Core Insights - Inseego Corp. has partnered with AT&T Business to introduce the Wavemaker™ FX4200, a new 5G fixed wireless access (FWA) device aimed at enhancing enterprise wireless networks [2][3][7] Group 1: Product Features and Capabilities - The Wavemaker FX4200 is designed to provide high-performance 5G connectivity with a focus on simplicity, fast deployment, and easy management options for business customers [3][4] - Key features include Wi-Fi 7 support for up to 256 connections, live failover between wireless and wired WAN options, integrated battery backup for over 8 hours, and enterprise-grade security compliance [8] - The device supports zero-touch setup, on-device speed tests, and signal optimization, making it easier for businesses to deploy and manage their networks [8] Group 2: Market Position and Strategy - Inseego aims to bridge the gap between complex wireline solutions and simpler FWA options, positioning the FX4200 as a scalable solution for various business environments, including retail, restaurants, and government facilities [4][7] - The collaboration with AT&T enhances the portfolio of 5G-capable FWA devices, complementing AT&T's existing wireline broadband services [7] - Inseego's extensive experience in mobile broadband and 5G innovation supports its commitment to delivering reliable and secure connectivity solutions for businesses [9]

Group 1: Company Overview - Ericsson plans to cut jobs in Sweden to enhance its competitive edge while safeguarding core technology investments [1][2] - The company has filed a formal notice with Swedish authorities regarding potential layoffs, estimating that up to 1,600 positions could be affected [2] - The workforce has been declining, with Ericsson reporting approximately 89,898 employees at the end of Q3 2025, down from 91,937 in June 2025 and nearly 96,000 a year earlier [3] Group 2: Strategic Rationale - The job reductions are aimed at lowering structural costs while continuing to advance critical network technology projects [3] - The decision follows a trend of decreasing employee count over the past year, indicating ongoing efficiency measures within the company [3] Group 3: Market Performance - Ericsson's stock has increased by over 9% in the past year, reflecting positive market sentiment [4] - During premarket trading, Ericsson shares rose by 1.28% to $9.50 [5] - Peers such as Nokia and Cisco are also experiencing similar market dynamics, indicating broader industry pressures [4]

Core Viewpoint - Ericsson AB is set to cut approximately 1,600 jobs in Sweden as part of its ongoing efforts to reduce operational costs amid a prolonged weak telecom equipment market [1][3][5] Group 1: Job Cuts and Restructuring - The job cuts will specifically impact the workforce in Sweden, indicating a significant cost-cutting measure within its home market [1][3] - The company has initiated negotiations with unions as part of the restructuring process affecting Swedish employees [3][4] - This move is part of a broader strategy to reshape costs across the business, highlighting the importance of Sweden in Ericsson's operations [3][8] Group 2: Market Conditions - The telecom equipment sector has faced challenges due to slower spending cycles from mobile operators, leading to a difficult environment for network suppliers [2][5] - Demand for telecom equipment has weakened, with operators delaying major investments, particularly in 5G technology [5][6] - The competitive market environment has intensified, affecting multiple major suppliers, including Ericsson's Nordic rival, Nokia Oyj [6] Group 3: Historical Context of Restructuring - The current job cuts build on Ericsson's previous restructuring efforts, which included a global plan to cut 8,500 jobs in 2023, representing about 8% of its workforce at that time [7] - The company has been actively reducing staff levels beyond the initial announcement, including cuts in Spain and Canada [7][8] Group 4: Financial Performance - Ericsson's share price has declined by approximately 8.5% over the past 12 months, reflecting ongoing challenges in the telecom equipment market [9] - The decline in share performance is attributed to slower carrier spending and the need for suppliers to tighten operations amid weaker demand [9][10]

Core Viewpoint - Telecoms equipment group Ericsson plans to lay off approximately 1,600 employees in Sweden, indicating a significant restructuring effort within the company [1] Group 1 - The layoffs are part of a broader strategy to streamline operations and reduce costs in response to market conditions [1] - The decision reflects ongoing challenges in the telecommunications sector, including increased competition and changing technology demands [1]

