Posts tagged with: tariffs

Op-ed: Trump’s attack on Intel is a big dumb distraction

There’s been a lot of weird happening in the tech and telecom space, but something happened on Thursday that struck a cord amidst the chaos: President Donald Trump demanded the CEO of U.S. chip giant Intel resign immediately. The demand,...

Apple and the Trump tariff turmoil

A federal court has said that the Trump admin doesn’t have authority to set tariffs, a ruling that was almost immediately reversed by an appeals court Meanwhile, analysts say that if Apple tariffs do go ahead they would be best...

Charter doesn’t foresee tariff impact on its bottom line

Charter said vendor agreements help minimize tariff impact It touts its convergence strategy aids income-constrained consumers Charter lost 60,000 broadband subs in Q1 but fared better than Comcast Nobody really knows how tariffs are going to pan out, but Charter...

AT&T: Customers will need to deal with priced up handsets

AT&T’s CEO said the potential costs of tariffs on handsets will be passed onto Ma Bell’s customers John Stankey believes that customers will spend on handsets rather than other consumer goods, even if upgrades don’t happen as often The exec...

Inseego’s turnaround includes new SVP Ryan Sullivan

CEO Juho Sarvikas is driving fixed wireless access (FWA) growth in the enterprise Part of that strategy involves the recent hire of Ryan Sullivan to lead product management in the carrier channel In a nod to the tariff tensions, the...

Tarrifs are sure to hurt more for smaller RAN vendors

Tariffs are unlikely to derail the entire open RAN movement, but will affect smaller vendors more profoundly If tariffs push operators toward more conservative investment approaches, that could mean open RAN suffers more than traditional RAN Smaller vendors are already...

Tariffs nibble at CSP stocks but take big bite out of Apple

Wireless carrier stocks followed the rest of the market into negative territory Tariffs will push equipment costs higher, but carriers are expected to stick with their current capex plans For new and smaller open RAN vendors, tariffs can only spell...

AI just got a lot more expensive for U.S. companies

One key component seems to have escaped Trump’s new tariffs But other countries could hit back It all seems like bad news for continued cloud and AI deployments in the U.S., analysts said Buried in the fine print of President...

Will telecom be priced out with Trump’s tariffs?

 Vendor supply chains could feel the burn from newly implemented tariffs There’s still uncertainty on whether the tariffs will last and which products will be affected Sustained tariffs may stunt the U.S. economy along with tech innovation, said AvidThink’s Roy...

Trump’s China tariffs put smartphones in the crosshairs

The 10% tariff on goods from China will impact smartphones Analysts who spoke to Fierce don’t expect imminently higher prices on most phones sold in the U.S. The prepaid segment could be hit hard Higher prices are expected for smartphones...