http://www.currentanalysis.com/ Analysis Reports provided by Current Analysis, Inc. en-us All materials Copyright 1997-2026 Current Analysis, Inc. Reproduction or distribution prohibited without express written consent. Tue, 28 Jul 2026 13:13:08 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133190&rss Orange Business’s 2026 analyst summit highlighted the progress made with key projects such as internal IT transformation and Evolution Platform. Orange’s evolving go-to-market strategy is also developing to maximize and scale its platform investment. Gary Barton - John Marcus 2026-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=122930&rss Leading low-code providers are demonstrating the importance of the UX to support the emerging agentic AI and agentic orchestration spaces to address a new era. Charlotte Dunlap 2026-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133179&rss ‘8x8 AI Routing’ uses AI to deliver a customer’s inquiry to the person best equipped to handle it, reducing the chance of customer frustration more effectively than legacy systems. Although the improvement is marginal, the solution merits a trial. Gregg Willsky 2026-07-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133180&rss AT&T’s Unlimited Ultimate 3.0 pushes business wireless beyond phones by bundling a tablet and wearable per voice line. This raises buyer expectations for multi-device plans, forcing rivals to either match it or offer simpler terms and proof points. John Marcus 2026-07-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94593&rss Broadcom's acquisition of VMware has led to a strategy of focusing investment on VMware Cloud Foundation, which offers stronger support for private AI inference, agentic applications, AMD/Intel/NVIDIA infrastructure, and Kubernetes operations. Beatriz Valle 2026-07-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95846&rss Dell recently increased its data center revenue forecasts for FY Q2 2027 after impressive sales results driven by strong traction for its Dell AI Factory servers and other optimized solutions as the company confidently rides the agentic AI wave. Beatriz Valle 2026-07-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94921&rss VodafoneThree has emerged from the merger with a stronger competitive position supported by its network integration, converged portfolio, and digital services. Investments in AI-enabled capabilities are also improving customer experience and NPS. Brendan Swan 2026-07-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133161&rss Salesforce has purportedly handed Slackbot, the Slack AI work agent, the keys to the entire Salesforce platform. Despite elevating Slack to the default collaboration interface, concerns regarding security and other aspects exist. Gregg Willsky 2026-07-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133160&rss Vodafone Business International is turning its out-of-footprint role into a real mobility and IoT growth engine, using partners to extend reach and attach higher-value services—though it still must overcome connectivity commoditization. John Marcus 2026-07-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133155&rss At AWS Summit 2026, agentic AI was a key theme, but security, quantum computing, application networking, and data center configurations also played prominently. Enthusiasm for new tech was high, despite worries over cost management. Rena Bhattacharyya 2026-07-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133144&rss Boomi has evolved into an enterprise platform which activates data and workflows for customers and combines integration, automation, API management, data management, and AI agent governance. Beatriz Valle 2026-07-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133133&rss 5G use cases are deepening and broadening across verticals, commensurate with 5G SA deployments and telco-vendor partnerships that are unlocking opportunities in differentiated go-to-market positioning. John Marcus - Ismail Patel 2026-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133137&rss Accenture and Google Cloud are teaming up to deliver industry-specific AI solutions to often underserved mid-sized clients. The suite combines Accenture’s consultative resources with Google Cloud infrastructure and AI technology. Amy Larsen DeCarlo 2026-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133134&rss The industry is turning its attention from the building and deployment of AI agents to the management of AI’s latest crisis: agent sprawl. The industry may be moving towards a yet undefined centralized control plane approach. Charlotte Dunlap 2026-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133132&rss Southeast Asia’s digital future is becoming dependent on its subsea cable infrastructure. With AI, cloud, and data center demand surging, investment in new cables and routes are becoming a strategic necessity rather than an option. Brendan Swan 2026-07-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133113&rss MEA AI is shifting from pilots to sector-scale rollouts: education pipelines, courts, ministries, policing, energy ops, water and agriculture resilience, creative media, and health and safety—backed by training and governance to build trust. Ismail Patel 2026-07-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133114&rss The MEA region is shifting beyond AI adoption to ecosystem build-out. State funding, sovereignty and governance are now the key adoption drivers – alongside compute, training, and upskilling – turning AI into an investable, operational opportunity. Ismail Patel 2026-07-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124187&rss AWS has pivoted toward agentic AI, with brands such as Kiro and Quick helping enterprises build/deploy production AI agents. New frontier models on Bedrock signal a platform-neutral model strategy designed to capture a wide range of AI workloads. Charlotte Dunlap 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133105&rss Skyrocketing cloud expenses associated with production-stage AI applications have enterprises scrambling and providers under pressure. For many organizations, the interim answer is seeking out multiple providers to beat lock-in. Amy Larsen DeCarlo - Charlotte Dunlap 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133100&rss The physical AI market is still in its early stages, and it needs an ecosystem which includes industrial players and developers of world models. The market is promising, especially in the industrial-dominant Asia region. Alfie Amir - Siow Meng Soh 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95144&rss Proximus Global’s woes have deepened as Proximus Group welcomes a new strategy called Amplify 2030 to unlock growth in key areas such as AI, fiber, and cybersecurity, though this will require shrewd business planning in the years ahead. Ismail Patel 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129659&rss T-Mobile is catching up to rivals in IoT by leveraging its standalone 5G-Advanced network for slicing and RedCap and deploying T-Platform for unified management. However, it has disclosed no new IoT updates since late 2025. John Marcus 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128932&rss Zoom has become a major player in the cloud-based collaboration and contact center space and continues to evolve. However, rivals such as Microsoft, Cisco, and Google are innovating as well, and their platforms pose stiff competition to Zoom's. Gregg Willsky 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133098&rss BT and Verizon’s JV can deliver a potent global footprint for WAN and NaaS services and provides some answers on BTI’s future. But a long wait until it closes in 2027 highlights that many decisions remain to be made and fiendish complexity awaits. Gary Barton - John Marcus 2026-06-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133087&rss Telefónica’s 17-node edge rollout in Spain is now a commercial national platform, not a pilot. The sovereignty-led bundle (network, cloud, AI, security, and edge) can win public/regulated deals—but only if services and SLAs are uniform