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, 26 Sep 2026 10:52:31 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133374&rss Nutanix has bought French software developer Ryax Technologies in a move that will almost certainly boost its hybrid AI workload orchestration capabilities and help customers optimize the ROI of their AI applications along the way. Beatriz Valle 2026-09-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=115996&rss Only a few years away from the dawn of the 6G era, 5G RAN vendors are increasingly turning to software, and AI, to add value to mobile networks. Ed Gubbins 2026-09-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133316&rss The outlook for 5G standalone mobile core software has improved after years of stagnation, and stronger AI and automation promise to help address past challenges around use-case justification and network complexity, but uptake still has a ways to go. Glen Hunt 2026-09-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128752&rss Ericsson's network infrastructure position remains strong and its global market presence estimable. The company’s agnostic approach to multiple radio access network technology options could divide its focus and be costly to support. Ed Gubbins 2026-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133269&rss Apple's first foldable should be formidable, but hype won't guarantee adoption. At an expected $2,000-plus price, Apple must prove the foldable is worth the premium—and lean on its ecosystem, financing, and carriers to make the economics work. Nicole Teasley - Amanda Mitchell 2026-08-20T00:00:00+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=133261&rss Generative AI has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2026-08-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133256&rss IBM and OpenAI are expanding on their existing relationship, with the former making thousands of OpenAI-trained consultants available. But with so many similar partnerships, how is this one different? Amy Larsen DeCarlo 2026-08-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133251&rss Anthropic responded to the EU AI Act’s transparency rules, outlining plans to watermark Claude-generated content. The AI giant trails behind rival Google in committing to the daunting task of tagging massive amounts of content. Charlotte Dunlap - Beatriz Valle 2026-08-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105938&rss The highest density DCI solutions feature 800G pluggable interfaces, expanding the potential of pluggables for revolutionizing the compact-modular class. In today’s AI-driven market, density tends to outweigh pure speed per wavelength. Emir Halilovic 2026-08-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126540&rss Software-defined broadband access (SDBA) provides operators with flexible, open fixed-access solutions, reducing costs and complexity. The latest evolution sees the integration of AI into the platforms for a variety of use cases. Yousef Almadani 2026-08-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133239&rss Samsung used this summer’s Galaxy Unpacked event to redefine the competitive battleground. Hardware matters, but its real play is making foldables the gateway to an AI-powered ecosystem that boosts customer loyalty and widens the competitive moat. Amanda Mitchell 2026-08-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133216&rss AT&T is joining forces with Palo Alto Networks to bring more advanced security capabilities into the network itself. The aim is to create a strong security defense built to stand up to AI-driven attacks operating at machine speed. Amy Larsen DeCarlo 2026-08-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130389&rss Harmonic’s steady push into fiber has made it a key part of sales. In Q1 2026, broadband sales rose 43% year over year. After selling its video unit, Harmonic is now a pure broadband firm with a greater focus on the broadband segment. Yousef Almadani 2026-07-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133170&rss Considered a boring year by some, the 2026 edition of Digital Transformation World showcased an industry working through the practical problems of implementing agentic AI, intent, and autonomous networks. Andy Hicks - Rahul Gupta 2026-07-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133174&rss Nokia added new elements to its messaging regarding the company’s strategy for using artificial intelligence to enhance radio access networks, including bold promises to double spectral efficiency by 2028. Ed Gubbins 2026-07-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94722&rss Cisco has pursued deep AI integration, proactive automation, next-gen network fabrics, and embedded security—under a unified platform approach, which positions it at the leading edge of the AI-powered, secure, and hyper-connected networks of the future. Glen Hunt 2026-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133163&rss Lumen is integrating its advanced MDR solution with Palo Alto’s Cortex XSIAM SOC platform. The partnership will add insights from Lumen’s Black Lotus Labs threat intelligence arm to unify threat data on one console, reducing tool sprawl. Amy Larsen DeCarlo 2026-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=104151&rss Wireless backhaul vendors continue to add new E-band and long-haul products, as suspense mounts over a possible sale of Nokia’s wireless backhaul business in the months ahead. Ed Gubbins 2026-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128816&rss Adtran’s revenue marked strong fiber networking momentum and growing demand for AI-era optical transport. The company expanded product lines and launched LiteWave800, a linear pluggable optics solution aimed at data center operators. Yousef Almadani 2026-07-10T00:00:00+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=103925&rss Vendors introduce new high-capacity and cost-optimized interfaces