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NaaSMARKET BRIEF
EDITION02OCT 2026

Q3 2026 in review

The access layer is being claimed.

Lumen closed Alkira, Comcast Business opened its last mile, Zayo put AI agents to work on a production network, and Megaport moved into compute. Five signals from the quarter, and what each one means for operators, GPU and neocloud providers, and data centers.

US$475MLumen’s price for Alkira, closed 7 Jul
3,000+Lumen NaaS customers, from 1,000 a year earlier
~60%Megaport revenue from compute by 2030, analyst consensus
Download the PDF Get every edition

From the editor

The big players moved on the access layer

In August we started tracking the NaaS market every quarter and sharing the read with the operators we work with. This is Edition 02, the first one we are sending wide.

Q3 was the quarter the big players moved on the access layer. Lumen closed its US$475M purchase of Alkira and now counts more than 3,000 NaaS customers. Comcast Business opened its last mile to Equinix and began automating cross-border orders with Colt on LSO APIs. Zayo put its customers’ AI agents to work on a production network, on the platform we build. Equinix announced an inference exchange with NVIDIA and Together AI. Analysts now expect compute to be about 60% of Megaport’s revenue by 2030.

They are all reaching for the same position: the place where an enterprise finds intelligence, buys it, and gets a private path to it. I wrote about that position in Who Owns the On‑Ramp to Intelligence? This edition tracks who moved toward it, with the numbers.

If you read any of it differently, tell me. It sharpens the next edition.

Eli KarpilovskiFounder and CEO, insidepacket
insidepacket.com

In this edition

  1. The quarter in numbers and the deal sheet
  2. 01Signal 01: The platform layer is being bought, and it is scaling
  3. 02Signal 02: NaaS goes cross-carrier
  4. 03Signal 03: Agents became a buyer
  5. The agent-readiness table refreshed every edition
  6. 04Signal 04: Compute is landing, the road to it is not built
  7. 05Signal 05: Operator math
  8. Field notes Austin, Boston and London
  9. Watch list Q4 2026 to Q1 2027
  10. About insidepacket operator agnostic, no direct enterprise sales
  11. Subscribe one email a quarter
  12. Sources

The quarter in numbers

Eight numbers that carry Q3

Platform money, adoption, the operator mix, and the move into compute.

US$475MLumen’s cash price for Alkira; the deal closed 7 Jul1,2
3,000+Lumen NaaS customers in Q2, from 1,000 a year earlier3,4
+34%Lumen active NaaS ports, Q2 against Q13
$0.70Advanced solutions Comcast Business sells per $1 of connectivity, from $0.20 three years ago51
A$827.3MMegaport’s raise to fund GPUs for new AI contracts and a US$252M GPU pool; completed 2 Jul36,65
~60%Share of Megaport revenue expected from compute by 2030, consensus37
17%WAN managers who have already bought NaaS; another 25% are researching it55
US$103.4BActive and contracted TCV in Nscale’s S‑1 for a NYSE listing14

Deal sheet, Q3 2026

DateDealDetail
18 SepNscale files for a NYSE listingUS$103.4B active and contracted TCV; about 461,000 GPUs14
8 SepMistral raises a Series D€3B at €21B post-money, partly for compute13
2 SepCPP Investments and Equinix complete atNorthUS$4B, Nordic high-density data centers12
20 AugCharter completes CoxSpectrum Business joins Cox Business, Segra and RapidScale11
13 JulZayo names a new CEOSowmyanarayan Sampath, effective 1 Sep9
7 JulLumen completes AlkiraUS$475M cash1,2
29 JunVerizon and BT agree a 50:50 JVInternational enterprise wireline: about US$4B revenue, 3,000+ customers, 180+ countries; completion in 202710

The deal sheet is a standing box: every material deal across NaaS, fiber, data centers and neoclouds in the quarter, newest first.

Signal 01 · The platform layer is being bought, and it is scaling

Lumen paid US$475M for a control plane and tripled its NaaS customers in a year

The layer above the fiber is being bought and filled at the same time. Lumen closed Alkira on 7 July, then pushed its cloud networking far past its own footprint.

