Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. Global equity markets delivered robust results in the quarter, backed by easing inflation trends and strong economic data. The Hardman Johnston Global Equity Strategy returned 2.91%, net of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors c ...

Core Insights - Ondas Inc. is hosting its OAS Investor Day on January 16, 2026, at 10:00 AM ET, where it will present preliminary financial results for 2025 and revenue targets for 2026 [1][4] Financial Performance - For Q4 2025, Ondas expects revenue between $27.0 million and $29.0 million, representing a 51% increase over prior targets [2] - The full-year revenue for 2025 is projected to be between $47.6 million and $49.6 million, which is 23% higher than previous estimates [2] - Ondas' estimated backlog as of December 31, 2025, is $65.3 million, a 180% increase from $23.3 million on November 13, 2025 [3] - The company's pro-forma cash balance exceeds $1.5 billion, adjusted for a recent offering of approximately $1.0 billion [3] - The revenue target for 2026 has been raised to a range of $170 million to $180 million, which is 25% higher than the previous target of $140 million [3] Company Overview - Ondas Inc. is a leading provider of autonomous systems and private wireless solutions, operating through Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Networks [8] - The company offers a combination of aerial intelligence and next-generation connectivity aimed at enhancing security and operational efficiency across various industries [8] - OAS delivers AI-powered defense and security platforms globally, protecting sensitive sites and critical infrastructure [9]

This milestone reflects the impact of T-Mobile's long-term network strategy, as customers rated the company highest for network quality across more U.S. regions than at any point in its history—well above its previous high of two regions and ending a run of 35 consecutive reports with a single carrier leading the category. "With the best spectrum portfolio for the 5G era, the most towers and the best engineering team in the universe, the perception of our network – that it's the best – is finally catching u ...

SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG) (the “Company”), a global leader in 5G mobile broadband and 5G fixed wireless access (FWA) solutions, today announced that the Company will release its financial results for the fourth quarter of 2025, ended December 31, 2025, after the financial markets close on February 19, 2026. The financial statements and earnings press release will be made available at investor.inseego.com and will be filed under Inseego’s profile on EDGAR at ww ...

Company exchanges outstanding preferred stock for combination of cash, common stock and senior notesSAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG) (the “Company”), a global leader in 5G mobile broadband and 5G fixed wireless access (FWA) solutions, today (the “Closing Date”) announced that it has completed the repurchase of all of its outstanding Fixed-Rate Cumulative Perpetual Preferred Stock, Series E (the “Preferred Stock”) in exchange for a combination of cash, common stock of ...

Company Overview - EchoStar primarily generates revenue from satellite television, serving approximately 5 million US satellite customers, which accounts for about 10% of the traditional television market. Additionally, it has 2 million customers under the Sling brand [8] - The company has a significant portfolio of spectrum licenses and is in the process of building a nationwide wireless network. It has acquired Sprint's prepaid business, serving around 7 million customers mainly under the Boost brand [8] - EchoStar has agreed to sell a portion of its wireless licenses to AT&T and SpaceX, relying on the AT&T network for customer service. The company also provides satellite telecom services and equipment to businesses and consumers, including about 800,000 internet customers [8] Options Trading Activity - Recent options trading activity indicates a bullish sentiment among high-rolling investors, with 13 options trades identified for EchoStar, which is atypical and may suggest privileged information [1] - The sentiment among major traders is mixed, with 38% bullish and 30% bearish. Notably, there was one put option worth $45,000 and 12 call options totaling $7,368,495 [2] - The predicted price range for EchoStar over the past quarter is between $47.0 and $160.0, based on the volume and open interest of the options contracts [3] Volume and Open Interest Trends - The mean open interest for EchoStar options trades today is 1100.5, with a total volume of 2,664.00 [4] - A 30-day overview of EchoStar's call and put volume shows significant trading activity within the strike price range of $47.0 to $160.0 [5] Analyst Ratings - Four market experts have recently issued ratings for EchoStar, with a consensus target price of $131.25. An analyst from UBS maintains a Neutral rating with a price target of $125 [9] - An analyst from TD Cowen holds a Buy rating with a target price of $158, while Citigroup maintains a Neutral rating with a target price of $111. Deutsche Bank also keeps a Buy rating with a target price of $131 [12] Current Stock Performance - EchoStar's stock (SATS) has a trading volume of 3,528,152 and is currently up 1.0% at a price of $124.98. RSI indicators suggest that the stock may be overbought [10]