everywhere. John Marcus 2026-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133090&rss Outgoing UK Prime Minister Keir Starmer announced this month that the government will introduce legislation later this year to block teen access to social media platforms. But precedent shows similar bans in other countries have been largely ineffective. Amy Larsen DeCarlo 2026-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94883&rss Colt is expanding its footprint across its key markets (Europe, Asia-Pacific, and subsea) to strengthen its presence and advance its AI networking play. It is also forging deeper strategic partnerships to extend its off-net reach and drive AI innovation. Brendan Swan 2026-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123700&rss Under its Agentic Enterprise vision, Google released new LLM models, a new agentic platform, and emphasis on enterprise-grade security and scale. These were shored up by third-party platform integrations and professional services partnerships. Charlotte Dunlap 2026-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133068&rss Neoclouds are a newer wave of cloud providers focused on renting out GPU-driven infrastructure environments to customers training and running GenAI models, whose rise is driven by demand for specialized AI infrastructure. Beatriz Valle 2026-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133069&rss Team collaboration platforms have opened dramatically with the addition of increasingly robust, AI-infused features. While enhancing the ability of users to get work accomplished, more open platforms have created issues that vendors must address. Gregg Willsky 2026-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94514&rss Oracle continues enhancing its OCI portfolio in support of agentic-based Fusion applications. Latest efforts involve unified GenAI/agentic AI tools, bringing AI to each layer of the cloud stack, and greater marketplace access to partner templates. Charlotte Dunlap 2026-06-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133029&rss HCLTech’s new vision and strategy for helping customers modernize applications includes a portfolio that encompasses AI driven modernization, AI native application development, intelligent quality engineering, and integration services. Rena Bhattacharyya 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133027&rss Telefónica Tech’s Halotech partnership strengthens its US profile beyond connectivity, packaging IoT platforms and AI wearables into an outcome-led safety offer. Strong execution will be key to winning market share. John Marcus 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=99791&rss TM One continues to enhance its infrastructure with the progress of its TM-Nxera AI-ready data center and 5G agreement with U Mobile. Alfie Amir 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96478&rss Tech Mahindra has gained traction with clients and winning larger deals. It is going deeper into key industries, building expertise and partnerships with vendors that are enabling industry-specific use cases. Siow Meng Soh 2026-06-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105744&rss Enterprise IoT saw further signs of consolidation with IoT units being sold and bought and product rosters being consolidated or outright reduced. Some IoT vendors are enhancing their IoT profile while others have put it on the back burner. Ismail Patel 2026-06-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132994&rss Telstra and Google’s latest alliance reflects a broader shift as telecom operators evolve into digital infrastructure providers, and hyperscalers become embedded in network infrastructure, blurring the boundaries between carrier and cloud. Brendan Swan 2026-06-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132987&rss With the slowdown in traditional IT spend, some system integrators have shown success in achieving growth with AI projects. System integrators are going through their own transformations to support the industry’s shift to AI. Siow Meng Soh 2026-06-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132986&rss Boomi is making headway in the highly competitive application integration space by emphasizing the relevancy of low-cost AI model alternatives as part of its latest agentic AI initiatives. Charlotte Dunlap - Siow Meng Soh 2026-06-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132980&rss Cisco CX’s annual analyst event took place in Paris in May 2026. The Cisco CX division has embarked upon the task of imbuing AI natively into services to help customers manage their environments building services under the Cisco IQ brand. Beatriz Valle 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132975&rss FinOps is seeing a giant shift in 2026 from managing AI costs to implementing full adoption of AI into the FinOps practice to be more productive. In this blog, GlobalData anticipates key themes during the upcoming FinOps X conference. Charlotte Dunlap 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96444&rss Infosys has laid out its AI strategy targeting six value pools and driving differentiation through its Topaz offerings and platforms. Additionally, it continues to make inorganic investments to help boost its industry expertise. Siow Meng Soh 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95428&rss Vodafone Business has made good progress on its strategic priorities, transforming itself by embedding AI across all aspects of the company while forging new partnerships and acquiring new capabilities to strengthen its position across key markets. Brendan Swan 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95151&rss Tata Communications has strengthened its product portfolio with new on-demand, high bandwidth digital solutions with self-healing network technology as it looks to cement its position as an innovative player in the enterprise connectivity market. Brendan Swan 2026-05-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132966&rss Generative AI has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships and acquisitions to keep up with the changes. Beatriz Valle 2026-05-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132962&rss AI has revolutionized app modernization, affecting far more than code generation or refactoring of legacy code. New agentic AI capabilities impact discovery, documentation, and testing, leading to greater efficiency and incremental updates. Rena Bhattacharyya 2026-05-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132951&rss Alibaba’s latest upgrades strengthen its full-stack AI capabilities and close competitive gaps, but the pace of competition is also accelerating in line with rapid growth in market demand. Alfie Amir 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94675&rss SAP is throwing its weight behind agentic AI investments and solutions, consolidating all its major platforms to better support enterprises’ mission-critical workflows. Charlotte Dunlap 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132952&rss Verizon’s 2026 DBIR research highlights the AI-driven tactics threat actors are using to penetrate the enterprise. Cybercriminals are using AI to spot and exploit vulnerabilities, reducing the time to breach from months to hours. Amy Larsen DeCarlo 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96450&rss Wipro has made changes to its organization to better serve customer needs. Changes include the new AI-Native Business & Platforms unit and a new operating model to transform core functional areas (e.g., HR, supply chain, and customer experience). Siow Meng Soh 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94905&rss Computacenter excels in customer service and experience, but it relies heavily on major vendor partners and large clients to maintain its strong traction. John Marcus 2026-05-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94913&rss Orange Business is accelerating its AI-driven, sovereign, platform-based transformation, leveraging strategy and innovation to sustain success. Now scaling up its platform-based services, it remains a leader among enterprise