RT S.E. Robinson, Jr. (@SERobinsonJr)BREAKING STARLINK NEWS: A key Notice will allow SpaceX to meet the 30% Ownership requirements through South Africa's Equity Equivalent Investment Program.Today, South Africa's Minister of Communications and Digital Technologies, Solly Malatsi, issued Notice 3692, directing ICASA to fully apply the 2016 ICT Sector Code for Broad-Based Black Economic Empowerment when assessing telecom licences, allowing foreign companies to meet the 30% historically disadvantaged groups ow ...

Group 1 - Southbound funds recorded a net sell of HKD 5.287 billion in Hong Kong stocks today [1] - The top net purchases included Meituan-W at HKD 2.482 billion, Xiaomi Group-W at HKD 2.361 billion, and Beike-W at HKD 0.996 billion [1] - The top net sells included Alibaba-W at HKD 3.368 billion, Tencent Holdings at HKD 0.996 billion, and Huahong Semiconductor at HKD 0.735 billion [1] Group 2 - Southbound funds have continuously net bought Xiaomi for 11 days, totaling HKD 10.76843 billion [1] - Meituan has seen net purchases for 3 consecutive days, amounting to HKD 4.08176 billion [1] - Southbound funds have net sold SMIC for 4 consecutive days, totaling HKD 1.5511 billion [1]

Huawei Technologies is doubling down on foundation models with a newly formed unit, heating up the race for dominance among Chinese tech giants in the artificial intelligence sector. The AI foundation model unit was established under Huawei's 2012 Laboratories, the company's strategic research and development arm that covered domains ranging from wireless technology to AI, according to a report by Chinese media outlet China Star Markets this week. The department was actively recruiting AI talent, the re ...

Comcast Corporation (NASDAQ:CMCSA) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. Morgan Stanley Lowers Comcast (CMCSA) Target Amid Shifts in Wireless and Fiber Outlook Photo by NeONBRAND on Unsplash Morgan Stanley analyst Benjamin Swinburne on December 10 cut his price target on Comcast Corporation (NASDAQ:CMCSA) to $31 from $32 but maintained an Equal Weight rating. He pointed out that fixed wireless net additions could pick up in 2026 as AT&T widens its reach, ...

Comtech Telecommunications (NasdaqGS:CMTL) Q1 2026 Earnings Call December 11, 2025 04:30 PM ET Company ParticipantsKen Traub - Chairman, President and CEOMike Bondi - CFOMike Crawford - Senior Managing Director and Head of the Discovery GroupMaria Ceriello - Senior Director of FP&AOperatorWelcome to Comtech Telecommunications Corp's conference call for the first quarter of fiscal 2026. As a reminder, this conference call is being recorded. I would now like to turn the call over to Maria Ceriello, Senior Dir ...

Financial Data and Key Metrics Changes - Comtech reported net sales of $111 million for Q1 2026, a decrease from $130.4 million in the previous quarter, but exceeding the midpoint of revenue guidance [13] - Gross profit for Q1 2026 was $36.8 million, representing a 153.3% increase from $14.5 million in Q1 2025, with a gross profit margin of 33.1% [15] - Operating loss narrowed to $2.8 million in Q1 2026 from a loss of $129.2 million in Q1 2025, with adjusted EBITDA of $9.6 million compared to a loss of $30.8 million in the prior year [16][17] - Operating cash flows improved to $8.1 million in Q1 2026 from negative $21.8 million in Q1 2025, marking the third consecutive quarter of positive cash flow [18] Business Line Data and Key Metrics Changes - The Satellite and Space Communications segment reported a GAAP operating profit of over $3 million in Q1 2026, a significant turnaround from a $119 million operating loss in the same period last year [8] - Illyrium segment achieved adjusted EBITDA of $11.3 million, a slight increase from $11.0 million in the prior year, despite lower net sales in Call Handling Solutions [10] Market Data and Key Metrics Changes - The first quarter's performance was impacted by earlier-than-anticipated orders and net sales, as well as delays due to the recent U.S. government shutdown [14] - Net bookings for Q1 2026 were $101.9 million, resulting in a book-to-bill ratio of 0.92, compared to 1.1 in the prior year [17] Company Strategy and Development Direction - The company is focused on optimizing cash flow and has phased out low-margin products to transition to higher-margin, strategic opportunities [25] - The successful transformation initiatives have positioned Comtech to capitalize on attractive opportunities in each business segment [4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's revitalized financial health, which is expected to enhance employee retention, customer trust, and vendor relationships [21] - The company is at an inflection point, with improved margins and attractive growth opportunities ahead [25] Other Important Information - Mary Jane Raymond has joined the board of directors, bringing governance and operational expertise [22] Q&A Session Summary Question: Will the $130 million of new bookings flow to backlog in the current quarter? - A portion will be booked in Q1, but the majority will be booked in Q2 [24] Question: How should investors think about the return to top-line growth? - The focus is on optimizing cash flow, with a deliberate strategy to phase out low-margin business and focus on higher-margin opportunities [25] Question: Any updates on the PIK preferred stock obligation? - No specific comments were made, but the company is exploring various options to improve its capital structure [26]

