Earnings
There’s a New Wildcard Haunting Telecom Earnings: Elon Musk’s SpaceX
Even AT&T’s 769,000 internet additions didn’t help, as investors are weighing satellite expansion against carriers’ pricing and bundling advantages
Cybersecurity
Router Maker TP-Link Proposing $1 Billion Investment in U.S. Manufacturing
The company said lawsuits over its China ties were attempts to block its request for a waiver from the Trump administration’s foreign router ban
Homeland Security Department
Domestic Manufacturing of Routers Unlikely in Near Term: Experts
Companies will need to pursue ‘conditional approval’ to circumvent an FCC ban on foreign-made Wi-Fi routers.
Briefs
Nokia Launches 25 Gigabit Network Card for Faster Fiber
'With 10 Gbps+ connectivity, games can be downloaded in minutes versus an hour with 1 Gigabit speeds,' Nokia said.
Infrastructure
Dell’Oro: Fiber Build Likely Shielded from Tariffs
The group noted there has already been some onshoring in preparation for BEAD.
FCC
China Cyber Concerns, Fiber Broadband Spending Resilient, DZS and Irby Help Get Arkansas Broadband
The FBI, CISA and NSA warned about hackers from the PRC.
FCC
FCC Supply Chain Security Strategy, Risk Of Fiber Shortage, Digital Literacy To Close Digital Divide
FCC talks supply chain security, fiber could see shortage, and digital literacy on the digital divide.