service providers. John Marcus 2026-05-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132914&rss Orange Business unveiled 14 innovations, blending new AI and security solutions with enhanced connectivity and collaboration tools. This strategic mix aims to drive growth by differentiating its position in secure, sovereign enterprise services. John Marcus 2026-05-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132913&rss With Orange Business Live Intelligence Studio, enterprises can work with their local telco to deploy agentic AI and bypass US-based hyperscale cloud players; it’s an attractive option as sovereignty concerns heat up in Europe. Rena Bhattacharyya 2026-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132912&rss Whale Cloud’s open approach can simplify multi-vendor cloud management, but its limited portfolio and brand awareness remain challenges against competitors. Alfie Amir 2026-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132909&rss Lumen’s proposed acquisition of Alkira would enhance its AI-ready mesh networking message and give the provider the basis for a NaaS 2.0 platform. The challenge will be scaling the Alkira platform, integrating it, and establishing a culture match. Gary Barton - Amy Larsen DeCarlo 2026-05-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132880&rss April has been a particularly chaotic month for enterprise and independent developers facing significant price hikes and license restructuring around leading AI agent tools. Charlotte Dunlap 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132872&rss Digital sovereignty is becoming a boardroom topic in an era of global volatility. Telcos have some natural advantages in helping the industry navigate these challenges. Changing the approach is key for successful telco-led monetization. Dustin Kehoe - Siow Meng Soh 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132873&rss Enterprise 5G slicing is monetized mainly as “assured connectivity” (per site, SIM, access line, or solution). Operators so far lead with defined SLAs, bundling security/resilience, and prioritize repeatable products over truly on-demand solutions. John Marcus 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94907&rss Slower revenue growth in Q1 FY2026 due to sluggish legacy software sales raised concerns about IBM’s momentum. But investments in AI and automation should boost long-term expansion. Amy Larsen DeCarlo 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96314&rss Telefónica is advancing its autonomous networks and enhancing its digital portfolio leveraging AI. Its B2B segment remains a key growth engine with strong momentum across cybersecurity, cloud, and IoT. Brendan Swan 2026-04-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=107093&rss HCLTech is reporting good traction with enterprises in AI adoption. It is developing its own AI solutions and IP while also working with partners to develop AI capabilities. Physical AI and AI Factory are key focus areas for the company. Siow Meng Soh 2026-04-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132859&rss With the latest round of Workspace features announced at Google Cloud Next ’26, Google has improved the quality of the platform and incorporated contextual AI, but uncertainty awaits. Gregg Willsky 2026-04-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=119659&rss IEIT Systems has leveraged its experience in server manufacturing and generative AI to develop a full-stack infrastructure solution optimized for AI tasks, including training, inferencing, and database integration. Beatriz Valle 2026-04-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132860&rss Splash Music, a startup that leverages cloud and AI to disrupt the music industry and scale its business with cloud and AI through a partnership with AWS. Alfie Amir - Siow Meng Soh 2026-04-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94918&rss Exponential-e continues to expand its ecosystem of technology partners, strengthening its AI capabilities to better serve both public and private sector customers, while maintaining strong momentum in securing new public sector contracts. Brendan Swan 2026-04-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132843&rss AI will create new demands on service provider networks, especially as agentic traffic begins to overtake more traditional forms of data. Provider NaaS and network infrastructure strategies are evolving to meet those needs, but it is early days. Dustin Kehoe - Gary Barton 2026-04-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96446&rss TCS has unveiled its strategy to become the world’s largest AI-led technology services company. Through a build-partner-acquire strategy, it is investing in a new HyperVault business, strengthened partnerships and made two acquisitions. Siow Meng Soh 2026-04-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss BT Group has established BT International as a standalone unit with its own profit and loss accountability, while simultaneously strengthening its partner ecosystem to drive growth through its digital platforms. Brendan Swan 2026-04-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=100690&rss The recent merger with Daisy Corporate has boosted Wavenet’s overall revenue and outlook, with the company continuing to strengthen its strategic partnerships to capture more of the UC market, while launching new cybersecurity capabilities. Brendan Swan 2026-04-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132814&rss Vodafone Business announced two new products for 5G SA connectivity: 5G+ Local Slicing and Network Boost. The pair go a considerable way to plugging a yawning chasm with its existing two tiers: standard 5G and a full-blown mobile private network. Ismail Patel 2026-04-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132811&rss Salesforce’s updated Agent Fabric promises enterprises reassurance through unified oversight and orchestration of sprawling agentic AIs. Charlotte Dunlap - Beatriz Valle 2026-04-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94894&rss Accenture is benefiting from the demand for AI and data solutions. It is driving further growth through a series of acquisitions to strengthen its capabilities in AI and high-growth sectors (e.g., capital projects). Siow Meng Soh 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103472&rss DXC is seeing results in stronger than anticipated earnings from its two-pronged strategy to steady its legacy business while moving forward with new AI-driven solutions. The company also retooled its sales enablement function. Amy Larsen DeCarlo 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94609&rss IBM's ongoing agentic AI activities include enhancements to Cloud Pak for Integration, infrastructure automation/observability via Instana, and code companions to transform legacy coding. Charlotte Dunlap 2026-04-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94513&rss Microsoft Azure's primary focus continues to focus on its GenAI initiative, Microsoft Foundry, most recently complemented by new Copilot Agents and access to Anthropic Claude in addition to OpenAI GPT. Charlotte Dunlap 2026-04-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94606&rss Red Hat OpenShift, serving as the core of IBM's hybrid cloud and GenAI initiatives via Red Hat OpenShift AI, continues its focus on deep AI integration. Charlotte Dunlap 2026-04-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94892&rss Atos has made significant progress in transforming its business and focusing on more profitable areas. It is looking to build agentic AI, digital sovereignty, and cybersecurity that will help many of its customers to accelerate their AI adoption. Siow Meng Soh 2026-04-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94880&rss O2 Daisy is investing GBP700 million in its mobile network and has added new satellite capabilities. Its merger with Daisy Group is ongoing and, while it has the potential to deliver B2B portfolio benefits, more go-to-market clarity is needed. Brendan Swan - Gary Barton 2026-04-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95276&rss