US$475MClosed 7 Jul 2026

Lumen’s price for Alkira, a multicloud control plane with no fiber under it. About 4,000 Lumen staff have been trained on it.1,2,7

Lumen NaaS customers
1,000 2,000+ 3,000+ Aug 2025 Feb 2026 Aug 2026

What happened

  • Lumen closed Alkira: the US$475M cash deal for the multicloud networking platform closed on 7 Jul.1,2 Lumen plans to merge Alkira and Lumen Connect over 18 months,5 and its CEO says Alkira will “accelerate our strategic revenue growth curve”.7
  • Adoption kept compounding: Lumen reported more than 3,000 NaaS customers in Q2, against 1,000 a year earlier. New customer adoption rose 22%, active ports 34% and active services 29%, all against Q1.3,4 More than one in five first-time NaaS buyers was new to Lumen.5
  • Reach past the footprint: on 26 Aug Lumen extended its Multi-Cloud Gateway so more than 10 million US business locations can reach its private cloud networking.6
  • Recognition at Zayo: Zayo’s DynamicLink won a 2026 CRN Tech Innovator Award in the Networking Enterprise category.8

What it means for you

Operators

The layer above the port now has a market price: US$475M for a control plane with no fiber under it. Lumen’s numbers show what it does once installed: more customers, more ports, and new logos.

GPU and neocloud providers

Carrier platforms now reach well past their own fiber, 10 million locations in Lumen’s case. That is the reach you need to serve enterprises without building a network.

DC and colo providers

Sites listed on these platforms become destinations an enterprise can order in minutes. Sites off them stay manual.

What to watch

Lumen’s Q3 results, the first quarter with Alkira inside (date not yet set; last year 30 Oct), and whether NaaS customer growth holds.

Signal 02 · NaaS goes cross-carrier

Carriers started selling through each other’s platforms

In one quarter Comcast Business opened its last mile to Equinix Fabric customers and began automating cross-border orders with Colt, both on Mplify’s LSO APIs. NaaS is moving from one operator’s portal to a supply chain of them.

Comcast Business + Colt11 Aug

Agentic ordering across both carriers, in five regions

Comcast Business + Equinix Fabric10 Sep

Comcast Business last-mile Ethernet orderable inside Fabric

Mplify LSO APIs: the common rail

175+ providers tracked · 100+ in production or committed · 58+ direct API integrations live (June)

Cross-carrier NaaSTwo new links on one standard, Q3 2026.15,16,17

What happened

  • Comcast Business and Colt (11 Aug): an Innovation Lab program that builds API interoperability on Mplify LSO and uses agentic workflows to discover, order and fulfil connectivity across both carriers, in North America, Europe, Asia, the Middle East and Africa.15
  • Comcast Business and Equinix (10 Sep): Equinix Fabric customers can now order Comcast Business last-mile Ethernet through LSO-aligned APIs, with the goal of cutting delivery “from weeks to days”. Wavelengths, cloud and security come later. Comcast Business connects to 700+ data centers.16
  • The standard is in production: Mplify tracks more than 175 providers on LSO, over 100 with production or committed deployments and 58 with direct LSO API integrations live.17 Its September awards went to Colt for inter-provider automation and to Lumen for ecosystem collaboration.19

“Advantage depends increasingly on what an organization can access, combine, automate, secure, assure, and deliver across an ecosystem, not simply what it owns.”

Stan Hubbard, Mplify, 10 Sep 202618

What it means for you

Operators

Another platform can now sell your last mile, and you can sell theirs. Decide whether your network is a supplier inside someone else’s portal or the platform customers order from.

GPU and neocloud providers

Standard APIs between carriers mean one integration can reach many last miles. Ask your connectivity partners which LSO partners they already trade with.

DC and colo providers

Equinix is now a storefront for a cable operator’s last mile. A facility platform that can sell partner access becomes part of the carrier’s route to market.

What to watch

Wavelengths, cloud and security on the Comcast Business and Equinix link; whether other US cable and fiber operators open their last mile the same way; Mplify’s next AI-ready NaaS research.

Signal 03 · Agents became a buyer

AI agents got write access to the network

In June the open question was whether a network would answer an AI agent at all. By September Zayo had agents taking authorized actions in production, and Equinix had opened its Fabric MCP server to public preview.

