Core Viewpoint - Nokia Corporation has expanded its Wi-Fi 7 device portfolio with the introduction of new gateways aimed at enhancing high-capacity broadband services across operator networks [1][2] Group 1: Product Launch and Features - The new Beacon 4 and Beacon 9 devices offer significant speed improvements, with Beacon 4 delivering 3.6 Gbps and Beacon 9 providing 9.4 Gbps, addressing issues like slowdowns and buffering [3] - These devices utilize indigenous Corteca software for end-to-end lifecycle management, simplifying installation and updates while enhancing user experience and creating revenue opportunities for communications service providers (CSPs) [2][3] Group 2: Strategic Focus and Value Creation - Nokia is on a three-phased journey of value creation: Reset, Accelerate, and Scale, focusing on capital allocation and technology leadership to achieve sustainable growth [4] - The company is well-positioned for the ongoing technology cycle, driving the transition to smart virtual networks and converging various network types [5] Group 3: Market Position and Stock Performance - Nokia has established itself as a leader in advanced 5G technology, with a portfolio of approximately 20,000 patent families, including over 7,000 crucial for 5G [6] - The recent product launch is expected to generate incremental revenue and strengthen Nokia's position in the global telecommunications equipment market, with the stock gaining 40% over the past year compared to the industry's 38.9% growth [7]

Core Viewpoint - Investors are encouraged to explore several REITs that are currently trading under $12 and have made it to the Zacks Rank 1 (Strong Buy) list, as these present favorable risk-to-reward opportunities amid a stock market rebound [1] Group 1: DigitalBridge Group (DBRG) - DigitalBridge Group focuses on investments in fiber networks, macro cell towers, and data centers, which are essential for the growth of 5G technology, cloud computing, and artificial intelligence [2] - The company has over $100 billion in assets and is projected to achieve over 20% EPS growth in fiscal years 2025 and 2026 [3] - DBRG stock has increased from a 52-week low of $6 in early April but remains 34% below its 52-week high of $17 from last October [3] Group 2: Invesco Mortgage Capital (IVR) - Invesco Mortgage Capital manages residential and commercial mortgage-backed securities and is currently trading at $7, which reflects a low valuation at just 3X forward earnings [5] - EPS is expected to decline to $2.26 this year from $2.88 in 2024, with a further projected dip of 12% in FY26, while offering an annual dividend yield of 18.5% [5][6] - The stock has a stable 52-week range, with a low of $5.86 and a high of $9.97, indicating less volatility [6] Group 3: New York Mortgage Trust (NYMT) - New York Mortgage Trust is trading at $6 and is expected to see a significant rebound in its bottom line, offering a generous annual dividend of 12.26% [7] - The stock trades at a reasonable forward earnings multiple of 10.5X and has a low-volatile 52-week range, making it appealing for investors [7][8] - EPS estimates for FY25 and FY26 have increased significantly over the last 60 days, supported by a leveraged portfolio of residential mortgage securities [8] Group 4: Honorable Mentions - Ares Commercial Real Estate (ACRE) and Braemar Hotels & Resorts (BHR) are trading under $5 and are also on the Zacks Rank 1 (Strong Buy) list, with expected positive adjusted EPS next year and annual dividends of 13.27% and 10%, respectively [9]

Core Insights - T-Mobile and Verizon are major players in the U.S. telecommunications industry, each with distinct competitive advantages and challenges [3][19]. Verizon's Position - Verizon boasts one of the most efficient wireless networks in the U.S., focusing on customer-centric planning and strategic investments to enhance its 5G capabilities [4][19]. - The company has launched Verizon Frontline Network Slice to provide dedicated 5G capacity for frontline workers, enhancing public safety communications [5]. - Verizon Business Assistant, powered by generative AI, aims to streamline interactions for small business owners, indicating a diversification of revenue streams [6]. - Despite these strengths, Verizon faces intense competition from T-Mobile and AT&T, leading to increased promotional spending that pressures margins [7][19]. T-Mobile's Position - T-Mobile is experiencing growth in postpaid services and has rolled out a nationwide 5G advanced network that incorporates AI and machine learning for optimal resource utilization [8][10]. - The company supports a wide range of platforms, including IoT devices and wearables, enhancing user experience with low latency and high throughput [9][10]. - T-Mobile is actively diversifying its operations through acquisitions, such as Blis and Vistar Media, to strengthen its advertising solutions and expand broadband access [12]. - However, T-Mobile also faces competitive pressures that strain pricing and margins, necessitating significant investments in network advancements and promotions [11][19]. Financial Estimates - The Zacks Consensus Estimate projects T-Mobile's 2025 sales and EPS growth at 5.91% and 9.32%, respectively, with a recent EPS estimate improvement of 1.44% [13]. - For Verizon, the 2025 sales growth is estimated at 1.71%, with EPS projected to increase by 2.18%, showing no change in EPS estimates over the past 60 days [14]. Price Performance - T-Mobile's shares trade at a forward P/E ratio of 21.24, significantly higher than Verizon's 9.2, indicating differing market valuations [17]. - Over the past year, T-Mobile has outperformed with a gain of 45.4%, compared to Verizon's 9.7% increase and the industry's growth of 34.4% [20].

