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 14:03:47 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=99597&rss Optus is embedding AI and automation while adopting a more service-centric operating model to improve customer experience and operational efficiency, as it seeks to rebuild confidence and regain momentum with its mobile-led growth strategy. Brendan Swan 2026-11-09T00:00:00+00:00 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=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=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=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=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=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=133289&rss Aussie Broadband delivers strong FY2026 results, achieving double-digit growth across its business, enterprise & government segments, while expanding its customer base through its ‘Broadband first’ acquisition strategy in a competitive environment. Brendan Swan 2026-08-27T00:00:00+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=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=133175&rss When a mobile network fails, millions go silent. Why Australia should look to adopt emergency domestic roaming to keep Australians connected when it matters most. Brendan Swan 2026-07-20T00:00:00+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=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=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=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=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=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=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