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Telecommunications News 26 September 2025 - 12 November 2025

Beyond Starlink: Inside the New Space Race for Satellite Internet Dominance in 2025

Vodacom Strikes Starlink Deal to Accelerate African Broadband Rollout

South Africa’s largest mobile operator will integrate Starlink’s low‑Earth‑orbit capacity into its network and resell the satellite service where licensed, targeting faster connectivity and better rural coverage across the continent. Published: November 12, 2025 Vodacom Group has signed an agreement with Elon Musk’s Starlink to bring high‑speed, low‑latency internet to businesses across Africa, marking one of the highest‑profile tie‑ups yet between a major African carrier and a satellite provider. Vodacom said it will fold Starlink’s technology into its mobile network and is authorized to resell Starlink equipment and services to customers in African markets. Reuters What’s in the deal The
12 November 2025
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AT&T Stock 2025: 5G Ambitions, Big Dividend – Telecom Titan or Trap?

AT&T Stock 2025: 5G Ambitions, Big Dividend – Telecom Titan or Trap?

Company & Stock Overview AT&T Inc. is a telecom giant with a 140+ year legacy, now focused squarely on connectivity services. Its business model centers on providing voice and data communication to consumers and businesses via an expansive wireless network and a growing fiber-optic footprint. In the U.S. telecom market, AT&T operates alongside Verizon and T-Mobile in what analysts call a “durable triopoly” gurufocus.com – all three dominate market share, though each pursues a distinct strategy. AT&T’s aim is to be “America’s premier converged connectivity provider,” leveraging both high-speed 5G wireless and fiber broadband networks gurufocus.com. This dual network strategy
4 November 2025
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Cambium Networks Stock Jumps on Starlink News as Delisting Looms – Analysts See 385% Upside

Cambium Networks (CMBM) Stock Soars 377% on Starlink Tie-Up — Delisting Threats Loom

Starlink Integration Sends Stock Soaring On Oct 29 Cambium announced that its ONE Network solution now integrates SpaceX’s Starlink LEO satellite internet prnewswire.com. The press release explained this enables “scalable management, visibility, and performance optimization” for enterprise Starlink connections, including multi-WAN bonding, advanced security, and centralized monitoring prnewswire.com benzinga.com. In other words, Cambium customers (e.g. schools, businesses, service providers) can now combine multiple Starlink links into their wired/wireless networks using Cambium’s cnMaestro and NSE platforms. Investors viewed the tie‑up as a game-changer. At market close on Oct 29, CMBM was $2.95, a +377% jump from the prior day stockanalysis.com. (Just
30 October 2025
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Cambium Networks Stock Jumps on Starlink News as Delisting Looms – Analysts See 385% Upside

Cambium Networks Stock Jumps on Starlink News as Delisting Looms – Analysts See 385% Upside

Stock Slumps Amid Delisting Fears Cambium Networks’ stock has been in a tailspin, reflecting both company-specific struggles and broader market skepticism. At just $0.62 per share as of Oct. 29, CMBM has lost nearly 90% of its value over the past 12 months finimize.com. This collapse wiped out hundreds of millions in market capitalization – the company is now valued at only ~$17 million investing.com, a stark contrast to its peers. (For example, rival Aviat Networks trades near $24 with a ~$250M market cap investors.aviatnetworks.com, underscoring how far Cambium has fallen behind.) Cambium’s share price briefly dipped into penny-stock territory
29 October 2025
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AT&T (T) Stock Skyrockets on Subscriber Boom – Will $30 Come Soon?

AT&T (T) Stock Skyrockets on Subscriber Boom – Will $30 Come Soon?

Stock Price & Recent Performance AT&T’s stock has moved in a tight range recently, reflecting a “wait-and-see” mood ahead of Q3 results. In mid-October, shares traded around $26 ts2.tech (about $26.34 at last week’s close) before dipping slightly on some softening news. For example, AT&T closed Oct. 24 at $25.14 investing.com and was essentially flat into Oct. 27 reuters.com. Over the past month the stock has shown modest volatility: it started near $26, fell to ~$24.6 after earnings, and recovered to ~$25.1 by late Oct. Overall, AT&T is up roughly 15–20% from a year ago ts2.tech, outperforming rival Verizon but trailing tech-centric
27 October 2025
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Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Analyst Downgrade and Stock Reaction Verizon’s stock sold off on Oct. 21 after BNP Paribas Exane analyst Sam McHugh downgraded the shares to Neutral and cut his target to $44 tipranks.com. “The recent CEO change at Verizon has raised questions about strategy and how aggressively [the company] will be willing to defend share,” he wrote tipranks.com. This follows broader investor caution after Dan Schulman replaced long-time CEO Hans Vestberg on Oct. 6. (Reuters noted that Verizon was already “battling rising competition” amid slowing subscriber growth reuters.com, causing the stock to tumble about 3% on the day of Schulman’s appointment reuters.com.)
22 October 2025
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AT&T Stock Faces Crucial Test: 5G Spectrum Gamble, Fiber Expansion & Earnings Loom

AT&T Stock Faces Crucial Test: 5G Spectrum Gamble, Fiber Expansion & Earnings Loom