Opensignal report confirms Boost Mobile's real-world 5G performance in major cities across the U.S.LITTLETON, Colo., May 22, 2025 /PRNewswire/ -- Boost Mobile is setting a new benchmark for 5G performance. According to an independent report from Opensignal – the leading global provider of independent insights into consumers' connectivity experiences – Boost Mobile rated #1 in 5G coverage and 5G availability in seven major U.S. cities.i With these achievements, Boost Mobile now provides a greater connectivit ...

5G carrier experts joining to accelerate growth and innovation and further strengthen Inseego’s market position with Tier-1 carrier partnersSAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG), a global leader in wireless broadband, including 5G mobile broadband and 5G fixed wireless access (FWA) solutions, today announced the appointment of two highly respected industry leaders to its Carrier Sales team. These strategic additions will play a critical role in advancing Inseego’s leadersh ...

Core Insights - Nokia successfully tested its 5G technology during the Joint Viking 2025 military exercise in Norway, enhancing defense applications and situational awareness for multinational military personnel [1][2][6] Group 1: 5G Technology Implementation - Nokia's solutions included 5G AirScale radio products and 5G Standalone Core technology, specifically designed for defense applications to improve tactical communication among participating nations [2][5] - The 5G communications platform provided military personnel with real-time battlefield intelligence, facilitating faster decision-making and improved operational efficiency [2][6] Group 2: Joint Viking 2025 Exercise - Joint Viking 2025 involved over 10,000 soldiers from multiple countries, including Belgium, Canada, Finland, France, Germany, the US, the UK, The Netherlands, and Norway, aimed at enhancing military cooperation and testing Norway's ability to receive allied reinforcements [3] - The exercise took place in Bardufoss, Norway, above the Arctic Circle, and occurs every two years [3] Group 3: Strategic Collaborations - The Norwegian Material Defense Agency collaborates with mobile operators to enhance tactical communication solutions, with a recent strategic agreement between Lyse and Nokia to leverage their expertise in critical communications [4] - Nokia's 5G technology is positioned as a key enabler for the Norwegian Armed Forces, enhancing readiness for complex joint operations in challenging environments [5][6]

Sunrise Communications (SNRE) Q1 2025 Earnings Call May 19, 2025 04:30 AM ET Company Participants Alex Herrmann - VP - IR ,Corporate Finance and TreasuryAndré Krause - CEOJany Fruytier - CFOAndrew Lee - Managing DirectorPolo Tang - Managing Director Conference Call Participants Maurice Patrick - Analyst Operator Ladies and gentlemen, welcome to the Sunrise First Quarter twenty twenty five Financial Results Conference Call and Live Webcast. I am Sandra, the Chorus Call operator. I would like to remind you th ...

Core Insights - Qualcomm Technologies, Inc. has launched the Snapdragon 7 Gen 4 Mobile Platform, featuring a 65% improvement in AI performance, 30% faster GPU rendering, and a 27% improvement in CPU performance, enhancing gaming and multitasking capabilities [1][2][5] Group 1: Product Innovations - The Snapdragon 7 Gen 4 Mobile Platform supports large language models, generative AI assistants, and stable diffusion image generation on smartphones [1] - New multimedia capabilities include video super resolution, hardware electronic image stabilization, and advanced image processing features [3] - The platform is designed primarily for mid-range smartphones, providing advanced camera capabilities and enhanced gaming experiences [4] Group 2: Market Collaborations - Qualcomm is collaborating with major smartphone manufacturers like HONOR, vivo, and Realme to integrate the Snapdragon 7 Gen 4 Mobile Platform into their upcoming devices [2] - The company is also expanding its presence in the automotive sector, with automotive revenues rising 59% to $959 million in Q2 fiscal 2025, driven by the Snapdragon Digital Chassis platform [6] Group 3: Strategic Initiatives - Qualcomm is diversifying its portfolio beyond smartphones, venturing into AI PCs, AI data centers, automotive, and edge AI industrial IoT technologies [7] - The company is actively participating in Saudi Arabia's Vision 2030 initiative, focusing on advanced AI and 5G technologies [6] Group 4: Competitive Landscape - Qualcomm faces challenges from major clients like Samsung and Apple, which are developing in-house chips, potentially impacting Qualcomm's market share [9] - Intense competition from MediaTek in the mid-range smartphone segment and Broadcom in the network space poses additional challenges [10] Group 5: Financial Performance - Qualcomm shares have declined 21% over the past year, underperforming relative to the industry growth of 20.7% [12] - Earnings estimates for 2025 have increased by 0.34% to $11.8, while estimates for 2026 have decreased by 1.85% to $12.21, indicating mixed investor sentiment [13]

TORONTO, May 15, 2025 (GLOBE NEWSWIRE) -- Firan Technology Group Corporation (TSX: FTG) (OTCQX: FTGFF) (“FTG” or “the Corporation”) today announced that its FLYHT subsidiary has been awarded a Supplemental Type Certificate (STC) by Transport Canada Civil Aviation (TCCA) for the AFIRS Edge+™ product on the Boeing 737NG family of aircraft. This milestone certification clears the path for global deployment of FLYHT’s 5G Wireless Quick Access Recorder (WQAR) on one of the world’s most widely used commercial air ...

GCT Semiconductor Holding (GCTS) Q1 2025 Earnings Call May 14, 2025 04:30 PM ET Company Participants John Schlaefer - Director & CEOEdmond Cheng - CFOCraig Ellis - Director of Research Operator Good afternoon. Thank you for attending GCT Semiconductor Holdings Inc. First Quarter twenty twenty five Financial Results Call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. Joining the call today are John Schlafer, GCT's Chief Executive ...