MobileX and Boost Mobile founder Peter Adderton (pictured) rebuffed the reported view of T-Mobile US CEO Srini Gopalan that Starlink poses little threat to mobile operators.

Financial Times (FT) reported Gopalan is struggling to see what consumer problem satellite services solve by entering the mobile market.

“You’ve got to ask the question of ‘What is the gap in the market that they’re looking to serve?'” he reportedly said, adding a broader network is “clearly not” what would draw customers to a new mobile service.

In a post on LinkedIn, Adderton said Gopalan’s position misses the point entirely.

“I always find it funny when wireless executives ask, ‘Why would a customer switch? It’s clearly not because they have a broader cellular network,'” he said. “That’s exactly the point.”

He argued Starlink is not trying to out-build T-Mobile’s network, but to offer something terrestrial operators cannot easily replicate: a single service combining terrestrial and satellite connectivity, spanning cities, rural areas, highways, mountains and water, with plans to eventually extend worldwide.

Adderton drew a comparison to Uber, arguing consumers did not choose the service because it built better roads, but because it created a better experience on infrastructure which already existed.

He explained the mistake operators make is assuming customers are shopping for another mobile network, when they may instead be shopping for connectivity which “just works”.

Adderton also took aim at the broader response from operator executives to Starlink’s mobile ambitions, suggesting a coordinated messaging effort.

“Seems every MNO CEO in the JV got the same script and, credit where credit’s due, they’re sticking to it beautifully,” he wrote on X. “Their PR teams must be very proud. Not a rogue talking point in sight.”

Plans
Gopalan’s reported comments were made before Elon Musk confirmed SpaceX plans to build a US mobile service.

On SpaceX’s Q2 earnings call, Musk said Starlink’s terrestrial mobile network would likely offer better connectivity and higher bandwidth than what is currently available from mobile operators.

SpaceX president Gwynne Shotwell said she expects to draw a significant number of customers from AT&T, Verizon, and T-Mobile, with Starlink Mobile satellites launching in 2027 and services due to commence by the year-end.

Gopalan told FT satellite technology would remain “complementary” to existing networks rather than a replacement.

T-Mobile is one of several operators which holds satellite access deals with SpaceX to supplement rural coverage.

FT reported Gopalan also addressed T-Mobile’s growth strategy, stating it aims to more than double its broadband customer base to 20 million within four years and grow its rural market share beyond its current 24%.

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The US Federal Communications Commission (FCC) voted to explore ways to deliver direct satellite connectivity to unlicensed devices using 200MHz of related spectrum to advance services requiring handoff between terrestrial and non-terrestrial links.

It stated the move could give consumers an “additional option for reliable connectivity”, as investment in direct-to-device (D2D) services continues to grow.

The Notice of Proposed Rulemaking (NPRM) examines potential reforms to enable devices operating in certain part 15 bands communicate with FCC-authorised satellites.

Part 15 rules govern unlicensed wireless equipment widely used by businesses and consumers. The FCC stated the move is intended to expand opportunities for Wi-Fi and applications including IoT which “benefit from more robust wireless connectivity”.

It also proposed clarifying part 15-authorised equipment may be used within and between authorised spacecraft.

The FCC intends to explore further scenarios “in which part 15 devices might” safely and effectively operate in space,

Money maker
FCC chair Brendan Carr said the move builds on 18-months of regulatory steps to enable D2D services, including freeing up spectrum, providing certainty around buildout milestones, and clarifying exclusivity and legal rights to encourage investment.

He said the measures had helped generate tens of billions of dollars in D2D deal flow.

“For the first time in FCC history, we are exploring whether D2D services are technically possible in more than 200 MHz of unlicensed spectrum,” he said.

“These frequencies could yield more capacity to complement D2D services and encourage experimentation.”

He added unlicensed spectrum already underpins a wide range of household devices and innovations, and the proposal would seek to ensure the bands continue to support existing services.

The proposal targets the 902MHz to 928MHz, 2400MHz to 2483.5MHz and 5725MHz to 5850MHz bands traditionally used for Wi-Fi and Bluetooth which already permit unlicensed devices to operate at the relatively higher power levels needed for satellite communication.

Along with seeking comments, the FCC is asking whether part 15 devices communicating with satellites should require an additional part 25 earth station certification.

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Tampa Electric Company (TECO) selected Ericsson and OneLayer to deploy, manage and secure its growing private LTE network, with Burns & McDonnell providing integration and engineering expertise.

Ericsson stated TECO is among the first investor-owned utilities in the US to deploy the private network technology for operational use.

The network uses the Swedish vendor’s kit and supports connectivity for operational devices across TECO’s delivery infrastructure. It will expand as more connected devices come online in the coming years.

OneLayer’s Bridge platform provides SIM lifecycle management and device onboarding. It also provides real time visibility into connected devices across TECO’s operational infrastructure.

Burns & McDonnell is responsible for aligning the deployment with existing systems and operational requirements.

Following the deployment, TECO’s operations teams will be able to onboard and provision cellular-connected devices through automated workflow, which Ericsson noted cuts down the manual effort needed to bring new assets onto the network.

Teams also gain visibility into devices behind cellular routers and customer premises equipment, which were previously difficult to monitor. The system allows the tracking of device status location, and connectivity in real time across distributed field sites.

