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 14:03:21 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129092&rss Huawei is embedding AI agents across RAN, core, and operations, with use cases ahead of a slower-adopting market. H1 2026 revenue rose 9.6% but profit fell 36%, while proposed EU rules threaten its European mobile business. Yousef Almadani 2026-11-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129566&rss Whale Cloud is expanding its AI strategy through WhaleDI AI, developing AI agents across several business scenarios, advancing autonomous network operations, and integrating GenAI and automation across its telecom OSS/BSS portfolio. Rahul Gupta 2026-11-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130545&rss Vecima delivered record fiscal Q4 2026 results on surging DAA demand, grew its vCMTS base to seven operators, and sold its telematics unit. However, its largest customer now accounts for 71% of sales, a risk the Charter-Cox merger may amplify. Yousef Almadani 2026-11-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=127232&rss Vendors are enhancing cloud-native, AI-driven monetization platforms to help CSPs support 5G, enterprise services, ecosystem monetization, and digital business models while improving automation, flexibility, and operational efficiency. Rahul Gupta 2026-10-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128552&rss Nokia pursues its ‘AI supercycle’ transformation, by focusing its network infrastructure and mobile infrastructure units for long-term profitability, yielding $2.35 billion profit for FY2025 and posting a strong Q1 2026 performance. Glen Hunt 2026-08-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=104183&rss Vendors are evolving digital transformation platforms into AI-native ecosystems with agentic AI, automation, and OSS/BSS convergence. The market is moving toward autonomous operations, open platforms, and faster monetization of digital services. Rahul Gupta 2026-07-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94710&rss Netcracker delivers a cloud-native, modular digital platform spanning OSS/BSS and automation. Its strategy centers on a continuously evolving platform that adapts to changing market, technology, and customer demands. Rahul Gupta 2026-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103017&rss Kontron’s fiber broadband access solutions have seen minimal updates in the last year on the fiber side. Kontron’s acquisition of Iskratel has essentially rendered the latter a division within a larger company that serves various industries. Yousef Almadani 2026-06-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131484&rss AWS continues to lead the telecom cloud market, with recent announcements and collaborations spanning hybrid cloud for infrastructure modernization, 5G Core-as-a-Service, hybrid cloud architectures, and AI-driven network automation. Yousef Almadani 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128710&rss Amdocs's shift to an AI-first, platform-centric approach is a smart but necessary moves, positioning it for future telecom needs; though its success will depend on delivering AI at scale in real-world deployments, not just strategy. Rahul Gupta 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103381&rss Policy control vendors are evolving from PCRF to cloud-native PCF. They add AI, automation, slicing and QoS and deliver converged 4G/5G platforms, improving interoperability, monetization and ecosystem integration to stay competitive. Rahul Gupta - Andy Hicks 2026-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130091&rss Oracle distinguishes itself through the close integration of its 5G control plane together with Oracle BSS and Oracle Cloud Infrastructure, enabling scalable real-time charging, session control, and monetization with telecom-grade performance. Rahul Gupta 2026-03-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132418&rss Many companies are saying that they will drive agentic AI throughout the telco, but Amdocs has a full vision and is ahead of any company we have seen to date in implementing AI agents as virtual colleagues. Andy Hicks 2025-12-18T00:00:00+00:00