broadband

Clearfield reports Q2 fiscal 2026 sales of $34.4M (down 15% YoY) but backlog surges 39% to $31.6M. Company maintains full-year guidance.

KPN reports Q1 revenue growth of 0.6% with strong performance across consumer, SME, and wholesale segments. EBITDA rises 3.1% year-on-year.

Verizon beats EPS estimates, raises full-year guidance, adds 511K subscribers, and targets $5B in cost savings amid AI infrastructure opportunities.

Charter reports mixed Q1 results with revenue beat but EPS miss; loses 120K internet customers while adding 370K wireless lines amid Cox acquisition anticipation.

The shift from tech to real-economy sectors broadens. Clearfield and Belden emerge as infrastructure plays positioned to capture government broadband spending and industrial digitization trends.

Amazon reportedly negotiates $9 billion Globalstar acquisition to accelerate satellite broadband ambitions, complicating Apple's existing stake and capacity agreement.

AT&T commits $2B to FirstNet emergency network upgrades and launches bundled AT&T OneConnect service. Stock rated Buy with $30.52 price target.

GFiber and Stonepeak's Astound Broadband to merge, creating independent fiber provider led by GFiber executives. Deal closes Q4 2026; Alphabet retains minority stake.

Bel Fuse acquires dataMate for $16M, gaining $18M in annual sales and US manufacturing capabilities with immediately accretive earnings impact.

Two experienced consultants reunite to form alliance offering regulatory and strategic guidance to telecom clients facing California compliance challenges.