TECO plans to deploy tens of thousands of devices over the next five years with several thousand targeted in the first phase.

Ericsson stated the approach gives TECO a private, high-reliability broadband platform. It supports grid protection, field workforce communications and sensor connectivity. It also provides a path to evolve to 5G as requirements grow.

Dana Jaber, head of mission critical networks at Ericsson Americas, stated the deployment sets a new benchmark “for how utilities can scale secure, high-reliability private cellular networks to support tens of thousands of devices and future 5G requirements”.

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Zayo partnered with Nvidia to build out critical network capacity aimed at supporting AI factories, as the digital infrastructure provider looks to close a widening gap between compute demand and available network bandwidth.

Through the collaboration, Zayo is constructing more than 8,000 miles of new long-haul fibre across fast-growing AI corridors, alongside a significant expansion of capacity across its existing infrastructure.

The work spans 24 total routes, comprising six new long-haul routes, 10 overbuilds of existing network across high-demand markets, and eight existing fibre routes.

Nvidia is a Zayo customer and will have significant access to capacity across all the new and overbuilt routes.

Zayo CEO Steve Smith stated AI is reshaping where and how network infrastructure needs to be built across the US, adding the company has invested heavily in modelling where AI-driven demand will emerge so it can expand infrastructure ahead of that demand.

He said Zayo is combining decades of experience building and operating large-scale network infrastructure with Nvidia’s accelerated computing capabilities to support AI connectivity across North America.

Zayo said the expansion is designed to benefit the broader AI ecosystem beyond the largest hyperscalers, including neoclouds, frontier model developers, and enterprises across sectors such as healthcare, finance, and manufacturing.

Over the past 18 months, Zayo has expanded its AI-focused network buildout to more than 15,000 route miles across North America.

Its recently completed acquisition of Crown Castle’s fibre and small cell assets added 90,000 metro route miles and 40,000 on-net enterprise locations, strengthening the company’s metro density for AI inference workloads.

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SpaceX outlined plans to build a massive semiconductor fabrication facility in the US state of Texas, with an initial investment of more than $16.8 billion designed to support growing demand for AI chips across its satellite and space operations.

Texas governor Greg Abbott announced the first phase of the Terafab project, which is expected to create 3,000 jobs and has been backed by a $30 million Texas Enterprise Fund grant. The project also qualifies for incentives through the state’s Jobs, Energy, Technology, and Innovation programme.

The planned 100-million-square-foot site in Grimes County, Texas, will combine logic, memory and advanced packaging under one roof, enabling SpaceX to consolidate parts of the semiconductor production chain as it seeks to avoid constraints in global chip supply.

SpaceX CEO Elon Musk stated the facility will help the company produce AI chips at scale for use on Earth and in space. The project is expected to support future hardware requirements across Starlink, Starship and broader space infrastructure.

Abbott stated Texas was selected because of its business climate, workforce, infrastructure and logistics advantages. Local officials said the development could provide a long-term economic boost for Grimes County and Southeast Texas, with roles spanning engineering, technical operations and plant management.

The investment deepens SpaceX’s presence in Texas, where it already operates its Starbase headquarters, a site in Cameron County and a Starlink manufacturing facility in Bastrop.

SpaceX is pitching Terafab as part of a wider push to secure in-house chip capacity for next-generation aerospace, connectivity and AI workloads, as demand for customised compute grows across the company’s satellite broadband and launch businesses.

Intel also signed up for the project by working with SpaceX, Tesla and xAI to help refactor silicon fab technology at Terafab and support an ambition to produce 1-terrawatt of compute annually for AI and robotics workloads.

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AT&T picked vendor partner Ericsson to supply 600MHz dual-band radios as it works to put newly acquired spectrum from EchoStar to use across its wireless network.

The operator stated the move is part of its ongoing effort to boost capacity, coverage, and performance nationwide, with a particular focus on improving reliability in harder-to-reach places, including indoors and in rural areas.

AT&T explained the 600MHz spectrum is especially valuable because it can travel farther and penetrate buildings more effectively than some higher-frequency spectrum, helping customers stay connected in more locations, whether at home, at work, or on the move.

It is more than 60% of the way through a broader wireless network modernisation effort. In areas already upgraded with Ericsson infrastructure, AT&T said customers are seeing up to a twofold improvement in average speeds, a 10% reduction in dropped and blocked calls, and up to a 70% reduction in instances of slower data speeds. Standardising equipment at the top of cell towers has also cut uplink interference by as much as 80%, the operator said.

Ericsson was selected through an open, competitive process to supply the 600MHz dual-band radios, which will enable the operator to deploy uplink-enhancing 8RX technology across low-band spectrum for the first time.

AT&T noted the work is designed to strengthen the network for AI-driven applications, including content creation, sharing, and real-time interaction, building on the companies’ previously announced collaboration to accelerate open RAN deployment.

“We’re more than halfway through our wireless network modernisation, and we’re executing to plan,” said Yigal Elbaz, SVP and Network CTO at AT&T. “By combining our newly acquired 600MHz spectrum with Ericsson’s advanced radios, we’re improving coverage and performance for customers today while building a more modern, flexible network for the future.”

Dyon Agnew, SVP and head of Customer Unit AT&T at Ericsson Americas, said the deployment demonstrates the impact open architectures can have on performance at scale, adding that the two companies are working to deliver faster speeds and more consistent coverage across the US.