What happened

  • Zayo Agentic Networking (8 Sep): Zayo introduced what it calls “the industry’s first production Model Context Protocol (MCP) server built specifically for networking” on DynamicLink. Approved enterprise agents see network state and take authorized actions; “organizations define the information, tools, and actions available to agents”.20,21
  • Equinix (31 Aug and 2 Sep): the Fabric MCP server moved from private beta to public preview, and agents can create and update connections, with deletes kept in the portal.22,23 Fabric One takes “agent-based requests or natural-language prompts” to set up any-to-any connectivity; beta later this year, general availability in 2027.24
  • Digital Realty: ServiceFabric MCP, launched in June, runs a read-only and a read-write server across 800+ Digital Realty and third-party data centers. Its docs still call it early access.25,26
  • Megaport: its MCP server, launched in June, is still an open beta and read only, with write access promised “soon”.27,28
  • Inside the carriers: NVIDIA puts telco automation at Level 2 to 3 of TM Forum’s autonomy scale and says Level 4 to 5 takes autonomous agents.29 Lumen, AT&T, Verizon and Colt run agents internally; none offers customers a public agent interface yet.30,32,33

“The future of networking is not another portal. It’s making network capabilities available within the AI systems enterprises use to run their business.”

Max Clauson, Zayo, 8 Sep 202620

Disclosure: insidepacket builds the platform under Zayo’s DynamicLink.

What it means for you

Operators

The buyer now includes software. If a customer’s agent cannot see and change your services, the order goes through a platform that can.

GPU and neocloud providers

Your customers’ agents will provision compute and the path to it in one flow. Choose connectivity partners whose networks agents can operate, not only query.

DC and colo providers

Two of the largest interconnection platforms now expose agent interfaces. Your facility’s services need the same door, or agents order around them.

What to watch

Write access at Megaport; general availability of Equinix Fabric MCP; the first published cases of enterprise agents ordering connectivity in production.

The agent-readiness table · refreshed every edition

Which NaaS platforms can AI agents operate?

Six platforms now let a customer’s AI agent in. One runs agent-driven changes in production with general availability.

PlatformWhat a customer’s agent can doStatusSince
DynamicLink, Agentic NetworkingZayoRead network context and take authorized actions; the customer sets the tools and actions20Production8 Sep 2026
ServiceFabric MCPDigital RealtyA read-only server plus a read-write server for network changes and bare metal lifecycle25,26Early access release says available17 Jun 2026
Fabric MCPEquinixRead, create and update connections and Cloud Routers; deletes stay in the portal22,23Public previewno GA date31 Aug 2026
Alkira MCPLumen, since 7 JulRead; proposes changes that a person approves34,2Launched30 Sep 2025
Megaport MCP ServerMegaportRead only; write access promised “soon”27,28Open beta5 Jun 2026
Fabric OneEquinixAgent-based and natural-language requests to provision connectivity; MCP not named24Beta late 2026GA in 20272 Sep 2026
Lumen ConnectLumenNo public agent interface; support assistants only; internal MCP proof of concept30,31InternalNov 2025
Console Connect, PacketFabric, Colt, AT&T, Verizon, GTTNo public agent interface foundNone foundChecked Sep 2026
Changed since Edition 01Zayo launched publicly on 8 Sep. Equinix moved from private beta to public preview. Digital Realty joins the table. Alkira now sits inside Lumen. Megaport is unchanged.
How we checkEach row is checked against the provider’s own release or documentation, most recently on 1 Oct 2026. Tell us when a row changes.

insidepacket builds the platform under Zayo’s DynamicLink.

Signal 04 · Compute is landing, the road to it is not built

The compute is landing. The road to it is not built.

Q3 money went to GPU pools and long-haul fiber. The access layer between an enterprise and a GPU is the part still being assembled.

Funded

Compute

  • Megaport: about A$965M TCVacross seven AI contracts
  • Nscale: 1.37 GW activeand contracted
  • Equinix Inference Exchangewith NVIDIA, from Q1 2027
  • Spectrum edge computereach into 1,000+ sites

Where the GPUs land

Being built

Fabric

  • Zayo and NVIDIA: 8,000+miles of new long-haul fiber along AI corridors
  • Zayo and Corning: supplyfor 15,000 new route miles by 2030

Between the AI factories

Still open

Access

First pieces arrived in Q3:

Enterprise to GPU

The three squares, Q3 2026Where the quarter’s money landed.35,36,14,38,39,43,44

Also in the quarter: GTT launched Defense Halo, network defense on its own AI factory with data held in the US, UK or EU (29 Sep).40 Mistral plans up to 1 GW by 2030.41 The EuroHPC call for AI gigafactories closes on 3 Dec.42 S&P’s consensus read puts compute at about 60% of Megaport revenue by 2030.37

5%Average GPU utilization across the Kubernetes clusters Cast AI analyzed45
~70%Utilization a debt-financed GPU cluster needs to break even46
$25BNeocloud revenue in 2025, heading toward $400B by 203147
80%Share of neocloud demand that is inference by 203049
Our readCompute and long haul are funded at scale. The access layer, where an enterprise finds GPU capacity, buys it and gets a private path to it, is the open square. Signals 01 to 03 show the first pieces arriving, and by late September vendors were pitching service providers to claim it (see the field notes).

