Wireless Telecommunication Services

AIS will open first-day sales of the iPhone 18 Pro and iPhone 18 Pro Max on 18 September 2026, alongside the launch of its Turn Sabai campaign, which lets customers pay 0 baht by combining the value of their old device without any condition-based appraisal, added value from AIS, package discounts, and other benefits into a single package of savings. For AIS monthly customers with at least one year of usage who open a new number or port in with a 5G VIP Ultra package priced at 1,699 to 2,999 baht per month on a 24-month contract, they will receive Serenade Gold or Platinum status and a free choice of an auspicious number from 0000 to 9999, plus AIS PLAY Premium Plus and Reel Short free for 24 months. Under other promotions, customers can receive a discount of up to 25,000 baht on the handset when buying a device with a new package starting at 699 baht, or up to 17,300 baht when buying a handset outright without a contract. Trading in a specified older model adds a further discount of up to 5,300 baht, and AIS Serenade customers can use AIS Points to redeem an additional discount of up to 12,000 baht, while general customers can redeem up to 5,000 baht. AIS stated that it is the first and only operator in Southeast Asia to activate carrier aggregation of more than one 5G SA band simultaneously on both the downlink and uplink, through Downlink 3CC and Uplink 2CC, with support for VoNR. In addition, customers with a CLICX account can receive a walk-in queue voucher to buy the iPhone 18 Pro, iPhone 18 Pro Max, and iPhone 17 Pro Max, covering 2,000 units, from 17 to 24 September 2026.

AIS will begin delivering the iPhone 18 Pro and iPhone 18 Pro Max to customers on September 18, 2026, through AIS SIAM, AIS Shop and dealers nationwide. Prapat Siangchan, head of the retail business executive committee at Advanced Info Service Public Company Limited, or ADVANC, said the company is pressing ahead with its strategy of linking Device, Network and Service under three main pillars: Value, Infrastructure/Network and Personalized Convenience. On Value, the company launched the "Trade-in Easy, Pay 0 Baht" campaign, which combines the value of the old device with package benefits, discounts and additional discounts from AIS to reduce the burden of the new handset under specified conditions. For monthly subscribers who have been active for one year or more, as well as customers opening a new number or porting in, they can sign up for the 5G VIP Ultra package priced at 1,699 to 2,999 baht per month with a 24-month service contract to receive Network Priority privileges and Serenade Gold or Platinum benefits. Meanwhile, a handset discount promotion of up to 25,000 baht applies when buying together with a new package, along with discounts for standalone handsets, trade-ins of old devices and the use of AIS Points, with conditions varying by customer type and promotional item. On the network side, the new iPhone models support a 5G-Advanced network that aggregates more than one wave on a 5G SA system simultaneously for both data reception and transmission, through Downlink 3CC and Uplink 2CC, and also support VoNR. On the service side, the AIS Pro team handles everything from evaluating the old device and preparing the new one to data migration and setup, while bringing in AI Assistance to help staff recommend offers that match each customer's needs. AIS believes its iPhone customer base shows strong brand loyalty and upgrades devices continuously, so it aims to use a trade-in strategy alongside 5G packages and after-sales service to spur device upgrades among existing customers.

The Supreme Administrative Court has ruled to dismiss a case brought against Digital Phone Company Limited, or DPC, a subsidiary of Advanced Info Service Public Company Limited, or ADVANC, in case number 1651/2558, in which National Telecom Public Company Limited, or NT, sought compensation for the use of telecommunications equipment and networks. As a result, DPC will not have to pay 1.223 billion baht. The ruling is final. This case is one of three that NT filed against the National Broadcasting and Telecommunications Commission and DPC in the Central Administrative Court starting in 2015, seeking compensation for the temporary consumer protection period after the expiry of the 1800 MHz spectrum concession, covering 16 September 2014 to 25 November 2015. The total amount claimed from DPC across all three cases was more than 3.202 billion baht, plus interest of 7.5 percent per year. In 2022, the Central Administrative Court dismissed all three cases against DPC, and NT appealed to the Supreme Administrative Court. The remaining two cases, case numbers 918/2558 and 741/2559, with a combined disputed amount of approximately 1.979 billion baht, are still under consideration by the Supreme Administrative Court.

