The back episodes finally make it online, this is number 1 is a series of episodes that did not get posted, but are now!
Brett is out (which is why these didn't…

Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what to know: Market expansion – Ciena said its addressable market…

The all-American brand beat revenue expectations for both Q4 and the full year, while topping $8 billion for the first time.

Vodafone Idea said its 5G network now covers more than 80 cities across all 17 telecom circles where it owns 5G spectrum In sum – what to know: Unexpected profit – Vodafone Idea reported a profit after tax of INR345…

Performance was strongest in North America and the direct-to-consumer channel. Wholesale declines dragged on the top line.

Sales were flat in 2026, but profits improved considerably under the Burberry Forward strategy.

For the first time since entering the mobile network operator business in 2019, Rakuten Group recorded Q1 operating income on both a consolidated Non-GAAP and IFRS basis, marking meaningful progress towards full-year profitability for 2026. Such was a key takeaway from Rakuten Group’s Q1 2026 financial results presentation held May 14 at the company’s global …

The Austrian fiber firm doubled free cash flow in Q1, signaling a turnaround even as revenue fell 10.8 percent amid “highly volatile” markets.

SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum – what to know: 5G recovery – SK Telecom added…

Virgin Media O2 has extended its 5G+ coverage to 86% of the U.K. outdoor population In sum – what to know: Revenue pressure – Service revenue fell 3% as competition and prior customer losses weighed on both consumer and business…

Prada sales remained broadly flat, while Miu Miu’s growth began to normalize against tough comparisons.

Lanvin, Wolford, and Sergio Rossi all saw double-digit declines as the group navigates macro headwinds and a transformation strategy.

Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure – Profit fell 4.2% year-on-year as weaker demand, competition and…

T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out will be the best in the business to support enterprise…

Revenues declined in 2025, though margins improved and high-end lines outperformed. The group is now navigating its leadership transition and potential sale.

ZTE said it is positioning its business around a combined connectivity and computing model, expanding its role in AI infrastructure alongside its established telecom portfolio In sum – what to know: AI shift – Computing reached 27% of revenue as…

The Danish menswear brand reported a 13 percent full-year revenue growth while investing in offline experiences and expanding wholesale in the U.S.

Moncler Group saw a strong first quarter of fiscal 2026, despite slight EMEA drag.

China Unicom is also expanding its AI infrastructure, with more than 1.1 million data center cabinets and computing capacity reaching 45 EFLOPS In sum – what to know: AI spending rises – Over 35% of 2026 capex allocated to computing infrastructure as AI demand increases. AI revenue growth – AI-related revenue rose 147%, with computing […]

Off the back of a revenue decline, the company is preparing for increasing “uncertainty” across luxury in 2026.

Prada Group revenues grew 9% in 2025, while Versace chair Lorenzo Bertelli revealed what to expect from the brand’s post-acquisition turnaround.

Network capacity will be required to double in the next few years in order to cope with 5G adoption and AI demand, reckons American Tower – as its revenues rise on new 5G infrastructure investments In sum – what to know: Data to double – American Tower chief Steven Vondran reckons growth in 5G, FWA […]

Net sales dipped to €1.6 billion, impacted by a significant drop in wholesale. But there’s growth at Glenn Martens’s Margiela.

In a conference call with investors, Rakuten Group’s chairman Mickey Mikitani said that Rakuten Mobile plans to invest over JPY200 million in fiscal 2026 In sum – what to know: First full-year EBITDA profit – Rakuten Mobile posted JPY12.9 billion in EBITDA, improving JPY66.7 billion year-on-year. Subscriber base tops 10 million – Total subscriptions reached […]

América Móvil had initially explored a joint bid with Entel for Telefónica’s Chilean business but ultimately decided not to proceed In sum – what to know: Chile remains strategic despite challenges – CEO Daniel Hajj described the market as “difficult,” but said the company continues investing to gain revenue, market share and operational synergies. Telefónica […]

FY2025 was another year of delivery for Rakuten, defined by steady execution, improving profitability and continued momentum across the Group.The company achieved the key financial targets it set at the beginning of the year, including a second consecutive year of IFRS operating income, expanded full-year consolidated Non-GAAP operating income and full-year EBITDA profitability for Rakuten …

The group’s transformation plan is underway, with cost reductions and a focus on customer service proving fruitful.

BT said it passed more than 1 million premises with FTTP for an eighth consecutive quarter In sum – what to know: Revenue down 4% to £5B in Q3 – Declines in service and equipment revenue, plus divestments, weighed on results, while profit before tax fell 11% to £862 million. FTTP build reaches 21.4M premises […]

We also cover the upcoming Steam Machine, sad GPU trends, and the arc of the Arc B770. We've got our review of the Thrustmaster T248R and rapidly dive into AMD's glorious financial…

Bell’s CEO Mirko Bibic said in a conference call with investors that the company’s AI-powered enterprise solutions businesses are collectively growing approximately 60% year-over-year In sum – what to know: AI enterprise revenue – Bell’s three AI-powered enterprise units are growing about 60% year-over-year, with overall AI solutions revenue up 31% in Q4. Fiber expansion […]