North America Companies
North America Companies
North America company intelligence maps internet infrastructure operators, cloud service providers, telecom networks, data centre companies, registries, alliances, standards bodies, and institutional market actors across North American internet infrastructure markets.
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Latest from North America Companies
979 articles
North America National Telecom
Crown Castle Runs the Towers. T-Mobile Still Carries the Bill and the Assets.
An operator can hold the gate key without buying the mast. T-Mobile's tower contracts give Crown Castle management rights over two large site bundles and future purchase options, while the carrier keeps the assets and a financing obligation on its accounts. The two purchase…
North America Regional ISP
GCI Lent Quintillion’s Seller $160m Before It Owned the Network
GCI has already put $160 million into the proposed Quintillion deal as a loan to the seller. Closing turns the debt into purchase-price credit. A failed deal leaves GCI holding an unsecured claim while the Arctic fibre remains someone else’s business.
North America Institutional
Harmonic Sold $149m of Broadband. Its Combined Backlog and Deferrals Fell $54m.
Harmonic had the kind of quarter that makes a results slide look impatient: broadband sales leapt, more customers bought outside its two biggest accounts, and the year-end revenue target rose. Then the combined backlog-and-deferrals balance took a step back. The gap is where this…
North America Cloud Services
Fortinet Set Aside $30m for Excess Parts. Its Firm Supply Commitments Total $1.93bn.
The small liability and the large promise sit in the same filing. Fortinet is paying for faster access to network-security hardware components while the final customer mix is still moving.
North America National Telecom
Optimum Found $720m in Its Tax Accounts. The 2027 Debt Bill Stayed Put.
The cable operator expects to cut its reported loss after finding a deferred-tax error. The same filing says its cash and cash flow did not change. Creditors still have two large dates on the calendar.
North America Regional ISP
Shentel Has a $175m Fiber Credit Line. Only $16.3m Was Ready to Draw.
A new bundle of network assets entered Shentel’s financing trust on 1 October. Its September accounts show why adding fiber and unlocking cash are two different jobs: the lenders count revenue and coverage tests, not just the number of homes passed.
North America Regional ISP
Cogent’s IPv4 Lenders Have a 50% Sale Switch. The Public 40% Is the Wrong Pool.
Cogent turned address leases into bond collateral, then gave lenders a route to sell the pledged addresses if that pool's utilization falls. A tempting company-wide calculation suggests trouble. The contract asks a narrower question, and Cogent has not published the two figures…
North America National Telecom
Verizon Retired $12.4 Billion of Frontier Debt. Its Total Debt Rose $8 Billion.
The acquired borrowings nearly vanished from Verizon's books in nine months. The group's debt balance moved the other way. The transaction gave Verizon a much larger fibre network, a heavier group debt balance and a different set of claims on the cash that network must earn.
North America National Telecom
T-Mobile Took $2.9 Billion for Spectrum. About $850 Million in Tax Comes Later.
The August sale put cash in T-Mobile's third-quarter investing column. It also delivered replacement spectrum rights rather than cash for part of the price, and left an estimated tax payment stretching into 2027. The quarter's clean-looking inflow has three different dates…
North America National Telecom
Comcast Has $6.7 Billion of Buyback Permission. The Button Is Off.
Comcast's board still allows $6.7 billion of share repurchases. The company bought none in the third quarter of 2026. It suspended the programme when the quarter began and tied the pause to a proposed NBCUniversal separation. The cash kept arriving; the repurchase decision moved…
North America National Telecom
AT&T Lowers Its Capital Plan. The Fibre Target Still Counts Other Networks.
AT&T has moved its 2027 and 2028 capital-investment ranges down by $1 billion a year while keeping a target of more than 60 million fibre-reached locations by 2030. The location count includes networks built through ventures and other open-access providers. The spending plan and…
North America Cloud Services
Microsoft Cloud grew 30% as its gross margin fell to 66%
Azure revenue rose 48%. Microsoft says the faster shift toward Azure pulled down the combined cloud gross-margin percentage, while data-centre infrastructure costs rose to support demand.
North America Institutional
Verisign's 45-day undo button belongs to the registrar
A registry renewal can be reversed while the business using the name loses its website and email. Verisign's latest accounts reveal who gets the financial breathing space—and who must keep trading through it.
North America Institutional
Cadence has 100 AI-agent engagements. The margin still wants proof.
Cadence says its design agents have more than 100 active customer engagements and its new models delivered early workflow gains. Q3 revenue grew 22%, while operating margins narrowed. The interesting question is whether the AI can earn a line of its own in the accounts.
North America Institutional
Rambus’s buyback ate more cash than operations made. Now royalties cool.
Rambus produced record operating cash in the third quarter, then spent more than that amount repurchasing shares. Its next-quarter guide lifts product sales while royalties step down. The two revenue engines are not running at the same speed.
North America Regional ISP
Optimum’s $14 Million Fiber Bet Has One Missing Number: Homes Passed
Optimum says two New Jersey towns will get fiber service of up to 8 Gbps by early 2027. Its latest quarterly report shows fiber accounts growing while quarterly additions slow and the wider broadband base keeps losing customers. The release leaves out the number that prices the…
North America National Telecom
The AI control room is open. The workshop is still “coming soon.”
Calix has put broadband operators in front of a new AI control panel while keeping the tool for building their own workflows just beyond the door. The distinction matters more than the conference-stage promise of an “AI workforce.”
North America Institutional
SIX publishes the register and defers the rules
A network weighing Seattle Internet Exchange can read two public pages before it decides: one describing the exchange, one listing its entities. Neither tells it what the exchange will check before accepting a route announcement. Both tell it a great deal about how the entity…
North America Institutional
The Rate Is Fixed When the Port Is Authorized. Seattle's Exchange Names the Documents That Would Show Who May Change It.
Between 08:36 and 09:04 UTC on 21 October 2026, the Seattle Internet Exchange's own pages produced two very different kinds of statement. One is a commercial rule, specific enough to calculate: the port fee a entity pays is the rate in force at the moment its port is authorised.…
North America Cloud Services
Inference Solutions: Complete on Contact, Empty on Control
Put this record in a procurement memo and you will have claimed more than it says. That is the specific danger of a card this tidy: the fields that are filled in are precise enough that the fields that are empty read like answers too.