Advanced Info Service Public Company Limited, or ADVANC, announced that the Supreme Administrative Court issued a ruling on 17 September 2026 dismissing the case against Digital Phone Company Limited, or DPC, a subsidiary of ADVANC, in case number 1651/2558, in which National Telecom Public Company Limited, or NT, sued to claim payment for telecommunications equipment and network usage. As a result, DPC is not required to pay 1.223 billion baht, and the case is now final. Meanwhile, two other cases, case numbers 918/2558 and 741/2559, which are the remaining parts of the same group of cases with a combined value of 1.979 billion baht, are still under consideration by the Supreme Administrative Court. ADVANC will report further significant developments.

The Supreme Administrative Court has ruled to dismiss the case against Digital Phone Company Limited, or DPC, a subsidiary of Advanced Info Service Public Company Limited, or ADVANC, in a dispute with National Telecom Public Company Limited, or NT, over charges for telecommunications equipment and network usage during the temporary protection period after the concession ended. As a result, DPC will not have to pay 1.223 billion baht. This case, docket number 1651/2558, is now final. DPC's disputes total three cases with a combined value of 3.202 billion baht plus interest at 7.5% per year. The other two cases, docket numbers 918/2558 and 741/2559, with a combined value of 1.979 billion baht, remain under consideration by the Supreme Administrative Court. Kasikorn Securities sees the ruling as positive momentum for ADVANC and notes that the recent sharp decline in the share price has brought its valuation back to a more attractive level, supporting a dividend yield of 4.8%, with a target price of 385.34 baht.

Reaves Long Term Value Wrap Strategy reported a 10.55% gain in the second quarter of 2026, outperforming the MSCI USA Infrastructure Index, which fell 6.31%, while cash distributions rose 6.7% from the second quarter of 2025. In its quarterly investor letter, the strategy singled out T-Mobile US as a detractor, citing renewed concerns about competitive intensity in US wireless. The letter said new pricing plans at Verizon and AT&T narrowed T-Mobile's premium gap at retail, while satellite headline risk reached feverish levels around the much-anticipated SpaceX IPO, and it added that it believes Starlink lacks the assets to be disruptive to wireless in the near term but acknowledged the overhang may persist. Rumors that parent company Deutsche Telekom may be interested in consolidating the T-Mobile minority shareholders also pressured the stock, according to the letter. T-Mobile closed at $176.26 per share on September 16, 2026, down 4.90% over the past month and 27.84% over the past year, with a market capitalization of $184.95 billion and a 52-week range of $165.66 to $242.37. The letter also noted that 85 hedge fund portfolios held T-Mobile at the end of the second quarter, unchanged from the previous quarter.

The Supreme Administrative Court has ruled to dismiss the case brought against Digital Phone Company Limited, or DPC, a subsidiary of Advanced Info Service Public Company Limited, or ADVANC, in case number 1651/2558, meaning DPC will not have to pay 1.223 billion baht to National Telecom Public Company Limited, or NT. The case is now final under the Supreme Administrative Court's ruling. This was one of three cases NT filed against the NBTC and DPC with the Central Administrative Court in 2015, seeking payment for telecommunications equipment and network usage during the temporary protection period under an NBTC announcement after the expiry of the 1800MHz spectrum concession, covering the period from 16 September 2014 to 25 November 2015. The claims against DPC totalled 3.202 billion baht plus interest of 7.5 percent per year. In 2022, the Central Administrative Court dismissed all three cases against DPC, prompting NT to appeal to the Supreme Administrative Court. The two remaining cases, case numbers 918/2558 and 741/2559, with combined claims of 1.979 billion baht, are currently still under consideration by the Supreme Administrative Court. ADVANC will inform investors of any significant developments.