A1 Telekom Austria Group is looking to scale up its ICT business via its A1 Digital unit. It is doing so by leveraging its investment in Exoscale to drive sovereignty and security products to businesses across Europe, and expanding its presence into Spain. Ismail Patel 2026-04-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94975&rss Like its peers, Akamai is all in on AI. To this end, in late 2025, Akamai launched the Inference Cloud platform, which taps edge locations to bring real-time AI processing closer to the point of consumption. Amy Larsen DeCarlo 2026-04-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94881&rss Deutsche Telekom is focusing on sovereignty in cloud and satellite solutions, in addition to boosting its AI initiatives, and industrial verticalization. Ismail Patel 2026-04-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132768&rss Salesforce announced more than 30 features for the Slackbot AI agent with which users can leverage apps, third-party AI agents, and data to get work accomplished more effectively. Critically missing from the mix are details regarding security. Gregg Willsky 2026-04-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94591&rss Cisco has been busy over the last year in the data center, concentrating on enabling AI for enterprise customers, as well as advancing its hardware through with new chips and faster switches enabled by strong R&D. Steve Schuchart 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132754&rss Direct-to-device satellite connectivity is being scaled up by satellite vendors of all shapes and sizes as they jockey for position in the burgeoning space of satellite connectivity. Ismail Patel 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132743&rss While expectations remain sky-high for AI as a driver of cloud revenue growth, the volatility of global financial markets could alter that. Add a war in a strategic region for energy, and the outlook looks even more murky. Amy Larsen DeCarlo 2026-03-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132735&rss ElevenLabs and IBM are planning to integrate ElevenLabs’s text-to-speech and speech-to-text solutions with IBM watsonx Orchestrate agentic AI platform. There are promising aspects to the partnership but also major concerns. Amy Larsen DeCarlo 2026-03-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132721&rss Oracle announced new features as part of Oracle AI Agent Studio for Fusion Applications, a development platform for building, connecting, and running AI automation and agentic applications. Beatriz Valle 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132724&rss Private 5G (and 4G) is becoming a practical solution, mainly in industrial deployments needing secure, deterministic connectivity. Competition spans Nokia/Ericsson, Huawei/ZTE, and IT-led rivals (Cisco/HPE) plus specialists (Celona/Druid). John Marcus - Alfie Amir 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94926&rss Verizon Business continues to be a premier competitor. It fills both fixed and mobile needs, serves customers of all sizes, and has a global brand. The Frontier acquisition and onboarding of a new CEO add momentum but also uncertainty. Gregg Willsky 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132717&rss At RSAC 2026, Cisco launched a slew of new solutions designed to protect AI agents. While there are compelling tools in the mix, the sprawling nature of the offers begs the question about integration complexity. Amy Larsen DeCarlo 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132709&rss Geopolitical conflicts are driving organizations to double down on the protection of critical infrastructure, improve visibility and control over the supply chain before converging cyber and operational resiliency to deliver a unified framework. Dustin Kehoe 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94746&rss IBM saw the mainframe business enjoy its highest YoY growth in 20 years in its latest financial results. Efforts to modernize IBM Z by leveraging hybrid cloud architectures and using Watsonx Code Assistant for COBOL applications are bearing fruit. Beatriz Valle 2026-03-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132703&rss As traditional WAN models are pushed to their limits, enterprises must consider whether Ethernet alone can meet its evolving business needs or should wavelength have a greater role in their mission-critical connectivity strategy. Brendan Swan - Gary Barton 2026-03-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132682&rss KPN is defending its connectivity leadership while expanding further in security, IoT, CPaaS, cloud services, and private 5G. The plan is supported by an increased focus on partner-led mid-market coverage and AI-driven automation of operations. John Marcus - Beatriz Valle 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94901&rss Lumen has centered its strategy on delivering low-latency multi-cloud/AI connectivity for enterprises and wholesale partners across North America. It is increasing investment in its network buildout program boosted by the sale of its FTTH business. Gary Barton - Gregg Willsky 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95110&rss Telstra Enterprise continues to make steady progress in its enterprise “reset”. At the same time, it has established a strong network foundation through the development of its high-speed intercity network to support future growth. Brendan Swan 2026-03-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132664&rss Google completed its acquisition of Israeli-American security vendor Wiz, adding the latter’s security and AI platform to its portfolio. Incorporating AI, the technology promises to elevate threat intelligence. Amy Larsen DeCarlo 2026-03-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132667&rss Mobile World Congress exposed the importance of telco/technology partnerships to address critical enterprise concerns around app and infrastructure modernization complexities, sovereign cloud/AI, and how agentic AI streamlines new processes. Rena Bhattacharyya - Charlotte Dunlap 2026-03-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132659&rss Salesforce’s addition of Agentforce Contact Center means it now natively supports the full range of communications channels. It can now claim to be the all-in-one customer engagement platform with automation driven by agentic AI. Siow Meng Soh 2026-03-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132643&rss Damage to AWS facilities in the UAE and Bahrain resulting from the current war has catapulted physical vulnerability concerns on cloud and AI infrastructure into the limelight, just as the region embarks on large-scale AI data center build outs. Ismail Patel 2026-03-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132640&rss AMD and Meta have signed an agreement to align their GPU and CPU silicon, systems, and software roadmaps with Helios rack clusters running on ROCm software. Beatriz Valle 2026-03-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94895&rss AT&T Business continues to center its identity around converged reliable, consistent, and secure business-grade connectivity through 5G and fiber, to remain a premier network provider in the US. Gregg Willsky 2026-03-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132632&rss Cloud players leverage agentic AI in aggressive moves to upend arch-rivals’ deeply entrenched revenue sources. Charlotte Dunlap 2026-03-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132628&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news including the announcements that Google is making a grab for Amazon’s e-commerce dominance and Anthropic’s Claude Code could modernize legacy programming language COBOL. Charlotte Dunlap - Beatriz Valle 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94874&rss Singtel increased its focus on AI and data center while expanding its portfolio in technologies such as quantum and 5G. Alfie Amir 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=118841&rss CPaaS vendors are embracing AI to drive the usage of