Core Insights - Globalstar's XCOM RAN will be integrated into Boingo Wireless's private network infrastructure, enhancing connectivity solutions for critical operations in various environments [1][6] - Boingo's private networks are designed to provide secure, high-bandwidth connectivity, particularly in RF-challenged environments such as airports, stadiums, and military bases [4][5] Group 1: Integration and Capabilities - Boingo Wireless will utilize XCOM RAN's advanced software-defined private 5G platform to enhance both indoor and outdoor network deployments [2] - A technical evaluation confirmed that XCOM RAN can deliver carrier-grade private connectivity across multiple frequency bands, including the ability to overlay on existing distributed antenna systems (DAS) [3] Group 2: Industry Recognition and Performance - Boingo's private networks have received two 2025 TeckNexus Private Network Leadership Awards for their transformative impact on connectivity in high-traffic environments [5] - The integration of XCOM RAN is expected to improve operational efficiency, enhance customer experiences, and enable new digital engagement opportunities [5] Group 3: Technological Advancements - XCOM RAN is designed to support mission-critical industrial automation, increasing capacity by four times compared to current private 5G offerings [7] - The Supercell architecture of XCOM RAN simplifies deployment and management, providing full capacity and coverage in industrial settings [8]

Core Insights - Haivision Systems Inc. reported strong financial results for Q4 and the full year ended October 31, 2025, with significant growth in revenue and adjusted EBITDA, driven by new product launches and a robust sales pipeline [1][6][12]. Q4 2025 Financial Results - Revenue for Q4 2025 reached $40.2 million, a 33.3% increase from the prior year, exceeding the previous quarter by $10.0 million [8][9]. - Gross margins for the quarter were 73.0%, consistent with the same quarter last year [8]. - Total expenses increased to $25.4 million, up $3.7 million from the prior year, primarily due to higher compensation expenses [9][10]. - Operating profit for Q4 was $3.9 million, compared to $0.2 million in the same quarter last year [8][10]. - Adjusted EBITDA for Q4 was $7.1 million, a 144% increase from $2.9 million in the prior year, with adjusted EBITDA margins at 17.6% compared to 9.8% [8][10]. Fiscal 2025 Financial Results - Total revenue for the full year was $137.6 million, an increase of $8.1 million or 6.3% from the previous year [12][13]. - Gross margins for the year were 72.5%, slightly down from 73.1% in the prior year [12]. - Total expenses for the year rose to $101.0 million, an increase of $11.8 million, largely due to increased compensation expenses and a legal settlement [12][13]. - The company reported an operating loss of $1.2 million for the full year, a decrease of $6.7 million from the prior year [13]. - Adjusted EBITDA for the full year was $12.8 million, down from $17.3 million in the previous year, with adjusted EBITDA margins at 9.3% compared to 13.4% [12][13]. Recent Company Highlights - Haivision launched new products such as the KX1 and Falkon X2, which are expected to drive growth in defense and ISR markets [2]. - The company received multiple awards, including NAB Product of the Year 2025 and ISE Best in Show for its video wall solutions [5]. - Haivision is collaborating with Airbus Defense and Space to develop new technologies for secure communications [5].

Core Insights - Globalstar and Skydio successfully completed a joint technology trial, validating the compatibility of Skydio X10 with Globalstar's licensed Band n53 spectrum and XCOM RAN private 5G platform [1][2] Group 1: Technology and Performance - The trial evaluated Band n53 and XCOM RAN as a high-performance alternative to traditional Wi-Fi or public cellular networks, with Globalstar holding full licensed rights to Band n53, ensuring predictable and secure operational testing [2] - XCOM RAN provides deterministic performance, high uplink throughput, and robust coherence in challenging environments, enabling reliable command, control, and streaming video for airborne operations [2][3] Group 2: Company Statements - Skydio's CTO highlighted the rapid integration of Band n53 using existing modules within Globalstar's ecosystem, facilitating quick real-world testing [3] - Globalstar's CEO emphasized the importance of reliable connectivity for public safety missions, showcasing the strengths of Band n53 and XCOM RAN for high-performance applications like autonomous drones [3] Group 3: Company Background - Globalstar is a telecommunications provider utilizing a low Earth orbit satellite constellation and licensed Band 53/n53 spectrum to deliver reliable connectivity solutions globally [4][6] - Skydio is recognized as a leading U.S. drone manufacturer, focusing on autonomous flight and serving public safety, government, utility, and enterprise customers [9][10]

Core Insights - Nokia, Datwyler IT Infra, Intel, and SIPBB have launched a private 5G and AI-powered edge innovation hub in Switzerland to accelerate industrial digitalization [1][9] - The hub aims to drive innovations in efficiency, safety, and sustainability across key industries such as health, mobility, energy, and manufacturing [1][9] Infrastructure and Technology - The hub provides a full-scale deployment environment with private 5G connectivity, including Nokia Digital Automation Cloud (DAC) and MX Industrial Edge (MXIE) [2] - Future-ready applications like Nokia MX Workmate, an OT-compliant Gen AI solution, will be available for connected workers [2] - The infrastructure leverages Intel Xeon Scalable processors and edge AI capabilities for real-world testing [2][5] Industrial Use Cases - The site enables predictive maintenance through real-time analytics, minimizing downtime and material waste [3] - Communication tools such as push-to-talk and video enhance team connectivity without on-site travel [3] - AI-enhanced safety monitoring improves situational awareness and worker safety [3] Economic and Research Impact - SIPBB serves as a hub for researchers, engineers, and investors to collaborate and validate new technologies [4] - The initiative aims to attract global investment and support Swiss economic growth and digital leadership [4] Partnership and Goals - The collaboration between Nokia, SIPBB, and Datwyler focuses on capturing data securely and bringing AI closer for analysis and decision-making [5] - The partnership showcases use cases that lower total cost of operation (TCO) while enabling scalable and sustainable solutions [5] Accessibility for Innovators - The infrastructure platform allows startups and research teams to access advanced technologies without barriers to entry [6] - The initiative supports digital equity by enabling innovators to test solutions without upfront infrastructure costs [7]