AT&T said it will share further details on timing and commercial availability of the 600MHz deployment at a later date.

It received final approval for the $23 billion EchoStar deal in July 2026. AT&T started deploying the 3.45GHz spectrum it bought from EchoStar last year through a short-term spectrum manager lease.

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Google CEO Sundar Pichai (pictured) revealed a major shake-up within its AI division, with DeepMind co-founder and CEO Demis Hassabis stepping back from day-to-day operational management to focus on overarching strategy, AGI and scientific breakthroughs.

Under the new leadership structure, Koray Kavukcuoglu, former CTO of Google DeepMind and chief AI architect, steps up as SVP of Google DeepMind, reporting directly to Pichai.

Kavukcuoglu, who has been with DeepMind for 13 years and previously led foundational projects like WaveNet and Deep Q-Networks, will now directly oversee Gemini model development, frontier AI research and developer ecosystems.

Hassabis transitions into a newly created strategic role as chair of Google DeepMind and chief scientist of Alphabet.

In a note sent to employees, Pichai stated the shift allows Hassabis to dedicate his attention to shaping the long-term future of AGI and scientific applications, alongside his ongoing leadership at drug-discovery subsidiary Isomorphic Labs.

Hassabis expressed confidence in the transition, emphasising  he plans to focus on broad strategic initiatives and high-impact applications of AI in healthcare, particularly accelerating efforts to treat major diseases.

The executive shift comes at a period of rapid product momentum for the internet giant’s AI stack.

According to internal metrics shared by Pichai, the flagship Gemini consumer application has surged past 950 million monthly active users, while the open-weights Gemma model family has surpassed 900 million downloads.

The reorganisation also marks the end of an era for two foundational figures in modern computing infrastructure.

Jeff Dean, Google’s chief scientist and long-time head of Google AI, is departing after 27 years alongside Google senior fellow Sanjay Ghemawat.

The pair are launching independent public benefit company aimed at applying machine learning to scientific and engineering discoveries. Google will serve as a founding investor and cloud infrastructure partner for the new entity, maintaining an active collaborative research framework on advanced systems.

“Jeff Dean is at a moment where he wants to try something new, and we’re excited to support him in that,” Pichai stated.

As competition in model capabilities intensifies across the industry, Google is doubling down on its full-stack approach which spans custom silicon, cloud infrastructure, and consumer applications to seek an edge in the race toward advanced AI.

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SpaceX CEO Elon Musk (pictured) highlighted an ambitious growth plan for the company’s Starlink broadband service, forecasting a hundredfold increase in total delivered bandwidth driven by its next-generation V3 satellite constellation.

Speaking on SpaceX’s first earnings call as a public company, Musk and president Gwynne Shotwell detailed a long-term strategy to capture a majority of global internet traffic in accessible markets.

To support the push, the operator recently applied to the Federal Communications Commission seeking approval to deploy up to 100,000 low-Earth-orbit satellites for its V3 satellite network, supplementing the approximately 9,600 broadband V2 birds currently in orbit.

SpaceX’s Starlink broadband customers doubled to 12 million year-over-year despite price increases for the service. Starlink ended Q2 with service availability in 167 markets “with some very exciting announcements coming soon,” he said.

Those numbers are the tip of the iceberg, according to Musk.  

“This is a big deal,” he said. “It’s kind of hard for people to wrap their minds around this, but it’s not out of the question that at some point, Starlink will deliver a majority of the world’s internet, at least in countries where we’re allowed to operate.”

Musk stated individual Starlink V3 satellites deliver roughly 10 times the performance of V2 models. While V2 hardware typically maxes out between 100Mb/s and 450Mb/s depending on network congestion, the V3 constellation deployment is designed to unlock gigabit-class downlinks for standard end users.

Musk stated a V3 Starlink bird will launch on Starship flight 14, but this time they’ll enter an “operational orbit.” Last month’s Starship flight sent up a batch of V3 satellites as part of a suborbital test.

“The Starlink V3 satellite is about an order of magnitude more capable than the Starlink V2 satellite, which was already a very capable satellite,” he explained. “And we expect to launch about an order of magnitude more Starlink V3 satellites.

Combined with plans to launch 10 times as many V3 birds, the upgraded constellation is projected to increase overall bandwidth capacity by two orders of magnitude. He emphasised that even if revenue per bit decreased by 90%, the expansion will still drive a tenfold increase in Starlink revenue.

“It’s certainly a bold claim and one that contravenes the company’s prior statements that Starlink was most appropriate for rural users,” Quilty Space founder and CEO Chris Quilty told Mobile World Live. “Starlink V3 will provide a 10x boost, reaching 8Pb/s of downlink capacity, but aggregate network capacity is a misleading metric because capacity is geographically distributed while demand is geographically concentrated.”

AI compute capacity
SpaceX ended Q2 with 1.4 gigawatts of compute capacity, up from 1 gigawatt in the prior quarter and 400 megawatts a year ago.

“We expect to end this year with over 2 gigawatts of compute,” Musk stated.

Asked about the outlook for compute capacity, Musk revised his earlier target upward on the call. Rather than the roughly 10 gigawatts previously floated for the end of 2027, he said SpaceX is now aiming for approximately 15 gigawatts of power and cooling capacity online by the end of next year, with a stretch goal of 20 gigawatts.