their platform and create new opportunities around enhancing CX and are seeing improved financial performance. Siow Meng Soh 2026-02-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132570&rss 2026 will be the year in which MEA moves from discussions on AI and data centers to tangible AI-driven use cases, improved regional national connectivity, and coordination and asset consolidation designed to reduce duplication of efforts. Ismail Patel 2026-02-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132558&rss DXC is opening an AI deployment practice for companies seeking integration support across heterogeneous environments. DXC is leveraging its own experience deploying the agentic AI-based Amazon Quick suite across its own IT estate. Amy Larsen DeCarlo 2026-02-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132555&rss UiPath is stepping up its agentic AI automation investment for customers in the financial services sector, acquiring a key RPA rival for its financial crime compliance solution to enhance UiPath’s productized solution accelerators. Charlotte Dunlap 2026-02-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132551&rss Anthropic released Claude Opus 4.6, the latest iteration in the Claude family, with a one-million-context window. This new version improves coding over Opus 4.5, with longer agentic tasks, larger codebases, and improved review and debugging. Beatriz Valle 2026-02-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132539&rss Neoclouds are a new generation of cloud service providers specializing in AI-focused data center infrastructure and GPU-as-a-Service (GPaaS) i.e., renting out computing power to big tech companies and enterprises building large language models. Beatriz Valle 2026-02-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132538&rss Telecom Italia’s Sparkle strikes an agreement with Valencia Digital Port Connect. But as the ownership of Sparkle is about to change, could this influence its long-term role in global infrastructure? Brendan Swan 2026-02-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132532&rss 2026 will be the year that satellite connectivity breaks out from niche to mainstream, the intensifying of this new space race, and telcos ramping up satellite connectivity to serve SMBs and enterprises that can benefit from satellite use cases. Ismail Patel 2026-02-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132527&rss The observability market is hot. In 2026, the market will continue to grow with disruption in AI developer tools by startups, accelerating market consolidation, and more penetration into IT operations. Charlotte Dunlap - Steve Schuchart 2026-01-30T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123524&rss Lenovo unveiled new servers including the ThinkSystem SR675i, ThinkSystem SR650i and ThinkEdge SE455i with Neptune air and liquid cooling capabilities to enable inferencing in various settings and at the edge. Beatriz Valle 2026-01-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132524&rss Observability predictions for 2026 include disruptive dev-tools start-ups adding observability features to solutions, and AI-injected app deployment platforms targeting ops teams. Charlotte Dunlap 2026-01-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132518&rss 2026 will be the year of “efficiency”. Small language models (SLMs) will gain relevance as enterprises leverage AI for domain- and industry-specific use cases. Running SLMs locally helps address privacy, data security, and compliance concerns. Beatriz Valle - Rena Bhattacharyya 2026-01-28T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132486&rss Agentic AI will underpin new trends in 2026 taking vibe coding and intelligent automation/RPA to new levels for streamlining agile automation. Charlotte Dunlap 2026-01-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94922&rss NTT Data is accelerating global growth through acquisitions while continuing to forge new strategic partnerships to reinforce its position as a leading global IT and consulting provider and unlock new opportunities. Brendan Swan 2026-01-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132472&rss Investment in new data centers will continue to accelerate in 2026, with hyperscalers pouring money into new projects. Server densities will soar to support AI workloads, making new designs and energy management a top concern. Beatriz Valle 2026-01-07T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132459&rss Agentic AI will propel intelligent automation in numerous ways across global enterprise IT systems in 2026. Charlotte Dunlap - Amy Larsen DeCarlo 2025-12-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94919&rss KPN’s “Connect, Activate & Grow” strategy is delivering steady B2B growth, with a converged one-stop-shop portfolio, strong fiber/5G, and a major new cybersecurity investment, though competition and price pressure remain intense. John Marcus 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132440&rss Palo Alto Networks and Google Cloud have announced a beneficial expansion of their partnership that will see greater integration of PAN’s firewalls and SASE offerings as well as its use of Google’s AI offerings. Steve Schuchart 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132446&rss ServiceNow is buying Israel-based vendor Armis in a bid to expand its IT/OT security portfolio. The aim is to create a unified platform to govern and manage AI across the enterprise, and to protect the enterprise from AI-driven attacks. Amy Larsen DeCarlo - Charlotte Dunlap 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132431&rss In 2025 generative AI and agentic AI dominated digital workplaces. AI was the fuel behind trends that will accelerate in 2026 such as platform interoperability and support for sales teams. It promises to be an intriguing year. Gregg Willsky 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132436&rss FOMO, high-grade hype, and fantastical claims are causing enterprises to make quick and often ill-conceived decisions around implementing AI in the business and in IT. Everybody needs to slow down and get back to basics. Steve Schuchart 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132423&rss Rising AI and cloud workloads are accelerating bandwidth demand, prompting telcos and hyperscalers to announce new subsea and terrestrial fiber builds. Are these investments arriving too late to support the connected future we’re creating? Brendan Swan - Gary Barton 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132424&rss Nebius launched Nebius AI Cloud 3.1, an update on its cloud platform offering NVIDIA compute and capacity management to European enterprises scaling AI in production environments. Beatriz Valle 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132422&rss IoT is moving from proprietary SIMs and coverage to orchestration and assurance. Telcos are unifying management portals, accelerating eSIM/multi-network operations, adding NTN continuity, rolling out RedCap, and chasing mega-deals in regulated sectors. John Marcus 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132425&rss Verizon Business launched SLA-backed 5G network-sliced fixed wireless with faster uplink and no data caps for AI/edge use cases. It aims to differentiate on performance and managed delivery but starts out with a limited footprint and much to prove. John Marcus 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132416&rss At re:Invent 2025, AWS unveiled numerous new services focusing on AI while maintaining core services. The robust strategy combined with cultural transformation, enables AWS to strengthen its leadership and accelerate innovations across Asia. Alfie Amir 2025-12-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132535&rss Orange Business ‘Evolution Platform’ NaaS strategy is one of the most important projects the provider has embarked on and will be crucial to its success in the multicloud, multi-AI networking world. Two years after launch the signs are positive. Gary Barton 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132409&rss Nokia’s Enterprise Campus