to POA products, while also enhancing security features and physical characteristics. The class itself, however, increasingly seems obsolescent. Emir Halilovic 2026-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133061&rss Coming after a major deal with the hotel chain Accor’s loyalty program, this new channel partnership with Trip.com could help Orange Travel gain access to one of the fastest growing sectors in the industry – Chinese tourists heading for Europe. Emma Mohr-McClune 2026-06-19T00:00:00+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=127524&rss The complex work of moving voice traffic to LTE and 5G and decommissioning outdated networks continues. Increasing vendor maturity in dealing with these problems meets a new source of differentiation in resiliency and AI-enabled services. Andy Hicks 2026-06-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133033&rss Ericsson’s new radio software package, “AI in RAN” includes RAN-based training models and agentic AI that may enable greater automation over time. Its first six performance-enhancing features include AI-enhanced link adaptation and beamforming. Ed Gubbins 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133024&rss Satellite home broadband is defined by Starlink’s overwhelming lead, while D2D remains up for grabs. Demand and uptake are still uncertain but should be clarified soon as the market matures. Amazon’s entry would materially shift market dynamics. Yousef Almadani 2026-06-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132984&rss Aviat Networks, the US-based wireless backhaul specialist, has revamped its portfolio of long-haul networking products by integrating its own equipment with products acquired three years ago from Japanese tech giant NEC. Ed Gubbins 2026-06-01T00:00:00+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=94596&rss Calix had a strong 2025, reaching around $1 billion in annual revenue (up ~20% YoY). Calix rolled out the Calix One AI-native platform fully, shifted its cloud partnership from AWS to Google Cloud, and officially released its 50G-PON solution. Yousef Almadani 2026-05-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=104142&rss IP core and edge routers leverage advanced silicon, optics, and intelligent technologies to deliver 800G services, which addresses the evolving complexities, growing capacity demands for AI connectivity, and heightened customer expectations. Glen Hunt 2026-05-27T00:00:00+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=132935&rss NEC’s CSG acquisition strengthens Netcracker’s global scale, but the real test lies ahead. While structurally sound, success hinges on integration, execution, and delivering a unified AI-driven platform at scale. Rahul Gupta 2026-05-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132931&rss Ciena and Nokia are targeting data center OOBM with PON-based alternatives to Ethernet, promising lower power, space, and operational costs, though broader adoption will depend on proving reliability and winning hyperscaler confidence. Yousef Almadani 2026-05-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94727&rss HPE leverages AI, cloud networking, security, digital transformation, and collaborations with telcos to accelerate network deployments. The networking segment’s (including Juniper) revenue represented 7.7% of total revenue, up 51.1% over FY2024. Glen Hunt 2026-05-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132899&rss Nokia has agreed to sell its FWA CPE business to Inseego, with the deal expected to close in Q4 2026. As part of the transaction, Nokia will take an equity stake in Inseego, and the companies will pursue joint go-to-market initiatives. Yousef Almadani 2026-05-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132898&rss Within mobile operator networks, radio access networks have been especially resistant to the virtualization trend. But the vRAN space is steadily gaining traction, thanks to recent technological innovations and market trends. Ed Gubbins 2026-05-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=121488&rss 5G IP transport platforms are evolving in anticipation of greater demand stemming from 5G standalone and 5G-Advanced deployments. The focus on timing and synchronization remains high, and platform versatility is increasing. Emir Halilovic 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132856&rss Google overhauled its infrastructure portfolio including its eighth generation (tensor processor units (TPUs), with two distinct, purpose-built architectures for training and inference, TPU 8t and TPU 8i, which will power Google’s supercomputers. Beatriz Valle 2026-04-24T00:00:00+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=132806&rss Following rumors, Amazon will end up buying Globalstar in yet another major move in the market. This marks Amazon’s third constellation plan and signals its official entry into the direct-to-device (D2D) market while gaining Apple as a customer. Yousef Almadani - Charles Garrett 2026-04-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130387&rss What was previously known as CommScope has been streamlined into two business segments: Ruckus Networks and Aurora Networks. The remaining entity now has a narrower focus, centered on enterprise Wi-Fi, HFC, and broadband network products. Yousef Almadani 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132793&rss As AI RAN becomes a top-of-mind issue, inferencing at the edge dominates the reasoning for locating AI-crunching compute resources at mobile base stations. Something similar has been tried before and failed – will it be different this time? Emir Halilovic 2026-04-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131536&rss Microsoft Azure’s sale of Metaswitch and recent layoffs in Azure for Operators signaled a shift away from selling network functions and toward providing platforms and AI services, an area where Azure faces intense