Key Facts (as of Oct. 20, 2025): AT&T Stock Price & Recent Performance AT&T’s stock has been stuck in neutral in October, even as broader indexes climb to new highs. Shares closed Friday (Oct. 17) at $26.34 nasdaq.com, up slightly from earlier in the week (~$26.07 on Wednesday) but still in the mid-$20s range. This leaves the telecom giant roughly flat month-to-date. By contrast, the S&P 500 and Dow are hovering near record levels after a strong week ts2.tech. Year-to-date, AT&T has not enjoyed a tech-style rally – its stock is up about 15–20% in 2025, trailing the tech-heavy Nasdaq’s
20 October 2025
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Kyivstar (NASDAQ: KYIV) Stock Rockets on 5G Upgrade Plans and Mastercard Tie-Up

Kyivstar (NASDAQ: KYIV) Stock Rockets on 5G Upgrade Plans and Mastercard Tie-Up

Company News and Stock Movement Kyivstar’s share price has been volatile since its historic Nasdaq debut. In August, the IPO raised $178 million (out of a $200M target) reuters.com, valuing the company around $2.6 billion. Initial trading saw a sharp swing: the stock opened around $13–14, then peaked at nearly $16 on Aug. 20 before sliding. By mid-September it had fallen to about $11.25 kyivpost.com. ICU Investment Group trader Vitaliy Syvach commented that “after the initial excitement came a more sober assessment” of Kyivstar’s growth prospects kyivpost.com. Indeed, some profit-taking and broader market volatility dampened the early rally. However, new corporate initiatives
16 October 2025
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AST SpaceMobile (ASTS) Stock Skyrockets on Verizon Deal – Is Satellite-to-Phone Broadband the Next Big Thing?

AST SpaceMobile (ASTS) Stock Skyrockets on Verizon Deal – Is Satellite-to-Phone Broadband the Next Big Thing?

Company Overview: A Satellite Cell-Tower Network for Global Connectivity AST SpaceMobile, Inc. is a publicly traded satellite telecommunications company founded in 2017 with the ambitious mission to eliminate cellular “dead zones” worldwide. In simple terms, AST is building a network of satellites that function like cell phone towers in space, beaming broadband coverage directly to standard mobile phones on Earth. The company touts this as the “first and only space-based cellular broadband network” accessible by everyday handsets ts2.tech. If successful, this technology could enable anyone to get a phone signal and internet access from virtually anywhere on the planet – from remote rural
8 October 2025
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Verizon Goes to Space: AST SpaceMobile Deal Signals End of Dead Zones – Stock Rockets on Breakthroughs

Verizon Goes to Space: AST SpaceMobile Deal Signals End of Dead Zones – Stock Rockets on Breakthroughs

Space Meets Cell Towers: Verizon and AST SpaceMobile’s Bold Pact In a move that could eliminate mobile dead zones, Verizon has struck a definitive agreement with AST SpaceMobile to beam cellular service from space across the U.S. starting in 2026 businesswire.com. Announced on October 8, this partnership will integrate AST’s satellite network with Verizon’s terrestrial 4G/5G network, effectively allowing Verizon customers’ phones to connect via satellite when they venture beyond cell tower range businesswire.com businesswire.com. “Through our definitive commercial agreement with Verizon, we are working to deliver space-based cellular broadband coverage from space across the continental United States,” said AST
8 October 2025
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AST SpaceMobile Stock Skyrockets on Satellite Breakthroughs and Big-Name Backing

AST SpaceMobile (ASTS) Skyrockets on Satellite Breakthroughs – SpaceX & AT&T Partnerships Fuel Rally

Stock Surge and Recent Performance AST SpaceMobile’s stock skyrocketed in early October 2025, making it one of the market’s top performers. Shares climbed from the high-$40s into the mid-$60s within days on massive trading volumes ts2.tech. In fact, ASTS more than tripled since mid-2025 ts2.tech, reflecting growing optimism around the company’s progress. By October 6, the stock was hovering near its 52-week high (~$68.80) with a market cap around $24 billion marketbeat.com. This meteoric rise followed back-to-back rally days: +16% on October 1 and +16% on October 2 ts2.tech. Such explosive momentum indicates that investors have eagerly embraced AST SpaceMobile’s recent
6 October 2025
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Spectrum Meltdown Freezes North Texas: Thousands Offline in Dallas—What Happened, How It Compares, and How to Stay Online

Spectrum Meltdown Freezes North Texas: Thousands Offline in Dallas—What Happened, How It Compares, and How to Stay Online

What we know now Scale and geography. By mid‑afternoon Friday, outage trackers showed tens of thousands of reports tied to Spectrum—nearly 25,000 in Dallas alone—suggesting a broad service hit across the metro area. Local reporting cited Dallas, Plano and Frisco as the most-affected cities, while some tracker chatter pointed to additional states seeing issues.  Dallas News+1 Timeline. User reports ramped up and peaked around 2:45 p.m. Eastern (1:45 p.m. Central) on September 26, 2025.  Hindustan Times What Spectrum said. On X (formerly Twitter), the company told customers it was aware of “an interruption of services in parts of Central and North Texas” and was working to restore service quickly.  Dallas
26 September 2025
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