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X @Starlink
Starlink· 2025-12-09 21:20
Starlink Direct to Cell is now delivering data, voice, video and messaging in Canada.Customers traveling in the most remote areas can stay connected on several apps, including checking the weather, routes on maps or even posting on X using the satellite-to-mobile service → https://t.co/QCcLwOmHuE ...
从699天到1.6小时,数据传输如何“坐上火箭”?
Xin Hua Ri Bao· 2025-12-09 20:53
Core Insights - The "Future Network Experimental Facility" has been officially launched, marking a significant advancement in China's information and communication technology, enabling faster and more reliable data transmission for various industries [1][2][4]. Group 1: Project Overview - The facility is designed to address challenges in existing networks, such as scalability, mobility, security, and service quality, particularly in the context of industrial and computational internet [2][3]. - The project was initiated in 2013 and has taken over a decade to complete, culminating in a major technological breakthrough for the nation [2][4]. Group 2: Technical Capabilities - The facility features a "data high-speed rail" network that covers 40 cities with over 5.5 million kilometers of optical transmission, supporting 128 heterogeneous networks and 4096 parallel experiments [3][4]. - It offers deterministic transmission capabilities, maintaining a stable data transfer rate of 50Gbps even under interference, compared to non-deterministic networks that can drop to below 1Gbps [2][3]. Group 3: Applications and Impact - The facility has significantly improved data transfer speeds for scientific research, reducing the time to transfer 72TB of data from 699 days to just 1.6 hours, and potentially to 20 minutes with advanced technology [5][6]. - In the AI sector, it has enabled efficient cross-domain training of large models, reducing iteration times from over 20 seconds to approximately 16 seconds [5][6]. Group 4: Broader Implications - The facility is expected to enhance various sectors, including remote medical imaging, industrial automation, and education, by providing reliable and high-speed network support [6][7]. - It aligns with national strategies such as the "East Data, West Computing" initiative, facilitating intelligent scheduling and collaborative use of computing resources across regions [7][9]. Group 5: Future Prospects - The facility is positioned as an open experimental platform for research institutions and enterprises to test new technologies, fostering innovation and collaboration [7][8]. - It aims to contribute to the construction of a more efficient network infrastructure, supporting the digital transformation of various industries and enhancing the quality of life for citizens [9].
Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory
Yahoo Finance· 2025-12-09 20:10
Core Thesis - Cogent Communications Holdings, Inc. is experiencing a bullish outlook despite recent challenges, with a focus on capital discipline and strategic asset monetization [1][6]. Financial Performance - As of December 2nd, CCOI's share price was $19.99, with trailing and forward P/E ratios of 94.04 and 5.00k respectively [1]. - The company recently cut its quarterly dividend from $1.01 to $0.02 to preserve capital while managing the $20 billion T-Mobile/Sprint fiber acquisition [2]. - The current stock price is $23.49, presenting a compelling risk/reward opportunity supported by operational momentum and strategic asset monetization [5]. Strategic Initiatives - The integration of T-Mobile/Sprint assets is progressing well, with EBITDA improving as operational efficiencies are realized [3]. - Cogent's data center portfolio expanded from 53 to 100 facilities post-acquisition, with plans to sell or lease 24 redundant centers, generating initial agreements worth $144 million [4]. - These divestitures are expected to accelerate deleveraging and unlock significant shareholder value once debt levels normalize [4]. Market Reaction - The market reacted sharply to the earnings call, primarily due to the dividend cut and suspension of share buybacks, but the company is focused on long-term capital discipline [2][6]. - Despite a 72.62% depreciation in stock price since previous coverage, the bullish thesis remains intact as efficiency gains progress [6].
Servify Expands AT&T Device Protection Program with AT&T Business Protect Enterprise Offering
Prnewswire· 2025-12-09 19:14
Core Insights - Servify has announced a collaboration with AT&T to launch AT&T Business Protect Enterprise Plans, which are designed for mid to large enterprise customers and feature tiered pricing [1][2]. Group 1: Collaboration and Offerings - The partnership aims to integrate device protection into AT&T's wireless service offerings, enhancing reliability and providing businesses with peace of mind [2]. - The enterprise plans include an enterprise portal for onboarding, tech support, and AI-powered claim fulfillment, aimed at improving customer experience and cost efficiency [3]. Group 2: Market Expansion and Technology - Servify is expanding its presence in the global enterprise market by creating customized, co-branded programs that enhance revenue and customer retention [4]. - The company utilizes a technology-driven platform that integrates people, processes, and technology, ensuring real-time transparency and operational efficiency [6]. Group 3: Customer Experience and Support - Servify's approach focuses on enhancing customer experience through over 2,000 walk-in repair locations across North America, supporting tens of millions of consumers globally [7]. - The platform leverages AI for conversational support and automated adjudication, ensuring exceptional support throughout the customer lifecycle [6].
X @Tesla Owners Silicon Valley
Starlink in Kenya just hit 19,460 users — a 48× jump since 2023!Cities are back online and growing fast. While legacy providers took decades for 815k lines,Starlink is changing lives in months. Internet revolution loading… https://t.co/Hl4K7empKP ...