Edge potential sale plans sparked private 5G uncertainty, but the market is growing. Expect more SI/MSP-led multi-vendor solutions, with buyers prioritizing roadmap clarity, OT integration, and lifecycle risk management. John Marcus 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132400&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-12-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132395&rss Themes from fall technology conferences included agentic AI integrations and ecosystem partnerships/acquisitions to fill tech gaps. Of greatest interest to enterprise developers were new OSS innovation reveals. Charlotte Dunlap 2025-12-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132385&rss The industry’s adoption of agentic AI for streamlining the application lifecycle will be largely realized through OSS innovations, while platform vendors jockey for key partnerships to fill tech gaps. Charlotte Dunlap 2025-12-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=127347&rss Zoom has blossomed into a holistic cloud-based collaboration player and continues to evolve. However, rivals such as Microsoft, Cisco, and Google are innovating as well, and their platforms pose stiff competition to Zoom's. Gregg Willsky 2025-12-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126387&rss Telefónica is rapidly moving from cloud reseller to cloud partner as it augments its hybrid and sovereign cloud proposition with AI and observability tools, FinOps, GreenOps, application modernization, and consulting. Ismail Patel 2025-12-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132348&rss Cisco is riding the wave of the AI boom, helping enterprises deploy secure digital infrastructure fit for AI workloads. It is leveraging AI to drive product innovation across its entire portfolio. Siow Meng Soh 2025-12-01T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132353&rss SAP announced the EU AI Cloud to complete its strategy for European digital sovereignty under a single framework composed of a sovereign AI and full-stack cloud offering. Beatriz Valle 2025-12-01T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126386&rss The consolidation of Deutsche Telekom’s and T-Systems’ cloud services under T Cloud signals a simplified and unified cloud portfolio that serves customers with a variety of needs, from flexibility and agility to sovereignty and security. Ismail Patel 2025-11-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132327&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news including new offerings by Atos (in partnership with Red Hat), Automation Anywhere, Google, Oracle, and Thinking Machines Lab. Beatriz Valle - Charlotte Dunlap 2025-11-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132326&rss Palo Alto Networks has made another aggressive M&A move with its planned acquisition of observability startup Chronosphere, expanding its reach into the enterprise. Steve Schuchart - Amy Larsen DeCarlo 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95777&rss Red Hat recently announced a collaboration with Dell Technologies to bring Red Hat Enterprise Linux AI (RHEL AI) to Dell's PowerEdge servers to help organizations develop, test, and deploy generative AI (GenAI) models. Beatriz Valle 2025-11-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123745&rss Orange Business is expanding its cloud partners to by having added Red Hat and Nvidia. It is also making moves in its MEA markets as well as non-footprint markets like Saudi Arabia to deploy cloud services. Ismail Patel 2025-11-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124494&rss Having shifted to a public cloud strategy, BT is putting customers at the center of its cloud strategy transformation. It is also leveraging its cloud-native NaaS platform for an integrated offering to enterprise customers. Ismail Patel 2025-11-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132275&rss Vodafone and AST SpaceMobile’s new EU satellite venture in Germany strengthens Europe’s sovereign connectivity goals, creating enterprise opportunities in secure hybrid networks, but the venture will face execution, adoption, and competitive risks. John Marcus 2025-11-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132270&rss Microsoft is expanding its digital sovereignty functionality including AI data processing residency. The company also bolstered resources globally, establishing a European board of directors and adding capacity. Amy Larsen DeCarlo 2025-11-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132262&rss Cisco is adding multi-customer management features to its Security Cloud Control Platform. This functionality will make it easier for MSPs to offer unified security services. Amy Larsen DeCarlo 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94749&rss Huawei launched Xinghe AI Fabric 2.0., unveiled its Kunpeng roadmap, and updated its backup and disaster recovery solutions portfolio. Going forward, the company plans to focus R&D investment on power supply, thermal management, and infrastructure. Beatriz Valle 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129711&rss Hyperscalers are expanding their footprints with new cloud regions, broadening ecosystems with collaborations. The competition is shifting to cloud-based AI solutions including AI infra, development tools, and applications. AWS is leading the overall market while competitors are closing the gaps. Alfie Amir 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=125158&rss European challengers both pose and face competition with incumbents and each other. The market is characterized by consolidation and battle for market share. Growth is hard won and driven by expanded network reach, innovation, and acquisitions. Robert Pritchard 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132257&rss Telefonica’s Transform & Grow vision has highlighted areas such as cybersecurity and sovereign cloud where Telefonica is a realistic market player. What is now needed are details of how the provider will verify its long-term market relevance. Gary Barton 2025-11-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132255&rss T-Mobile launched Edge Control and T-Platform, offering hybrid private-like 5G with local data routing and unified management. The move pressures competitors, opens vertical opportunities, and helps positions T-Mobile as an enterprise enabler. John Marcus - Ismail Patel 2025-11-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132246&rss ZTE strengthens its enterprise business with private 5G, ISAC, wider use cases, and AI capabilities. Alfie Amir 2025-10-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132230&rss Huawei is developing agentic AI capabilities to help telecom operators drive O&M efficiency. It is also demonstrating how operators can leverage 5G-A and slicing to support industry transformation, and stay relevant in the B2B market. Siow Meng Soh 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95847&rss Nutanix underwent an important transformation during the last year, such as embracing external storage bringing to market its containers offering and announcing the forthcoming availability of Nutanix Cloud Clusters on Google Cloud. Beatriz Valle 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132211&rss Agentic AI-injected services across Oracle Cloud Infrastructure (OCI) are helping shift the company’s messaging to one of outcomes versus products, while Oracle readies the release of a new automation/low-code tool, APEXLang. Charlotte Dunlap 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132209&rss Tencent shows a steady momentum in expanding internationally with broad cloud and AI portfolio, combined with its strong capabilities in internet, media, gaming, collaboration, social media, and fintech sectors. Alfie Amir - Siow Meng Soh 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132210&rss Tencent shows a steady momentum in expanding internationally with broad cloud and AI portfolio, combined with its strong capabilities in internet, media, gaming, collaboration, social media, and fintech sectors. Alfie Amir - Siow Meng Soh 