What it means for you

Operators

The GPU money is landing on your fiber’s doorstep. The revenue line is the connection between enterprises and those GPUs; if you do not sell it, an exchange on top of your fiber will.

GPU and neocloud providers

Utilization decides your economics, and enterprise access decides utilization. Each customer you connect in minutes rather than weeks moves you toward break-even.

DC and colo providers

Inference pulls compute toward users, so metro and edge sites gain value. Sites with orderable paths to GPU capacity are placed to win those workloads.

What to watch

Equinix Inference Exchange (Q1 2027) and the Fabric One beta; Megaport’s next AI contracts; Nscale’s listing; the EuroHPC gigafactory selections.

Signal 05 · Operator math

Connectivity barely grows. What runs on top of it does.

Q2 results, reported in Q3, drew the same line at every operator: legacy shrinking, connectivity flat, advanced services and platforms growing. Buyers are moving from research to purchase.

Q2 2026, year on year
Where the growth isSame quarter, same basis.52,50,3

What happened

  • The mix is moving: Comcast Business connectivity revenue rose 3.7% to US$2.67B.50 CFO Jason Armstrong said Comcast now sells about $0.70 of advanced solutions for every $1 of connectivity, up from $0.20 three years ago.51
  • Legacy runs down: AT&T expects legacy service revenue to fall 20%+ in 2026 and to be “immaterial by the end of 2029”.52 Lumen’s revenue fell 9% in the same quarter its NaaS customers passed 3,000.3
  • Buyers are moving: in TeleGeography’s WAN manager survey, 17% have bought NaaS and 25% are researching it, up from 8% in 2022; 19% decided against. Short NaaS terms carry a 10% to 35% premium, and Europe’s median 10G port costs US$350 a month, 2.3 times the 1G price.55
  • Consolidation: Charter closed Cox on 20 Aug,11 and Verizon and BT agreed a JV for international enterprise wireline.10 Vertical Systems’ mid-2026 US Carrier Ethernet ranking moved Verizon to second and brought Zayo in at sixth.56

What it means for you

Operators

Growth sits in what you sell on top of the port. That mix is the number to manage, and it moves only when customers can order more than circuits.

GPU and neocloud providers

Operators are hunting for growth on top of their networks, which makes them willing partners to carry your services to their enterprise customers.

DC and colo providers

Consolidation means fewer, larger carriers in your buildings. The ones customers can order through your platform matter more.

What to watch

AT&T (21 Oct) and Comcast (22 Oct) Q3 results; Lumen, Verizon and Equinix dates still to be announced; Megaport’s H1 FY27 results, expected in February.

Field notes

What came out of Austin and Boston, and what London will add

Notes from the rooms where operators, data centers and GPU providers met this quarter.

Boston · Mplify Member Summit · 22 to 24 Sep

  • The AI gateway became a pitch: three sessions offered service providers the gateway role between enterprise AI demand and GPU capacity. One startup demoed providers becoming that gateway to distributed GPU clusters. PCCW Global presented AI as a service through Console Connect as an “AI Gateway”. NTT DOCOMO BUSINESS combined GPUaaS and NaaS, with GPUs billed by the minute.64
  • Agents moved into the architecture: Mplify’s agentic LSO blueprint runs on MCP servers. Amartus, NTT DOCOMO and Colt showed agents troubleshooting together across providers, and another demo had AI agents negotiate deals between carriers.64
  • Federation is next: sessions laid out the path to launching NaaS federation, with trusted identity for agents.64
  • Operators set the destination: Comcast Business spoke on “the network that provisions itself”, AT&T on “the AI-grade network”, and Verizon on automating wholesale partners.64
Our readThree months ago the access layer was our thesis. In Boston it was the agenda: gateways, marketplaces, federation and agents, all pitched to service providers. The question has moved from whether this layer exists to who runs it in production.