competition. Yousef Almadani 2026-04-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132766&rss AT&T capped a busy March 2026 with the launch of its new OneConnect plan tiers, offering a flat rate for unlimited connectivity across devices and access types. Availability remains limited as AT&T seeks feedback and lessons from early adopters. Charles Garrett - Nicole Teasley 2026-04-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132747&rss OFC 2026: The AI era of networking has arrived - participating vendors and operators were focused on speed, power efficiency, interoperability, and a strong ecosystem. Innovation continues with 6.4 Tbps interfaces making their debut. Glen Hunt 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132742&rss Generative AI has introduced a lot of dynamism but also upheavals in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships and acquisitions to keep up with the changes. Beatriz Valle 2026-03-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132726&rss MWC 2026: A mature 5G mobile core finds a new home in the cloud and other scary places. This year’s event confirms that operators can host 5G services in the public cloud with considerable success, especially for emerging IoT and edge deployments. Glen Hunt 2026-03-26T00:00:00+00:00 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=132694&rss At Mobile World Congress, wireless backhaul vendors continued the trend of extending the reach of E-band millimeter-wave connections by increasing the power output of their radios. Meanwhile, they are planning for 6G backhaul needs on the horizon. Ed Gubbins 2026-03-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132680&rss • Multiple vendors announced new small-cell base station products at the Mobile World Congress event in Barcelona, Spain this month, including major RAN vendors and lesser-known names and spanning indoor and outdoor products of various architectures. Ed Gubbins 2026-03-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132661&rss The role of artificial intelligence in radio access networks is evolving and diversifying. At Mobile World Congress, AI RAN vendors brought the concept closer to commercial reality in the march toward a 6G world. Ed Gubbins 2026-03-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132636&rss Verticals such as energy, transport, and public sector increasingly rely on IP and optical networks for critical communications. Their requirements are distinct, and put a premium on reliability, resilience, precise timing, and security. Emir Halilovic 2026-03-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129917&rss ZTE has refined its strategy with a strong focus on 5G-Advanced, cloud-native networks, AI-driven operations, and computing power, while rolling out new AI infrastructure, vertical industry solutions, and green ICT initiatives to expand beyond core telecom. Rahul Gupta 2026-03-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132624&rss AI chip giant NVIDIA headed into Mobile World Congress, the mobile industry’s largest annual trade event, by promoting multiple partnerships with radio, server, and software suppliers, while urging adoption of open-source software in AI RAN. Ed Gubbins 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94623&rss 1Finity targets digital transformation (DX) for network operators driven by its combined optical, 5G wireless, and AI-powered network management product portfolios; bolstered by extensive global service offerings. Glen Hunt 2026-02-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132614&rss MWC 2026 - HPE unveiled innovative solutions to accelerate modernization for service provider networks, enabling them to build and operate their own AI infrastructure with low-latency, high-capacity, AI-native solutions – financing optional. Glen Hunt 2026-02-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132607&rss In advance of Mobile World Congress, Ericsson updated the market on its vision for applying artificial intelligence to the radio access network, hailing “AI-ready” cell-site radios with “neural network accelerators” to perform AI inferencing. Ed Gubbins 2026-02-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132585&rss In 2026, over half of our TSS predictions touch on different aspects of agentic AI. Aside from that huge topic, we also predict changes relating to real-time processing in BSS as well as the effects of enterprise and ecosystem monetization. Andy Hicks - Rahul Gupta 2026-02-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131346&rss Google Cloud saw strong growth throughout 2025, with an average YoY growth rate of 35.5%, underscoring the success of its partnering strategy. The company benefits from having its own GenAI models and is gaining momentum with operators. Yousef Almadani 2026-02-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132586&rss In advance of Mobile World Congress, Ericsson has unveiled new radios and base station software features as well as an Agentic rApp-as-a-Service offering through a partnership with Amazon Web Services. Ed Gubbins 2026-02-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102635&rss Core packet-optical platforms support 800G wavelengths on all routes, with an increasing density of high-speed client ports. However, the speeds in metro and core are getting closer, favoring simpler solutions for long-haul and submarine routes. Emir Halilovic 2026-02-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132550&rss Every second vendor at Mobile World Congress will be touting its agentic AI. Amdocs sets a high bar early by rolling out a vendor-agnostic solution, including pre-built use cases and full lifecycle management. Andy Hicks 2026-02-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132531&rss AI data centers are absorbing memory supply, pushing memory chip prices up. Consequently, consumer devices face higher costs, slower spec upgrades, and a