcFk0

Omdia projects global 5G Fixed Wireless Access subscriptions will more than double to 150 million by 2030, led by India and the U.S., as operators pivot toward experience-based broadband models. https://hubs.ly/Q03PX7SD0

The connectivity sector is clearly entering a new phase — one where headline subscriber growth is still important, but where investments, efficiency, and strategic pivots are increasingly shaping the narrative. Take T Mobile US: Its Q3 2025 results underline that growth is alive and well (record net adds, raised guidance), but the company also flagged elevated capital expenditure. In short, growth is there, but so is cost. Further down the stack, you’ll find reporting on Orange’s Q3, which was also boosted by strong fiber and mobile additions, and raised full-year EBITDAaL guidance to at least 3.5%. Then there’s Nokia — the vendor behind much of the infrastructure build-out. Nokia beat estimates for Q3, powered by surging optical and cloud demand linked to #AI and data centers. But importantly, it also announced it is scaling down passive venture-fund investments, signaling a shift toward more direct infrastructure exposure and less speculative venture activity. Read more 👇

"AI as the next Manhattan Project"? Check out RCRTech principal analyst Sean Kinney's "Signal & Noise" episode with guest David Nicholson Futurum https://lnkd.in/gAF-T6Aa

Telefónica Germany is reportedly seeking to revive its partnership with 1&1 after past setbacks, exploring closer cooperation—and potentially a future merger—as both operators face strong competition in Germany. https://hubs.ly/Q03PXb-l0

T-Mobile US reported strong Q3 2025 results with record customer additions and higher full-year guidance, though increased capital expenditures and investment spending tempered investor sentiment despite continued growth momentum. https://hubs.ly/Q03PX6Yk0

As the #AI ecosystem expands and becomes more complex, it will be increasingly important to consider DNS a mission-critical component of #AI infrastructure. As evidenced by this week’s Amazon Web Services (AWS) outage, which affected thousands of companies and millions of customers, DNS is central to the performance, security, and seamless connectivity of data sources, #AI models, and multiple cloud environments. Check out the steps both cloud providers and their customers can take to mitigate the impacts of DNS failures – a worthwhile investment of time and resources based on the massive losses of high-profile outages this year. Read more 👇

Space - the new frontier... For Test & Measurement companies....and semiconductor industry. Check out RCRTech's new T&M newsletter by Sulagna Saha - from the publishers of RCR Wireless News - editorial excellence since 1982. Rohde & Schwarz Keysight Technologies VIAVI Solutions EXFO Spirent Communications (now keysight) LitePoint NI (National Instruments) Ansys Advantest Teradyne NETSCOUT Teledyne Technologies Incorporated Teledyne LeCroy Infovista #ntn

Explore how digital twin technology creates real-time virtual replicas of physical assets, enabling simulation, predictive analytics, and operational efficiency across industries, from manufacturing to smart infrastructure. https://hubs.ly/Q03PLmnb0

China Telecom’s revenues rose 0.6% year-on-year to CNY397 billion, with 5G subscribers reaching 292 million and 5G penetration climbing to nearly 67% of its mobile user base. https://hubs.ly/Q03PLmXT0