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 13:13:09 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133152&rss Telefonica, in collaboration with Thales, launched a new eSIM solution using the GSMA SGP.32 specification, enhancing IoT connectivity across multiple geographies with increased flexibility and reduced operational barriers. John Marcus 2026-07-13T00:00:00+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=133129&rss Rocket Lab’s $8 billion Iridium buy is a bet on owning the satellite stack. Now that it owns launches, spectrum, and a subscriber base, Rocket Lab jumps from builder to full-fledged space telecom rival, putting it at par with SpaceX. Ismail Patel 2026-07-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103024&rss This report covers the global IoT services market, highlighting how operators are moving beyond connectivity into orchestration, security, and vertical solutions as 5G matures, sustainability and efficiency use cases scale, and competition intensifies from platform providers, hyperscalers, and specialist IoT players. John Marcus - Ismail Patel 2026-07-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102285&rss AT&T expanded Connected Spaces Enterprise to enterprises with Microsoft Azure, touted network-driven edge AI with Cisco and Nvidia; launched Connected AI for Manufacturing; and made Connected Spaces Essentials for SMBs available on AWS Marketplace. John Marcus 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=102967&rss Vodafone leverages global connectivity, internal development, and strong partnerships to deliver scalable, tailored solutions. Its independent status boosts agility, including US expansion, but rising competition may challenge mid-market growth. John Marcus 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102292&rss Deutsche Telekom is looking at satellite as the next main opportunity in industrial IoT use cases and has adopted a multi-vendor approach to enable a maximum addressable market for satellite IoT applications. Ismail Patel 2026-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102968&rss Verizon expanded IoT capabilities with the Aeris–ThingSpace integration and broader Global IoT Orchestration (adding Singtel and Skylo). Meanwhile, Verizon Connect is seeing rising video telematics adoption and data-driven optimization. John Marcus 2026-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102288&rss Telefónica Tech is expanding its industrial IoT range with product upgrades and satellite IoT, as well as improved IoT services in specific sectors such as mobility, utilities, energy, and healthcare. Ismail Patel 2026-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102286&rss Orange Business expansion strategy into non-MNO regions and connected cars and products is winning IoT business from multiple regions. The company is relying on its IoT integration capabilities as it continues to evolve a digital services platform. Ismail Patel 2026-06-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=118919&rss Tata Communications continues to enhance its Move platform by integrating AI, cloud fabrics, and edge capabilities while strengthening strategic partnerships to enrich its automotive offerings. Alfie Amir 2026-06-15T00:00:00+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=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=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=132933&rss Compared to the previous five years, IoT in the 2020s is more involved in processes than just monitoring, with tracker data showing a shift to automation. At the same time, all forms of cellular (including private cellular) are asserting themselves. John Marcus 2026-05-18T00:00:00+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=127693&rss Telcos are no longer simply defending their position in connectivity with private 4G and 5G. Maturing solutions with strengthened portfolios have the potential to generate substantial revenue and increased enterprise credibility. John Marcus - Ismail Patel 2026-05-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132870&rss T-Mobile launched ‘SuperBroadband’ for businesses, combining its nationwide 5G SA network with Starlink broadband services, offering greater coverage, redundancy, and billing simplification. Gary Barton - Ismail Patel 2026-04-29T00:00:00+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=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=132803&rss Amazon’s acquisition of Globalstar hands it valuable globally licensed L- and S-band spectrum, existing MSS infrastructure, and D2D tech, accelerating its enterprise ambitions while sidestepping potentially lengthy delays in purchasing spectrum. Ismail Patel 2026-04-16T00:00:00+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=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=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=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=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=132685&rss Direct-to-device satellite connectivity is scaling up and garnering the attention of telecoms operators as seen in recent announcements on telco-satco deals, beta and commercial launches, and service offering details. Ismail Patel 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=132673&rss A combination of timing, greed, hubris, and a fatal lack of imagination doomed the metaverse, but AR and VR are here to stay. Steve Schuchart 2026-03-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103473&rss In 2025, telcos enhanced enterprise mobility services with wider availability of 5G SA and 5G slicing for B2B use cases, and progress on private networks, mobile security, and eSIM provisioning. John Marcus - Ismail Patel 2026-03-09T00:00:00+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=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=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=132367&rss The third Proximus Think NXT event focused on sovereignty, cyber defense, and the company announcing plans towards a ‘telco-as-a-platform’ business direction. Ismail Patel 2025-12-05T00:00:00+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=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=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=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=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=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=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=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=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=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=131965&rss Operators are enhancing 5G networks and performance. With 5G SA, the benefits of tangible applications in one industry are leading to other industries exploring their own use cases, resulting in a 5G virtuous cycle. John Marcus - Ismail Patel 2025-08-13T00:00:00+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=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=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=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=131910&rss T-Mobile's T-Satellite launched, offering SMS and MMS on 60 common devices. An innovative market first, it is already delivering in public safety scenarios. However, enterprise use cases remain elusive with IoT support still to be determined. John Marcus 2025-07-30T00:00:00+01:00