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. Sat, 04 Apr 2026 05:50:40 GMT 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=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=99599&rss Hot on the heels of a successful integration of TPG’s fixed assets and customer base, Vocus continues to expand its strategic partnerships and introduce new solutions aimed at capturing a larger share of the enterprise market. Brendan Swan 2026-03-11T00:00:00+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=99593&rss Macquarie Group continues to expand its data center and cloud capabilities, underpinned by increased investment while deepening strategic partnerships with global technology partners. Brendan Swan 2026-01-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129659&rss T-Mobile is catching up to rivals in IoT by doubling its installed base, leveraging its standalone 5G-Advanced network to offer network slicing and RedCap, and rolling out a new service management platform for IoT and other business services. John Marcus 2025-12-22T00:00:00+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=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=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 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=99597&rss Optus continues to face challenges in revitalizing its enterprise business while revenue continues to dwindle. Meanwhile, the company has expanded its partnership ecosystem to deliver new solutions and capabilities. Brendan Swan 2025-11-12T00:00:00+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=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=132159&rss AWS Singapore Innovation Hub and F1 partnership demonstrate the company’s initiatives in business-driven engagement as well as innovation and broad capabilities in real-time data-intensive analytics and insights. Alfie Amir 2025-10-06T00:00:00+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=132062&rss Huawei has a compelling AI-empowered contact center offering and is gaining traction globally, especially in the telecom sector. It can do more to expand its channel program and raise awareness of the AICC solution. Siow Meng Soh 2025-09-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130559&rss Key areas of differentiation for the telcos mentioned in this report include cloud, international connectivity and wholesale, and international partnerships that raise their profiles within the international business community. Ismail Patel 2025-09-09T00:00:00+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=131987&rss It was a slow Q2 for most ASEAN operators, after a strong start in the previous quarter. There were diverse initiatives, but the overall focus was still largely on AI, APIs, and 5G. Alfie Amir - Brendan Swan 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131989&rss It was a slow Q2 for most ASEAN operators after a strong start to the year. There were diverse initiatives, but the overall focus was still largely on AI, APIs, and 5G. Alfie Amir - Siow Meng Soh 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=131981&rss Google Cloud offers a range of AI solutions to help companies transform their business including the support of third-party solutions. However, not all companies that are AI-ready and it needs to garner its partners to accelerate the process. Siow Meng Soh - Dustin Kehoe 2025-08-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131983&rss Telstra reports its full year results for 2025 with profits soaring 31% year-on-year. Simultaneously, the carrier has deepened its alliance with Infosys – selling 75% of its Versent Group subsidiary aligning with its Connected Future 30 strategy. Brendan Swan - Siow Meng Soh 2025-08-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131964&rss Orange Business continues to excel in APAC, delivering outcome-based digital solutions, driven by its robust infrastructure, service capabilities and broad partner ecosystem. Alfie Amir - Siow Meng Soh 2025-08-13T00:00:00+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=131909&rss With a refreshed leadership team and expanded capabilities from its recent acquisitions, Fujitsu Oceania forges ahead with a unified industry-aligned approach to solve businesses challenges through the use of AI and data in the region. Brendan Swan - Siow Meng Soh 2025-07-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131892&rss Infosys is expanding its business in APAC through various initiatives including partnerships, joint ventures, and acquisitions. AI-related innovation enables Infosys to improve its own operations and help clients with their business transformation. Siow Meng Soh 2025-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131833&rss Comcast joins a slew of service providers that are proud to deliver considerable increases in data traffic at the same time as cutting down on the energy consumed by its networks – this is good news for service providers, customers, and the planet. Robert Pritchard 2025-07-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131789&rss AWS launched various new capabilities mostly on AI and agentic AI in H1 2025. It shows the vendor’s strong momentum in APAC but there are a few considerations for AWS to further drive its market position. Alfie Amir 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131788&rss Fujitsu has highlighted progress of its Uvance Wayfinders consulting capabilities and its approach to help customers drive transformation through data and AI. However, it needs a stronger marketing push globally. Brendan Swan - Siow Meng Soh 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131762&rss One of the most daunting aspects of an AI deployment is protecting data output integrity. To help clients navigate this, IBM Consulting is launching AI-centered services that tap IBM Guradium data protection technology to lower enterprise risk. Amy Larsen DeCarlo 