Rob Soni

Ceragon has completed 3 proof-of-concept E-band deployments with Tier-1 operators and a leading ISP across North America and Europe. Learn how Ceragon’s E-band radios with auto-alignment and E-stabilizer innovations extend link distance and simplify 5G backhaul. Read the full story >> https://hubs.ly/Q03PFGss0

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Yes, broadband has joined the AI chat. A real treat to be with Brody Mullins and David Castagnetti Inside Influence podcast. Big thanks to them! An opportunity to talk AI and broadband, permitting reform, modernizing our nation’s networks to keep people safer and more connected, and more. Come for the policy talk, stay for what I sold as a Madison Square Garden vendor in high school… Be part of the full discussion on YouTube: https://lnkd.in/eYx5A32U

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 Verizon Signed a Deal with SpaceMobile to Offer Cell Service From Space Verizon not only has the best coverage in the country, it might now have the best in the galaxy. The cellular company signed a deal with SpaceMobile that aims to bring direct-to-service connection via space to cell phone users on Verizon plans. The coverage is expected to go into effect starting next year. Interestingly, AST’s stocks climbed about 12% in midday trading, while Verizon’s dipped. (CNBC)

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The 2025 overhaul of the BEAD program has reshaped the broadband landscape in ways that are still unfolding. With the introduction of the "Benefit of the Bargain" round and the shift toward a technology-neutral policy, broadband deployment now sits at the intersection of infrastructure, regulatory flexibility, and capital strategy. For investors and operators alike, this moment calls for careful interpretation. The following 90 days will be less about predictions and more about precision. At Stefanov Capital, we advise leaders, investors, and operators on translating these federal shifts into executable capital strategies. Our focus is on: -Where BEAD rules are reshaping M&A dynamics -How regulatory signals are reshaping valuations -What constitutes a bankable strategy amid permitting volatility We are not only participating in the broadband ecosystem but also helping to define the strategy. Reach out and let's discuss further. Micky Stefanov

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The telecom industry is quietly entering its most important transition in decades. For years, operators competed on coverage, spectrum, and bandwidth. Connectivity was the product. That era is ending: We are moving from the Data Era into the Intelligence Era. AI is no longer just a software conversation. It is becoming infrastructure and infrastructure looks very familiar to telecom leaders. AI needs: • ultra-low latency • distributed compute • trusted local infrastructure • always-on connectivity In other words, AI needs networks. Telecom assets that were once seen as commoditized, towers, fiber routes, central offices, spectrum, edge locations, are suddenly strategic again. The network itself is evolving into a distributed cloud. The real shift is this, operators are no longer limited to selling connectivity to users, they can host intelligence for industries, governments, and entire digital economies. We already saw a preview during the VAS era, operators enabled services on top of connectivity. Now the opportunity is exponentially bigger: → Edge AI platforms → Sovereign AI infrastructure → Enterprise AI-as-a-Service → Private networks powering automation → Aviation and Air-to-Ground becoming national digital infrastructure layers Governments increasingly treat AI like spectrum or energy, a strategic national asset. And trusted local infrastructure partners will matter more than ever. The future telecom KPI will not be ARPU. It will be compute density, latency zones, and digital ecosystem control. The strategic question for every operator today is simple: Are we selling connectivity to AI… or becoming the infrastructure where AI lives? Those who move early will redefine their role in the digital economy. Those who wait risk becoming wholesale capacity providers in someone else’s platform. #Telecom #AIInfrastructure #DigitalTransformation #EdgeComputing #A2G #AviationConnectivity #5G #FutureOfNetworks #AI #Telecommunications

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CTIA Announces Verizon Joining the Branded Calling ID™ (BCID) Ecosystem. 2/3 major wireless carriers signed on to CTIA’s BCID ·     CTIA has announced that Verizon has joined the BCID ecosystem! ·     This has been much anticipated news by the industry as BCID is such a powerful secure environment to transmit branded call information. ·     2 weeks ago, we experienced firsthand a spoofed branded logo being transmitted using other methods. ·     BCID fixes this problem and is the Standards way we hope the entire industry will move towards. ·     Teraquant is inviting new originating service provider partners to consider the marvelous business opportunity of Branded Calling ID™ (BCID™) to their enterprise customers ·     With Verizon now participating, BCID-enabled calls reach the mobile devices of all Verizon wireless subscribers, as well a T-Mobile who adopted BCID last year. ·     BCID gives service providers and their enterprise customers CERTIFIED access to fully branded, verified caller identity including name, logo, and call reason.

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SpinLaunch is proud to announce the closing of $30M in new funding to accelerate the continued buildout of Meridian Space, our LEO broadband constellation.    This capital enables continued momentum on several fronts: advancing towards our first customer link in 2026, scaling commercial engagement, and advancing critical technologies. A major step in this journey was the successful full-scale test of our reconfigurable reflectarray antenna, a compact, energy-efficient solution that underpins our low-cost system architecture.   This is satcom reimagined - cost-efficient, easier to deploy, and designed around real customer needs. 🚀 🚀 🚀 🛰️ 🛰️ 🛰️ Jan Helbing David Wrenn Matthew Mejía https://lnkd.in/ekrHn3pY

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"Today, the BEAD program has a strong fiber bias, which pushes funding to expensive individual deployment projects which burn through funds that could support many more families for whom broadband is available but not affordable. In some places, states are spending $77,000 per household to run fiber to remote areas. To put that in perspective: the annual cost of helping a low-income household afford a broadband plan is $360. That means for every one of those high-cost fiber installations, we are giving up more than 200 years of affordability support." #broadband #internet https://lnkd.in/eN6gf3JQ

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Contact Future Technologies Venture, LLC to check out this innovative solution from OneLayer to connect, scale and secure your public network wireless WAN solutions

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We’re excited to announce our strategic partnership with Intacom as we continue to expand the reach of our Enterprise-Grade FWA broadband powered by licensed mmWave spectrum. This collaboration strengthens our ability to bring high-throughput, ultra-low-latency connectivity to more markets, supporting enterprises, communities, and critical infrastructure with the reliability they need. Together, we’re pushing the boundaries of what’s possible in wireless broadband — and this is only the beginning.

