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Kyivstar 1Q26 Results: Wartime Capex Likely Peaked, Digital Expansion Ahead of Expectations
May 21, 202612 min read
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Connection Without Coverage: Kyivstar's Starlink Leap and the Hybrid Future of Mobile
Kyivstar launched Starlink Light Data nationwide: standard 4G phones now run Viber, WhatsApp and Google Maps via satellite where there is no tower. What it means for Ukraine and the hybrid future of mobile.
Read more TelecomVEON 1Q26 Results: Digital Revenue Surge & New Spectrum Win Show VEON in Pole Position
Digital revenue hit US$303m in 1Q26 (+57.7% YoY), 25.2% of group. Management raised the digital-revenue target to 50%+ of total by end-2029E and lifted FY26E revenue guidance to 11–14% YoY (from 9–12%).
Read more WeeklyThe Blade Weekly: Memory's Big Run Wobbles, But Other Supply Chain Shortages Keep Broadening
Taiwan's memory leaders reversed after GigaDevice warned prices had peaked and a US suit alleged DRAM collusion, but the AI shortage kept broadening into passives, wafers, power and packaging.
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