Core Insights - VEON Ltd. has been recognized at the World Communication Awards 2025 for its advancements in financial inclusion, resilient connectivity, and digital transformation [1][2] Group Achievements - JazzCash, VEON's digital financial services platform in Pakistan, won the Gold Award in the Beyond Connectivity category, highlighting its role in expanding financial access [2][4] - Kyivstar, VEON's operator in Ukraine, received the Silver Award for Satellite Telecommunications, showcasing its efforts to maintain connectivity in challenging circumstances [2][3] - Jazz, VEON's operator in Pakistan, earned a Silver Award for Best Digital Transformation Programme, reflecting its commitment to delivering AI-powered digital experiences [2][5] Strategic Focus - VEON's CEO emphasized the company's commitment to building digital services that promote access, resilience, and inclusion across its markets [3] - The recognition of JazzCash aligns with VEON's strategy to leverage digital services for economic empowerment and social impact, with JazzCash serving 20.6 million monthly active users and a merchant base of 750,000 [4][9] Technological Innovations - Kyivstar's recent milestone includes the launch of SMS messaging via Starlink Direct to Cell satellites, enhancing connectivity in areas with infrastructure disruptions [3] - Jazz's joint award with Huawei for Best Digital Transformation Programme underscores its evolution into a digital life partner, addressing diverse customer needs across various sectors [5] Industry Recognition - The World Communications Awards are organized by Total Telecoms and are recognized as prestigious accolades in the telecommunications industry, adjudicated by over 100 independent experts [6]

Core Insights - Airgain has signed a partnership agreement with a U.S. based telecom systems integrator to support the nationwide rollout of its Lighthouse™ Smart 5G NCR [1] Group 1 - The partnership aims to enhance the deployment of 5G technology across the United States [1] - Lighthouse™ Smart 5G NCR is positioned to improve connectivity and network performance for users [1]

Core Insights - VEON Ltd. has been included in two major international equity indices, enhancing its visibility and accessibility to global institutional investors [1][2][3] Group 1: Inclusion in Indices - VEON has been added to the S&P Global Broad Market Index (BMI), which includes over 11,000 companies across developed and emerging markets [2] - The company was also selected for the revised MSCI Ukraine Index, highlighting its role as a leading publicly listed company in the Ukrainian economy [3] Group 2: Company Performance and Strategy - The inclusion in these indices reflects VEON's growing scale, operational momentum, and strengthened financial profile, broadening its reach to institutional investors [4] - VEON continues to deliver robust revenue and profit growth, improve operational efficiency, and accelerate its digital operator strategy [5] Group 3: Investor Engagement - The company is committed to maintaining high-quality disclosures and deepening investor understanding of its digital operator model [6] - VEON will actively engage with market participants, including index providers and institutional investors, to ensure transparent communication of its strategy and performance [5]

RT Aakash Gupta (@aakashg0)In January 2015, Google and Fidelity wrote a combined $1 billion check for roughly 10% of SpaceX. The company was valued at $12 billion. Google’s portion: approximately $900 million for 7.4%.At the time, SpaceX had just successfully landed a Falcon 9 first stage for the first time. Starlink was a PowerPoint presentation. Revenue was a rounding error compared to today.Ten years later, SpaceX has become the most valuable private company on Earth.The valuation trajectory tells the st ...

Core Insights - IQSTEL Inc. has achieved significant milestones in 2025, setting the stage for accelerated growth in 2026 through disciplined execution and strategic investments [1][3] - The company is focused on organic growth, corporate expansion, and enhancing value for clients, partners, and shareholders as it enters 2026 [1] Financial Position - IQSTEL is debt-free, with no convertible notes or outstanding warrants, providing a strong financial foundation [3] - The company's balance sheet remains solid, with growing shareholder equity year after year, reflecting disciplined capital management [3] Business Strategy - The collaboration with Cycurion marks a strategic move into the cybersecurity space, complementing IQSTEL's telecommunications expertise [3] - The company aims to pursue accretive acquisitions from a position of strength, ensuring alignment with long-term value creation [3] Company Overview - IQSTEL operates in 21 countries with a team of 100 employees, providing advanced solutions across various sectors including Telecom, Fintech, and Cybersecurity [4] - The company forecasts $340 million in revenue for FY-2025, aiming to become a $1 billion tech-driven enterprise by 2027 [4]

Group 1: Market Performance - Israel's stock market has outperformed the U.S. market since October 7, 2023, with significant gains in U.S.-traded companies such as Teva Pharmaceutical, Elbit Systems, and Tower Semiconductor [4] Group 2: Corporate Developments - Verizon has announced significant job cuts under its new CEO, Dan Schulman, following earnings that beat expectations but missed revenue targets. The new CEO has promised substantial changes, raising concerns about the company's dividend sustainability [9] - AT&T is set to join T-Mobile in adopting digital switching for customers, which is expected to increase customer turnover rates in the industry [6][9]

Core Insights - The company is focused on creating long-term shareholder value through top-line growth and effective capital allocation [2] Group 1: Top-Line Growth - The company has signed a new Master Lease Agreement (MLA) with Verizon, which is a 10-year transaction aimed at facilitating faster equipment deployment for coverage and densification [3] - This partnership is expected to secure a minimum growth rate for the company, indicating a positive outlook for revenue generation [3] Group 2: Capital Allocation - The company anticipates approximately $1.9 billion in EBITDA, with specific allocations including $475 million for dividends, $435 million for cash interest expenses, $35 million for cash taxes, $50 million in maintenance CapEx, and $200 million in growth CapEx [3] - After these allocations, the company expects to have about $700 million available for further capital initiatives [3]

Group 1 - Huawei's 2012 Lab has established a foundational model department focused on advancing base model development [1] - The name "2012 Lab" is inspired by Huawei's founder Ren Zhengfei's belief that the future digital world will face an information explosion, akin to a flood depicted in the movie "2012" [1] - The lab comprises dozens of research units dedicated to cutting-edge technologies such as communication, cloud computing, audio-video analysis, artificial intelligence, and machine learning, targeting research directions for the next 5-10 years [1] Group 2 - In October, Huawei's Executive Director Yu Chengdong announced a global recruitment initiative for top AI talents with exceptional academic backgrounds and innovative spirits [1] - The recruitment emphasizes three core selection criteria: academic excellence, passion for AI, and innovative thinking [1] - Positions cover advanced areas such as AI algorithms, large model architecture, multimodal understanding, data engineering, and AI security and privacy, with some roles directly involved in Huawei's "Pangu Model" next-generation evolution and AGI exploration projects [5]

Core Insights - The company has outlined its strategic priorities for the next three years, focusing on strengthening the balance sheet and enhancing shareholder returns [1] - A significant aspect of the strategy includes a dividend reset aimed at deleveraging and driving sustainable free cash flow growth [1] - The company is committed to optimizing its cost of capital while redesigning its growth platform for future development [1] Key Priorities - The company emphasizes a customer-first approach as one of its four key priorities, indicating a shift in momentum and energy [2]

Let's bring in more insight from Strategy CEO Patrick Morhead. Pat, these chips are a couple years old, a generation two depending on whether you're counting uh what's about to to come out or not. I is this about securing Nvidia and American technology space uh place in the the global AI ecosystem or does it perhaps end up accelerating China.So, John, I've been uh pretty clear on this and consistent. Uh we need to sell as much technology that cannot create the best frontier models out there. We need to expo ...