Core Insights - Ciena Corporation is a significant player in the telecommunications industry, focusing on networking systems, services, and software, known for its innovative solutions that enhance network performance and efficiency [1] Financial Performance - For the quarter ending October 2025, Ciena reported earnings per share (EPS) of $0.91, exceeding the estimated $0.78 and showcasing an 18.18% earnings surprise, a notable increase from $0.54 EPS in the same quarter last year [2][6] - Ciena's revenue for the same quarter reached $1.35 billion, surpassing the estimated $1.29 billion, representing a 4.95% increase over estimates and a rise from $1.12 billion reported a year ago [3][6] Valuation Metrics - The company has a high price-to-earnings (P/E) ratio of approximately 258.06 and a price-to-sales ratio of about 6.66, indicating high valuation [4] - Ciena maintains a low debt-to-equity ratio of 0.086 and a strong current ratio of 2.73, reflecting a conservative approach to leveraging and solid short-term financial health [4][6] - The enterprise value to sales ratio is around 6.48, and the enterprise value to operating cash flow ratio stands at approximately 39.43, indicating the company's operating cash flow coverage [5]

Core Insights - Rogers has launched Amazon Luna on its Xfinity platform, enabling cloud gaming without the need for consoles or downloads, catering to the growing gaming market in Canada where over 70% of Canadians engage in video gaming [1][2]. Company Overview - Rogers Communications Inc. is a leading communications and entertainment company in Canada, publicly traded on the Toronto Stock Exchange and the New York Stock Exchange [6]. Product Offering - The integration of Amazon Luna allows Rogers Xfinity customers to access over 100 cloud-based games directly from their devices, with Prime members having access to more than 50 top games including popular titles like Hogwarts Legacy [3][4]. - The gaming experience is enhanced by the ability to use voice commands through the Xfinity remote, and players can utilize any major Bluetooth-enabled controller or the Amazon Luna Controller [4]. User Experience - Rogers Xfinity provides a comprehensive entertainment experience by combining cloud gaming with live TV, on-demand content, and streaming apps in a single interface, leveraging Comcast's Entertainment OS platform [5].

Cloud gaming right from your TV – no consoles or downloads required Customers can now game, stream and catch all their favourite shows in one place TORONTO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Rogers today announced the launch of Amazon Luna on Rogers Xfinity, bringing cloud gaming to its world-class entertainment platform. This launch comes as gaming among Canadians continues to grow, with more than 70% playing video games.1 “With Amazon Luna, Rogers Xfinity customers can game, stream and catch their favouri ...

RESTON, Va.--(BUSINESS WIRE)---- $nn #NextNav--NextNav Inc. (Nasdaq: NN), a leader in next-generation terrestrial positioning, navigation, and timing (PNT) and 3D geolocation solutions, today announced that it will commence operations of a 5G PNT Network in Santa Clara County, California, as early as December 11. Network operations of positioning, navigation and timing applications represent the next milestone toward commercial readiness and the mission to deliver a resilient complement to GPS. The 5G PNT N ...