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102552&rss The UK data WAN market is highly competitive, giving enterprises, public sector, and other organizations a wide choice of services from national and niche providers with ever faster, more secure, and better value connectivity to sites large and small. Robert Pritchard 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132205&rss GITEX continues to be an outlet for global vendors to showcase announced solutions. Some new deal announcements were noteworthy, though the conference has evolved somewhat to become a medium for the UAE to demonstrate its leadership in tech and AI. Ismail Patel 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132191&rss Lumen set out a vision based on being the most connected, agile, and easy to work with provider for AI connectivity. The company will support its vision with a regular cadence of portfolio repositioning and expansion to support its ambitions. Gary Barton 2025-10-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132185&rss ANS is jumping on the AI bandwagon here – but who isn’t these days? The important thing is the acquisition underlines the broader importance of value-added services and enterprise solutions from managed service providers in a competitive market. Robert Pritchard 2025-10-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132181&rss Google Cloud made a splash with its introduction of Gemini Enterprise, a platform that executives say acts as a “front door” to marry AI with enterprise data and tools. This promises to serve many functions, including content creation. Amy Larsen DeCarlo - Gregg Willsky 2025-10-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105252&rss Extreme has a solid vision for end-to-end networking, including cloud and AI. Extreme is one of the smaller enterprise networking players and has leveraged multiple acquisitions of competitors and technology over the years into a modern networking portfolio. Steve Schuchart 2025-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132163&rss Automation and platform integrations are underway to fulfill business outcomes, including operationalizing agentic AI. Charlotte Dunlap 2025-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132134&rss Post-quantum cryptography needs to be implemented by all organizations, but it doesn’t have to be a nightmare project with proper understanding of the risks, resources needed, and a comprehensive corporate rollout plan over the next ten years. Steve Schuchart 2025-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132117&rss Automation leaders will disrupt the emerging agentic AI platform competitive landscape through newly integrated agents coined agentic process automation (APA), technology embedded into mature, enterprise-grade intelligent workflows. Charlotte Dunlap 2025-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132123&rss Ciena’s announced acquisition of Nubis bolsters the optical vendor’s offering in the key networking DC space. However, the DC networking field is getting crowded, and some of the proposed synergies are mostly theoretical. Emir Halilovic 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132120&rss Cisco has announced the new Cisco Sovereign Critical Infrastructure for Europe that allows for air-gapped operation of most current Cisco core product lines to address increasing data sovereignty risks. Steve Schuchart 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=121182&rss Recent developments in the market for edge computing include new and expanded support for AI, IoT, and other data-centric technologies and applications. New compute platform feature improvements and key partnerships have also been announced. Beatriz Valle - John Marcus 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132113&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news from the perspective of vibe coding, to massive investments in 10 GW data centers, and the work of AI data center operators to web crawl content creators. Charlotte Dunlap - Beatriz Valle 2025-09-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132103&rss NVIDIA and Intel announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets. Beatriz Valle - Steve Schuchart 2025-09-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132089&rss AI will be a long-term growth driver for networks, but creating networks to support AI is a conundrum. Following the AI data center boom is a sensible bet that is likely to pay off, but delivering AI networks for enterprises will be more difficult. Gary Barton 2025-09-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124796&rss Arista is a juggernaut in the data center switching and routing space and is progressing in security, automation, and observability. Arista's profile continues to rise with enterprises and institutions as it uses its strong R&D to enhance existing products and create new ones. Steve Schuchart 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132081&rss Cisco Splunk leaned into agentic AI with a slew of new observability capabilities at the recent .conf25 event. Steve Schuchart 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132059&rss Netcracker’s latest release of its Agentic AI Solution for Telecom advances the field with prepackaged use cases, broad enabling technology, and use case prioritization by RoI. It sets a benchmark for implementation of this developing technology. Andy Hicks 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132054&rss The digital-first customer experience has come into vogue since the pandemic. AI and other technologies have enabled organizations to meet customers’ pent-up demand for personalized, proactive, and relationship-oriented service. Gregg Willsky 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132050&rss BT announced the sale of BT Radianz to Transaction Network Services (TNS), looking to complete in H1 2026. The sale of its financial exchange network moves BT closer toward its stated ambition of focusing on the UK market. Robert Pritchard - Gary Barton 2025-09-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129532&rss This report focuses on sub-Saharan African telcos with regional operational footprint. With growth slated in both the Africa region and enterprise solutions, there is significant interest for operators that possess this distinct overlap. Ismail Patel 2025-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116361&rss Cognizant is sharply focused on developing AI capabilities, particularly in agentic AI (e.g., Agent Foundry). It has improved its financial performance, but it needs to further diversify its business. Siow Meng Soh 2025-09-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123742&rss DXC Technology has shown some momentum with a recent increase in bookings and wins in competitive bid situations. However, the company’s consecutive quarterly revenue declines indicate DXC has a long road ahead. Amy Larsen DeCarlo 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132028&rss Saudi AI firm HUMAIN launched HUMAIN Chat, which is powered by the LLM model ALLAM 34B. First launching in Saudi Arabia, the chatbot is looking to exploit the Arab-speaking Middle Eastern market. But its aspirations do not stop there. Ismail Patel 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132030&rss August 2025 has been marked by the enforcement of a new set of rules as part of the AI Act, the world’s first comprehensive AI legislation, which is being implemented in gradual stages. Beatriz Valle 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95132&rss As Sparkle transitions under its new ownership of Retelit and Italy’s Ministry of Economy and Finance, the company continues to collaborate with its global peers to strengthen its subsea connectivity footprint. Brendan Swan 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132025&rss Agentic AI is taking the industry by storm. IBM plays on its brand, foundational tech, hybrid and multi-cloud, orchestration, with support by own consulting and external partners. Making it work is difficult and requires a steady hand. Dustin Kehoe 