TXO has acquired AirWay Group, making public a deal that TXO was initially hoping to announce at MWC. Against the backdrop of tariff turmoil, operators in the US are going to have to evaluate their supply chains and support contracts, as the cost of keeping older equipment only could quickly get away from them. TXO, now bolstered by AirWay, sees this as an opportunity. In an era where vendor revenues are under pressure (and when capex reported by the major operators continues to grow), MNOs will attempt to get the most out of their investments. MNOs are also reluctant to repeat the mistakes made in 5G with 6G, and so they are taking a cautious approach. This is why the…