Core Insights - Verizon Communications Inc. and AST SpaceMobile are enhancing their capabilities to improve wireless connectivity accessibility [1] - The global wireless connectivity market is projected to grow from $118.32 billion in 2025 to $373 billion by 2034, with a CAGR of 13.64% [2] AST SpaceMobile - ASTS has rapidly developed its space-based connectivity infrastructure, recently launching the BlueBird 6 satellite, which is the largest commercial communications array in low Earth orbit [3] - The company has acquired 60 MHz of global S-Band spectrum priority rights, allowing for increased subscriber capacity and service offerings [4] - The acquisition of Ligado Networks provides ASTS with spectrum rights to a 45 MHz block in the U.S. and Canada for over 80 years, enabling independent cellular satellite services [5] - ASTS is expanding its manufacturing presence in the U.S. and Europe to meet growing demand, although it faces challenges from fluctuating satellite material prices [6] - As of September 30, 2025, ASTS had $1.2 billion in cash and cash equivalents and a current ratio of 9.56, indicating strong short-term debt management [7] Verizon Communications - Verizon is experiencing strong growth in the consumer segment, with wireless retail postpaid phone gross ads increasing by 5.4% year over year [8] - Service revenues rose by 2.1% to $20.34 billion, while wireless equipment revenues improved by 6.4% to $4.77 billion [8] - The company has a current ratio of 0.74 and a debt-to-capital ratio of 58%, indicating potential challenges in meeting short-term obligations [13] - Verizon is expanding into high-growth markets, including a mobile-network vehicle-to-everything (V2X) communication platform and partnerships to modernize the trucking industry [12] - The company faces intense competition from AT&T and T-Mobile, which pressures margins and increases customer retention costs [9][11] Market Comparison - The Zacks Consensus Estimate for AST SpaceMobile's 2025 sales implies a year-over-year growth of 1,141.96%, while EPS estimates suggest a decline of 60.61% [14] - Verizon's 2025 sales and EPS estimates imply year-over-year growth of 2.24% and 1.96%, respectively, with recent downward revisions [14] - Over the past year, Verizon's stock has gained 1.9%, while ASTS has seen a significant increase of 352.7% [16] - ASTS shares trade at a forward price/sales ratio of 118.65, significantly higher than Verizon's 1.17, indicating a more attractive valuation for Verizon [17] - ASTS is perceived as a better investment option currently due to its innovative space-based connectivity solutions and growing partner base [21]

Core Viewpoint - Array Digital Infrastructure, Inc. has successfully closed a transaction with AT&T to sell a portion of its spectrum licenses for $1.018 billion, leading to the declaration of a special cash dividend of $10.25 per share [1][2][3]. Group 1: Transaction Details - The transaction aligns with Array's strategy to monetize spectrum not included in the previous sale to T-Mobile, which was finalized on August 1, 2025 [2]. - The special dividend is set to be paid on February 2, 2026, to shareholders recorded as of January 23, 2026 [2]. Group 2: Company Insights - Array Digital Infrastructure is a prominent owner and operator of shared wireless communications infrastructure in the U.S., with over 4,400 cell towers supporting the deployment of 5G and other wireless technologies [5]. - The company is approximately 82% owned by Telephone and Data Systems, Inc. (TDS) [5]. Group 3: Leadership Commentary - The President and CEO of Array expressed satisfaction with the value realized from the sale and emphasized the company's commitment to returning value to shareholders through the special dividend [3]. Group 4: Advisory and Legal Support - Citigroup Global Markets Inc. acted as the lead financial advisor for the transaction, with additional advisory support from Centerview Partners LLC, TD Securities (USA) LLC, and Wells Fargo [4]. - Legal and regulatory counsel was provided by Wilkinson Barker Knauer, LLP, Clifford Chance LLP, and Sidley Austin LLP [4].

Core Insights - Lawrence Chen, the president and CEO of InterDigital, sold 5,950 shares for approximately $1.9 million, executed through open-market transactions [3][5] - The sale occurred at a weighted average price of around $322.27, while InterDigital shares closed at $309.23, reflecting a one-year total return of 68.15% [1][6] - Chen's direct ownership decreased to 170,935 shares post-sale, indicating a disciplined approach to diversification rather than a fundamental reassessment of the company's value [2][5] Company Overview - InterDigital is a technology innovator specializing in wireless communications and video technologies, with a strong patent portfolio supporting technologies from 2G to 5G and beyond [4] - The company's strategy focuses on monetizing its intellectual property through licensing agreements with major industry players, maintaining a competitive edge in the evolving landscape of connected devices [4][6] Market Context - The transaction aligns with Chen's historical selling pattern, as the sale size matches his recent median for sell-only transactions, suggesting continuity in his investment strategy [1][5] - InterDigital's shares have significantly outperformed the broader market, driven by strong licensing activity related to 5G and video technologies, reinforcing the durability of its IP monetization strategy [6][7]

Core Viewpoint - Edgewater Wireless Systems Inc. has received shareholder approval for a new equity incentive plan, which allows for the issuance of various stock-based awards to its directors, officers, employees, and consultants [1][2]. Group 1: Compensation Plan Details - The new Compensation Plan replaces the previous fixed 20% stock option plan and allows for the issuance of stock options, restricted share units, performance share units, and deferred share units [2]. - The total number of common shares reserved for issuance under the Compensation Plan is capped at 47,669,494 shares, which is 20% of the total issued and outstanding shares on a non-diluted basis at the time of implementation [2]. - The Compensation Plan is pending final approval from the TSX Venture Exchange, with further details available in the management information circular filed on SEDAR [3]. Group 2: Stock Options and Deferred Share Units - The company has granted options to purchase 6,300,000 common shares at a price of $0.05 per share, with a validity until December 22, 2030 [4]. - Of the options granted, 5,400,000 will vest in a staggered manner: 33% on the grant date, 33% after one year, and 34% after two years [4]. - Additionally, 2,500,000 deferred share units have been granted to directors and officers, vesting after one year and entitling holders to receive one common share upon vesting [5]. Group 3: Company Overview - Edgewater Wireless specializes in enhancing Wi-Fi quality of service by managing congestion and spectrum allocation in real-time, which benefits service providers and customers through improved efficiency and connectivity [6]. - The company’s patented Spectrum Slicing platform, part of the PrismIQ™ product family, significantly enhances Wi-Fi performance, offering 10x performance and up to 50% lower latency [7]. - Edgewater Wireless holds 26 granted patents and operates on a fabless model, aiming to transform Wi-Fi economics for various markets, including residential, enterprise, and Industrial IoT [7].