Core Viewpoint - KVH Industries, Inc. will announce its financial results for Q3 2025 on November 6, 2025, with a conference call hosted by the CEO and CFO [1] Company Overview - KVH Industries, Inc. is a global leader in maritime and mobile connectivity, operating through the KVH ONE network [3] - The company was founded in 1982 and is headquartered in Middletown, RI, with R&D and manufacturing operations in the same location and over a dozen offices worldwide [3] - KVH provides connectivity solutions for various sectors, including commercial maritime, leisure marine, military/government, and land mobile applications, featuring products like TracNet, TracPhone, and TracVision [3]

Germany has taken a defining step in its digital evolution through a €1 billion ($1.17 billion) partnership between Deutsche Telekom and Nvidia to create an industrial AI cloud near Munich. Expected t... ...

Core Viewpoint - Nokia Corporation plans to delist its shares from the Euronext Paris stock exchange while maintaining listings on Nasdaq Helsinki and the New York Stock Exchange [1][2] Group 1: Delisting Plans - The decision to delist from Euronext Paris follows a review of trading volumes, costs, and administrative requirements associated with the Paris listing [2] - The delisting is expected to take effect within the next three months, pending approval from Euronext Paris's Board [2] Group 2: Share Performance - Nokia's shares on the NYSE have seen a significant increase, surging 44.4% over the past month, closing at $7.15 on Monday [3] - Nvidia Corp. has agreed to invest $1 billion for a 2.9% stake in Nokia, valuing the shares at $6.01 each [3] - Following this investment, Jefferies analyst Janardan Menon upgraded Nokia's rating from Hold to Buy [3] Group 3: Legal Developments - Nokia has filed a lawsuit against Warner Bros. Discovery, alleging infringement of its video encoding and decoding patents related to streaming services [4]

Core Insights - RADCOM Ltd. has signed a multi-year agreement with 1GLOBAL to deploy RADCOM ACE, an AI-powered assurance solution aimed at optimizing network operations and enhancing customer experiences across Europe, North America, and Asia, supporting over 43 million connections [1][2]. Company Overview - RADCOM is a leading provider of advanced, intelligent assurance solutions with integrated AI Operations (AIOps) capabilities, focusing on improving customer experiences through its flagship platform, RADCOM ACE [4][5]. - 1GLOBAL is a technology-driven global mobile communications provider, serving over 43 million devices globally and generating over US$100 million in revenue for the full year 2024, positioning itself as a profitable business with significant cash flows [7][8]. Partnership Details - The partnership with RADCOM will enable 1GLOBAL to enhance its service quality and customer experiences through next-generation, AI-driven assurance, leveraging RADCOM's cloud-native platform for faster and more flexible network monitoring [2][3]. - RADCOM ACE will provide 1GLOBAL with a comprehensive, scalable, and flexible assurance solution that adapts to network growth and rising traffic demands, incorporating advanced capabilities such as AI-driven anomaly detection and deep analysis of voice and data traffic [3][4]. Technological Advancements - RADCOM ACE features patented load-balancing technology and is designed to maximize efficiency by processing only the most relevant data, significantly reducing data volumes while maintaining full visibility [2][3]. - The solution supports full IP Multimedia Subsystem (IMS)/Voice over Long-Term Evolution (VoLTE) and 4G/5G data monitoring, ensuring precise troubleshooting across all required protocols [3].

Core Viewpoint - Deutsche Telekom is launching an industrial AI cloud in partnership with NVIDIA, with a total investment of 1 billion euros ($1.17 billion), expected to go live in the first quarter of 2026 [1] Group 1 - The partnership between Deutsche Telekom and NVIDIA focuses on developing an industrial AI cloud [1] - The investment amount for this initiative is 1 billion euros, equivalent to approximately $1.17 billion [1] - The expected launch date for the industrial AI cloud is the first quarter of 2026 [1]

Nvidia and Deutsche Telekom are building a €1 billion data center in Germany to bolster infrastructure in Europe that can power complex AI systems https://t.co/XLcsufCNlq ...