A steep 5.9% jump in Americans' wireless bills from July to August, the largest single-month increase since the Bureau of Labor Statistics began tracking the category nearly two decades ago, helped persuade the Federal Reserve to raise interest rates for the first time in three years. The surge followed T-Mobile's late-July decision to retire over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month, and AT&T's Aug. 5 rate hikes of $10 to $20 on some older plans plus a $1 increase in a monthly per-line fee. Wall Street analysts estimate the category contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, cementing expectations for the Fed's 25 basis-point hike on Wednesday. Carrier spending on new sites and expanded network capacity topped $30 billion last year, according to the industry trade group CTIA, while taxes, fees, and government surcharges reached a record 27.6% of the average wireless bill, per the Tax Foundation. Bank of America strategists called the August CPI jump in phone service a one-off tied to AT&T's changes, though cheaper options from mobile virtual network operators like Spectrum Mobile and Boost Mobile remain available for consumers willing to shop around.

AIS PLAY has announced its readiness to broadcast the 20th Asian Games, Aichi-Nagoya 2026, from Japan, as the sole holder of live broadcast rights on OTT and online platforms in Thailand, from September 19 to October 4, 2026, offering a full 18 channels of live signal. These comprise three Thai-commentary channels, Asian Games 901–903, covering competitions involving Thai national athletes and sports of interest to Thai viewers such as football, volleyball, athletics, and badminton; 14 more channels, Asian Games 904–917, receiving the live signal sent from Nagoya; and one special channel, Asian Games 918, for esports competitions. Ms. Rungthip Jarusiripipat, Head of Entertainment Business at AIS, said that AIS PLAY intends to serve as a channel connecting Thais so they can be part of this major event more than ever. The opening ceremony will be held on September 19, 2026, at Paloma Mizuho Stadium under the theme Harmonic Heart Beat, with Yukihiko Tsutsumi as creative director, and will be broadcast live on AIS PLAY from 4:00 p.m. onwards. At the same time, AIS is also turning AIS SIAM into a rallying point for cheering the Thai team, with LED screens both outside and inside the building showing key matches. As for the PLAY ALL package, AIS customers can subscribe monthly for 199 baht, down from the usual 299 baht, excluding VAT, by dialing *898. Customers on other networks can subscribe for 299 baht, excluding VAT.

Nigerian Communications Satellite Limited, known as NIGCOMSAT, has selected EchoStar's Hughes JUPITER scalable gateway system to support its NIGCOMSAT-2A and 2B satellites. Ground network preparation and deployment are scheduled to begin in 2026, ahead of planned satellite launches in 2028 and 2029. The long-term contract underscores EchoStar's expanding role in providing secure, high-capacity satellite connectivity across Africa and reinforces its position in next-generation, infrastructure-level communications projects. The win adds evidence of international demand for EchoStar's infrastructure, though the company's near-term picture remains focused on execution on new networks against a stressed balance sheet and large upcoming maturities. EchoStar's enlarged US$5,000 million buyback authorization stands out as its most relevant recent announcement, sitting alongside high leverage and negative free cash flow. EchoStar's narrative projects $13.2 billion in revenue and $775.8 million in earnings by 2029, assuming revenue declines of 3.4% per year and an earnings increase of about $6.5 billion from -$5.7 billion today, with a $128.43 fair value estimate implying 39% upside.

Intel shares rose 5% and SK Hynix gained 3% following a report that South Korea's SK Hynix is in talks with Intel about potentially manufacturing memory chips in the U.S. for the first time. One scenario would involve SK Hynix leasing part of Intel's planned Ohio chipmaking facility, while another could involve a joint venture with Intel and major cloud companies seeking to secure memory supplies. The discussions remain exploratory, with no decisions made, and potential opposition from Seoul could pose a hurdle, particularly if advanced memory technologies such as HBM or DRAM are involved; SK Hynix said it is reviewing measures, including additional production bases, but that no matters have been determined at this stage. FTAI Aviation gained 2% after authorizing a new $500M share repurchase program, funded with cash on its balance sheet and running through September 30, 2029 unless completed earlier. Vodafone fell 2% after reports indicated the British telecom giant could face up to €1.1B ($1.27B) in potential earnings losses from the sale of Patrick Drahi's 50% stake in the German broadband joint venture OXG Glasfaser, with Société Générale agreeing earlier this month to acquire Drahi's stake but not assume his deferred payment commitments.

