Communication Services

Netflix’s shift to an ad‑supported model and expanded content library shows how tech infrastructure, 5G, edge computing and AI-driven personalization shape streaming competition and revenue growth.

Alphabet’s new AI‑memory compression tech may ease bandwidth limits but won’t curb demand for high‑bandwidth memory, affecting GPU supply and data‑center costs.

Satellite‑based 5G networks are reshaping global media—AST SpaceMobile shows how LEO constellations, tech upgrades, and strategic telecom ties boost high‑bandwidth streaming and unlock revenue for underserved markets.

Regulatory hurdles loom over Telenor’s bid to acquire GlobalConnect’s fibre‑based broadband, as Norway’s competition authority demands stronger remedies to protect consumer choice and pricing.

Discover how BCE Inc’s sale of its LMR network and $750m MTN boost its fibre, 5G and streaming growth while cutting $7bn debt.

Take‑Two Interactive shares dip amid gaming sector headwinds, but strong quarterly results, a revised revenue outlook, and the upcoming GTA VI launch keep analysts cautiously optimistic.

SoftBank secures a $40 billion bridge loan to boost its OpenAI stake, leveraging PayPay IPO gains and an Ohio data‑centre push while navigating rising debt and credit concerns.

CTS Eventim’s record 2025 revenue hits €3.1bn, but a 2026 outlook amid a key contract expiry and dividend cut sparks an 18% share plunge—what’s driving the market’s alarm?

Telecom‑media firms must blend subscriber growth, high‑value content, and next‑gen network tech—5G, edge, AI—to win a saturated streaming market and boost margins.

Reddit’s 10% stock plunge, insider sales and a Meta lawsuit highlight regulatory pressure, but its new Shopify partnership and tighter bot rules show a strategic pivot to diversify beyond ad revenue while addressing user‑experience and compliance co…