RT Michael Nicolls (@michaelnicollsx)Excited to bring @Starlink direct-to-cell to Canada with @Rogers! Greatly expanding coverage in remote regions of Canada. https://t.co/OEiPXO8ed4 ...

US Army soldier pleads guilty to hacking telcos and extortion | TechCrunch https://t.co/4iTeFtbUfl ...

RT Michael Nicolls (@michaelnicollsx)Huge improvements in @Starlink network performance ...

Core Insights - Verizon Communications and Charter Communications are significant competitors in the U.S. telecommunications industry, focusing on fixed broadband, wireless services, and enterprise connectivity [1][2] - The industry is undergoing rapid transformation driven by digital initiatives, cloud adoption, remote work, smart homes, and AI, with government programs like BEAD funding aiding rural connectivity [3] Verizon's Position - Verizon is capitalizing on the demand for its 5G services, recently securing a multibillion-dollar contract for private 5G networks in the UK [4] - The company’s 5G network is supported by extensive spectrum holdings, deep fiber resources, and small cell deployment capabilities, with long-term growth expected from advanced technologies [5] - Verizon plans to acquire Frontier Communications for $20 billion, which will enhance its fiber network by adding 2.2 million fiber subscribers [6] - Despite strong cash flow, Verizon faces competitive pressures from AT&T and others, with a debt-to-cap ratio of 58.5% and a current ratio of 0.61 [7] Charter's Position - Charter is experiencing growth in residential mobile and Internet services, expanding its 5G coverage and investing $7 billion to enhance its fiber infrastructure [8][10] - The company aims to deliver multigigabit Internet services to 1.7 million locations, enhancing its service offerings across several states [10] - Charter's collaboration with governments to improve rural connectivity is a key part of its strategy [9] - However, Charter operates with a high debt burden of $93.6 billion and a debt-to-cap ratio of 82.6%, which may impact its financial flexibility [12] Financial Estimates and Market Performance - The Zacks Consensus Estimate for Verizon's 2025 sales and EPS indicates growth of 1.75% and 1.96%, respectively, while Charter's estimates show 0.33% sales growth and 13.01% EPS growth [13][14] - Over the past six months, Verizon's stock has increased by 7.3%, while Charter's has risen by 11.9% [16] - From a valuation perspective, Verizon appears more attractive with a price/earnings ratio of 8.67 compared to Charter's 9.48 [17] Overall Assessment - Charter has shown steady revenue growth, but Verizon's comprehensive network and focus on service reliability provide a competitive edge [20] - With robust cash flow and a healthy dividend payout ratio, Verizon is currently viewed as a more favorable investment option [20]

On 28 April 2025, the Annual General Meeting of Telia Lietuva, AB (hereinafter “Telia Lietuva” or “the Company”) shareholders for a new 2-years’ term re-elected five member of the previous Board – Stefan Backman, Claes Nycander, Hannu-Matti Mäkinen, Leda Iržikevičienė and Mindaugas Glodas, and newly elected Annelie Lakner. At the first meeting of the commenced term the Board re-elected Stefan Backman as Chair of the Board and appointed members of the Audit and Remuneration Committees. Stefan Backman, a mem ...

NEW YORK, July 15, 2025 /PRNewswire/ -- Turning Rock Partners ("TRP" or "Turning Rock") announces the sale of South Reach Networks ("South Reach" or "SRN"), a leading provider of hybrid fiber, colocation and transport services for carrier, content and enterprise customers through a control buyout transaction. South Reach was acquired in a control buyout transaction by a fund managed by Blue Owl Capital's Digital Infrastructure strategy ("Blue Owl").Over the last several years, South Reach Networks grew its ...