shrinking mid-range smartphone segment. Anisha Bhatia 2026-02-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132529&rss FTTR extends fiber into the rooms of a residential unit. China dominates deployments through Huawei and ZTE but adoption elsewhere is limited by installation and strong alternatives like Ethernet and mesh WiFi. Adoption will likely remain niche. Yousef Almadani 2026-02-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132509&rss Ericsson’s versatile new location-based services solution uses 5G Standalone, 5G-Advanced, and satellite-based Real-Time Kinematics to help operators monetize their 5G networks. With open APIs, application developers could help. Ed Gubbins 2026-01-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103158&rss Service assurance is evolving toward cloud-native, AI-driven, service-centric models. Vendors must deliver unified, automated, slice-aware assurance, while CSPs must modernize data, visibility, and automation to improve experience and monetize 5G. Rahul Gupta - Andy Hicks 2026-01-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103343&rss Vendors continue to add higher speed discrete line interfaces to metro packet-optical platforms, but the pluggables are becoming more relevant with 800G ZR hitting the mainstream. The needs of AI workloads dominate the demand for new builds. Emir Halilovic 2026-01-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132492&rss In 2026, RICs are expected to accelerate AI-RAN apps, while LEO-based NTNs expand and competition intensifies. The road to 6G could take an alternative route while the fixed access side sees selective 50G-PON rollouts with AI becoming standard. Yousef Almadani - Ed Gubbins 2026-01-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132496&rss CES 2026 highlights foldables heating up, AI wearables becoming practical, and smart glasses segmenting; privacy and ecosystem scale will affect adoption. Anisha Bhatia 2026-01-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132484&rss Expansion of IP routers and advanced optical technologies are driving industry growth – 2026 is fueled by digitalization, cloud adoption, and AI-powered data center connectivity supported by a surge in investments to modernize infrastructure. Glen Hunt - Emir Halilovic 2026-01-12T00:00:00+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=132457&rss This year’s NetworkX conference was an opportunity for vendors to launch new products and examine progress on key initiatives. While product launches were relatively sparse, discussion of network evolution initiatives across domains was lively. Emir Halilovic - Yousef Almadani 2025-12-30T00:00:00+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 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132403&rss Global AI rules are diverging across the EU, the US, China, the UK, and the Middle East. OEMs should ship one core AI experience, configurable by region via software policies, disclosures, and localized data handling. Anisha Bhatia 2025-12-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132400&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-12-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132399&rss Nvidia is working to make its vision for AI RAN easier to achieve, with new tools for training, simulating and deploying AI RAN software applications and leveraging AI itself to make these processes faster and more scalable than traditional RAN. Ed Gubbins 2025-12-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132401&rss OpenAI has launched GPT-5.2, in response to quick advancements by rivals Google with Gemini 3 Pro, and Anthropic with Claude 4.5. Beatriz Valle 2025-12-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132350&rss Enabling enterprise services to access telco data and network capabilities via APIs is still in the early stages, but the necessary technology and ecosystem are developing rapidly. This report evaluates the market’s first movers. Andy Hicks 2025-12-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132356&rss Ribbon Communication’s Insights25 conference highlighted the company’s broad voice and data portfolios, its partner ecosystem, and investment in network automation – all factors necessary to transition operators and enterprises into the AI era. Glen Hunt 2025-12-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132337&rss Orange’s focus on delivering value to customers has been made possible after its enduring investment in its flagship Evolution Platform and Live Intelligence services. Tech innovation and customer lifecycle management now in lockstep for Orange. Ismail Patel 2025-11-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132333&rss As part of a sweeping corporate reorganization aimed at positioning the company for an AI-centric 6G future, Nokia called its long-standing microwave radio business “not core” to that future. What might happen next? Ed Gubbins 2025-11-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132332&rss With a corporate reorganization and personnel changes, Nokia is doubling down on its ambitious AI RAN strategy. Last week the company offered new details to shed light on how it plans to navigate the runup to the 6G era and beyond. Ed Gubbins 2025-11-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132316&rss Cloud gaming is moving mainstream, demanding higher, steadier bitrates than streaming video. Online games and massive updates push users to faster tiers. The competition between players revolves around resolution, device availability, and cost. Yousef Almadani 2025-11-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129670&rss Digital BSS is enabling 5G monetization with AI and cloud-native agility. These mid-sized players lead with modular, scalable, and cost-efficient platforms enabling faster innovation and tailored digital experiences. Rahul Gupta 2025-11-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132303&rss