Telecom & 5G · Week of Nov 2, 2026
Q3 earnings and AI network automation: the week in telecom
Third-quarter results from TDS, Array and AudioCodes led the week, alongside network automation at Verizon and IoT hardware aimed at electronica.
Earnings dominated the week. Telephone and Data Systems said its Board authorized an incremental $250 million share repurchase plan, lowered TDS Telecom's 2026 revenue guidance and raised its expected capital expenditures. Its tower unit Array reaffirmed its 2026 guidance on 14% site rental revenue growth. AudioCodes reported revenue up 4.2% and said combined annual recurring revenue for its Live managed services and VoiceAI segments reached $87 million. Both TDS and AudioCodes reported share buybacks in the quarter.
On the network side, Verizon and Ericsson said Verizon will roll out the Ericsson Intelligent Controller nationally to run AI-native rApps for radio access network automation. Hardware announcements centred on industrial and IoT connectivity ahead of electronica in Munich, Nov. 10-13. Texas Instruments and Cavli Wireless both plan to show modules there. Ceragon added RADWIN's sub-6 GHz products to its wireless portfolio, and TELUS named two directors to its Board.
Telephone and Data Systems, Inc.
TDS reports third quarter 2026 results
TDS reported third quarter 2026 operating revenues from continuing operations of $306.7 million, down from $308.5 million, and 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 approximately $750 million, while adding approximately 76,000 marketable fiber service addresses.
Array Digital Infrastructure, Inc.
Array reports third quarter 2026 results
Array reported third quarter 2026 operating revenues of $53.9 million, up from $47.1 million, with site rental revenues up 14%, and reaffirmed guidance of $205-$215 million in revenue and $220-$235 million in Adjusted EBITDA. The company says remaining spectrum sales to T-Mobile of approximately $30 million received regulatory approval on October 7, 2026, and are expected to close in 2026.
AudioCodes
AudioCodes Reports Third Quarter 2026 Results
AudioCodes reported third-quarter revenues of $64.1 million, up 4.2%, and GAAP net income of $3.6 million, or $0.15 per diluted share, with services revenues up 19.9% to $37.1 million. The company says annual recurring revenue for its Live and VoiceAI segments reached $87 million, while cash and investments fell to $47.1 million from $75.7 million at December 31, 2025.
Ceragon Networks Ltd.
Ceragon Expands its Multi-Vendor Wireless Portfolio with Sub-6 GHz Solutions, Strengthening its End-to-End Connectivity Offering
Ceragon said it will serve as a global solution provider of RADWIN's sub-6 GHz wireless access offerings, adding them to its microwave and millimeter-wave portfolio. The products will be sold through Ceragon's sales organization and channel partners to service providers, wireless ISPs, utilities and private network operators.
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, which it says supports 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 the TICS100MOD is expected by year-end 2026.
TELUS Communications Inc.
TELUS Appoints Marc Allera and Bill Thomas to Board of Directors
TELUS said its Board approved the appointments of Marc Allera, former CEO of EE and BT Group's Consumer Division, and Bill Thomas, former Global Chair and CEO of KPMG International, effective January 1, 2027. Board Chair John Manley said the directors bring experience relevant to network investment, customer focus and capital allocation.
Ericsson
Verizon and Ericsson partner to transform AI-native Autonomous Networks
Verizon and Ericsson expanded a collaboration under which Verizon plans to roll out the Ericsson Intelligent Controller nationally this year to run AI-native rApps for radio access network automation. The companies say field deployment of rApps such as the AAS Cell Shaper delivered gains of up to 8.9% on downlink throughput and that the work will advance Verizon's network autonomy toward L4.
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 and Cortex AI, an autonomous firmware engineering assistant, at electronica 2026 in Munich, November 10–13. 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 NetFrame reporting.