“We’re actually aiming to far exceed that gigawatt number in terms of power online, power cooling, and electrical equipment,” he explained.

“I don’t think we’re going to achieve 20 gigawatts, but we want to have a series of projects that cumulatively come to 20 gigawatts by the end of next year,” he added. “Our goal is to have far more power, cooling, and electrical equipment than we have GPUs. That’s a logical thing to do given the relative expense of GPUs.”

He said SpaceX is taking the expertise it uses for rockets and satellites and applying it to scaling terrestrial data centres.

“SpaceX as a company is incredibly good at hardware,” Musk said.

Going forward on data centres, Musk said SpaceX has decided “to build exclusively on Nvidia, because we think the Vera Rubin is the best architecture.”

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Anthropic confirmed it is building an in-house silicon team to design custom chips for its Claude AI model, a move aimed at improving performance and efficiency as demand for its services continues to rise.

In a statement to Mobile World Live (MWL), Anthropic said it “is hiring engineers with experience across the stack”.

The company stated this move will let it co-design hardware and models together, allowing Claude to run faster and more efficiently at the scale its customers need.

Anthropic told MWL the effort is not a shift away from its existing hardware partners. The company described the silicon team as the latest step in its multi-chip approach

It is building a diversified hardware stack with chips from Amazon Web Services (AWS), Google, Nvidia, and AMD, which will “remain central to how we scale”.

Reuters had previously reported Anthropic was exploring building its own chips while The Information stated the company had held talks with Samsung Electronics about possibly manufacturing them.

Business Insider cited a newly posted job listing which describes what Anthropic is looking for, which includes a “custom silicon team” with engineers spanning multiple areas of chip design and verification.

The listing, which advertises a salary range of $320,000 to $485,000, calls for candidates who can point to direct personal contribution in finalising and shipping semiconductor designs.

Building AI chips in-house is expensive and technically demanding, but the benefits include improved performance and less dependence on Nvidia.

Rival moves
Anthropic joins a growing list of AI companies pursuing custom silicon, following moves by OpenAI, Meta, Google, and Amazon.

OpenAI unveiled its first custom-built inference ASIC, Jalapeno, in June, developed in partnership with Broadcom.

In April, Meta Platforms expanded its partnership with Broadcom to jointly develop multiple generations of custom MTIA chips, building on four new generations it had unveiled in March.

Google is also developing a server chip, called Frozen v2, to improve efficiency for its Gemini AI model and separate from its existing TPUs,

During Alphabet’s Q1 earnings call in April, CEO Sundar Pichai stated the company will begin making its tensor processing units available to a select group of customers for their own data centres, a move seen as a potential challenge to Nvidia’s dominance in AI chips.

Also in April, Meta struck a deal with Amazon Web Services to use its Graviton processors for agentic AI workloads.

Amazon also has an agreement in place with Anthropic to use its Trainium chips to train and run its AI models

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SpaceX president Gwynne Shotwell claimed Starlink Mobile is positioned to compete directly with AT&T, Verizon and T-Mobile US, pointing to the trio’s roughly $600 billion in combined annual revenue as a measure of the opportunity.

Speaking on SpaceX’s Q2 earnings call, Shotwell said the service’s capability could improve roughly 100-fold once the company deploys next-generation birds and spectrum acquired from EchoStar, with commercial service targeted to begin by the end of next year.

Shotwell said the current direct-to-cell system operates using around 5MHz of bandwidth through local telco partners, but SpaceX now has access to 65MHz of bandwidth via the EchoStar spectrum deal, alongside plans to deploy roughly 10 times as many satellites.

“So, simplifying, you could look at Starlink Mobile leveraging the next-generation satellite and the EchoStar spectrum as being 100 times better, 10 times 10 better than what we’ve got right now,” she said, adding the upgraded service already supports voice and video calls over apps such as Signal and WhatsApp.

Shotwell described a terrestrial deployment approach built around Starlink’s existing broadband hardware rather than a conventional cell tower build-out.

“You could put a base station, a cellular base station on the gear that holds a Starlink broadband dish,” she said. “You can have kind of these little femtocells around the country and you deploy that as you need it. You don’t have to necessarily spend many billions of dollars in low band spectrum all upfront before you deploy your system.”

She was reluctant to give a specific capex figure for the terrestrial build-out.

“We have a lot of really kind of great and new ideas for how we’re going to do that,” she said. “And I think it will be quite capex efficient.”

CEO Elon Musk elaborated on the same point, saying it was worth emphasising given its importance to the economics of the rollout.

Rather than deploying expensive, hard-to-site large cellular base stations, he said SpaceX expects to deploy a large number of small stations which are effectively Starlink dishes also equipped to provide connectivity in mobile spectrum bands.

“The Starlink antennas are located on the roofs of houses and businesses,” he said. “So, they’ve got a sort of a clear view for providing connectivity directly to cell phones on the ground.”

Musk expects the resulting service to offer “better and higher bandwidth than what is currently available from cellular providers”.

Shotwell stated SpaceX expects strong customer uptake once the improved service launches.

“I anticipate us to be able to acquire quite a few of their customers, because I think our service will be better,” she said, citing Starlink Mobile’s ability to eliminate dead zones and maintain service during natural disasters, given the relative stability of the satellite environment compared with terrestrial infrastructure on the ground.