2025-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132019&rss Megaport’s focus on new markets and new product offerings is having a positive impact fueling revenue growth in FY2025, bringing a wave of new customers while all eyes are on the Americas as the company continues its business transformation. Brendan Swan - Siow Meng Soh 2025-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123750&rss IBM continues to advance its position as a trusted client partner invested in a co-creation model. But recent cloud service disruptions could impede that progress. Amy Larsen DeCarlo 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123751&rss Lumen continues to lean into its edge cloud proposition, focusing on extending cloud processing and storage resources closer to the point of data creation and consumption. This plays on Lumen's native strength in the network. Amy Larsen DeCarlo 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129546&rss Both Orange MEA and Vodacom are improving their networks and launching new services boosting their relationship with businesses and enterprises in the region. Ismail Patel 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124181&rss The cloud-first/cloud-only mentality of a few years ago has evolved to embrace the hybrid reality. With cost efficiency and regulatory concerns top of mind, more organizations are repatriating workloads in private cloud environments. Amy Larsen DeCarlo 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131951&rss Orange Business has been shifting its focus from technology selling to business outcomes around better experiences for employees, customers, and operations. Investing in consulting capabilities and AI is giving it a competitive advantage. Siow Meng Soh - Dustin Kehoe 2025-08-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131999&rss RingCentral has added features to RingCentral AI Receptionist, an AI agent that handles customer calls. Support for additional languages plus compatibility with third-party telephony systems should allow RingCentral to broaden its customer base. Gregg Willsky 2025-08-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128489&rss Mobily is investing heavily in submarine cables, cloud computing, and roaming, IoT, and wholesale services as it seeks to carve out a niche for itself in the face of competition with Zain and stc. Ismail Patel 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131991&rss Orange Business’s 2025 Insight analyst event set out a compelling future vision for the provider centered on AI and Orange’s ability to provide sovereign AI infrastructure, platforms, and consulting alongside the provider’s NaaS Evolution Platform Gary Barton - Ismail Patel 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=101815&rss PaaS services, which address DevOps concerns via automation, low-code, and observability are now emphasizing optimization of platforms through AI agent advancements to ease the development/deployment of modern apps. Charlotte Dunlap 2025-08-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131975&rss OpenAI released GPT-5 on last week on August 7, 2025, a multimodal large language model. It is the latest iteration of the market-leading chatbot, and the most important upgrade since the release of the previous generation, GPT-4, in 2023. Beatriz Valle 2025-08-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131979&rss Following a string of recent AI partnerships, NTT Data is joining forces with Google Cloud to address enterprises’ app modernization challenges with shared agentic AI frameworks, tools, and integration services. Charlotte Dunlap - Robert Pritchard 2025-08-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131971&rss In response to OpenAI’s highly anticipated release, ChatGPT-5, Anthropic had its own stunning news to report: $1 Claude AI subscriptions for the US government, giving Anthropic a major leg-up in the ongoing AI wars. Charlotte Dunlap 2025-08-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128488&rss MTN has shut most non-African operations and has exited from low-performing African markets. It is diversifying from legacy services to B2B and enterprise 5G, though it continues to suffer financially from factors beyond its control. Ismail Patel 2025-08-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131952&rss Artificial Intelligence, Automation, Big Data, Cloud, Cybersecurity, DevOps, Edge Computing, Hybrid Cloud, Software Defined Networking (SDN) / Virtualization Beatriz Valle 2025-08-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131945&rss AT&T Business and partner RingCentral unveiled two contact center offers to accompany their Office@Hand team collaboration offer. Collectively the offers enable employees inside and outside a contact center to shape the customer experience. Gregg Willsky 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131947&rss e& is aggressively expanding both geographically and across the enterprise tech stack and is a key component of the UAE’s ambitions to become an AI-centric society. Ismail Patel 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123496&rss Google Cloud continued investing big in the security sector with its pending $32 billion acquisition of security platform vendor Wiz. Security, along with AI, are helping Google Cloud advance its enterprise story. Amy Larsen DeCarlo 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126548&rss stc is augmenting its current product roster by diversifying its partners and suppliers: in satellite, IoT, networks, AI, and cybersecurity. Ismail Patel 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131938&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131931&rss Palo Alto Networks has announced its planned acquisition of identity and access management vendor CyberArk to bolster its offerings, particularly in agentic AI, but the deal has risks both monetarily and relies on the fast adoption of agentic AI. Steve Schuchart 2025-08-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131915&rss Amidst a crowded cloud platform conference season, Amazon presented its AI agent initiative, honing on the success of Bedrock and tools for helping enterprises move complex apps into production. Rena Bhattacharyya - Charlotte Dunlap 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123498&rss While AWS’s closest rivals have made some significant growth gains of their own, AWS is still a dominant player in the cloud market. Innovations in AI and analytics make AWS stand out in a highly competitive field. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131919&rss The acquisition of VeloCloud by Arista gives both VeloCloud customers and Arista a needed boost, but difficulties remain ahead in the integration and direction of the SD-WAN market toward security. Steve Schuchart 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131920&rss Aduna's launch as a joint venture between Ericsson and 12 CSPs signals a market milestone in network APIs. The JV enhances innovation potential but poses challenges in agility. Aduna must leverage its ecosystem to lead in a competitive market. John Marcus 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123653&rss Big AI investments made by hyperscale cloud providers are paying off. But geopolitical tensions and regulatory challenges could disrupt that forward momentum. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123497&rss Microsoft Azure cloud revenue topped $29 billion in the most recent quarter, marking a 26% increase year-over-year. However, like other cloud providers, Microsoft faces scrutiny regarding the cost-effectiveness of its solutions. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131925&rss GlobalData provides perspective concerning the latest agentic AI news stemming from cloud platform conferences. Charlotte Dunlap 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131908&rss US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for buyers across the value chain inside the Middle East and Africa region, ranging from government, telcos, and AI firms. Ismail Patel 2025-07-30T00:00:00+01:00