Telecom & 5G · Week of Nov 2, 2026
Q3 results and buybacks lead the week in telecom releases
Third-quarter results from TDS, AudioCodes and Chunghwa Telecom led the week, alongside wireless and transport equipment deals and new connectivity silicon.
Earnings dominated the week. Chunghwa Telecom says third-quarter revenue rose 16.7% to NT$ 67.59 billion and beat the high end of its guidance, helped by a one-off gain from asset revitalization. AudioCodes reported revenue up 4.2% to $64.1 million as it shifts toward voice AI and cloud services. TDS reported slightly lower revenue, cut TDS Telecom's 2026 revenue guidance, raised its capital spending outlook and authorized an incremental $250 million buyback. Buybacks also featured at AudioCodes, which repurchased $15.1 million of shares in the quarter.
On the network side, Ceragon added RADWIN's sub-6 GHz wireless access products to its microwave and millimeter-wave portfolio, and Comm1 selected Ribbon's optical and IP transport platforms to expand capacity. In connectivity silicon, Ceva says more than ten customers are licensing its Bluetooth High Data Throughput IP under the new Bluetooth Core 7.0 specification, and Texas Instruments introduced two Industrial Ethernet devices. TELUS named two directors effective January 1, 2027.
Telephone and Data Systems, Inc.
TDS reports third quarter 2026 results
TDS reported third-quarter 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 lowered its 2026 revenue guidance to $990 million to $1,010 million and raised expected capital expenditures to approximately $750 million, while Array reaffirmed its guidance after 14% site rental revenue growth.
AudioCodes
AudioCodes Reports Third Quarter 2026 Results
AudioCodes reported third-quarter revenues of $64.1 million, up 4.2%, with GAAP net income of $3.6 million, or $0.15 per diluted share, and services revenues up 19.9% to $37.1 million. The company says combined annual recurring revenue for its Live managed services and VoiceAI segments reached $87 million, while cash and investments fell to $47.1 million from $75.7 million at December 31, 2025.
Chunghwa Telecom Co., Ltd.
Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Third Quarter of 2026
Chunghwa Telecom reported un-audited third-quarter revenue up 16.7% to NT$ 67.59 billion and net income attributable to stockholders of the parent up 29.5% to NT$ 12.22 billion. The company says results exceeded the high end of its guidance, aided by a one-off asset revitalization gain, with enterprise ICT revenue up 19% and IPLC revenue up 33%.
Ceragon Networks Ltd.
Ceragon Expands its Multi-Vendor Wireless Portfolio with Sub-6 GHz Solutions, Strengthening its End-to-End Connectivity Offering
Ceragon Networks will act as a global solution provider of RADWIN's sub-6 GHz wireless access offerings, adding them to its microwave and millimeter-wave portfolio through its sales organization and channel partners. Ceragon says it is developing a multi-vendor network management strategy aimed at 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, supporting EtherCAT, EtherNet/IP and Profinet, and the TIOM2212 dual-channel IO-Link master. TIOM2212 preproduction quantities are available now and the TICS100MOD is expected by year-end 2026, with a demonstration planned at electronica in Munich, Nov. 10-13.
Ceva, Inc.
Ceva Welcomes Introduction of Bluetooth High Data Throughput, Accelerating Next-Generation Wireless Connectivity
Ceva says more than ten customers are licensing its Ceva-Waves Bluetooth HDT IP following the introduction of Bluetooth HDT in the Bluetooth Core 7.0 specification, which the release says delivers nearly four times the previous maximum throughput. An unnamed U.S. semiconductor company licensed Ceva's complete HDT solution, and Actions Technology introduced its ATS296X SoC family using the IP.
TELUS Communications Inc.
TELUS Appoints Marc Allera and Bill Thomas to Board of Directors
TELUS appointed Marc Allera, former CEO of EE and BT Group's Consumer Division, and Bill Thomas, former Global Chair and CEO of KPMG International, to its Board effective January 1, 2027. Board Chair John Manley said the two bring experience relevant to network investment, customer focus and capital allocation, according to the release.
Ribbon Communications Inc.
Comm1 Selects Ribbon to Power Next Phase of Network Growth
Comm1 is deploying Ribbon's NPT 2100 and 2300 platforms for IP routing and transport in access and aggregation, managed through Ribbon's Muse Multilayer Automation Platform. Ribbon says the architecture supports broadband, business, mobile backhaul and cloud services, and the release does not disclose financial terms or a timeline.
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 ProBand App reporting.