Telecom & 5G · Week of Nov 2, 2026
Q3 results and IoT modules ahead of electronica: telecom week
Operators reported third-quarter results while module makers lined up cellular, satellite and Industrial Ethernet hardware ahead of electronica in Munich.
Third-quarter earnings dominated the operator side of the week. TELUS reported a net loss of $660 million driven by an $800 million goodwill impairment related to TELUS Health and announced an efficiency program targeting about $900 million in annualized cash savings exiting 2028. Chunghwa Telecom said revenue rose 16.7% to NT$ 67.59 billion and exceeded the high end of its guidance. Array Digital Infrastructure reported higher site rental revenue and pending spectrum sales to T-Mobile. TELUS and Array both reaffirmed full-year 2026 guidance.
On the device side, several suppliers previewed connectivity hardware for the electronica trade fair in Munich, Nov. 10-13. Texas Instruments and Cavli Wireless both plan to show modules there, with Cavli focused on LTE Cat 1bis and 5G RedCap and TI on multiprotocol Industrial Ethernet. Fibocom published field results showing LTE Cat.1 bis modules connecting to the SpaceX Direct to Cell satellite network. Separately, the GSMA opened MWC26 Doha with a call to align on global standards and close the connectivity gap in the Middle East and North Africa.
TELUS Corporation
TELUS Reports Third Quarter 2026 Results, Demonstrates Continued Discipline in Core Telecom; Advances Transformation Strategy
TELUS reported a third quarter 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, with Adjusted EBITDA down 5 per cent to $1.8 billion. The company announced an efficiency program targeting approximately $900 million in annualized cash savings exiting 2028, about 80 per cent from core Telecom, and said it is prioritizing the monetization of TELUS Health and TELUS Agriculture & Consumer Goods to reduce debt.
Array Digital Infrastructure, Inc.
Array reports third quarter 2026 results
Array Digital Infrastructure reported third quarter 2026 operating revenues from continuing operations of $53.9 million, up from $47.1 million a year earlier, with site rental revenues up 14% and diluted EPS of $0.81 versus $1.25. The company said remaining spectrum sales to T-Mobile of approximately $30 million for 600 MHz and 700 MHz licenses received regulatory approval on October 7, 2026 and are expected to close in 2026, and it reaffirmed guidance of $205-$215 million in total operating revenues.
Chunghwa Telecom Co., Ltd.
Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Third Quarter of 2026
Chunghwa Telecom reported un-audited third-quarter 2026 revenue up 16.7% to NT$ 67.59 billion and net income attributable to stockholders of the parent up 29.5% to NT$ 12.22 billion, with a one-off gain from asset revitalization contributing to profit. The company says results exceeded the high end of its guidance, with enterprise ICT revenue up 19% and IPLC revenue, mainly from submarine cable systems, up 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, which TI says is the industry's smallest fully featured module of its type, supporting EtherCAT, EtherNet/IP and Profinet on one piece of hardware, along with the TIOM2212 dual-channel IO-Link master. Preproduction quantities of the TIOM2212 are available now, the TICS100MOD is expected by year-end 2026, and TI will demonstrate it at electronica in Munich, Nov. 10-13.
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, peak speeds of 10 Mbps down and 5 Mbps up, and Wi-Fi 6 and Bluetooth Low Energy 5.4, plus the Cortex AI firmware engineering assistant at electronica 2026. 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.
Fibocom Wireless Inc.
Fibocom LTE Cat.1 bis Modules: Starlink DTC Field Test Report
Fibocom reported that its LE270-EU and LE271-GL LTE Cat.1 bis modules connected to the SpaceX Direct to Cell network in New Zealand using standard firmware and no satellite-specific hardware modifications, with downlink of about 2.2 Mbps and 2.0 Mbps respectively under good sky visibility. The company said obstructed indoor conditions cut downlink to about 0.5 Mbps in some scenarios and that satellite uploads required approximately 1.5–1.8 times the energy of a terrestrial connection.
GSMA
GSMA MWC26 Doha opens with call to align on global industry standards and close MENA's connectivity gap
The GSMA opened MWC26 Doha, the second edition of the event, on Nov. 8, 2026 in partnership with Qatar's Ministry of Communications and Information Technology and co-located with ITU's PP-26. Director General Vivek Badrinath called for global standards that keep networks, services and devices working across borders, and the release cites a forecast that the mobile economy will add $470 billion to the Middle East and North Africa by 2030.
Luminys Systems Corporation
Luminys at ISC East 2026: Intelligent Video and Connected Security Solutions
Luminys Systems Corporation said on Oct. 29, 2026 that it is presenting intelligent video, cloud and access control technologies at ISC East 2026. The company says the commercially available products are intended to help organizations build more connected security environments.
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 DemiByte reporting.