Technology

The main swingFactoris a disagreement over recently signed agreements with T-Mobile. Each side has alleged a material breach, and both have raised termination and arbitration as possible routes. Amdocs describes the matter as an isolated situation involving one customer and says its guidance allows …

Subscriptions are expanding at 11%, but the product and applianceBusinessis under strain while the company reorganises its sales team. Management had flagged a trough, and the quarter did show revenue falling, yet the CEO admitted recovery is taking longer than anticipated. Published analyst commentary …

Key HighlightsMarvell Technology (NASDAQ:MRVL) agreed on November 2, 2026 to acquire Lumentum in an all-stock transaction with an impliedEnterprise valueof USD 115 billion, at a fixed 4.500 Marvell shares per Lumentum share.The terms equal about USD 1,132 per Lumentum share, a premium near 23.9% …

New shares dilute existing holders, and the USD 116 price is about 17.9% below the 50-day average of USD 141.25, which shows the discount investors demanded. The stock is down roughly 38% for the year and was described as near an 18-month low in …

Boost Mobile holds network agreements with two national carriers, one of them T-Mobile, according to published coverage. A purchase would bring SpaceX customers and billing relationships, while a network access deal would let it test Starlink-linked service without owning subscribers. Coverage also says T-Mobile's …

Perion said it will release third-quarter results on November 16, 2026 before the US market opens, with noEarnings Callbecause of the pending transaction. It withdrew its full-year 2026 outlook, issued on August 10, 2026, along with all prior targets, including those for 2028, and …

The central debate is Apple. Apple-related revenue is expected to fall about 50% sequentially, and Qualcomm's earlier view that it wouldSupplyroughly 20% of next-generation iPhone modems is expected to be scaled back, per the preview. On the other side, automotive revenue could reach an …