Inside Huawei Cloud’s Bold 2026 Partner Strategy: How Data Centers Become the Cornerstone of AI Infrastructure Expansion

Inside Huawei Cloud’s Bold 2026 Partner Strategy: How Data Centers Become the Cornerstone of AI Infrastructure Expansion

Huawei Cloud's 2026 partner strategy positions data centers as strategic allies in AI infrastructure expansion, offering unprecedented revenue-sharing models and technical integration. The approach targets emerging markets with generous incentives while navigating geopolitical constraints and semiconductor restrictions.

Posted on: by Samuel Johnson
Upwind’s Runtime Revolution: $250M Fuels $1.5B Cloud Security Unicorn

Upwind’s Runtime Revolution: $250M Fuels $1.5B Cloud Security Unicorn

Upwind's $250 million Series B catapults it to $1.5 billion valuation, powering runtime-first cloud security amid 900% revenue surge. Backed by Bessemer and all-stars, the ex-Spot.io team targets AI-era threats for giants like Siemens and Roku.

Posted on: by Ivy Bailey
Pentagon’s New Technology Chiefs Signal Major Shift in Defense Innovation Strategy

Pentagon’s New Technology Chiefs Signal Major Shift in Defense Innovation Strategy

The Pentagon's Chief Technology Officer has selected six defense technology veterans with diverse backgrounds—from Amazon executives to marine biologists—to lead Critical Technology Areas, signaling a major shift in how the Defense Department approaches innovation and maintains technological superiority against strategic competitors.

Posted on: by Emily Chen
Inside Elon Musk’s Audacious Plan to Fuse Rockets and AI: The SpaceX-xAI Megamerger

Inside Elon Musk’s Audacious Plan to Fuse Rockets and AI: The SpaceX-xAI Megamerger

Elon Musk is merging SpaceX and xAI in a deal combining an $800 billion rocket manufacturer with a $230 billion AI startup, advancing his vision of space-based data centers while consolidating his technological empire ahead of a planned summer IPO.

Posted on: by Emily Chen
Nevada’s Urgent Hunt for a Cyber Sentinel After Ransomware Chaos

Nevada’s Urgent Hunt for a Cyber Sentinel After Ransomware Chaos

Nevada seeks a permanent CISO after 2025 ransomware chaos disrupted 60 agencies, stole data, and exposed gaps. The role demands strategy, response leadership amid SOC buildup and federal aid, signaling a hardened push for resilience.

Posted on: by Ivy Bailey
How a Startup’s Unsecured Database Exposed the Fragility of AI Agent Platforms

How a Startup’s Unsecured Database Exposed the Fragility of AI Agent Platforms

Moltbook's completely exposed database allowed anyone to hijack AI agents on the platform, revealing how rapid AI deployment is outpacing basic cybersecurity practices. The incident highlights growing security debt in the AI startup ecosystem and regulatory gaps in governing autonomous agent platforms.

Posted on: by Roman Grant
DevSecOps Arsenal: Pentagon’s Push for Warfighter Code at Warp Speed

DevSecOps Arsenal: Pentagon’s Push for Warfighter Code at Warp Speed

The Pentagon's DevSecOps revolution integrates security into rapid software delivery, powering over 50 factories and slashing deployment times. From Platform One's secure pipelines to cATO approvals, it equips warfighters with resilient digital edge against evolving threats.

Posted on: by Jack Chen
The Invisible Shield: Why Industrial Cybersecurity Still Can’t Quantify Its Worth to the Boardroom

The Invisible Shield: Why Industrial Cybersecurity Still Can’t Quantify Its Worth to the Boardroom

Despite mounting threats to industrial control systems, OT cybersecurity teams face a persistent challenge: proving their value to executives when success means incidents that never happen. The struggle to quantify risk reduction in business terms leaves critical infrastructure chronically underprotected.

Posted on: by Claire Bell
Data Scientist’s Trek: From Paris Courts to Australian Mineshafts

Data Scientist’s Trek: From Paris Courts to Australian Mineshafts

Simon Barres bridges labs and mines at QuantumBlack, deploying AI to optimize mining yields with sensor data and real-time models. His journey from Guadeloupe basketball to Amsterdam AI leadership highlights multidisciplinary impact in heavy industry.

Posted on: by Zoe Patel
175,000 Kubernetes Clusters Exposed: The Massive Cloud Security Blind Spot Threatening Enterprise Infrastructure

175,000 Kubernetes Clusters Exposed: The Massive Cloud Security Blind Spot Threatening Enterprise Infrastructure

Security researchers have discovered approximately 175,000 publicly accessible Kubernetes clusters with critical misconfigurations, exposing enterprise infrastructure to potential exploitation. This massive security gap highlights fundamental challenges in cloud security practices and the urgent need for organizations to audit and secure their containerized applications.