Austin · Metro Connect Fall · 1 to 3 Sep

  • Mid-size fiber operators are ready: in three meetings with mid-size regional fiber operators, every team understood the NaaS use cases. Interest in AI agents running the network was growing, and off-net reach was the gap they raised.
  • Three priorities from the floor: more talent, more resilience, and meaningful redundancy.⁠57
  • The program asked the right questions: whether today’s networks are fit for an inference-led world, and whether the consolidation wave is speeding up.58 Outside, protesters objected to data center water and power use.

“A second circuit is not meaningful redundancy if it shares the same duct, facility, power dependency or operational bottleneck as the first.”

insidepacket, Metro Connect takeaways, 11 Sep57

London · Capacity Europe · 13 to 15 Oct59

Slot · 13 OctAI Access Platform launch: one line once the embargo lifts.
Slot · 14 OctGlobal Connectivity Awards result: finalist in two categories.
Slot · 15 OctGrowthX talk: the one line the room took away.

Watch list

The dates that will move the next edition

Earnings, events and launches between send day and Edition 03.

October

  • 20 OctAvidThink AI for Networking report
  • 21 OctAT&T Q3 results60
  • 22 OctComcast Q3 results61
  • Late OctLumen, Verizon and Equinix Q3 results; dates to be set

November

  • 1 to 3 NovINCOMPAS Show, Nashville62
  • 18 to 20 NovBroadband Nation Expo, New Orleans62

December

  • 3 DecEuroHPC AI gigafactory call closes42

January

  • 17 to 20 JanPTC’27, Honolulu62

February

  • Feb, expectedMegaport H1 FY27 results63
Q4 2026Equinix Fabric One beta24
Q4 2026Zayo Europe public availabilityZayo approval
Q1 2027Equinix Inference Exchange available38

Who we are

We build it. You sell it.

About insidepacket. We build the NaaS platform that operators, data centers and GPU providers run under their own brand. Zayo’s DynamicLink runs on it in production.

Operator agnostic

The platform runs over any operator’s network. No single carrier is required.

No direct enterprise sales

We sell to the providers who serve enterprises, never around them. They keep the customer, the brand and the pricing.

New: the AI Access Platform Embargoed to 13 Oct

Launched at Capacity Europe on 13 Oct. GPU, neocloud and data center providers use it to give enterprises private, on-demand access to their capacity, over any operator’s network.

Read it differently? Tell us.

Reply to the email this edition came with. Every answer shapes Edition 03, due in January.

  1. Which of the five signals matters most to your business in 2027?
  2. Which platform should the agent-readiness table add next?
  3. Which market should get its own page next time?