Berenberg analyst Michael Filatov issued Buy ratings on Rocket Lab USA and AST SpaceMobile, arguing that falling launch costs have pushed the space economy past $500bn in 2025 and put it on track to exceed $1trn by 2030. Filatov set an $83 price target on Rocket Lab, implying 33% upside, citing the company's vertically integrated launch, manufacturing and applications model, a record $2.36 billion backlog at the end of 2Q26 that was up 137% year-over-year, and 2Q26 revenue of $234 million, up 62% year-over-year and more than $3 million above forecast, alongside a GAAP loss of $0.08 per share. Rocket Lab's Electron rocket has made 95 launches to date, including 16 in 2026, and the company has pushed the first launch of its larger Neutron rocket to early next year, with delivery to the launch pad during 4Q26. For AST SpaceMobile, Filatov set a $92 target, implying 53% upside, pointing to its BlueBird satellite constellation, more than 60 mobile network operator partnerships covering roughly 3 billion subscribers, and a $1.3 billion revenue backlog, though the company's 2Q26 GAAP loss of $0.77 per share missed estimates by $0.48. Rocket Lab carries a Strong Buy consensus with a $110.13 average target, while AST SpaceMobile holds a Moderate Buy consensus with an $88.98 average target.

AIS has joined forces with the Tourism Authority of Thailand to welcome Chinese tourists during the Mid-Autumn Festival and China's National Day holiday, known as Golden Week, under the Nihao Month 2026 project. The collaboration is being driven by Benjaporn Kamphet, Head of Prepaid Customer Marketing at AIS, and Thapanee Kiatphaibool, Governor of the Tourism Authority of Thailand. AIS is providing an additional 8GB of free 5G internet, valid for one day, with 10,000 privileges available for tourists holding Chinese passports, to facilitate communication, information searches, and sharing experiences throughout their travels. In addition, AIS is supporting the Amazing Thailand Mid-Autumn KOLs FAM Trip from September 26 to 29, 2026, bringing media and influencers from the People's Republic of China to experience the charms of Thailand and try the AIS TOURIST SIM, a SIM card designed for foreign tourists on the AIS 5G network that covers the entire country, along with special privileges from partners spanning travel services, tourist attractions, Chao Phraya River cruises, and Muay Thai experiences.

AIS has joined the Nihao Month 2026 project organized by the Tourism Authority of Thailand, or TAT, to promote travel by Chinese tourists during the Mid-Autumn Festival and China's National Day, known as Golden Week. This collaboration is driven by Mrs. Benjaporn Kamphet, Head of the Prepaid Customer Marketing Division at AIS, and Ms. Thapanee Kiatphaibool, Governor of the Tourism Authority of Thailand. On this occasion, AIS is providing an additional 8GB of free 5G internet, usable for one day, with 10,000 redemptions available for tourists holding Chinese passports, along with benefits and services from partners during their trip. In addition, AIS is supporting the Amazing Thailand Mid-Autumn KOLs FAM Trip, taking place from September 26 to 29, 2026, bringing media and influencers from the People's Republic of China to experience Thai tourism and try the AIS TOURIST SIM, a SIM card designed for foreign tourists on the AIS 5G network, which covers the entire country.

Asia Plus Securities says ICT stocks are an attractive group in a volatile market, with an average beta of 0.88 year-to-date, below the market, and expects normalised profit in 2026-2027 to grow an average of 16%, while forecasting an average dividend yield of 4.94%-5.31%, higher than the market average of 3.79%-3.92%. The research team maintains an overweight stance on the ICT group, selecting three stocks that meet both the low-beta and high-dividend criteria: 3BBIF, ADVANC and TRUE, which are expected to post better operating results in the second half of 2026 both half-on-half and year-on-year, with continued growth into 2027. The research team picks ADVANC as its top pick because of its strong business, solid earnings base and cash flow, and consistent dividend payments, expecting a dividend yield of 4.9%-5.1% in 2026-2027, while the share price remains a laggard, up only 13% year-to-date compared with rival TRUE's 19% gain.

