Telecom & 5G · Week of Nov 2, 2026
Q3 results and electronica previews: the week in telecom and 5G
Q3 results from TELUS, TDS and Chunghwa Telecom, plus connectivity hardware and IP aimed at electronica 2026 and an AI RAN deal at Verizon.
Third-quarter earnings dominated the week. TELUS reported a net loss of $660 million tied to an $800 million goodwill impairment at TELUS Health and launched a program targeting about $900 million in annualized cash savings exiting 2028. TDS lowered TDS Telecom's 2026 revenue guidance, raised its capital spending outlook and authorized an incremental $250 million buyback. Chunghwa Telecom, by contrast, reported revenue up 16.7% and net income up 29.5%, helped by a one-off gain from asset revitalization.
On the technology side, several suppliers lined up announcements ahead of electronica in Munich, Nov. 10-13. Texas Instruments and Cavli Wireless both plan to show communications modules for industrial and cellular IoT. Ceva said more than ten customers are licensing its Bluetooth HDT IP following the Bluetooth Core 7.0 specification. Verizon and Ericsson expanded their work on AI-driven RAN automation with a nationwide Ericsson Intelligent Controller rollout.
TELUS Corporation
TELUS Reports Third Quarter 2026 Results, Demonstrates Continued Discipline in Core Telecom; Advances Transformation Strategy
TELUS reported a Q3 2026 net loss of $660 million, or $0.42 per share, driven by an $800 million pre-tax, non-cash goodwill impairment related to TELUS Health, while Adjusted EBITDA fell 5 per cent to $1.8 billion. The company announced an efficiency program targeting about $900 million in annualized cash savings exiting 2028, reaffirmed full-year guidance, and says it is prioritizing monetization of TELUS Health and TELUS Agriculture & Consumer Goods to reduce debt.
Telephone and Data Systems, Inc.
TDS reports third quarter 2026 results
TDS reported Q3 2026 operating revenues from continuing operations of $306.7 million versus $308.5 million a year earlier, and its Board authorized an incremental $250 million share repurchase plan. TDS Telecom cut its 2026 revenue guidance to $990 million to $1,010 million and raised expected capital expenditures to about $750 million, while Array reported 14% site rental revenue growth and reaffirmed its guidance.
Chunghwa Telecom Co., Ltd.
Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Third Quarter of 2026
Chunghwa Telecom reported un-audited Q3 2026 total revenue up 16.7% to NT$ 67.59 billion and net income attributable to stockholders of the parent up 29.5% to NT$ 12.22 billion, which it says exceeded the high end of guidance, with a one-off asset revitalization gain contributing. The company says enterprise ICT revenue rose 19% and IPLC revenue, mainly from submarine cable systems, rose 33%.
Texas Instruments
TI simplifies Industrial Ethernet integration for connected factories with the industry's smallest fully featured, multiprotocol communications module
Texas Instruments announced the TICS100MOD multiprotocol communications system-on-module, supporting EtherCAT, EtherNet/IP and Profinet on one piece of hardware, and the TIOM2212 dual-channel IO-Link master. Preproduction quantities of the TIOM2212 are available now, and TI says the TICS100MOD is expected by year-end 2026, with a demonstration at electronica in Munich.
Ceva, Inc.
Ceva Welcomes Introduction of Bluetooth High Data Throughput, Accelerating Next-Generation Wireless Connectivity
Ceva says more than ten customers are licensing its Ceva-Waves Bluetooth High Data Throughput IP, following the introduction of HDT in the Bluetooth Core 7.0 specification, which the release says delivers nearly four times the previous maximum Bluetooth throughput. An unnamed U.S. semiconductor company licensed Ceva's complete HDT solution, and Actions Technology introduced its ATS296X SoC family using the IP.
Ericsson
Verizon and Ericsson partner to transform AI-native Autonomous Networks
Verizon and Ericsson expanded their collaboration on AI in RAN automation, with Verizon planning a nationwide rollout of the Ericsson Intelligent Controller this year to support rApps from both companies. The companies report field gains of up to 8.9% on downlink data radio bearer throughput from closed-loop optimization rApps and say the work will advance Verizon's network autonomy toward L4.
APPLIED OPTOELECTRONICS, INC.
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
Applied Optoelectronics said its Compensation Committee granted inducement awards for 1,346 shares of common stock to 3 new employees under its 2023 Equity Inducement Plan, with a grant date of November 2, 2026. The restricted stock units vest over four years, subject to continued service, under Nasdaq Listing Rule 5635(c)(4).
Cavli Inc.
Cavli Wireless to Unveil P16QS LTE Cat 1bis Module and Cortex AI Coding Assistant at electronica 2026
Cavli Wireless said it will unveil the P16QS LTE Cat 1bis System-on-Module, with a 32-bit RISC-V processor and peak speeds of 10 Mbps down, and Cortex AI, an autonomous firmware engineering assistant, at electronica 2026 in Munich. The company will also show router prototypes using its CQM220 5G RedCap and CQM211 5G NR modules, aimed at OEMs building payment terminals, telematics units, routers and gateways.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not Dragon Tech Demos reporting.