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. Sun, 15 Nov 2026 14:03:41 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133577&rss Tencent has introduced Hy4 AI model and agentic solutions focusing on business workflows to boost productivity. In particular, WorkBuddy is aimed at changing how employees work alongside an AI agent. Siow Meng Soh 2026-11-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96446&rss TCS is seeing positive results from its efforts to drive advanced AI adoption. It is also pursuing growth in new areas such as AI data centers, GCCs, mid-market segments, and sovereign cloud. Siow Meng Soh 2026-11-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss BT International has bolstered its voice portfolio, adding a suite of cloud-native platforms to support its multinational customers, while its proposed joint venture with Verizon could sharpen its competitive edge against global peers. Brendan Swan 2026-10-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=107093&rss HCLTech is driving growth through AI solutions, and it is investing in AI data centers as part of its efforts to offer full-stack AI. It is also chasing mid-market clients through Pulse by offering integrated AI-driven solutions. Siow Meng Soh 2026-10-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133493&rss Tata Communications is firing on all cylinders, delivering a solid double-digit revenue growth in the first half of 2027. What’s fueling the surge, and can the momentum keep rolling? The numbers tell an intriguing story. Brendan Swan 2026-10-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133457&rss MEA AI is scaling from pilots to sovereign deployment, backed by new compute, Arabic-optimized models, governance frameworks, major funding, and talent programs, while energy, water, and trust constraints tighten. Ismail Patel 2026-10-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95110&rss Telstra Enterprise continues to reshape its product portfolio, including new API solutions while forging new strategic partnerships to strengthen its network capabilities and extend its digital ecosystem. Brendan Swan 2026-10-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133436&rss Thailand saw steady growth in telcos’ enterprise ICT businesses, underpinned by operators’ solid AI and digital strategy. Alfie Amir 2026-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133435&rss Telcos’ share in enterprise ICT is still small, but telecom enterprise ICT revenue maintained steady growth while competition intensifies from market challengers, industry consolidation, and the new data residency regulation. Alfie Amir 2026-10-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133444&rss As the AI platform market continues to advance rapidly, Chinese players are accelerating their development to close the gap with global hyperscalers, but they still lag behind in several key areas. Alfie Amir 2026-10-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133434&rss Strong enterprise ICT growth reported by operators, driven by digital solutions but offset by legacy connectivity services, while infrastructure, AI, and cybersecurity remain key focus. Alfie Amir 2026-10-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133418&rss MEA AI is accelerating from pilots to sovereign-scale deployment: agentic government, vertical deep-tech platforms, open LLMs, AI governance lawmaking, data centers, and industry systemization across education, health, finance, and infrastructure. Ismail Patel 2026-10-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133396&rss Indonesia's telecom enterprise market saw strong growth in H1 2026, led by double-digit gains from Telkom and IOH despite a minor dip at XLSmart. Operators are accelerating initiatives in AI infrastructure, cloud, and unified platforms. Alfie Amir - Siow Meng Soh 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128489&rss Mobily is investing heavily in submarine cables as it seeks a regional leadership role in wholesale services to complement demand from its cloud computing, roaming, hyperscaler, and IoT customers. Ismail Patel 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133406&rss Technology firms are leveraging the FDE model to help clients accelerate their AI from pilots to production. Systems integrators add more focus to the model to ensure that the AI solutions deliver clients’ defined business outcomes. Siow Meng Soh 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133391&rss Australia’s race to build fiber is now on. Vocus is heading north with a 4,000km build, while SUBCO is heading underwater with three new cables, with both citing AI as the reason. Who has chosen the right route? Brendan Swan 2026-09-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133389&rss ZTE's dual-engine – connectivity and compute – strategy underpinned by the vendor’s full-stack AI capabilities is gaining traction, but telco AI monetization and enterprise use cases beyond proof-of-concepts remain unproven. Alfie Amir 2026-09-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133375&rss Salesforce is making a play for what is fast becoming the make-or-break component of the AI stack—the control plane for managing, securing, and governing all AI activities within an enterprise’s ecosystem of technology. Charlotte Dunlap 2026-09-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133365&rss Meta’s August legal settlement was more than a tacit admission of social media's harm to minors, but it isn’t enough to stop future damage. The full-court legal and legislative push against addictive social media targeted at children continues. Amy Larsen DeCarlo 2026-09-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133343&rss The IBM-StarHub collaboration is important given potential timetables for when quantum computers become “cryptographically relevant” — i.e., powerful enough to crack modern encryption standards. Of all sectors, telcos have unique vulnerabilities. Dustin Kehoe - Alfie Amir 2026-09-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116037&rss AIS continued to enhance its capabilities in vertical solutions, SME segment, and ICT portfolio including in AI, cloud, IoT, 5G, through partnerships with key players. Alfie Amir 2026-09-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116417&rss Maxis retained its momentum, recording steady growth in both overall and enterprise revenue in H1 2026. The company also continued to expand its use cases and references in smart city and education. Alfie Amir 2026-08-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116415&rss Time dotCom reported strong H1 2026 top-line performance with 7% and 16% growth in revenue and EBITDA, respectively, while continuing to enhance its portfolio and infrastructure. Alfie Amir 2026-08-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116416&rss