PLANO, Texas--(BUSINESS WIRE)--Airspan Networks Holdings LLC ("Airspan†), a leading global provider of wireless network solutions, today announced the opening of its new corporate headquarters in Plano, Texas. The 25,000-square-foot facility represents a strategic investment and marks an important step in the company's long-term growth strategy. The new headquarters will employ up to 150 people in R&D, Engineering, Customer Support, Sales and corporate functions and will serve as a center for global colla ...

据报道，这是由上述五国组成的全球电信联盟（GCOT）首次在日本举行面对面会议。人工智能和6G将 是此次会议的焦点。此外，会议还将讨论网络安全、量子技术和开放无线接入网（Open RAN）方面的 合作。Open RAN指的是通过整合多家厂商的设备来建设低成本电信基础设施。 与会者将包括日本总务省，英国科学、创新和技术部，澳大利亚基础设施、交通、地区发展和通信部， 加拿大创新、科学和经济发展部，以及美国国家电信和信息管理局的代表。 【文/观察者网 王恺雯】有了情报届"五眼联盟"还不够，西方国家试图在电信领域打造自己的小圈子。 "'电信五眼联盟'将在东京会面"，据《日经亚洲》12月7日报道，日本、澳大利亚、加拿大、英国和美 国将在东京举行闭门会议，商讨人工智能（AI）和6G通信标准，以"对抗中国在全球电信领域的影响 力"。 据报道，全球电信联盟的线下会议通常每年举行一次，前两次会议于2024年2月和2025年3月在西班牙巴 塞罗那举办。在日本召开新一次会议，被认为是便于一些希望与美国保持一定距离的国家参与，与此同 时，该组织也希望将合作扩大到5个核心国家以外。 今年1月，全球电信联盟发布关于AI与Open RAN的 ...

Group 1: NVIDIA Corp. (NVDA) - NVIDIA's shares have outperformed the Zacks Semiconductor - General industry year-to-date, with a growth of +35.9% compared to +34.2% [4] - The company is benefiting from strong growth in artificial intelligence (AI) and high-performance accelerated computing, particularly in data center revenues driven by demand for generative AI and large language models using its GPUs [4] - Collaborations with over 320 automakers and tier-one suppliers are enhancing NVIDIA's presence in the autonomous vehicle sector [5] - A limited supply of Blackwell GPUs may hinder NVIDIA's ability to meet demand, and rising production costs for complex AI systems could negatively impact margins [6] Group 2: AT&T Inc. (T) - AT&T's shares have outperformed the Zacks Wireless National industry year-to-date, with a growth of +17.6% compared to +3.7% [7] - The company is expected to benefit from a customer-centric business model and solid wireless traction, supported by an integrated fiber expansion strategy and steady 5G deployments [7] - AT&T aims to deploy Open RAN for 70% of its wireless network traffic by late 2026 and plans to pass over 50 million fiber locations by the end of 2030 [8] - The wireline division is facing challenges with persistent losses in access lines due to competitive pressures, and high debt levels remain a concern [9] Group 3: Amgen Inc. (AMGN) - Amgen's shares have outperformed the Zacks Medical - Biomedical and Genetics industry year-to-date, with a growth of +32.5% compared to +19.9% [10] - The company exceeded third-quarter estimates for both earnings and sales, driven by key medicines like Evenity, Repatha, and newer products like Tavneos and Tezspire [10] - New biosimilar launches are contributing to Amgen's top-line growth, although increased pricing pressures and competition are negatively impacting sales of several products [11] - Sales of best-selling drugs Prolia and Xgeva are expected to decline due to biosimilar competition, and recent pipeline setbacks pose additional concerns [11]

Overview of the Open RAN Market - The Open RAN market is projected to grow from USD 3.98 billion in 2025 to USD 19.58 billion by 2030, reflecting a CAGR of 37.56% driven by 5G deployments and government initiatives for network diversification [1] - Open RAN technology enables mobile operators to separate hardware and software layers, enhancing flexibility, cost efficiency, and deployment speed [1] Market Dynamics - Competitive and collaborative strategies among operators and vendors are shaping the Open RAN ecosystem, with a focus on modular and scalable network infrastructure to improve performance and optimize costs [2] - The trend towards flexible and interoperable network solutions is expected to increase Open RAN market share as operators move away from traditional proprietary systems [2] Key Trends in the Open RAN Market - **5G Network Densification**: Operators are densifying infrastructure in urban areas and expanding rural coverage, with Open RAN's modular design helping to reduce deployment costs while maintaining performance [3] - **Government Initiatives**: Public policies and funding programs are accelerating Open RAN adoption by supporting interoperability testing and multi-vendor projects, thereby enhancing network security and reducing supply chain risks [4] - **Cost Optimization**: The disaggregated architecture of Open RAN allows operators to independently select components, leading to reduced capital and operational costs, and fostering competitive pricing [5] - **Advanced Technology Integration**: The integration of AI in RAN Intelligent Controller (RIC) improves network management and resource allocation, while advancements in semiconductor technology lower the cost of radio units, facilitating more economically feasible deployments [7] Market Segmentation - The Open RAN market is segmented by component (hardware, software, services), network generation (4G, 5G), deployment type (public macrocell, private networks), architecture layer (radio unit, distributed unit, centralized unit, RIC, SMO), end user (mobile network operators, enterprises, government), and geography [11] Key Players in the Open RAN Market - Major players include Samsung Electronics, NEC Corporation, Fujitsu Limited, Mavenir Systems, and Nokia Corporation, each contributing to the development and deployment of Open RAN solutions [12] Conclusion - The Open RAN market is set for rapid growth, transitioning from proof-of-concept to large-scale commercial networks, driven by 5G densification, government support, and cost benefits of multi-vendor architectures [12]