Q2 numbers
SpaceX reported Q2 revenue of $7.8 billion, up 92 per cent year-on-year from $4.1 billion, in the company’s first results release since going public in June.

Net loss narrowed to $541 million, an improvement of $467 million from the $1 billion loss posted a year earlier.

Capex surged to $18.4 billion for the quarter, up from $2.8 billion a year earlier, driven overwhelmingly by the AI segment where it reached $15.8 billion. Space segment capex came in at $1.2 billion and Connectivity capex at $1.4 billion.

The AI division, spanning Grok, X, cloud infrastructure and advertising, posted revenue of $2.6 billion, up 247%, driven by new Cloud Services Agreements and Grok/X subscription growth.

The business generates compute-contract revenue from customers including Anthropic, Google and Reflection AI, though some recurring revenue has yet to be recognised.

The segment narrowed its operating loss 49% quarter-on-quarter to $1.3 billion, though SpaceX cautioned the unit needs sustained investment to turn profitable. It signed $14.1 billion in contracted Cloud Services Agreements and announced a $60 billion deal to acquire coding tool Cursor.

Connectivity, the Starlink-led segment, generated $4.3 billion in revenue, up 66%, with operating income up 79% to $1.7 billion. Starlink subscribers doubled to 12 million.

The Space segment posted revenue of $962 million, up 29% with an operating loss of $542 million as the company invested heavily in Starship.

SpaceX ended the quarter with $100 billion in cash and marketable securities, and a $47.5 billion backlog.

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Chipmaker Intel joined the OCUDU Ecosystem Foundation as a premier member, bolstering open-source RAN software development for 5G and future 6G networks.

Hosted by the Linux Foundation, the OCUDU Ecosystem Foundation operates as a vendor-neutral collaboration hub.

Its core mission is to establish reference architectures, validation programmes and continuous integration and testing pipelines designed to reduce integration complexity and streamline production rollouts for operators.

Intel’s entry brings technical weight to the initiative, particularly across cloud-native infrastructure, silicon platforms and telecommunications architecture.

Intel plans to contribute technical capabilities to help shape open, standards-based solutions and advance AI-native reference implementations capable of running on software-defined infrastructure.

Arpit Joshipura, GM of networking, edge, and IoT at the Linux Foundation, stated Intel’s leadership in cloud-native systems and telecommunications will bolster ongoing efforts to build an open, interoperable ecosystem, ultimately allowing operators to deploy AI-native open-source RAN solutions faster and with greater confidence as the market shifts from innovation to production.

The foundation’s technical work focuses heavily on the central processing components of open wireless networks: the central unit (CU) and distributed unit (DU). By providing a shared, software-defined reference platform built on open-source code, the initiative aims to address multi-vendor interoperability bottlenecks and eliminate the risk of proprietary vendor lock-in.

Intel joins a growing coalition of communication service providers, infrastructure vendors, system integrators and research institutions backing the open-source initiative following its launch earlier this year.

The foundation continues to invite operators and technology partners to participate in its technical working groups and contribute directly to open reference code, accelerating the transition toward scalable, production-ready open RAN deployments.

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Anthropic appointed Mariano-Florentino Cuellar as its first chief global affairs officer, as the Claude AI model developer faces escalating political and regulatory friction.

In the newly-created role, Cuellar (pictured) will report directly to Anthropic president Daniela Amodei.

His primary focus involves managing relationships with US authorities and international government bodies as the business expands internationally.

Cuellar is stepping down from Anthropic’s independent four-person Long-Term Benefit Trust, a body which ensures the company aligns its commercial goals with its public-interest mission.

The trust is now searching for a successor.

Anthropic described Cuellar as a pragmatist and consensus builder suited to navigating government opposition. His credentials include working as a special assistant to former President Barack Obama and a justice with the Supreme court of California.

He also directed the Carnegie Endowment for International Peace think tank while co-chairing a task force on US national security and nuclear proliferation, a domain industry executives often cite as a blueprint for managing advanced AI risk.

Cuellar also jointly led studies which shaped landmark Californian state law SB 53, which introduced whistleblower protections and safety reporting mandates for high-revenue AI developers.

The executive said politicians everywhere are recognising AI governance is at a pivotal inflection point, noting current decisions would determine if technology can be harnessed safely or increase global inequality.

Anthropic is working to mend relations with the US government following several clashes including a military dispute which resulted in the US Department of War blacklisting its technology, a designation the company is challenging in court.

Officials also issued export control directives temporarily banning international sales of its high-tier Mythos 5 and Fable 5 models over national security concerns.

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Global smartphone revenue rose 7% year-on-year in Q2 to an historic $109 billion, the highest second-quarter total on record even as shipments declined, Counterpoint Research revealed.

The disconnect between rising revenue and falling volumes was driven by average selling prices (ASPs), which rose 17% to a record high of $400, fuelled by sustained demand for premium devices and memory-driven price hikes across Android portfolios.

Apple was the standout performer, with revenue up 22% to the brand’s highest-ever Q2 total.

The growth was supported by a 13% rise in shipments alongside an 8% increase in ASP, pushing Apple’s revenue share to a record 49%.

Counterpoint Research director Tarun Pathak said Apple’s performance was underpinned by sustained demand for the iPhone 17 line-up, particularly the base 17 and 17 Pro Max, which kept the sales mix skewed toward premium smartphones.