Industry Overview - The 5G rollout has entered a new phase in 2025, driven by enterprise deployments and next-generation technologies like private wireless, IoT, and edge computing [1] - The U.S. 5G market is highly saturated, with major telecom providers covering over 300 million people [1] - North America has the highest 5G adoption rates, while South East Asia and Oceania are emerging markets for 5G, with subscriptions projected to reach around 680 million by 2031 [2] Market Dynamics - The 5G infrastructure market is expected to grow at a 13.1% compound annual growth rate (CAGR) from 2026 to 2033, while the 5G services market is projected to grow at a 62.2% CAGR from 2025 to 2030 [4] - Digital transformation across industries is driving demand for 5G, as organizations seek automation and secure connectivity for remote and hybrid work models [5] - The rise in high data-intensive applications, such as streaming services and multiplayer gaming, is increasing data traffic and pressuring existing telecom infrastructure [7][8] Company Highlights - Ericsson is a leading provider of communication networks and has secured a historic five-year contract with AT&T worth $14 billion to accelerate the deployment of an open and interoperable Radio Access Network [10][11] - Nokia has made significant progress in its 5G portfolio and has secured multiple customer wins, including partnerships with Vodafone Three and Bharati Airtel [14][16] - CommScope is focused on providing infrastructure solutions that support the convergence of wireline and wireless networks, essential for 5G technology [18][19] Financial Performance - Ericsson's stock has gained 19.4% over the past year, with earnings estimates improving to 5.63% for 2025 [12] - Nokia's stock has increased by 46.1% over the past year, with earnings estimates improving to 6.67% for 2025 [17] - CommScope's stock has surged by 232.5% over the past year, with earnings estimates improving to 27.91% for 2025 [20]

Industry Overview - The technology sector is experiencing strong growth in 2025, driven by cloud computing, artificial intelligence (AI), cybersecurity, data-center expansion, and digital transformation [2] - The sector has gained 25.3% year to date, outperforming the S&P 500's growth of 19.2% [3] - Approximately 61% of investors believe the technology sector will attract the most investment over the next three years, surpassing all other sectors [3] Future Outlook - The outlook for the technology sector in 2026 appears positive, supported by ongoing enterprise investment in AI, software automation, and digital engagement tools [4] - Demand for specialized technologies is expected to accelerate as organizations seek to extract more value from data and improve operational agility [4] Investment Opportunities - Investing in low-priced tech stocks can provide attractive upside potential, especially when these companies show improving fundamentals and clear growth drivers [5] - Nokia (NOK) is well-positioned in the technology cycle, with a strong 5G portfolio and a stable balance sheet, holding €4.89 billion ($5.74 billion) in cash as of September 30, 2025 [6][7] - Lantronix, Inc. (LTRX) is gaining traction in Edge AI and drones, with a significant increase in drone OEM engagements from 10 to 17 [12][13] - Taboola.com Ltd. (TBLA) is expanding its performance advertising platform, Realize, and reported adjusted EBITDA of about $48 million with margins exceeding 27% in Q3 2025 [19][20] - TransAct Technologies (TACT) is experiencing strong momentum in its Foodservice Technology business, with expected net sales between $50 million and $53 million for full-year 2025 [23][24] Company Performance - Nokia targets an annual comparable operating profit of €2.7–€3.2 billion by 2028 and has a Zacks Rank 2 (Buy) [10] - Lantronix has a Growth Score of A, with a stock surge of 48.8% over the past year and earnings estimates for the current and next fiscal year increasing by 42.9% and 90%, respectively [16] - Taboola has a Growth Score of A, with a stock gain of 11.4% over the past three months and earnings estimates moving up by 2.2% and 4.3% for the current and next fiscal year [22] - TransAct has a Growth Score of A, with a stock increase of 15.8% over the past six months and earnings estimates rising by 18.4% and 6.9% for the current and next fiscal year [26]