Sources

Every figure, where it came from

  1. 1. Reuters via Yahoo Finance, Lumen to acquire Alkira for $475 million, 5 May 2026
  2. 2. Lumen via Business Wire, Lumen Completes Alkira Acquisition, 7 Jul 2026
  3. 3. Lumen, Q2 2026 results, 8-K exhibit 99.1, 4 Aug 2026
  4. 4. Lumen, Lumen Doubles NaaS Customer Base, 24 Feb 2026
  5. 5. Nasdaq, Lumen Q2 Earnings Call Highlights, 5 Aug 2026
  6. 6. Lumen, Cloud Networking Access to 10 Million US Locations, 26 Aug 2026
  7. 7. Lightwave, Lumen’s CEO on Alkira and strategic revenue, 15 Sep 2026
  8. 8. Zayo via Business Wire, NaaS Platform Wins CRN Tech Innovator Award, 14 Aug 2026
  9. 9. Zayo via Business Wire, Planned CEO Transition, 13 Jul 2026
  10. 10. BT Group RNS, BT and Verizon joint venture, 29 Jun 2026
  11. 11. Charter, 8-K exhibit 99.1, Cox transaction, 20 Aug 2026
  12. 12. atNorth, CPP Investments and Equinix complete atNorth, 2 Sep 2026
  13. 13. Orrick, Mistral €3B Series D, Sep 2026
  14. 14. Nscale, Form S-1, SEC, 18 Sep 2026
  15. 15. Comcast Business, Innovation Lab program with Colt, 11 Aug 2026
  16. 16. Comcast Business via Business Wire, Last Mile Opens to Partner Platforms, Starting with Equinix, 10 Sep 2026
  17. 17. Mplify, LSO Solution Provider Landscape Report, 17 Jun 2026
  18. 18. Mplify Edge VIEW, NaaS State of the Industry, 10 Sep 2026
  19. 19. Mplify, 2026 NaaS Excellence Awards winners, 24 Sep 2026
  20. 20. Zayo, Zayo Launches Agentic Networking, 8 Sep 2026
  21. 21. Zayo, MCP server documentation
  22. 22. Equinix Community, Fabric MCP Server preview, 25 Aug 2026
  23. 23. Equinix, Fabric MCP server documentation
  24. 24. Equinix, Equinix Unveils Equinix Fabric One, 2 Sep 2026
  25. 25. Digital Realty via GlobeNewswire, ServiceFabric MCP, 17 Jun 2026
  26. 26. Digital Realty, ServiceFabric MCP documentation
  27. 27. Megaport, Introducing the Megaport MCP Server, 5 Jun 2026
  28. 28. Megaport, MCP server documentation
  29. 29. NVIDIA Technical Blog, Autonomous Networks with Agentic AI, 23 Jun 2026
  30. 30. Itential, Lumen network automation story
  31. 31. Lumen, AI tools documentation
  32. 32. SDxCentral, AT&T AI agents for network engineers, 14 Nov 2025
  33. 33. MWC Barcelona, Colt agentic AI engine with Microsoft, 2 Mar 2026
  34. 34. Alkira, Introducing Alkira MCP, 30 Sep 2025
  35. 35. Megaport, ASX: $506.2M of new AI contracts, 20 Aug 2026
  36. 36. Megaport, ASX: GPU pool, contracts and entitlement offer, 3 Jun 2026
  37. 37. S&P Global Market Intelligence, Compute to be nearly 60% of Megaport revenue by 2030, 3 Sep 2026
  38. 38. Equinix, AI inference with NVIDIA and Together AI, 2 Sep 2026
  39. 39. Charter, Spectrum AI computing at the edge, SCTE TechExpo 26, 28 Sep 2026
  40. 40. GTT, GTT Launches GTT Defense Halo, 29 Sep 2026
  41. 41. Mistral, In-region inference and new European infrastructure, 11 Aug 2026
  42. 42. EuroHPC JU, AI gigafactory call for tenders, 30 Jul 2026
  43. 43. Zayo via Business Wire, Zayo and NVIDIA, network capacity for AI factories, 6 Aug 2026
  44. 44. Corning, Zayo fiber supply agreement, 20 Aug 2026
  45. 45. Cast AI, 2026 State of Kubernetes Optimization Report, 21 Apr 2026
  46. 46. ModulEdge, How the Neocloud Business Works, 7 Jun 2026
  47. 47. Synergy Research, Neocloud market to approach $400B by 2031, 2 Apr 2026
  48. 48. Gartner, Neoclouds to take 20% of a $267B AI cloud market, 23 Jun 2026
  49. 49. ABI Research, The State of Neocloud: Four Trends for 2026, 3 Dec 2025
  50. 50. Comcast, Q2 2026 results, 8-K exhibit 99.1, 23 Jul 2026
  51. 51. Mitrade, Comcast Q2 2026 earnings call transcript, 24 Jul 2026
  52. 52. AT&T, Q2 2026 results, 8-K exhibits 99.1 and 99.2, 22 Jul 2026
  53. 53. Megaport, FY26 results, ASX, 20 Aug 2026
  54. 54. The Motley Fool Australia, Megaport on results day, 20 Aug, and after the fall, 26 Aug 2026
  55. 55. TeleGeography, NaaS Market Summary, 7 Aug 2026
  56. 56. Vertical Systems Group, Mid-2026 US Carrier Ethernet LEADERBOARD, 2 Sep 2026
  57. 57. insidepacket on LinkedIn, Metro Connect takeaways, 11 Sep 2026
  58. 58. Capacity, 8 sessions to watch at Metro Connect Fall, Aug 2026
  59. 59. Capacity, Capacity Europe and Global Connectivity Awards
  60. 60. AT&T, Q3 2026 earnings reminder
  61. 61. Finviz, Comcast Q3 2026 earnings call notice, Sep 2026
  62. 62. INCOMPAS, Broadband Nation Expo and PTC event pages
  63. 63. Megaport, H1 FY26 results, ASX, 20 Feb 2026
  64. 64. Mplify, Member Summit Americas agenda, Boston, 22 to 24 Sep 2026
  65. 65. Megaport, ASX: Successful Completion of Retail Entitlement Offer, 2 Jul 2026