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 05:49:16 GMT 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=128752&rss Ericsson's network infrastructure momentum continues, with a strong position using 5G-Advanced to monetize operator networks. And its Aduna venture to open network functions to outside applications could significantly change how mobile networks operate. Ed Gubbins - Rahul Gupta 2025-10-15T00:00:00+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=128566&rss As CSPs move to 5G standalone networks, 5G signaling becomes a bigger piece of the puzzle. This report describes four specialist signaling vendors that are well-placed to gain best-of-breed and core network refresh business in the coming years. Andy Hicks 2025-10-06T00:00:00+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 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132126&rss Mobile operators want 6G to be unlike 5G in some meaningful respects. Namely: They want it to be more software-centric and require less costly installation of radios than 5G did. The industry is working on satisfying those wishes. Ed Gubbins 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132123&rss Ciena’s announced acquisition of Nubis bolsters the optical vendor’s offering in the key networking DC space. However, the DC networking field is getting crowded, and some of the proposed synergies are mostly theoretical. Emir Halilovic 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130545&rss Vecima is securing its market position with notable wins, including the selection of its vCMTS by Cox Communications. It also unveiled the industry's first 50G-PON migration path, supporting simultaneous operation of 10G-EPON and 50G-PON. Yousef Almadani 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105006&rss The global PON market continues to gain momentum with XGS-PON becoming the default choice in regions. The next competitive frontier is now 50G PON - Western vendors have started offering it and Chinese vendors have expanded their portfolios. Yousef Almadani 2025-09-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132087&rss Ribbon launches Acumen, integrating all its management software under one roof plus the addition of AI agents to deliver more effective management and orchestration of IP, optical, and voice networks. Ribbon is the latest vendor to leverage AI. Glen Hunt 2025-09-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130642&rss Smaller vendors are disrupting service assurance with agile, niche-focused innovations in AI, automation, and cloud delivery, creating both opportunities and competitive pressure that telcos and established vendors cannot afford to overlook. Rahul Gupta 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105946&rss The landscape of vendors offering distributed indoor enterprise small-cell solutions was altered in 2025 by a pair of acquisitions in the US. Meanwhile, the sector’s use of 5G-Advanced features remains at an early stage for most players. Ed Gubbins 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132059&rss Netcracker’s latest release of its Agentic AI Solution for Telecom advances the field with prepackaged use cases, broad enabling technology, and use case prioritization by RoI. It sets a benchmark for implementation of this developing technology. Andy Hicks 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103055&rss Vendors of small-cell base stations and radios continue to evolve their portfolios to serve both 5G densification and 5G-Advanced service needs. Among outdoor products, all-in-one 5G small cells are a burgeoning trend. Ed Gubbins 2025-09-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132020&rss After selling its wireless spectrum to AT&T and transitioning into a “hybrid mobile network operator,” Boost Mobile will decommission its Open RAN, killing a symbol that Open RAN proponents had pointed to as a proof point of its value. Ed Gubbins 2025-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129092&rss Huawei’s ‘All Intelligence’ marks a decisive strategic shift, embedding AI across networks, cloud, and devices. By backing it with deep R&D and ecosystem collaboration, Huawei aims to set the pace for the AI-native digital economy. Rahul Gupta 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102897&rss Innovation in the access and aggregation router segment continues with new platforms, custom silicon and increased capacity and agility. Network intelligence, automation, and security make their way into all next-generation vendor solutions. Glen Hunt 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131982&rss This report explores CEM solutions in fixed broadband, highlighting SaaS platforms that enhance customer experiences through proactive troubleshooting and targeted marketing, while emphasizing the industry's shift to automated customer management. Yousef Almadani 2025-08-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131988&rss Video data usage is evolving as streaming services like Netflix dominate. With traditional TV migrating online, data consumption is expected to rise, influenced by changing viewer habits and the potential introduction of high bitrate options. Yousef Almadani 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=115996&rss 5G RAN vendors face a market in conflict with itself, where new 5G-Advanced technologies offer network monetization opportunities but few of the world’s mobile operators are investing aggressively to pursue them. Ed Gubbins 2025-08-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131946&rss CommScope agreed to sell its CCS unit to Amphenol for $10.5 billion. The deal will reduce debt and enhance focus on