Advanced Info Service Public Company Limited, or ADVANC, kicked off its AI seminar festival under the name AIS ACADEMY For THAIs 2026, built around the concept MASTERING AI BEYOND BORDERS, at Samyan Mitrtown Hall. Kanthima Lertlertyutitham, Deputy Chief Executive Officer for Enterprise Business, said the event brings together the combined strength of the public sector, the business sector, the education sector, and global technology partners to prepare people, organizations, cities, and the country's ecosystem. This year's event gathered more than 30 leading speakers who shared perspectives across three key dimensions: elevating organizations, developing people's skills, and building collaboration to drive the country forward. This year focuses on education, following last year's focus on the elderly, and also spreads opportunities to the regions through the Academy for Thai project to reduce inequality so that children in remote areas can access knowledge, all under a philosophy of non-profit and lifelong learning. The company believes Thailand is moving from AI Access to AI Capability, and that technology is advancing from Generative AI to AGI, so it must accelerate the creation of people who are ready to learn, adapt, and use AI responsibly, because the readiness of people is the starting point of the country's readiness.

T-Mobile US CEO and President Srini Gopalan laid out the carrier's growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, pointing to standalone 5G, flexible device financing and premium-plan adoption as drivers of continued wireless growth. Gopalan said T-Mobile remains on track for 950,000 to 1.05 million postpaid account net additions this year, having reached 500,000 at the midpoint of the year, and cited an 85 basis point year-over-year decline in churn in the prior quarter. On broadband, T-Mobile raised its 2030 fixed-wireless customer target to 15 million from 12 million previously and expects 3 million to 4 million fiber customers, targeting a doubling of its broadband business over the next four years. Gopalan said AI is central to both operations and strategy, citing $2.7 billion in value from AI initiatives and more than $100 million in planned investment in the Magenta AI Institute, and he noted a performance-based multiyear $12,000 grant for all employees representing close to a $1 billion investment. He also discussed the planned CFO transition, saying Peter Osvaldik had intended to leave around mid-2026 before agreeing to remain through the CEO transition, with the timing later shifting toward summer 2027, and that Jessica was selected as incoming CFO.

AIS 5G has announced the release dates for the latest products from Apple, namely the iPhone Duo, iPhone 18 Pro, iPhone 18 Pro Max, Apple Watch Series 12, Apple Watch Ultra 4 and AirPods 5. Customers can pre-order the iPhone 18 Pro and iPhone 18 Pro Max on Saturday, September 12, 2026, with sales beginning on Friday, September 18, 2026. The iPhone Duo will open for pre-orders from Saturday, October 16, 2026, with sales beginning on Friday, October 23, 2026. Customers will be able to experience the best 5G network with AIS, and can find more details at https://m.ais.co.th/AISiPhone18Pro

Vodafone, Virgin Media O2 and BT-owned EE are lobbying the UK government to water down net neutrality rules so they can prioritise certain internet traffic on their 5G networks. Vodafone has launched a premium 5G service called SuperMobile that promises speeds up to four times faster than regular 5G, while EE has introduced its own fast-lane service for crowded locations such as Wembley Stadium. The push follows Ofcom's 2023 revision of net neutrality rules, which clarified that mobile and broadband operators can offer premium services, and comes as part of the ongoing mobile market review. Vodafone SuperMobile will cost contract customers an extra £3 a month, while EE's upgraded service will cost an extra £5. Critics warn the changes risk creating a two-tier internet in which internet service providers become commercial gatekeepers, relegating everyday users and smaller businesses to the digital slow lane.