Unlike rivals which pushed through steep price increases, Apple largely held pricing steady, a move Pathak said reflects the company’s ability to absorb rising bill-of-materials costs and stay comparatively insulated from the industry’s memory chip crunch.

He cautioned Apple would likely raise prices in coming quarters, but believes the pricing discipline so far has strengthened its competitive position, enabling growth in both value and volume.

China, Europe and emerging markets were strongholds, as Apple’s stable pricing improved its relative value proposition against widespread Android price hikes.

Samsung ranked second with a 16% revenue share, with both revenue and shipments up 9% helped by steady Galaxy A-series demand and continued momentum from the Galaxy S26 series, along with strong growth in North America and the Middle East and Africa.

Xiaomi posted the steepest shipment decline among the top five brands, down 26%, dragging revenue down 17% despite a 13% rise in ASP as the company pushed toward higher-value devices.

Oppo and vivo also saw revenue fall, down 10% and 11%, respectively.

Senior analyst Shilpi Jain said the market has entered a phase where value, not shipment volume, is the primary growth driver, with OEMs increasingly passing higher component costs on to consumers.

With memory shortages showing no near-term signs of easing, the research company expects further price increases and steeper shipment declines across the industry in the second half of 2026.

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Infrastructure company Azio AI Holdings signed a master services agreement (MSA) with AT&T worth roughly $2.4 million to provide enterprise fibre connectivity for its first AI data centre campus.

The deal covers a 500-megawatt site and establishes a standardised connectivity framework across the campus, delivering the high-capacity, low-latency network infrastructure needed to support AI training, inference, GPU cloud computing, enterprise colocation, and other high-performance computing workloads.

Azio said the connectivity buildout is intended to streamline network deployment as it brings on additional customers under its hyperscale AI strategy. The company pointed to a recent power purchase and hosting agreement with a GPU customer, which it said will require a rapid, modular buildout at the Texas site.

“This agreement establishes the networking framework supporting our initial 500-megawatt Texas AI platform while creating a scalable operating model that can support future expansion as additional projects move forward under our hyperscale AI strategy,” Azio COO Elgin Tracy stated.

The company’s broader strategy centres on scalable, liquefied natural gas-backed energy capacity intended to meet rising demand for GPU cloud and AI workloads.

It stated the Texas site was picked in part due to the location being able accommodate large-scale industrial infrastructure without the land-use and community constraints which can complicate data centre projects in urban areas.

The agreement adds AT&T to the growing list of telecoms operators positioning themselves as connectivity partners for the AI infrastructure buildout, as data centre operators race to secure the fibre capacity needed to link GPU clusters to enterprise and hyperscale customers.

Azio did not disclose a timeline for construction completion or when the Texas campus is expected to become operational.

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Tim Cook’s last earnings call as the CEO of Apple covered record revenue across iPhone, Mac and services despite ongoing supply constraints for memory chips.

Revenue in its fiscal Q3 2026 (the period from 29 March to 27 June) was $109.4 billion, up 16.4% year-on-year.

Cook (pictured) took the helm from Apple co-founder and chief Steve Jobs in 2011, when the company posted annual revenue of $108 billion.

“It’s a special privilege to be part of people’s lives in lasting and meaningful ways, helping them to create, connect and experience the world around them,” Cook said on the earnings call.

“The transition is going seamlessly, and I am beyond excited for John [Ternus] to step into his new role and lead Apple into its next era.”

Tariffs
Apple’s booked a $0.11 per-share boost from tariff refunds, which added roughly two percentage points to gross margin after the US Supreme Court struck down a tranche of the Trump administration’s fees earlier this year.

“Last year, we made a $600 billion commitment to the US over four years and now, as we said before, we plan to reinvest the tariff refunds we’ve received into the US,” Cook said.

“We’re pleased with the progress we’ve already made advancing the American supply chain.”

Cook highlighted Apple sourcing more than 100 million components from a TSMC production facility in the US state of Arizona as an example.

“We could not be more pleased with how that fab has ramped and is producing for us.”

Siri AI
He noted positive developer reviews of Siri AI, which was introduced at WWDC in June.

“I think it’s a very big idea to have AI that’s private, that’s based on your personal context and that’s integrated across the operating system.”

Siri AI is scheduled to be released in September alongside iOS 27 and the iPhone 18 line-up.

Cook noted Apple is working closely with the European Commission to make the assistant available on devices in the European Union and said the company recently received approval to ship some of the original features of Apple Intelligence for use in China.

“We’re working now through the rollout of those and there will be more work required down the road for Siri AI,” he said. “But we’re at the front end of that.”

Supply chain
Apple flagged persistent supply constraints heading into the current fiscal quarter, forecasting revenue growth of 9% to 11%.

Cook described the memory chip shortage driving the pressure as a “hundred-year flood,” warning Apple expects to keep paying more after three consecutive quarters of price increases, albeit with some inventory offset and reductions in other components.

Numbers
Net income rose 27.1 per cent to $29.8 billion.

iPhone revenue rose 21.7% to $54.3 billion, which Apple branded a record for the period.

Greater China revenue rose 22.4% to $18.8 billion.

Service revenue was $30.7 billion and Mac revenue rose 28.7% to $10.3 billion.