Core Insights - Vislink Technologies, Inc. has partnered with Grass Valley and Acromove to launch a new end-to-end live production solution powered by private 5G, aimed at enhancing real-time video communications for various markets [1][8]. Group 1: Product Features - The new system, debuting at IBC 2025, addresses the increasing demand for high-quality, low-latency content delivery from any location, providing a portable, secure, and integrated workflow for live production [2]. - The solution integrates Grass Valley's LDX 100 cameras, Vislink's INCAM-GV 5G wireless camera transmitter, and Acromove's secure private 5G network, ensuring a seamless workflow from capture to production [2]. - The private 5G backbone offers quick deployment, low latency, and resilience against public network congestion, ensuring reliable performance even in challenging conditions [3]. Group 2: Operational Benefits - The highly portable architecture allows for rapid deployment in minutes, making it suitable for live sports, breaking news, and remote event coverage, with the ability to quickly relocate cameras [4]. - Broadcasters can achieve cost and footprint savings by reducing reliance on OB trucks, minimizing satellite usage, and employing smaller onsite crews without sacrificing quality [4]. Group 3: Executive Insights - Mickey Miller, CEO of Vislink, emphasized that the solution enables broadcasters to deliver high-quality live coverage with the speed and clarity demanded by today's audiences [5]. - Paul de Bresser from Grass Valley noted that the collaboration allows for workflows that were previously only feasible with large-scale, fixed infrastructure [5]. - George Katiniotis, CEO of Acromove, highlighted that their private 5G solutions provide the necessary connectivity for broadcasters to deliver high-quality live content from virtually any location [5].

Core Insights - Lantronix has launched the NTC-500 Series, a rugged industrial-grade 5G router aimed at transforming enterprise mobility and connectivity economics [1][2] - The NTC-500 Series is a result of Lantronix's acquisition of NetComm Wireless, reinforcing its strategic investment and global position in the IoT market [1][2] Product Features and Market Position - The NTC-500 Series is designed to capitalize on the global shift towards wireless industrial infrastructure, offering carrier certification and global approvals at a disruptive price point [2][4] - It addresses high deployment costs, long installation timelines, and limited mobility, opening new revenue streams in private 5G, edge computing, and industrial automation [3][4] - The product supports the n48-CBRS band, n77, and n78, facilitating rapid digitization of mobile assets and enhancing operational agility [4] Market Growth and Recognition - The 5G market is projected to grow from $2.7 billion in 2025 to $29 billion by 2030, with private 5G deployments accelerating in sectors like manufacturing and healthcare [5] - The NTC-500 Series has received the 2025 Industrial IoT Product of the Year Award, highlighting its innovation and contribution to the IoT industry [6][7] Technical Capabilities - The NTC-500 Series supports 5G Non-Standalone (NSA) and 5G Standalone (SA) with 4G-LTE fallback, enabling complex end-to-end quality of service solutions [8] - Key capabilities include ultra-fast 5G data transfer, low latency for real-time control, and cable-free connectivity, which enhances deployment flexibility [9][14]

Core Insights - Nokia is recognized as the sole Champion and Market Momentum Leader in Omdia's 2025 Private 5G Market Radar report, highlighting its strong product portfolio and investment in mission-critical connectivity solutions for various industrial sectors [2][3][5] Company Recognition - Omdia's report emphasizes Nokia's leadership in private wireless networks, noting its role in accelerating Industry 4.0 transformation and its first-mover advantage in the private networks market [3][5] - Nokia has deployed 890 private 4G and 5G networks globally as of Q1 2025, showcasing its extensive market engagement [3] Product and Solutions - Nokia's private wireless solutions extend beyond connectivity to include edge compute and AI platforms, supported by a rich ecosystem of applications and partners such as Kyndryl, Telefonica Tech, and Verizon [4][6] - The company's portfolio includes solutions like Nokia Digital Automation Cloud (DAC), Modular Private Wireless (MPW), and patented innovations such as MX Industrial Edge (MXIE) and AI-powered solutions [7] Customer Base - Notable customers of Nokia's private network solutions include Southern California Edison, British Sugar, and Lufthansa Technik, indicating a diverse industrial application [8]

Core Insights - Nokia is recognized as the sole Champion and Market Momentum Leader in Omdia's 2025 Private 5G Market Radar report, highlighting its strong product portfolio and investment in mission-critical connectivity solutions for various industrial sectors [2][3][5] - The report emphasizes Nokia's leadership in private wireless networks, having deployed 890 private 4G and 5G networks globally as of Q1 2025, showcasing its proactive engagement in the ecosystem to drive market adoption [3][4] Company Overview - Nokia's private wireless solutions extend beyond connectivity to include edge computing and AI platforms, supported by a rich ecosystem of applications and partners such as Kyndryl, Telefonica Tech, and Verizon [4][6] - The company's portfolio includes solutions like Nokia Digital Automation Cloud (DAC), Modular Private Wireless (MPW), and Core Enterprise Solutions, featuring patented innovations such as MX Industrial Edge and AI-powered solutions [7][8] Market Position - Omdia's report indicates that Nokia is the only vendor classified as a Champion, recognized for its ability to accelerate Industry 4.0 transformation through integrated platforms that cater to diverse industries [3][5] - Nokia's commitment to delivering robust and scalable networks is reflected in its ongoing development of solutions that meet the demanding needs of industrial environments [6][10]