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131746&rss Proximus Global has propelled itself to a major CPaaS competitor by bringing BICS, Route Mobile, and Telesign under one roof. The company has a strong vision, but it needs to stay innovative while becoming a larger, integrated business. Siow Meng Soh 2025-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131718&rss Vocus has doubled down on bridging the technological divide in Australia by partnering with Telesat while adding Layer 2 StarLink integration. Will this put an end to poor connectivity for regional Australian enterprises? Brendan Swan 2025-06-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131710&rss Service providers see growing demand for Mobile Device-as-a-Service driven by sustainability, flexibility, and financial expedience. Enterprises value customization and enhanced support, while providers aim to differentiate on service delivery. John Marcus 2025-06-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131698&rss AWS Summit in Sydney highlights some success in the cloud providers working with partners and customers to deliver business values using AI. While there are still challenges, businesses with a modern tech stack are more ready to benefit from AI. Siow Meng Soh 2025-06-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131665&rss ITSPs now embed IoT within AI, cloud, and edge solutions to drive smart industry, sustainability, and supply chain initiatives, focusing on partnerships, acquisitions, and vertical expertise for competitive digital transformation. John Marcus 2025-05-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131662&rss Macquarie Technology makes a big bet on VeloCloud with its $30m investment to offer SD-WAN through MSPs across Australia. While it has been successful with the product so far, there are new challenges ahead. Siow Meng Soh - Brendan Swan 2025-05-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131650&rss Telstra unveils its Connected Future 30 Strategy focusing on core connectivity and infrastructure, while hinting it might divest its NAS business. Is the carrier admitting defeat in “services”? Brendan Swan - Siow Meng Soh 2025-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131635&rss Earlier this month another neocloud provider secured $11.6 billion in funding, and others have IPOs. With eyewatering sums changing hands, this report assesses the market opportunity for providers competing in the cloud GPU and services space. Dustin Kehoe - Alfie Amir 2025-05-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131613&rss Verizon joins the growing club of telcos performing a pragmatic volte-face on diversity, equity, and inclusion (DEI) commitments to seal a deal, following on from T-Mobile USA/Lumos, and likely to be joined by Charter and Cox as they seek to combine. Robert Pritchard 2025-05-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss BT Business continues to ‘fully focus’ on the UK with disposals of non-UK assets and a future international strategy based around its Global Fabric NaaS platform, with alliances and partnerships at the heart of BT’s future global operations. Robert Pritchard 2025-05-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131589&rss ASEAN operators had a slightly slower Q1 2025 compared to the previous quarters, after posting solid performances in 2024 in overall revenue, margin, and enterprise segment. Alfie Amir - Siow Meng Soh 2025-05-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131590&rss ASEAN operators had a slightly slower Q1 2025 compared to the previous quarters, after posting solid performances in 2024 in overall revenue, margin, and enterprise segment. Alfie Amir - Siow Meng Soh 2025-05-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131591&rss Sovereign cloud is a key focus as governments establish data protection regulations and setting standards for mission-critical infrastructure and services. Cloud providers are responding with solutions to address digital sovereignty requirements. Siow Meng Soh - Alfie Amir 2025-05-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131576&rss Google Cloud has introduced cloud WAN to offer a more robust and flexible solution to support cloud and AI workloads. This move underscores the changes in the network services market, and it will accelerate the development of new partnerships. Siow Meng Soh - Dustin Kehoe 2025-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131573&rss Digital sovereignty is driving the demand for national AI. There are opportunities for systems integrators and telecom operators to form partnerships to meet this demand. Siow Meng Soh 2025-05-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131520&rss Aussie Broadband has unveiled its ambitious ‘Look to 28’ strategy, which will see the company focus on a segment that continues to consolidate while simplifying its product portfolio to focus on its core connectivity. Brendan Swan 2025-04-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131505&rss The US tariffs will impact the data center market because materials for construction and operational costs will increase, with a knock-on effect on the cost of AI training and inference, which could undermine profit margins for tech companies. Beatriz Valle 2025-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131486&rss The US is disrupting international trade with its tariffs, and it has a major impact on the global economy and ultimately IT spending. Service providers need work with enterprises to leverage AI and digital solutions to drive operational agility. Siow Meng Soh 2025-04-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131464&rss Despite the global chaos caused by the US tariffs, the enterprise telecom sector in ASEAN should remain resilient. Nevertheless, there are still several indirect impacts that operators should consider. Alfie Amir 2025-04-08T00:00:00+01:00