Cable remains a cost-effective way to deliver future broadband speeds in North America. Future path upgrades are now targeting 25 Gbps, with talks of 50 Gbps. MSOs will favor selective DOCSIS upgrades while using fiber for new deployments. Yousef Almadani 2025-11-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126484&rss Network resource orchestration solutions have advanced to deliver dynamic E2E network slicing with greater automation and intelligence to help CSPs deliver flexible 5G services that address growing 5G use cases across multiple network domains. Glen Hunt 2025-11-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132299&rss Mplify’s Carrier Ethernet for AI certification announcement comes as AI hype turns to real investment and implementation. The goal is to replicate the success of its carrier Ethernet certification model – heading off potential connectivity chaos. Glen Hunt 2025-11-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132280&rss Nvidia’s continued push toward using AI to transform radio access networks is drawing increased attention to the ongoing AI RAN movement. Here’s what key vendors are doing in the space and what they’re aiming for. Ed Gubbins 2025-11-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132276&rss In addition to customer presentations showing its business momentum, at its annual event ZTE has also provided an update of its strategy with special focus on AI – both as a catalyst of network innovation, and driver of capacity demand. Emir Halilovic - Yousef Almadani 2025-11-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129566&rss Whale Cloud is focusing on cloud-native BSS/OSS, AI, and digital experience, expanding 5G, sovereign cloud, and fintech offerings through Alibaba Cloud and Ant Group partnerships to deliver global, AI-driven digital transformation solutions. Rahul Gupta 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123037&rss MSO cable providers are focused on extending the lifespan of their HFC networks, driving demand for new DAA solutions. The market is primarily based in the US and is expected to see significant DOCSIS 4.0 upgrades in 2026 as development progresses. Yousef Almadani 2025-11-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132240&rss NEC’s acquisition of CSG isn’t just expansion, it’s reinvention. By fusing CSG’s SaaS agility with Netcracker’s telecom depth, NEC positions itself to leap from network IT vendor to global digital transformation powerhouse. Rahul Gupta 2025-10-30T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132238&rss AI chip giant NVIDIA announced a deal to invest in telecom infrastructure vendor Nokia to further develop AI-enhanced RANs. It also unveiled a next-gen version of its AI vRAN hardware platform to integrate with Nokia software. Ed Gubbins 2025-10-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132231&rss Airbus, Leonardo, and Thales are merging their satellite businesses to enhance Europe's space autonomy and competitiveness in the global space market. The merger aims for a 2027 launch, promising significant savings and a EUR6.5 billion turnover. Yousef Almadani - Emma Mohr-McClune 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132226&rss At IBM TechXchange 2025, news included Project Bob to orchestrate LLMs to automate application modernization, the launch of AgentOps for real-time agent governance, and the first integration of open source Langflow into IBM watsonx Orchestrate. Beatriz Valle 2025-10-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94706&rss Samsung's mobile access business faces headwinds as the open virtual RAN movement hits setbacks. But the company’s push into AI positions it to capture future growth opportunities. Ed Gubbins 2025-10-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132208&rss Radio access network (RAN) equipment vendors are pushing further toward visions of a RAN that makes greater use of artificial intelligence – to improve network operations and enable new services as AI takes root across the network. Ed Gubbins 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132206&rss Ericsson and HPE announce the formation of a 5G interoperability test and validation lab to minimize complexity and accelerate deployment of new services. The lab aims to deliver an integrated solution with zero-trust security rooted in new HPE silicon. Glen Hunt 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=127232&rss Vendors are transforming revenue management by embedding GenAI, SaaS, and agent-based solutions while enabling AI-driven, real-time billing, and cloud-native platforms to support 5G services, B2B2X models, and digital service monetization. Rahul Gupta 2025-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132158&rss Nokia has acquired the team leading HPE’s Radio Access Network Intelligent Controller (RIC) and Service Management & Orchestration offerings and is licensing HPE’s technologies related to both areas. Ed Gubbins 2025-10-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132130&rss Qvantel’s bold move to acquire Optiva boosts scale and AI strength, but exposing integration and debt risks. Rivals gain openings while CSPs must weigh short-term uncertainty against long-term innovation potential. Rahul Gupta 2025-10-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130670&rss Optical devices have been used for mobile backhaul for a long time, but 5G optical transport needs new features, like packet fronthaul or network slicing. These new roles require enhanced functionality, preferring active optical platforms. Emir Halilovic 2025-09-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132142&rss Liquid cooling is evolving from experimental to wider use, moving into the colocation space and enterprise workloads. However, the bifurcation between AI workloads requiring liquid cooling and traditional workloads with air cooling remains. Beatriz Valle 2025-09-30T00:00:00+01:00