Telecommunications Infrastructure

Redwood City, Calif. – September 13, 2026 -- The worldwide Network Security market reached nearly $8 billion in the second quarter of 2026, up 18 percent year-over-year, according to a new report from Dell'Oro Group. Firewall growth accelerated sharply, climbing from 9 percent in the first quarter to 18 percent in the second, as enterprises pushed ahead with lifecycle refreshes, capacity additions, branch modernization, and virtual enforcement deployments.

Firewall refresh cycle doubles in pace within a single quarter

Mauricio Sanchez, Sr. Director for Enterprise Security and Networking at Dell'Oro Group, said firewall spending reaccelerated because customers had concrete drivers: aging infrastructure, higher throughput requirements, branch redesigns, and expanding private-cloud workloads. He characterized the activity as a targeted modernization cycle rather than an estate-wide replacement wave.

Chicago – September 13, 2026 -- Connectbase has signed a strategic advisory agreement with IG Group, the affiliate advisory firm of InterGlobix, to pursue high-value prospects in data centers, cloud services, AI neoclouds, hyperscalers, and subsea infrastructure.

Advisory deal targets executive access across digital infrastructure sectors

Under the agreement, IG Group will identify and engage prospects, facilitate executive introductions and meetings, and support deals from initial contact through contract finalization and project execution. IG Group specializes in strategic advisory across connectivity, data centers, digital infrastructure, and economic development.

Azour, Israel – September 13, 2026 -- Ituran Location and Control Ltd. (Nasdaq: ITRN) has secured a contract worth over NIS 21 million (approximately $7 million) from entities under Israel's Ministry of Transport to supply a Software-as-a-Service traffic monitoring solution, with the first year guaranteed at NIS 5 million (approximately $1.7 million).

Ituran's Big Data platform tracks over one million vehicles across Israel

The contract runs for up to four years and relies on Ituran's proprietary Big Data platform, which analyzes anonymized data from more than one million vehicles -- roughly a quarter of all registered vehicles in Israel. The platform delivers macro-level traffic and driver behavior insights that Ministry-affiliated entities will use to shape national road policy and future infrastructure investment.

Ulaanbaatar – September 13, 2026 -- Mongolian broadband provider Mobinet is deploying the Plume Platform to power its new mobihome broadband service, giving subscribers AI-optimized WiFi, cybersecurity protection and parental controls at no additional monthly cost.

Mobinet adds AI-driven WiFi and security features without raising subscriber fees

The mobihome service integrates real-time home network management through a mobile app, allowing Mobinet customers to monitor and control connectivity, security and parental settings directly. The Plume Platform continuously learns from each household to improve WiFi coverage and reliability.

Roanoke, Va. – September 13, 2026 -- Optical Cable Corporation (Nasdaq GM: OCC) reported third-quarter fiscal 2026 net sales of $24.3 million, up 22.0% from $19.9 million a year earlier, as demand accelerated across its enterprise, data center and specialty markets.

Gross profit climbs 43.9% on manufacturing leverage

Gross profit for the quarter ended July 31, 2026 rose to $9.1 million from $6.3 million, lifting gross margin to 37.4% from 31.7% in the prior-year period. The company attributed the gain to higher sales volumes and improved manufacturing operating leverage.

Moriarty, New Mexico – September 13, 2026 -- Sceye's ST1 high-altitude platform completed a nearly 30,000 km round-trip flight from New Mexico to Japan and back, re-entering continental U.S. airspace on September 4, 2026 and reaching Moriarty, New Mexico on September 5, 2026, where the company conducted final vehicle testing and a planned descent.

ST1 marks Sceye's first flight to Asia in partnership with SoftBank

The month-long mission was conducted with SoftBank Corp. (TOKYO: 9434) and represents Sceye's first flight into Asian airspace. ST1 carried SceyeCELL, described as a first-of-its-kind stratospheric "cell tower in the sky" built to deliver wide-area mobile broadband directly to standard devices. At full scale, one Sceye HAPS is designed to cover an area equivalent to roughly 500 terrestrial towers.

Moriarty, New Mexico – September 13, 2026 -- Sceye's ST1 high-altitude platform station has completed a nearly 30,000-kilometer round trip between New Mexico and Japan, re-entering the continental United States on September 4, 2026, and reaching the company's Moriarty headquarters airspace on September 5 for final tests and controlled descent.

ST1 marks Sceye's first flight into Asian airspace under a SoftBank partnership

The month-long mission, conducted with Japanese telecom operator SoftBank Corp. (TOKYO: 9434), represents a commercial milestone for high-altitude platform station (HAPS) deployment. ST1 operated in Japanese airspace for more than seven days, maintaining continuous position over Japan's coast with a station-keeping radius of just 5 kilometers at altitudes between 16.5 and 17 km.

Pune, India – September 13, 2026 -- Tech Mahindra (NSE: TECHM) has unveiled its Zero Gravity Telco Architecture, a framework targeting the structural barrier preventing communication service providers (CSPs) from scaling AI beyond pilot projects into core operations.

Legacy systems create a 'gravitational pull' that stalls AI rollouts

Tech Mahindra's report identifies this barrier as "Legacy Gravity" -- the accumulated weight of decades-old business rules, definitions, and fragmented data embedded in operator systems. The company states that every AI initiative must first negotiate this accumulated complexity before it can deliver measurable value, and that operators rushing to deploy autonomous AI on fragmented systems face higher costs and slower outcomes.

Berlin – September 11, 2026 -- SATELLAI announced an expanded collaboration with Deutsche Telekom IoT and Swift Navigation at IFA 2026, combining artificial intelligence, global IoT connectivity and advanced positioning technology to scale its connected pet-care devices internationally.

Three technology layers merge to support global pet-tech rollout

The partnership pairs SATELLAI's AI-driven pet intelligence with Deutsche Telekom IoT's global connectivity infrastructure and Swift Navigation's location technology. SATELLAI unveiled the deepened collaboration during a keynote at an exclusive networking and showcase event hosted by Deutsche Telekom IoT.

Swift Navigation upgrades boost location accuracy for connected collars

The collaboration has improved location capabilities on SATELLAI's connected pet devices, enabling more reliable GPS-based features including virtual perimeters, route history tracking and escape alerts.

Salt Lake City – September 12, 2026 -- Sorenson has appointed Scott Cederbaum as Head of Marketing, effective August 10, 2026, tasking him with leading the company's global brand, demand generation and customer lifecycle strategy as accessibility technology and AI converge.

Cederbaum joins with two decades of revenue and growth leadership across education, technology and subscription businesses

He most recently served as Chief Revenue Officer at Blueprint Prep, where he oversaw enterprise-wide revenue strategy, marketing, sales and pricing. Cederbaum has also held CMO and senior growth roles building marketing organizations, running digital transformation initiatives, and using data and analytics to drive customer acquisition and retention.