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Mobile World Live brings you our top three picks of the week as Apple unveiled its device leasing programme, Orange struck a data centre JV deal and Amazon Leo plotted expansion.

Amazon Leo readies 5K satellites for D2D plan

What happened: Amazon Leo applied to the US Federal Communications Commission (FCC) to deploy up to 5,105 direct-to-device (D2D) satellites, advancing its ambition to deliver voice, messaging, data and emergency connectivity services to standard mobile devices.

Why it matters: In its FCC filing, Jeff Bezos-backed Amazon Leo explained its D2D system would communicate directly with existing mobile hardware using dedicated L-band and S-band spectrum links, potentially setting the stage to better compete against SpaceX’s Starlink service, among others.

“The newly filed application for Amazon’s next-generation LEO D2D constellation is massive,” said independent consultant Carlos Placido. “Although the system is planned to deploy 5,105 satellites beginning in 2028, the filing defines a total of 11,045 orbital positions.”

Amazon Leo readies 5K satellites for D2D plan

Apple lifts lid on US device leasing service

What happened: Apple fleshed out Apple Upgrade, a direct-to-consumer hardware leasing programme backed by Klarna Group, offering US customers monthly payment options across its iPhone, Apple Watch, Mac, and iPad product lines.

Why it matters: Apple confirmed the programme offers dual tenure options per category. iPhone and Apple Watch plans offer 12- and 24-month lease terms starting at $17.99 and $11.99 per month, respectively. CEO and marketing director of PP Foresight Paolo Pescatore stated the arrangement responds to rising device prices and longer consumer ownership cycles by shifting focus from high upfront costs to manageable monthly payments, making premium devices feel more accessible and encouraging regular upgrades.

“However, this is more than another payment option,” he said. “It marks a significant shift from owning devices to accessing them through an ongoing leasing relationship. This gives Apple another way to stimulate demand without resorting to aggressive discounting, while keeping customers within its family of products and exerting greater control over the upgrade, trade-in and return cycle.”

On the consumer front, he explained lower monthly payments will be attractive, but the apparent flexibility carries important trade-offs. Customers do not own the product during the lease, AppleCare costs extra, damaged devices can incur charges, and upgrading or leaving early could require them to pay the remaining lease payments.

“The total cost and end-of-term choices must therefore be made crystal clear,” he said. “Otherwise, consumers could find themselves locked into a perpetual cycle of monthly payments without building any ownership or resale value.”

Apple lifts lid on US device leasing service

Orange plots data centre JV with global investor

What happened: Orange agreed a deal with global infrastructure investor Morrison to create a jointly controlled data centre company in France, a move designed to meet rising demand for AI services in the country.

Why it matters: Orange said the 50:50 JV will support the development of its existing French data centre portfolio and target 400MW of capacity, almost 10 times its current level. To boost the entity, the operator said it will contribute five major data centres across four campuses in France, along with its operational expertise and commercial reach. The duo anticipate an investment of around €3 billion, utilising Orange’s existing assets, while Morrison will make an equity contribution.

“Orange Business will leverage this platform for its customers to accelerate its trusted AI and trusted cloud business ambitions,” Orange CEO Christel Heydemann explained on an investor call. “The value creation for Orange will therefore materialise through revenue upsides and dividends inflows.”

Orange plots data centre JV with global investor

The post The Friday File: Amazon Leo; Orange JV; Apple appeared first on Mobile World Live.

AT&T switched on a dedicated standalone (SA) 5G core for public safety network FirstNet, which the operator described as the first and only such nationwide network built specifically for first responders.

The new core is physically separate from AT&T’s commercial network infrastructure, a design intended to give public safety agencies greater security, reliability and control over their connectivity.

AT&T stated the architecture was shaped by feedback from first responders and is intended to meet operational needs which differ meaningfully from everyday consumer use.

Scott Agnew, president of FirstNet at AT&T, said the SA core was purpose-built around the mission of public safety rather than adapted from a consumer network.

“This milestone keeps America’s public safety network strong for the future, because when our first responders succeed, our communities are safer.”

AT&T stated the dedicated core functions as the central nervous system for the FirstNet network, keeping public safety traffic separate from commercial traffic.

It runs across multiple geographically-distributed core sites to add redundancy, an approach AT&T stated improves performance and resilience.

The upgrade also brings faster upload data rates and improved responsiveness, capabilities AT&T stated are increasingly necessary as first responders adopt connected tools including body-worn cameras and mission-critical communications applications.

Security beyond the standard measures used on commercial networks is built into the core.

Access is restricted to devices using a FirstNet SIM, which it stated protects subscriber data from potential attackers, while a dedicated security operations centre monitors the network around the clock for threats.

Adaptive Mission Performance
AT&T positioned the service as groundwork for a broader initiative called Adaptive Mission Performance to tailor network performance to specific public safety applications and use cases rather than relying on a single network slice from commercial infrastructure.

The operator stated it plans to deploy the capabilities over time as more subscribers migrate to the new core.

FirstNet subscribers are already being transitioned to the new core at no additional cost.

While laying claim to a nationwide launch, AT&T did note the service requires a compatible device and plan, and it is not available everywhere.

The operator deployed its SA 5G core in 2025, five years later than T-Mobile US.

Verizon Frontline rolled out its service in select markets in 2025.