CelcomDigi continues to drive innovations and commercialize AI including ‘Sophia AI’ for SME and physical AI - Advanced Intelligent Warehouse. Alfie Amir 2026-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94874&rss Singtel is doubling down its focus on AI via RE:AI, offering sovereign GPUaaS, AI-driven networks, and SME programs. Alfie Amir 2026-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133271&rss Megaport reported a 37% growth in its group revenue to AUD312.2 million. Its acquisitions of Latitude.sh and Extreme IX have strengthened its ability to expand its global reach, while broadening its product ecosystem and new business growth. Brendan Swan 2026-08-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130180&rss Ooredoo is investing heavily in AI, data centers, cloud transformation, and quantum technology as it continues its journey from telco to a digital infrastructure company. Ismail Patel 2026-08-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133219&rss A successful disrupter brings a mixture of mindset, strategy, innovation and execution. While many challenges stand in the path, Extreme Networks is gaining more industry attention. Alfie Amir - Dustin Kehoe 2026-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133196&rss Orange Business has maintained momentum in the APAC with a market-specific approach in a very diverse region. Trusted infrastructure, partner ecosystem, data, and AI are key focus areas for the company. Siow Meng Soh - Alfie Amir 2026-07-29T00:00:00+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=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=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=118945&rss Globe Business is expanding its ecosystem to enhance its enterprise ICT capabilities, with a focus on AI, IoT, and satellite connectivity. Alfie Amir 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=118837&rss PLDT continued to enhance its ICT capabilities while expanding customer base across verticals, but the focus is still largely on connectivity. Alfie Amir 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=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=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=132963&rss AWS is betting big on digital sovereignty and physical AI with new capabilities and enhanced offerings combined with initiatives like Digital Sovereignty Pledge and PAI partner programs. Alfie Amir - Siow Meng Soh 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=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=132948&rss Singtel leaned on NCS and Digital InfraCo to carry FY2026 earnings over the line, while Optus scraped through on the back of recent price hikes in its post-paid mobile service revenue. Brendan Swan 2026-05-21T00:00:00+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=103695&rss Despite pressure from falling usage among enterprises, IP voice is seen as a core product by most providers with the contact center market offering the biggest opportunity for growth. Gary Barton 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132702&rss AIS recorded solid top-line performance in 2025 to extend its market lead while others reported mixed results. Nevertheless, telcos are accelerating their telco-techco transformation journeys through various innovative initiatives and industry collaborations. Alfie Amir 2026-03-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132684&rss The conflict in the Middle East is impacting industries globally, including the enterprise ICT market in Southeast Asia - driving up energy costs, which could potentially slow down ICT spending and AI momentum in the region. Alfie Amir 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132669&rss Philippine major telcos, PLDT and Globe, reported steady growth in ICT solutions despite declines in legacy services. Both companies are also expanding their techco initiatives through new launches, customer wins, and various industry collaborations. Alfie Amir - Siow Meng Soh 2026-03-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132655&rss CelcomDigi, Maxis, and YTL acquired the remaining government’s stakes in DNB, enabling them to accelerate their 5G developments through tighter alignments with business needs. Alfie Amir 2026-03-09T00:00:00+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=132601&rss Canva is making inroads into the enterprise segment and disrupting a space dominated by Adobe. The acquisition of MangoAI and Cavalry adds new product capabilities and expertise to fuel its ambition. Siow Meng Soh - Dustin Kehoe 2026-02-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132590&rss Aussie Broadband posted strong H1 FY2026 results, using the momentum to update its 2028 strategic ambitions. Divesting Digital Sense and acquiring Nexgen signals a sharper focus on the SMB segment. Brendan Swan 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=132471&rss Enterprise ICT in ASEAN is rapidly evolving, and key technologies/solutions to watch include AI, cloud, network platform, 5G, and quantum. Alfie Amir 2026-01-07T00:00:00+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=132382&rss Amdocs has broad capabilities for B2B operators. The solutions can accelerate their telco-techco transformation journeys across different markets. Alfie Amir 2025-12-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132379&rss BT International is setting out a strategy that, while not fully formed, already delivers reassuring clarity tightly centered on its Global Fabric WAN and IP voice capabilities. Messaging around security and managed services needs work, however. Gary Barton - Ismail Patel 2025-12-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132378&rss IBM leads the quantum compute (QC) race with its 156-qubit machine leading, yet the technology is also causing significant cybersecurity concerns. Dustin Kehoe 2025-12-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132355&rss Amdocs 5G Network-in-a-Box offers key differentiators–open ecosystem, vertical focus, OSS/BSS integration, AI edge, and global services–that strengthen its position with operators and in the enterprise segment to capture the growing market in APAC. Alfie Amir 2025-12-03T00:00:00+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=132352&rss Huawei aims to accelerate Digital Africa with wider connectivity, 5G, and sustainability. Industrial 5G, especially in mining, can drive 5G monetization in Africa. This is supported by Huawei’s broad portfolio and ecosystem. Alfie Amir 2025-12-01T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132329&rss Nokia’s new AI-focused strategy is centered on network and mobile infrastructure, leaving its enterprise-focused private networks and edge likely to be spun off—just as the market is modestly picking up, and despite their role as AI enablers. John Marcus 2025-11-24T00:00:00+00:00