X @Sui
Sui· 2025-12-09 13:25
This is what “built for real utility” looks like.@karrier_one - a decentralized mobile network built on Sui - now backed by Ericsson tech and global reach.Karrier One (@karrier_one):Ericsson x Karrier OneWe’re teaming up with Ericsson to bring more coverage, more efficiency, and more flexibility to carriers and communities around the world. https://t.co/kH2SetzFNd ...
Wall Street Sees a 180% Upside to Cogent Communications (CCOI)
Yahoo Finance· 2025-12-09 11:22
Core Viewpoint - Cogent Communications Holdings, Inc. (NASDAQ:CCOI) is identified as a strong dividend stock with significant upside potential, with an average price target suggesting a 38% increase and a Street high indicating a potential 180% upside [1][2]. Financial Performance - For Q3 2025, Cogent reported service revenue of $241.9 million, reflecting a decrease of 1.7% from the previous quarter and a 5.9% decline year-over-year [3]. - On-net revenue for Q3 was $135.3 million, which is an increase of 2.2% from the preceding quarter but a decrease of 0.9% compared to Q3 2024 [3]. - Off-net revenue was reported at $95.1 million, down 14.5% year-over-year, while Wavelength revenue reached $10.2 million, marking a significant increase of 92.5% year-over-year [3]. - As of September 30, 2025, customer connections totaled 118,279, which is a decrease of 6.4% from the same quarter in 2024 and a slight decline of 0.4% from Q2 2025 [3]. Share Repurchase Initiative - Cogent Communications announced the resumption of its share repurchase initiative on November 17, allowing the company to buy back stock without a specified purchase amount [2]. Business Overview - Cogent Communications provides high-speed internet, private networks, and data center space globally, targeting small and medium-sized businesses, service providers, and other organizations [4].
Rogers First to Launch Satellite-to-Mobile Service with Must-Have Apps
Globenewswire· 2025-12-09 11:00
Core Insights - Rogers Communications has launched Rogers Satellite, a pioneering service aimed at enhancing connectivity for Canadians, which includes voice and video calling through popular applications [1][2] - The service is designed to support various applications, including text messaging, weather updates, and mapping, particularly in areas lacking traditional cellular coverage [3] - The company has also introduced satellite-to-mobile IoT services for businesses, marking another first in Canada, aimed at providing connectivity in remote regions [4][5] Service Features - Rogers Satellite now supports popular applications such as WhatsApp, allowing users to make calls in previously unreachable areas [2] - The service will continue to expand its list of satellite-ready applications as developers adapt their apps for satellite use [3] - The company has initiated a beta trial for text messaging, which has seen over one million messages sent, indicating strong consumer interest [6] Business Applications - The satellite-to-mobile service is particularly beneficial for IoT applications, including fleet and asset tracking in remote locations, and automated sensors in industries like forestry and mining [4][5] - This technology is expected to transform operations for Canadian businesses and government organizations by providing reliable connectivity in challenging environments [5] Pricing and Availability - Rogers Satellite is available to all Canadians for a monthly fee of $15, with promotional discounts for beta trial participants [6] - Future expansions of the service will include data and voice services, including 911 voice services for all Canadians [7]
Verizon Communications Inc. (VZ)’s CEO Tells Employees Last Month’s Layoffs Were Inevitable
Yahoo Finance· 2025-12-09 10:53
Verizon Communications Inc. (NYSE:VZ) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On December 5, Barron’s reported that it had seen a video of the company’s live employee webcast on Friday, the first since last month’s mass layoffs. Verizon Communications Inc. (VZ)'s CEO Tells Employees Last Month's Layoffs Were Inevitable Photo by Austin Distel on Unsplash According to the report, Verizon’s CEO, Daniel Schulman, was blunt in explaining the downsizing. The company has lost between 5% a ...
2025年两化融合大会解码企业“质改数转”新路径
Xin Hua Cai Jing· 2025-12-09 09:17
新华财经沈阳12月9日电(记者崔师豪)12月8日至9日,2025年两化融合暨数字化转型大会在辽宁省沈阳市召开。有关部门、行业协会、高等院校及其他企 事业单位代表约500人在会议上以"数创融新智合未来"为主题,共同探讨信息化工业化深度融合的新路径、新模式。 据国家工业信息安全发展研究中心编制的中国两化融合发展数据地图显示,当前我国工业企业两化融合达成度达64.9%,数字化研发普及率、关键技术自动 化率达到了64%和86.5%。"种种数据表明,我国工业企业技术融合的覆盖广度与应用深度持续突破。两化融合已经进入了深度赋能新阶段。"工业信息安全 发展研究中心主任江明涛表示。 场景化、图谱化的转型路径是破解行业转型痛点的关键抓手已成为许多业内人士的共识。"但在国际竞争日趋激烈、内外环境发生深刻变化的形势下,我们 要进一步强化高端工业软件、工业网络、智能装备等核心技术的产品化与产业化应用场景,在全球竞争中占据有利地位。"江明涛说。 面对机遇挑战并存的态势,江明涛表示,一是要强化理论研究,推动顶层规划设计落地实施,加快政策的贯彻落实;二是要继续强化解决方案供给,推进重 点行业一图谱四清单研究编制,以图谱清单为指引,培育标准 ...