Core Viewpoint - Spectral Capital Corporation has entered into a binding agreement to acquire 100% of the equity of 42 Telecom Ltd., a Maltese-based telecommunications infrastructure provider, marking a strategic expansion into high-growth areas such as enterprise messaging, AI-enhanced fraud prevention, and quantum-integrated blockchain technology [1][4]. Company Overview - Spectral Capital Corporation is a deep technology company focused on AI technology and Quantum Computing, with over 20 years of expertise in accelerating emerging technologies [7][8]. - 42 Telecom Ltd. is recognized as a leading provider of international messaging infrastructure, particularly known for its SMS traffic into Vietnam, delivering billions of messages annually [2][9]. Transaction Details - Under the acquisition agreement, Spectral will issue 8,000,000 shares of common stock to Heritage Ventures Ltd., the sole shareholder of 42 Telecom, with an additional 8,000,000 shares placed in escrow for earnout and valuation protection tied to 42 Telecom's financial performance in 2025 and 2026, guaranteeing revenues of $15 million in 2025 [3]. - The transaction is subject to customary closing conditions, including regulatory and board approvals, and upon closing, 42 Telecom will become a wholly owned subsidiary of Spectral [6]. Strategic Implications - The acquisition provides Spectral access to advanced messaging infrastructure and a unique position in Southeast Asian markets, enhancing its enterprise client base [4]. - The combined capabilities of Spectral's technologies in compression, fraud prevention, and data mining, along with 42 Telecom's messaging gateway and compliance tools, will target enterprise messaging use cases in sectors such as healthcare, finance, and government [4][5]. Intellectual Property and Innovation - The acquisition is expected to add numerous patentable inventions to Spectral's intellectual property portfolio, including next-generation fraud detection and blockchain-integrated messaging verification frameworks developed by 42 Telecom [5].

或由于首个AI智能体安全测试标准发布，税友股份、用友网络涨停，润泽科技涨超9%，浪潮信息、光 环新网、奥飞数据等个股大幅跟涨。热门ETF方面，专注数据科技领域的大数据产业ETF（516700）午 后震荡攀升，场内价格现涨2．64%。 消息面上，世界数字科学院在联合国日内瓦总部正式发布AI STR系列新标准《AI智能体运行安全测试 标准》，标准由蚂蚁集团、清华大学、中国电信牵头，联合普华永道、新加坡南洋理工大学、美国圣路 易斯华盛顿大学等二十余家国内外机构、企业及高校共同编制，为全球首个单智能体运行安全测试标 准。 市场分析人士指出，该标准针对智能体跨越"语言墙"所带来的"行为"风险，首次将输入输出、大模型、 RAG、记忆和工具五个关键链路与运行环境对应起来，构建了全链路风险分析框架；同时，细分了智 能体风险类型，完善并创新提出了模型检测、网络通信分析和工具模糊测试等测试方法，弥补了智能体 安全测试技术标准的空白。 值得注意的是，英伟达CEO黄仁勋宣布两个重要进展：①美国已批准H20芯片销往中国；②英伟达将推 出RTXpro GPU。此外，光模块龙头新易盛发布2025年上半年业绩预告，净利润同比预增328%-3 ...

Ericsson’s profit beat analysts’ expectations after sales of 5G telecom equipment stabilized in the second quarter https://t.co/4klevgXQch ...

Core Insights - The company reported solid execution of strategic and operational priorities, achieving a three-year high in adjusted EBITA margin, supported by efficiency actions and a structurally lowered cost base [2][5] - Growth in the Americas continues, while Europe has stabilized; global fixed wireless access (FWA) customers have surpassed 160 million, driving significant network traffic [3][5] - The company is increasing investments in AI, which is seen as key to accelerating innovation and driving operational efficiencies [4][5] Financial Highlights - Net sales for Q2 2025 were SEK 56.1 billion, a decrease of 6% year-over-year from SEK 59.8 billion; organic sales growth was 2% [5][6] - Adjusted gross income increased to SEK 27.0 billion, up 3% from SEK 26.3 billion, with an adjusted gross margin of 48.0%, compared to 43.9% in the previous year [5][6] - Adjusted EBITA was SEK 7.4 billion, reflecting an 83% increase year-over-year, with an adjusted EBITA margin of 13.2% [5][6] - Net income for Q2 was SEK 4.6 billion, compared to a loss of SEK 11.0 billion in the previous year; diluted EPS improved to SEK 1.37 from -3.34 [5][6] - Free cash flow before M&A was SEK 2.6 billion, down 66% from SEK 7.6 billion [5][6] Operational Performance - The company achieved a 48% adjusted gross margin and a three-year high in adjusted EBITA margin, indicating strong operational execution [5][6] - Strong progress in IPR licensing was noted, with further opportunities to increase IPR revenues [5] - Sales growth was primarily driven by the Americas and IPR licensing, although there were declines in other market areas [5][6]