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EchoStar’s Spectrum Flip Rumors of a potential Verizon acquisition of EchoStar’s AWS-3 licences highlight the final stage of a decade-long strategy. Between 2012 and 2021, Dish–EchoStar spent roughly $26 billion acquiring spectrum meant to power a fourth national 5G network. That network never fully materialized. By 2025, EchoStar has sold or is selling licences for roughly $50 billion, generating an approximate 91 percent return. The implied internal rate of return over the holding period is roughly 7 to 8 percent per year. Had they built the network, they would have needed another $30–40 billion in CapEx, with high operational risk. Carriers like AT&T, SpaceX, and potentially Verizon gained spectrum predictably, without bidding against competitors. That predictability came at the expense of the public treasury, raising a broader equity question about who benefits from scarce spectrum. This strategy also illustrates the notion of spectrum as an economic option. EchoStar invested just enough to satisfy the FCC, preserving the option to sell when market conditions were favorable. The payoff demonstrates how illiquid regulatory assets can be transformed into financial windfalls, even without network deployment. The network ambition is over. Boost Mobile is now a thin-margin MVNO. What remains is cash and a stark lesson: strategic optionality can be more valuable than operational execution when the underlying asset is scarce and regulated.

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Today's read: Pilot Fiber Expands Network with Acquisition of Extenet Systems’ Enterprise Fiber Assets 📣 https://lnkd.in/grPr9ZVB Pilot Fiber, an enterprise connectivity provider in the New York metro area, announced it has entered into a definitive agreement to acquire the enterprise fiber business of Extenet Systems. The… Read the full story by visiting the link above ⬆️ Never miss a beat in telecoms. Catch the latest news on The Fast Mode 🚀 #telecoms #tech #innovations #5G #technology

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Proud to see this partnership between Iquall Networks and MedUX become official. The telecom industry does not need more dashboards. It needs execution. Together, we are building an ecosystem of partners where each company brings deep expertise in a specific part of the problem and the solution. By combining real world QoE intelligence with production grade network automation through our MAT Suite, we enable operators to move from insight to governed and proactive execution. This is how the journey toward more autonomous networks is built. As a team. Brick by brick.

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With Verizon signing a definitive commercial deal with AST SpaceMobile, all three major US operators now have a satellite partner for direct-to-cell services. This move completes the battle lines for the next era of ubiquitous connectivity, and the competitive dynamics are fascinating. T-Mobile US, partnered with the satellite-rich SpaceX, it is already live with a service and is cleverly using it to attract rivals' customers. Regardless of the merits of this, it puts immense pressure on both AT&T and Verizon, who have now aligned in a high stakes bet on AST SpaceMobile. The critical bottleneck for this alliance, however, is infrastructure deployment. While T-Mobile's partner has thousands of satellites in orbit, AST SpaceMobile currently has a handful, and their ability to rapidly deploy their constellation will be the single biggest factor in determining their partners' ability to compete. The partnerships have been signed, and the strategies are in place. The race now isn't just about marketing but about getting satellites into space and delivering a service that is reliable enough for consumers to value. The next 18 months will be absolutely critical in the US direct-to-cell market. #Satellite #DirectToCell #5G #ASTSpaceMobile #Verizon #TMobile #ATT #Starlink #SpaceTech #USTelco #Connectivity

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Today marks a major step forward in expanding the power and reach of T-Mobile’s network. With the close of our acquisition of UScellular’s wireless operations, we’re gaining additional spectrum assets and millions of customers who now benefit from America’s best network.    Customers will also experience improved performance as we move from limited roaming to a more seamless, integrated 5G experience — especially in rural and underserved areas.     This deal unlocks even greater capacity and innovation as we integrate our spectrum assets over time. I’m thrilled about what this means for our customers and the future of connectivity!    Also, a BIG welcome to the US Cellular members joining our Technology team!👏👏 https://lnkd.in/gPzSheJR

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We have posted a new Sunday Brief focused on first quarter earnings. This post looks at different debt/ leverage levels for T-Mobile, AT&T and Charter (PF for Cox merger). The Google/ Apple announcement... #sundaybrief https://lnkd.in/gNc5S6rt

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T-Mobile Announces $2.7 Billion Investment in Two New Strategic Fiber Partnerships T-Mobile announced definitive agreements to form two new strategic joint ventures that will significantly expand the Un-Carrier's fiber footprint. T-Mobile will enter into a 50/50 joint venture with Oak Hill Capital to acquire GoNetspeed and Greenlight Networks and a separate 50/50 joint venture with Wren House to acquire i3 Broadband. Bank Street served as lead financial advisor to GoNetspeed and Greenlight Networks in connection with their JV and exclusive financial advisor to i3 Broadband in connection with its JV. #befound #connectivitymatters

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Digerati Technologies, Inc. (OTC: DTGI) is making significant strides by entering the DataCenter and Power, Energy, and Battery Business. This expansion reflects the company's commitment to sustainable hyperscale infrastructure and grid-integrated green data power centers through a 25% equity stake in In Pursuit Investments. For more details, you can read the full article here: https://lnkd.in/eVNJuyCE #DataCenters #Internet #Colocation #Stocks #MicroCap #StockPicks 🤑

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