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telecom: Archive

Supriyo Bose

SPCX Shares Fall Despite Solid Q2 Results: Should You Pivot?

SpaceX beats Q2 estimates as revenue surged 92%, but shares sank as $18.4B in capital spending raised cash-flow and valuation concerns.

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Aritra Chatterjee

Should Investors Buy ADTN or Wait for Better Execution Signals?

ADTN's fiber broadband and AI networking opportunities remain strong, but execution challenges and weaker earnings outlook suggest patience may be the better strategy.

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Aritra Chatterjee

ADTN Falls 46.2% in 3 Months: Is the Selloff Now Overdone?

ADTN has plunged 46.2% in three months as execution issues hit margins, but fiber broadband and AI networking trends keep its long-term growth story alive.

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Aritra Chatterjee

Can ADTRAN's AI Networking Push Offset Near-Term Execution Risks?

ADTN is expanding its AI networking portfolio, but execution issues and margin pressure may delay the payoff from growing AI infrastructure demand.

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Aritra Chatterjee

TMUS Raises Cash Flow Outlook After Another Strong Earnings Quarter

TMUS lifts its free cash flow outlook after strong subscriber growth, rising service revenue and expanding broadband momentum strengthen quarterly results.

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Aritra Chatterjee

Should Investors Buy TMUS or Wait for Better Risk-Reward Ahead?

T-Mobile US continues adding subscribers and expanding broadband, but can strong growth keep justifying its premium valuation amid intense wireless competition?

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Aritra Chatterjee

Should You Buy Ericsson or Wait as Value Meets Slower Growth?

Ericsson offers attractive value and resilient margins, but slower carrier spending and muted growth leave investors weighing whether to buy now or wait.

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Aritra Chatterjee

Ericsson Down 13.8% in 3 Months: Is This a Buying Opportunity?

Ericsson shares have slid 13.8% in three months, but improving margins, cost discipline and 5G investments raise the question: Is the pullback an opportunity?

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Supriyo Bose

Should You Reconsider QCOM Stock Amid Downward Estimate Revisions?

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

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Supriyo Bose

Can IBM's Sovereign AI Solutions for India Propel the Stock Higher?

IBM's sovereign AI partnership with Sarvam targets India's public sector, while hybrid cloud demand and rising estimates support growth prospects.

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