Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.

Companies
How to conduct an IP portfolio valuation for your ISP
A practical guide to valuing IPv4 portfolios, helping ISPs optimize utilization, pricing, and long-term infrastructure investment planning.

Companies
Poste Italiane moves to take TIM private in telecoms shake-up
Poste Italiane plans to take TIM private, signaling a major shift in Italy’s telecoms sector and digital infrastructure strategy.

Companies
OpenAI plans wider ChatGPT ad rollout across US free tiers
ChatGPT may soon include ads for US free-tier users as OpenAI seeks sustainable revenue amid rising AI infrastructure costs.

Market
INWIT cuts outlook amid tower dispute with key telecom clients
INWIT cuts outlook amid disputes with TIM and Fastweb–Vodafone, as operators rethink tower strategy and infrastructure control.

Companies
Open Cosmos unveils combined satellite data and IoT platform
Open Cosmos launches integrated satellite service combining Earth observation, IoT, and connectivity for real-time data insights.

Market
Digi eyes UK fibre broadband launch
Digi plans UK fibre launch, intensifying competition in Britain’s rapidly expanding full-fibre broadband market.

Companies
Zayo focuses on fibre for AI data centres
Zayo is providing fibre connectivity for AI data centres, highlighting the role of networks in supporting artificial intelligence growth.

Governance
Blue Origin advances satellite ambitions
Blue Origin is expanding into satellite infrastructure as space-based connectivity becomes central to global telecom networks.

Companies
Microsoft-backed startup secures $40m for chipmaking equipment
Microsoft-backed startup raises $40m to develop advanced chipmaking tools amid rising semiconductor demand.

Market
Crunchyroll probes alleged data breach
Crunchyroll probes a suspected data breach after hacker claims access to user support data, raising concerns over third-party security risks.

Companies
Apple schedules WWDC for June with hybrid global format
Apple confirms WWDC 2026 will run from June 8–12, featuring online sessions and a limited in-person event at Apple Park.

Companies
Why early IPv4 adopters are winning the market
Early IPv4 adopters gain strategic and financial advantages from scarcity, secondary markets, and slow IPv6 adoption.

Companies
Apple Modem Rivals Qualcomm in Latest Tests
Apple’s C2 modem now rivals Qualcomm, signalling greater independence and competitive 5G performance for iPhones.

Companies
TIM set for renationalisation via Poste Italiane takeover
Poste Italiane offers €10.8 billion to acquire TIM, signalling Italy’s state-led return to telecom ownership.

Companies
OpenAI hiring surge reflects shifting workforce in AI era
OpenAI is expanding its workforce as demand for artificial intelligence grows, highlighting changes in the global job market.

Companies
Amazon eyes smartphone return a decade after Fire Phone failure
Amazon plans a smartphone comeback, focusing on AI integration more than a decade after the Fire Phone failure.

Companies
Tencent plugs OpenClaw into WeChat as China’s tech race intensifies
WeChat adds OpenClaw Al agent as Tencent accelerates its push into embedded artificial intelligence services.

Governance
European court approves preliminary 5G vendor ban
European Court supports national bans on 5G vendors like Huawei, shifting telecom security policy across Europe.

National Telecom
Telefónica Tech expands quantum computing partnerships for AI
Telefónica Tech builds partnerships to bring quantum computing closer to real-world AI and enterprise use cases.

Companies
TIM tower deal shows value of telecom infrastructure
TIM’s tower deal with Fastweb and Vodafone highlights the ongoing value of telecom infrastructure assets.