Group 1 - Lumen Technologies, Inc. has recently achieved a new all-time high, driven by an optimistic adjusted EBITDA growth outlook for 2025 and a plan to save $1 billion in costs annually [1][3] - The company is undergoing a multi-year transformation initiative aimed at modernizing and simplifying its operations, which is expected to yield $1 billion in cost savings post-2027 [2] - For the full year 2025, Lumen Technologies anticipates total adjusted EBITDA to reach between $3.2 billion and $3.4 billion, with capital expenditures projected at $4.1 billion to $4.3 billion to support AI industry developments [3] Group 2 - In the last quarter, Lumen Technologies reported a significant widening of its net loss by 319% to $621 million, compared to $148 million in the same period last year, primarily due to increased expenses [4] - Adjusted EBITDA for the last quarter fell by 32% to $571 million from $843 million year-on-year, while total revenues decreased by 4.16% to $3.087 billion from $3.221 billion [4]

On the 30-stock Sensex, shares of Eternal, Tata Motors Passenger Vehicles, Among sectoral indices, IT was one of the top drags on the Nifty, shedding 1.1% as mixed remarks from U.S. Federal Reserve officials clouded prospects of a rate cut in December.The broader markets also weakened, with the small-cap index down 0.8% and the mid-cap gauge losing 0.4%. rose 1.9% to a record high after the country’s second-largest telecom operator reported a sharp rise in quarterly profit. Live EventsMahindra & Mahindra g ...

Core Insights - AudioCodes reported a revenue increase of 2.2% year-over-year for Q3 2025, reaching $61.5 million compared to $60.2 million in Q3 2024 [2][6] - The company achieved a 50% growth in its Conversational AI (CAI) business, contributing to an Annual Recurring Revenue (ARR) of $75 million, a 25% year-over-year increase [8][9] - AudioCodes' strategic focus on AI-driven, hybrid cloud software and services is evident in its ongoing transformation and investment in high-growth areas [6][11] Financial Performance - EBITDA for Q3 2025 was $5.2 million, down from $5.9 million in Q3 2024; on a Non-GAAP basis, EBITDA was $6.9 million compared to $7.9 million [2][3] - Net income for Q3 2025 was $2.7 million, or $0.10 per diluted share, consistent with the previous year, while Non-GAAP net income was $4.9 million, or $0.17 per diluted share, up from $0.16 [3][6] - Cash and cash equivalents decreased to $79.7 million as of September 30, 2025, from $93.9 million at the end of 2024, primarily due to share repurchases and dividend payments [5][12] Business Segments - Services revenue for Q3 2025 was $30.9 million, accounting for 50.3% of total revenues, indicating a strong performance in service offerings [6] - The Live family of services for Unified Communications and Collaboration (UCC) and CAI business are identified as primary growth engines for the company [7][8] - The launch of the Live Platform has resulted in a significant agreement with a tier-1 system integrator, enhancing cross-selling opportunities [9] Shareholder Returns - The company declared a cash dividend of $0.20 per share, totaling approximately $5.6 million, paid on August 28, 2025 [12] - During Q3 2025, AudioCodes repurchased 1,267,436 ordinary shares at a cost of $12.7 million, reflecting its commitment to returning value to shareholders [6][12] Future Outlook - AudioCodes aims to achieve a full-year ARR target of $78-$82 million, supported by the growth in its CAI business and strategic investments [8][11] - The company has received court approval to repurchase up to $25 million of ordinary shares, valid through April 28, 2026, indicating ongoing confidence in its financial position [13]

Core Insights - The global telecom cloud infrastructure and software spending is projected to grow from $17.4 billion in 2025 to $24.8 billion by 2030, with a compound annual growth rate (CAGR) of 7.3% [1] - Communication service providers (CSPs) are significantly accelerating their investments in cloud technology, with a projected growth rate of 12% in 2025, double that of 2024 [1] - The momentum is driven by the maturity of cloud-native tools, automation frameworks, and the deep integration of AI and generative AI in network operations [1] Industry Trends - AI Infrastructure: Over 62% of operators consider AI/ML support a critical factor in their cloud infrastructure decisions, with companies like NVIDIA, Red Hat, and VMware tailoring local AI capabilities for telecom environments [4] - Cloud-Native Growth: Spending on Kubernetes-based platforms is expected to grow at a CAGR of 25%, while spending in virtual machine (VM) environments is slowing down [4] - Public Cloud Adoption: The usage rate of public cloud for network workloads is expected to rise from 3% in 2024 to 13% by 2030, with major cloud service providers launching dedicated solutions for the telecom industry [4] - Vendor Landscape: Red Hat leads the telecom cloud platform market with a 25% market share [4] Recommendations for Technology Suppliers - To align with the cloud-native transformation and automation goals of telecom operators, technology suppliers are advised to adopt CI/CD pipelines and GitOps practices for the full lifecycle automation of clusters and network workloads [5]