Theer Siamphornroj, Deputy Chief Executive Officer for Finance at Advanced Info Service Public Company Limited, or ADVANC, said business trends in the fourth quarter of 2026 are expected to improve continuously as the business enters its high season, supported by positive factors from new iPhone models that will begin selling between September and October 2026, namely the iPhone 18 Pro, iPhone 18 Pro Max and iPhone Duo. The iPhone 18 Pro and iPhone 18 Pro Max will open for pre-orders from September 12, 2026, while the iPhone Duo will open for pre-orders on October 16, 2026. Meanwhile, the company continues to expand its network and develop its IT systems, with capital expenditure in 2026 at around 30 to 35 billion baht, of which about 13.7 billion baht was used in the first half of this year, and the remainder of the year will see accelerated system expansion. At the same time, the company aims to cut greenhouse gas emissions by 25% by 2030 through the use of clean energy across all parts of the organisation, especially base stations and data centres, as well as the use of AI to manage network energy. On the analyst side, Finansia Syrus Securities Public Company Limited recommends "buy" on ADVANC shares with a target price of 411 baht per share, expecting core profit to grow by an average of about 9% per year in 2026 to 2028, and in 2026 core profit is expected to grow 17% compared with the previous year. The model does not yet include Clicx Bank.

Rogers will offer Apple's latest lineup, including iPhone Duo, iPhone 18 Pro, iPhone 18 Pro Max, Apple Watch Series 12, and Apple Watch Ultra 4. Pre-orders for the iPhone 18 Pro and iPhone 18 Pro Max begin Saturday, September 12, with availability starting Friday, September 18, while pre-orders for the iPhone Duo, the first foldable iPhone, begin Friday, October 16, with availability starting Friday, October 23. The new Apple Watch lineup is available to pre-order now, with availability beginning Friday, September 18. Anne Martin-Vachon, President, Wireless, Rogers, said the company is committed to providing customers with the best wireless plans with premium features, great value and a network built to help them get the most out of their device. Rogers customers can get the new devices with a 5G+ plan on Canada's best and most reliable 5G+ network, including the Rogers 5G+ Ultimate plan, which features Priority Network Access for consumers, satellite-to-mobile connectivity, a five-year price guarantee, unlimited high-speed data and roaming in up to 64 global destinations.

Anterix reported a narrower-than-expected loss for the first quarter of fiscal 2027, with revenue rising 38.1% year over year on higher spectrum revenues. Spectrum revenues climbed to $1.96 million from $1.42 million a year earlier, though the figure fell just short of the Zacks Consensus Estimate of $1.97 million. On a GAAP basis, net income was $0.24 million, or 1 cent per share, down from $25.18 million, or $1.35 per share, in the prior-year quarter, as a lower gain on the exchange of intangible assets weighed on profitability. Excluding non-recurring items, the non-GAAP net loss was 53 cents per share, narrower than the consensus estimate loss of 55 cents and compared with a loss of 48 cents a year earlier. Operating expenses totaled $12.86 million versus $13.81 million in the year-ago quarter, and the company ended the period with $119.92 million in cash and restricted cash, no outstanding debt, and $226.7 million remaining under its buyback authorization. Management expects to receive approximately $9.6 million of contracted customer cash proceeds in fiscal 2027.

T-Mobile announced it will carry Apple's new iPhone 18 Pro, iPhone 18 Pro Max, iPhone Duo, Apple Watch Series 12, Apple Watch Ultra 4 and AirPods 5, with pre-orders for the iPhone 18 Pro, iPhone 18 Pro Max, AirPods 5 and Apple Watch lineup opening Saturday, September 12 and availability beginning Friday, September 18. Pre-orders for the foldable iPhone Duo begin Friday, October 16, with availability beginning Friday, October 23. New and existing T-Mobile customers can get the iPhone 18 Pro on Us, up to $1,200 off, by trading in an eligible device in any condition or switching a line to Experience Beyond 2.0, Experience Beyond or Go5G Next, and the carrier is also introducing EIP Flex 36, an equipment installment plan available only at T-Mobile that finances a new iPhone including taxes and fees over 36 months, meaning $0 due at checkout for well-qualified customers. T-Mobile said it is one of the first to support Apple's new iPhone Handoff feature, which lets customers with two compatible iPhones use their T-Mobile number across both devices, priced at $5 per month. Metro by T-Mobile customers can get $300 off any new iPhone 18 Pro model when bringing their number and signing up for the $50 plan with AutoPay, plus $100 off the Apple Watch Series 12 or $140 off the Apple Watch Ultra 4. T-Mobile for Business customers can get the iPhone 18 Pro Max on Us, $1,200 off plus a $200 port-in credit, when switching to T-Mobile on SuperMobile and trading in an eligible device.

