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telecom: Archive

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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Supriyo Bose

Corning Rides AI Data Center Growth as Optical Demand Accelerates

Corning's AI data-center deals are accelerating optical demand, while a $10 billion photonics goal and U.S. expansion raise the execution stakes.

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Supriyo Bose

Is GLW Stock Attractive After Its AI Rally and Earnings Momentum?

GLW's AI optics growth, stronger cash flow and rising estimates support upside, but a premium valuation leaves little room for execution misses.

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Supriyo Bose

Corning Growth Outlook Hinges on AI Optics and Solar Profitability

Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.

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Supriyo Bose

Is IBM Stock Worth Buying After Its Steep 2026 Share Price Pullback?

IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.

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