Core Insights - The deployment of Ericsson's AIR 3255 Massive MIMO antenna-integrated radios in NTT DOCOMO's 5G network began in December 2025 to address high traffic demands in congested areas [1][2]. Group 1: Technology and Performance - The AIR 3255 radios operate in the 4.5 GHz band and are designed to enhance network quality and customer experience amid increasing traffic demand [3]. - The new radios provide a 25% reduction in energy use and a 20% decrease in embodied CO2 footprint compared to previous generations, contributing to environmental sustainability [3][6]. - The AIR 3255 unit is 20% lighter than its predecessor at just 13 kg, facilitating easier deployment in high-traffic locations [4]. Group 2: Network Efficiency - The integration of AIR 3255 with existing 3.7 GHz band Massive MIMO radios will improve spectrum efficiency and enhance network flexibility and reliability as data traffic grows [5][6]. - Advanced features such as multi-user MIMO will ensure consistent throughput regardless of network congestion, further improving customer connectivity experiences [4]. Group 3: Partnership and Future Plans - NTT DOCOMO aims to strengthen its partnership with Ericsson to leverage the latest network capabilities and enhance user experience [3]. - Ericsson expresses pride in its collaboration with DOCOMO, emphasizing the provision of advanced, secure, and efficient Massive MIMO technology [3].

Core Viewpoint - Nokia's recent partnership with Nvidia is expected to enhance its stock performance by 2026, marking a potential turning point for the company after years of struggle in the tech industry [2][12]. Group 1: Partnership Details - Nokia has transitioned into a telecom equipment manufacturer and has formed various partnerships, including a recent collaboration with Nvidia aimed at developing AI-ready networking infrastructure [4][5]. - The agreement will integrate Nokia's 5G and upcoming 6G solutions with Nvidia's technology, facilitating the development of new AI-related services and optimizing cloud-based solutions [6][13]. Group 2: Financial Performance - Nokia's revenue for the first nine months of 2025 was 13.7 billion euros ($16.0 billion), reflecting a modest 4% increase, with Q3 revenue rising 12% year-over-year due to strong growth in AI and cloud-driven sectors [10]. - Despite a decline in net income to 116 million euros ($136 million) from 471 million euros in the previous year, the forward P/E ratio of 21 suggests potential profit growth and a favorable valuation [11]. Group 3: Market Reaction - Following the announcement of the Nvidia partnership, Nokia's stock initially surged but experienced a "sell the news" phenomenon, leading to a slight decline in stock price [8]. - The stock has increased by nearly 42% year-to-date, indicating a growing bullish sentiment among investors [8].

Core Insights - The article discusses the comparison between AI stocks and traditional investments, particularly using the example of toilet paper stocks versus internet equipment companies from the late '90s [1][12]. Investment Experience - The author reflects on their early investment experiences during the tech bubble of the late '90s, noting that many high-tech companies saw their stock prices soar before crashing [3][5]. - The author questions whether current AI stocks are a good investment, comparing the current market to the tech bubble [3]. Historical Context - The Nasdaq and S&P saw significant gains of 70% and 60% respectively from 1995 to 1996, leading to a rush in tech investments [4]. - Many companies from the internet equipment sector have either disappeared or merged, with Nokia being one of the few survivors [8][9]. Company Valuations - The combined peak valuation of Alcatel, Lucent, and Nokia during the dot-com bubble was $550 billion, which would be over $1 trillion today when adjusted for inflation [10]. - As of 2025, Nokia's market capitalization is only $32 billion, representing a significant loss for early investors [10]. Comparative Analysis - A comparison of Nokia and Kimberly-Clark shows that while Nokia had a total return of 87% over 30 years, Kimberly-Clark had a total return of 363% [13]. - The average annual return for Nokia was 2.1%, while Kimberly-Clark's was 8.0%, highlighting the stark difference in investment performance [13]. Future Outlook - The article raises the question of whether investments in AI will outperform traditional stocks like toilet paper over the next 25 years [14]. - The author suggests that while AI valuations may experience a pullback, the long-term outlook remains positive for the sector [19].

(State or other jurisdiction of incorporation or organization) THE SECURITIES ACT OF 1933 Actelis Networks, Inc. (Exact name of registrant as specified in its charter) As filed with the United States Securities and Exchange Commission on December 12, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER Delaware 3669 52-2160309 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Actelis Networks, Inc. I ...