Core Insights - AT&T Inc. and AST SpaceMobile, Inc. are significant players in the mobile and wireless connectivity sector, each with unique strengths in their respective fields [1][2] AT&T Overview - AT&T is one of the largest wireless service providers in North America, offering a wide range of communication and business solutions, including wireless, broadband, and cloud-based services [1] - The company is experiencing positive momentum in its postpaid wireless business, characterized by a lower churn rate and increased adoption of higher-tier unlimited plans [4] - AT&T is focused on enhancing its mobile 5G, fixed wireless, and edge computing services to drive growth, utilizing Ericsson technology for Open RAN deployment [4][5] - Collaborations with TransUnion and Microsoft aim to improve customer experiences and enhance productivity through cloud integration [5] - Despite these efforts, AT&T faces challenges such as a nationwide wireless service outage that impacted customer trust and intense competition from Verizon and T-Mobile [6] AST SpaceMobile Overview - AST SpaceMobile is developing the first global cellular broadband network in space, accessible via standard smartphones, utilizing a constellation of satellites in low Earth orbit [2][7] - The company has launched its first five commercial satellites, which feature the largest commercial communications arrays, and plans to deploy 45 to 60 satellites by Q1 2026 [7] - AST SpaceMobile's service aims to fill cellular coverage gaps, partnering with major carriers like AT&T and Verizon to enhance coverage in the U.S. [9] - The company holds a diverse portfolio of over 3,650 patents related to its satellite ecosystem [7] Competitive Dynamics - AT&T's growth is driven by 5G upgrades and improved wireless services, while AST SpaceMobile is advancing with its Bluebird satellites [8] - AT&T's valuation metrics are more attractive compared to AST SpaceMobile, which has a significantly higher price/sales ratio [15] - Despite AST SpaceMobile's sharper revenue growth, AT&T's solid subscriber momentum and extensive network modernizations position it favorably in the market [18] Financial Estimates - The Zacks Consensus Estimate for AT&T's 2025 sales indicates a year-over-year growth of 2.2%, while EPS is expected to decline by 8.8% [11] - In contrast, AST SpaceMobile's 2025 sales are projected to grow by 1,120%, but its EPS is expected to decline by 39.4% [12] Price Performance - Over the past year, AT&T's stock has increased by 15.1%, while AST SpaceMobile has seen a remarkable gain of 184.6% [14] - AT&T is considered a better investment option due to its more attractive valuation metrics and solid subscriber growth [18]

Core Viewpoint - Mavenir's CEO warns that without support from "brownfield" operators, Open RAN may face extinction, leading to a monopoly by Ericsson and Nokia outside of China [1][4] Group 1: Open RAN Development - Open RAN was officially launched in early 2018 with the establishment of the O-RAN Alliance, aimed at creating more open interfaces to foster competition among suppliers [3] - Since the formation of the O-RAN Alliance, there have been few new "greenfield" network projects, with the largest network owned by Echostar set to retire after selling spectrum licenses to AT&T and SpaceX [3][4] - Major existing "brownfield" operators show a lack of interest in Open RAN, preferring traditional suppliers like Huawei, Ericsson, and Nokia, whose RAN market share increased from 75.1% in 2023 to 77.4% [4] Group 2: Market Competition - Nokia's mobile networks president asserts that competition in the market is more intense than critics suggest, with companies like Samsung, Fujitsu, and NEC also participating [5] - Omdia reports that Samsung held a 4.8% share of the RAN market last year, ranking as the fifth-largest supplier, while NEC and Fujitsu had shares of 0.9% and 0.5%, respectively [5] Group 3: Technological Integration - Nokia claims to have integrated its baseband technology with multiple manufacturers' radio units, including Mavenir and a Korean RF unit manufacturer [6] - Nokia's MantaRay platform allows operators to manage RAN from different suppliers, addressing concerns about multi-vendor integration in Open RAN [8][9] Group 4: Future Outlook - Despite positive remarks from Nokia regarding Open RAN's progress, concerns remain among large telecom operators about the sub-industry's prospects, with projected annual spending on RAN products declining by 22% from 2022 to 2024 [12] - Smaller suppliers like Mavenir may struggle to compete against larger companies like Fujitsu and NEC, which have the backing of larger electronic firms [12][13]