AIS 5G has announced it will launch Apple's latest products, including the iPhone Duo, iPhone 18 Pro, iPhone 18 Pro Max, Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5. Customers can pre-order the iPhone 18 Pro and iPhone 18 Pro Max on Saturday, September 12, 2026, with sales beginning on Friday, September 18, 2026. The iPhone Duo will open for pre-orders from Saturday, October 16, 2026, with sales starting on Friday, October 23, 2026. Customers can experience the best 5G network with AIS and find more details at https://m.ais.co.th/AISiPhone18Pro

Rogers and OEG Sports & Entertainment have announced a 10-year extension of their strategic partnership, keeping Rogers Place as the home of the Edmonton Oilers through 2036. The extension, announced on September 8, 2026, coincides with the 10-year anniversary of Rogers Place. To celebrate, Rogers is giving away more than 1,500 Oilers tickets to customers throughout the season, including 300 for the Home Opener on September 29 against Vancouver. Tony Staffieri, President and CEO of Rogers, highlighted the strength of the partnership and the shared belief that hockey connects communities. Hugh Weber, CEO of OEG Sports & Entertainment, noted the extension is a testament to the partnership's strength and excitement for the next decade. The deal expands on the unprecedented sponsorship agreement signed in 2013, including extensive brand placements and in-arena applications.

Gabelli's Global Content & Connectivity Fund reported that Anterix Inc. (NASDAQ:ATEX) surged 169.6% in the second quarter of 2026, making it the top contributor to the fund's performance. The rally followed the Federal Communications Commission's approval in February to expand broadband allocation in the 900 MHz band to 10 MHz from 6 MHz, allowing Anterix to offer enhanced capacity and potentially address additional use cases. In May, the FCC also approved an experimental license for Anterix to explore Lynk Global's satellite direct-to-device communications network in its licensed 900 MHz broadband spectrum. As of June 30, 2026, Anterix represented 8.8% of the fund's net assets. The fund's Class I shares gained 12.88% in Q2, outperforming its communication-services benchmark but trailing the broader MSCI AC World Index.

T-Mobile US has appointed Jessica Uhl as CFO Designate, with the role effective in mid-September, as part of a multi-year succession plan. Uhl, who previously held senior finance roles at Shell and GE Vernova, will work alongside current CFO Peter Osvaldik during an extended transition period. The planned handover is seen as a continuity move, supporting the company's focus on margin resilience and disciplined capital use. Uhl is expected to step in as CFO in February 2027, and investors will watch for commentary on capital return, debt levels, and spending on fiber and 5G. T-Mobile US, a wireless telecom provider with a market value of about $201.7 billion, serves customers across the United States, Puerto Rico, and the United States Virgin Islands.

Rogers Communications and Quebecor have announced a new 12-year sublicensing agreement for French-language national NHL games, starting with the 2026-27 season. Under the deal, TVA Sports and TVA Sports Direct will broadcast up to 350 regular-season NHL games per season, including 32 Montréal Canadiens regular-season games and exclusive French rights to all Canadiens games in the Stanley Cup Playoffs. This represents an increase of 10 regular-season Canadiens games compared to the previous agreement. The sublicensing arrangement is part of a larger 12-year national media rights agreement between Rogers and the NHL, covering all platforms in Canada from 2026-27 through 2037-38. Quebecor's CEO Pierre Karl Péladeau and Rogers' CEO Tony Staffieri both expressed enthusiasm for the expanded partnership, which also includes coverage of playoff rounds and NHL tentpole events.