T-Mobile and Verizon are using their SA 5G cores to provide network slicing for first responders.

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Meta Platforms revealed a dramatic acceleration in its infrastructure commitments, disclosing in a regulatory filing it has secured $279 billion in off-balance sheet lease obligations primarily dedicated to expanding its AI capabilities.

The future costs, which exist on top of its active leases, comprise short- and long-term agreements covering data centres, co-location facilities and certain network infrastructure.

The total for uncommenced lease commitments as of the quarter ended 30 June represents a 53% surge from the $183 billion reported in the previous period.

The social media giant is showing no signs of slowing its aggressive AI buildout, adding an extra $68 billion in commitments during July alone, with those leases slated to commence in 2027 and 2028.

The disclosure comes alongside mounting investor pressure on CEO Mark Zuckerberg. Meta’s stock fell today (30 July) following a disappointing Q3 revenue forecast yesterday which heightened investor scrutiny over the company’s massive capital expenditures on AI.

During the Q2 earnings call, Zuckerberg said Meta could sell compute directly to large enterprises but stated the social media giant believes there will be a “significantly higher margin on selling [super]intelligence rather than selling compute directly”.

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Meta Platforms CEO Mark Zuckerberg (pictured) outlined his high-stakes vision for AI across consumer and enterprise markets during a Q2 investor call, casting the technological transition as a massive commercial opportunity despite heavy infrastructure outlays and operational charges weighing on profitability.

Zuckerberg detailed three primary expansion pillars driving Meta’s long-term strategy. He noted AI investments are actively boosting performance across the main portfolio by improving user experiences, optimising return on investment for advertisers and enabling internal product teams to ship software faster.

Looking ahead, Zuckerberg stated that Meta is “developing new personal agents that will be the foundation for our next wave of products and revenue lines in the months and years ahead”.

Expanding beyond consumer applications, he highlighted a growing commercial footprint, pointing to “a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services that we’re building for large customers”.

Q2 financial performance
Meta delivered strong Q2 top-line performance, driven by continuous gains across its AI-enhanced advertising suite, though rapid infrastructure spending and operational charges squeezed overall profitability below Wall Street expectations.

Meta generated $60.8 billion in revenue, representing a 28% increase compared to $47.5 billion in the same period last year. However, net income dropped 14% to $15.8 billion.

Advertising revenue accounted for $59.8 billion of total sales, up 28% year-over-year. This growth was supported by high adoption of AI automated ad features, with ad impressions growing 14% year-over-year across its Family of Apps and the average price per ad climbing 12%.

Family Daily Active People reached an average of 3.6 billion in June, reflecting a 3% increase year-over-year.

Total costs and expenses surged 55% to $42 billion, heavily weighed down by $2.4 billion in legal proceeding charges as well as $1.2 billion in severance expenses following restructuring in May.

Driven by the aggressive capex ramp and operational charges, free cash flow dropped 91% year-over-year to $784 million, compared to $8.5 billion in the prior-year period.

Capital expenditures jumped to $31 billion from $17 billion, including principal payments on finance leases, as Meta continued to scale its computing infrastructure, servers, and data centres to expand generative AI capabilities.

Looking ahead, the social media giant issued a Q3 revenue forecast of $61 billion to $64 billion.

For the full year, Meta maintained its capital expenditure guidance at $130 billion to $145 billion and anticipates total expenses between $165 billion and $169 billion, while reiterating full-year operating income is expected to exceed prior-year levels.

Highlighting engagement growth across its app suite, Zuckerberg noted Threads crossed 500 million monthly active users, “making it the fastest-growing conversation app ever,” while Facebook reached more than 2 billion daily active users a while ago.

“WhatsApp just hit an all-time messaging record, peaking at 30 million messages sent per second during the World Cup final,” he said.

Meta’s Reality Labs division, which houses the company’s VR and AR hardware efforts including Quest headsets and smart glasses, continued to weigh on overall profitability.

The unit posted an operating loss of $4.6 billion, widening slightly from a year earlier, on revenue of just $431 million, up from $370 million in the same period last year.

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Dell’Oro Group revealed mobile operators have spent 208% more on standalone (SA) 5G than they had on 4G core functions at the same point in the technology’s lifecycle.

The company stated the long-term outlook for SA 5G technology is good, despite forecasting growth in the core network sector to moderate over the next two years.

In a report, the company stated the substantial financial commitment on SA 5G highlights the inherent architectural complexity and the broader strategic value of next-generation core networks compared with LTE deployments.

Explaining the timing behind the investments, senior director Sian Morgan noted the sequential release of 3GPP standards created an initial offset between early 5G RAN spending and deployment of SA cores.

Despite those early delays, the technical sophistication of SA 5G “is driving cumulative vendor revenues much higher” than LTE evolved packet core achieved at an equivalent point in its deployment timeline.

Morgan said SA 5G revenue is yet to reach its peak because the majority of mobile operators worldwide have yet to make commercial services widely available to customers.

Dell’Oro noted near-term headwinds as memory shortages drive server prices up, prompting operators to scrutinise project costs.

Morgan predicts a return to double-digit revenue growth in 2028.

Dell’Oro forecast growth in the next five years to be fuelled by the EMEA region. It increased its expectations for 4G core revenue after gains in 2025 and identified AI as providing opportunities to boost efficiency, though warned over potentially higher costs.

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