Posted on: by Emily Chen

Verizon’s Subscriber Surge Signals Schulman’s Turnaround Triumph

Liam Murphy | 2026-04-02
Verizon’s Subscriber Surge Signals Schulman’s Turnaround Triumph

Verizon Communications Inc. posted its strongest quarterly subscriber gains in years, marking a pivotal moment under new CEO Dan Schulman. The company reported a net addition of 616,000 postpaid phone connections in the fourth quarter of 2025, far exceeding analyst expectations of around 417,000, according to FactSet estimates cited in multiple reports. This performance, detailed in Verizon’s earnings release on January 30, 2026, came alongside revenue of $36.4 billion, up 2% from the prior year and topping Wall Street forecasts.

Wireless service revenue, Verizon’s core business, reached $21 billion for the quarter. Adjusted earnings per share hit $1.09, surpassing estimates of $1.05. Schulman, who assumed the role in October 2025 after serving as lead independent director, hailed the results as evidence of a “critical inflection point.” “We are exiting 2025 with strong momentum, delivered by a team that is intensely focused on winning through healthy volumes and fiscally responsible growth,” Schulman stated in the GlobeNewswire earnings release .

These gains reversed a streak of losses in core consumer postpaid phone connections over the prior three quarters, amid fierce competition from T-Mobile US and AT&T. Both Verizon and T-Mobile rolled out aggressive promotions during the holiday period to poach rivals’ customers, with offerings like four phone lines for $100 per month proving effective, as noted by CNBC .

Schulman’s Aggressive Overhaul Takes Hold

Schulman’s tenure began with bold moves, including Verizon’s largest-ever job cuts totaling over 13,000 positions in November 2025 aimed at cost reduction and operational streamlining. “Verizon will no longer be a hunting ground for our competitors,” Schulman declared, emphasizing a shift toward customer delight and efficiency. Despite challenges like a major network outage earlier in January 2026 that disrupted service for millions, the Q4 results demonstrated resilience.

Analysts had anticipated modest growth, but Verizon’s execution exceeded projections. Bloomberg highlighted the subscriber surge as signaling that “turnaround efforts under new CEO Dan Schulman are starting to bear fruit,” in a January 30 post on X. The company’s focus on promotions and network reliability helped secure these additions, the highest quarterly total mobility and broadband volumes since 2019.

Schulman’s background as former PayPal CEO, where he tripled revenue from $8 billion to $30 billion, brought a fintech lens to telecom. His prior roles at AT&T, Virgin Mobile, and Sprint Nextel informed a strategy prioritizing “fiscally responsible growth,” as outlined in Verizon’s October 2025 transition announcement .

Broadband Momentum Builds Post-Frontier

Verizon added 372,000 net broadband connections in Q4, ending with over 16.3 million. This growth accelerated with the January 20, 2026, closing of its $20 billion acquisition of Frontier Communications, expanding fiber access to nearly 30 million homes and businesses across 31 states. “Today marks a defining moment for our company,” Schulman wrote in a welcome letter, per Verizon’s news release .

Fixed-wireless access, leveraging cell towers for home internet, saw 319,000 net additions. The Frontier deal, approved after regulatory hurdles including California clearance on January 15, bolsters Verizon’s convergence strategy, bundling mobile and home services. New offers, like four mobile lines for $20 per line monthly for Frontier fiber customers, aim to drive cross-selling.

Prior to the close, Verizon had built momentum with 306,000 broadband adds in Q3 2025, including 261,000 fixed-wireless, as reported in the company’s Q3 release . Integration plans include transitioning Frontier Fiber to Verizon Fios branding.

Bold 2026 Outlook Amid Capex Discipline

Looking ahead, Verizon forecasts 750,000 to one million net postpaid phone additions in 2026, with total mobility and broadband service revenue growing 2% to 3%. Wireless service revenue is expected to remain flat, reflecting disciplined pricing. Adjusted EPS guidance of $4.90 to $4.95 tops consensus estimates of $4.76, while free cash flow targets at least $21.5 billion and capex between $16 billion and $16.5 billion, down from $17 billion in 2025.

“Our 2026 guidance reflects the beginning of our turnaround, and is a step function change from our past five-year historical average,” Schulman noted. This comes after Q3 2025 results showed wireless service revenue up 2.1% to $21 billion, with the company on track for full-year guidance.

Capital discipline supports dividend continuity, raised for the 19th year in Q3. Analysts like those at RCR Wireless noted Schulman’s push to reduce churn, embrace AI, and cut costs, positioning Verizon against AT&T and T-Mobile.

Competitive Pressures and Execution Risks Persist

Verizon’s resurgence occurs amid intensifying rivalry. T-Mobile’s subscriber gains and AT&T’s fiber push challenge market share. Schulman acknowledged past reliance on price hikes without value, vowing a “customer-first culture” in his Q3 call, as covered by Fierce Network .

Job cuts and a “scrappier” ethos aim to fund network investments while exiting unprofitable segments. X discussions, including from Bloomberg, underscored the subscriber beat as validation, though stock reaction was muted, closing near $39.81 despite a pre-market pop.

With Frontier integrated, Verizon eyes bundled offerings and AI-driven service to deepen loyalty. Schulman’s mandate—executed swiftly—positions the carrier for sustained gains in a cutthroat wireless arena.

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