T-Mobile US announced that Jessica Uhl will join the company as CFO Designate and succeed Peter Osvaldik as Chief Financial Officer in February 2027, part of its long-term leadership succession planning. Uhl, former CFO of Shell and most recently President of GE Vernova, will start mid-September and work alongside Osvaldik during an extended transition. Osvaldik, who has been CFO since 2020, will then become a Strategic Advisor until his planned retirement on July 1, 2027. T-Mobile reaffirmed its 2026 financial guidance and maintained its capital return program and long-term financial framework.

Vodafone has announced Vodafone TV, a new entertainment hub for the UK that bundles streaming services including Netflix and HBO Max with live television, gaming, music, and content apps in one place. The service, powered by a set-top box with Android TV, 4K, Dolby Atmos, and Dolby Vision, will be available in October to Vodafone customers with a broadband or mobile plan. Vodafone also introduced SuperMobile, offering up to 4x faster speeds on its new 5G+ FastTrack for uninterrupted streaming on the go. Rob Winterschladen, consumer director at VodafoneThree, described Vodafone TV as a family entertainment platform that integrates live TV, on-demand, streaming, gaming, music, and Google Play Store apps.

The Ministry of Defense, in collaboration with AIS and the Digital Government Development Agency (DGA), has launched a project to build cyber resilience and enhance artificial intelligence capabilities for military personnel and their families. The initiative aims to strengthen digital and AI literacy, laying the foundation for developing digital-ready personnel and elevating national defense readiness in the digital dimension. Military personnel and government officials can learn through the DGA platform, which integrates AIS's 'Unjai Cyber: AI Literacy' course with government workforce development approaches. Meanwhile, families of military personnel and the general public can access the course through AIS's Unjai Cyber platform. The program will be expanded through Roadshow activities to military units across all four regions, covering the Army, Navy, and Air Force. Defense Minister Lieutenant General Adul Boonthamcharoen stated that this project is part of the national defense policy in the digital dimension, enabling personnel to use AI effectively, stay aware of cyber threats, and apply technology efficiently. Meanwhile, AIS's Chief Enterprise Business Officer, Miss Kantima Lertlertyutitham, said that AIS is ready to bring its knowledge and experience in digital skills development to help build an AI Skills Ecosystem. DGA's Deputy Director, Miss Airada Luangwilai, noted that DGA supports the Digital Government Skills course through the platform tdga.dga.or.th, with online certificates available.

Telephone and Data Systems, Inc. (TDS) announced it is no longer pursuing the acquisition of the public shares of Array Digital Infrastructure, Inc. that it does not already own, withdrawing its proposal to exchange each Array share for 0.86 of a TDS share. TDS will retain its approximately 82% ownership in Array, and both companies intend to increase efforts to monetize Array's remaining wireless spectrum assets. With the withdrawal, TDS expects to recommence repurchases under its share repurchase programs, including the additional $500 million authorization announced in November 2025, with approximately $523.9 million remaining available as of June 30, 2026. TDS President and CEO Walter Carlson cited the inability to agree on the form of consideration and value as the reason for the decision.

Krungsri Securities maintains a positive view on ADVANC, expecting profit momentum to continue into the second half of 2026, supported by increased revenue from mobile, broadband, and enterprise businesses. Although monthly ARPU declined to 434 baht per month per number in Q2 2026 due to pressure from enterprise and IoT segments, prepaid ARPU remains on an upward trend. Meanwhile, the new business CLICX, a virtual bank jointly invested with KTB and OR, is expected to incur losses in the first two years but will not impact net profit, which is at 227-290 million baht per quarter. ADVANC also has three data center projects with GULF and Singtel, with GSA01 already operational and GEDC01 under construction. The firm maintains its 2026 earnings per share growth forecast of 15.9%, with a Buy recommendation and a target price of 430 baht, and a dividend yield of 4.8%.

Optimum Communications announced an expanded, multi-year agreement with T-Mobile that will bring customers access to more advanced 5G capabilities, expanded device compatibility, and enhanced connectivity at home, at work, and on the go. The deal positions Optimum to continue growing its mobile business while strengthening its overall broadband growth trajectory.