Core Viewpoint - The sale of EchoStar's spectrum resources to AT&T for $23 billion marks the end of the dream to cultivate a fourth major mobile network operator in the U.S. market, significantly impacting the Open RAN ecosystem and undermining Dish Network's investments [1][12][19]. Group 1: Background and Development - The U.S. mobile market was dominated by Verizon, AT&T, Sprint, and T-Mobile until T-Mobile's acquisition of Sprint prompted the need for a new competitor, leading to Dish Network's acquisition of Boost Mobile and some wireless spectrum [4][9]. - Dish Network initially aimed to build a nationwide virtualized 5G network using Open RAN architecture, with a planned investment of $10 billion, excluding spectrum purchase costs [4][6]. - By June 2022, Dish Network had successfully provided 5G services to over 20% of the U.S. population, but faced challenges with declining wireless service revenue and customer losses [6][12]. Group 2: Financial Struggles and Spectrum Sale - EchoStar, which had a historical connection with Dish Network, acquired Dish Network again in 2023, but faced significant financial difficulties, including over $30 billion in debt and a substantial loss of users across its core business areas [12][18]. - The spectrum sale to AT&T was seen as a necessary move to stabilize EchoStar's financial situation and meet FCC spectrum utilization requirements, with the transaction also enhancing AT&T's network capabilities [12][16]. - Following the announcement of the spectrum sale, EchoStar's stock price surged over 76%, indicating market skepticism about its mobile business prospects [21]. Group 3: Impact on Open RAN Ecosystem - The closure of EchoStar's wireless network is viewed as a major setback for the Open RAN ecosystem, which Dish Network had championed as a new approach to network deployment [19][25]. - Despite the challenges faced by Dish Network, the Open RAN market has seen cumulative revenues nearing $10 billion, although it experienced a 40% decline in total revenue over two years due to slowed growth in key markets [26].

Core Insights - Mavenir is undergoing a significant financial restructuring that will improve its balance sheet by eliminating over $1.3 billion in existing debt and securing $300 million in new financing, supported by its existing lenders and Siris [1][2] - The company will refocus on its mobile core business, emphasizing software for 4G and 5G, and accelerate investments in artificial intelligence [1][3] Financial Restructuring - The capital restructuring agreement reflects the confidence and commitment of Siris and related lenders, enabling Mavenir to solidify its leading position in mobile core development [2] - The improved financial foundation will allow Mavenir to better execute its strategy, invest in innovation, and fulfill commitments to stakeholders [2] Strategic Focus - Mavenir will double down on its profitable core network area, focusing on a comprehensive suite of software applications for voice, messaging, video, and data services while enhancing its Open RAN investments [3] - The company aims to maintain its Open RAN hardware IP and support existing customers to ensure maximum flexibility in the evolving Open RAN environment [3] - Mavenir plans to accelerate investments in AI capabilities for its mobile core and Open RAN businesses, aiming to build intelligent networks and create new revenue streams [3] Company Overview - Mavenir is recognized as a pioneer in Open RAN and is committed to building the future of networks through cloud-native and AI solutions, promoting green initiatives and enabling operators to leverage 5G advantages [4] - The company has automated and monetized mobile networks globally, serving over 50% of users through software network transformations in more than 120 countries [5]

Group 1 - The theme of World Telecommunication and Information Society Day 2025 is "Gender equality in digital transformation," highlighting the International Telecommunication Union's commitment to promoting gender equality through ICT technology [1] - The evolution of communication technology over 160 years has transitioned from telegraph and telephone to 5G and satellite communication, with China leading in 5G network development [3][5] - The U.S. Open RAN initiative faces significant challenges, as recent NTIA testing indicates that while some progress has been made, the software maturity of Open RAN still lags behind traditional single-vendor solutions [5][8] Group 2 - The NTIA's report reveals that four suppliers successfully achieved cross-vendor interoperability, but the software maturity of Open RAN remains a significant hurdle, particularly in AI/ML algorithm upgrades [5][8] - The U.S. government's efforts to promote Open RAN through funding and policy have not yielded the expected results, with domestic vendors facing financial difficulties and reliance on traditional equipment suppliers [7][8] - China's 5G development has seen substantial achievements, with 4.395 million 5G base stations built, achieving extensive coverage and integration across various economic sectors [9][11] Group 3 - China's success in communication technology is attributed to continuous innovation and adherence to market principles, with significant R&D investments leading to breakthroughs in key areas [11][12] - The collaborative ecosystem among various stakeholders in China's telecommunications industry has fostered mutual growth and development, enhancing the overall industry landscape [11] - Looking ahead, China is strategically advancing in 5G-A and 6G technology, with initiatives aimed at fostering innovation and international collaboration [11][12]