AT&T

Bernstein highlights AT&T as a top pick, citing its comparatively low share of FWA customers, its leading fiber business and cross‑sell potential from bundled fiber and mobile offers. Industry‑wide, large providers posted strong net gains in the postpaid segment, while ARPU trends remained mixed and changes in disclosures make strategic assessment more difficult. AT&T beat analyst expectations in the second quarter with adjusted earnings of $0.65 per share. » More on de.investing.com

AT&T is activating 600 MHz spectrum to significantly boost weak upload capacity in the US. For the low band the operator is deploying Ericsson dual-band antennas with 8RX technology, which the company says double average speeds, reduce upload disturbances by up to 80 percent and lead to fewer dropouts and less throttling. The expansion complements already activated 3.45 GHz mid-band and follows the Echostar transaction that gave AT&T nationwide access to additional spectrum. An Ookla analysis indicates US networks on average allocate only about 5.1 percent of capacity to the uplink, underscoring the need for such measures. » More on golem.de

SpaceX announced it will build its own terrestrial mobile infrastructure — including towers, small cells, billing systems and core networks — to complement Starlink and compete directly with AT&T, Verizon and T‑Mobile for customers. Gwynne Shotwell said the company expects carriers to lose customers, aided by roughly 65 MHz of mobile spectrum from the EchoStar acquisition. The announcement triggered premarket share declines for AT&T and weighed on Verizon and T‑Mobile, while analysts had already warned of competitive risks from satellite providers. » More on de.investing.com