enterprise WiFi and cable MSO equipment solutions through RUCKUS and the CommScope Access Network Solutions unit. Yousef Almadani 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131939&rss July 31, 2025 - Rakuten Mobile selects the Cisco, Nokia, and F5 trio for its 5G standalone mobile network, a true case for a cloud-native, multi-vendor, AI-driven network to deliver consumer and enterprises mobile services across Japan. Glen Hunt 2025-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94724&rss Ribbon’s 2024 revenues grew slightly YoY, while operating income was $17 million, compared to a loss of $24 million for 2023. Ribbon also launched new NPT series routers and landed several new 800G router and Muse deployments. Emir Halilovic 2025-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131903&rss DTW 2025 showcased telecoms technologies at various points of maturity: Agentic AI is exciting but in its infancy. Autonomous networks commitments are sincere but lack specificity. APIs are in the unsexy but essential phase of ecosystem building. Andy Hicks - Rahul Gupta 2025-07-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131894&rss As much of the allure diminishes for open RAN, the industry focus shifts to the 5G standalone core to deliver on monetization, automation, service fulfillment, and long-term sustainability goals. Demonstrable use case solutions have now emerged. Glen Hunt 2025-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105938&rss The 1.6T wavelength coherent solutions have started shipping, but 800G pluggable interfaces have more potential for revolutionizing the compact-modular market. Optical line system modules and C+L are becoming table stakes as well. Emir Halilovic 2025-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=104183&rss Vendors excel in cloud-native, AI-driven platforms and BSS/OSS convergence for 5G. Yet many lag in GenAI-led customer experience and composable design, limiting flexibility and slowing integration across broader digital transformation efforts. Rahul Gupta 2025-07-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131835&rss Fujitsu, based in Japan, has carved out its telecom business into a subsidiary named 1Finity, with plans for global expansion of its open RAN, optical, and network transformation businesses. Ed Gubbins - Glen Hunt 2025-07-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130389&rss Harmonic has made strides in its fiber business, now a sizable part of its broadband revenue. This includes purchases from MSOs along with pure-fiber wins. It remains to be seen if the anticipated growth in 2026 will propel them further. Yousef Almadani 2025-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128552&rss Nokia changes leadership, Justin Hotard appointed as president and CEO, and David Heard (former Infinera CEO) lands as president of its network infrastructure group. Despite changes, Nokia launched multiple products and maintained market leadership. Glen Hunt 2025-07-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131809&rss A year after industry standards for 5G-Advanced were completed, adoption has been sparse, and radio access network vendors have carved out differentiated positions in the market. We offer an updated view of the space. Ed Gubbins 2025-07-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131792&rss AMD’s “Advancing AI 2025” event, held in San Jose, California in June 2025, dove deeper into the chip designer’s ambitious plans for the next few years. The launch of the Instinct MI350 series was a highlight of the conference. Beatriz Valle 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94710&rss Netcracker pivoted toward AI-first transformation, focusing on embedding AI agents across its stack, enabling autonomous operations, and expanding into non-terrestrial networks, positioning as a platform partner for next-gen digital ecosystems. Rahul Gupta 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128816&rss Adtran has achieved success in the US and Europe with Tier 1 and 2 operators. Its diverse solutions portfolio and synergies have attracted new clients. The company can now also provide a clear path for operators toward a post-XGS future. Yousef Almadani 2025-06-23T00:00:00+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. As operators cut costs, a focus is on lowering operational expenses and exploring new monetization opportunities. Yousef Almadani 2025-06-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131729&rss Open RAN challenger Mavenir’s recent recapitalization of debt came with a leaner RAN strategy, outsourcing more radio manufacturing and, longer-term, counting on AI to help open RAN achieve more success than it has thus far. Ed Gubbins 2025-06-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131716&rss The launch of Ericsson On-Demand delivers a 5G core network platform via SaaS, enabling CSPs to scale services rapidly and monetize adjacent use cases. The solution leverages the breadth and scale of Google Cloud AI-based infrastructure services. Glen Hunt 2025-06-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131706&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 2025-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131681&rss 5G dominates traditional terrestrial and wireless communications. It now boasts the maturity to provide the resiliency and service diversity needed to connect offshore locations – but ultimate success depends on the integration of IoT and AI. Glen Hunt 2025-06-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103017&rss Kontron has had successes, including deals in Austria and Germany, and has expanded its partnership network to provide broadband access in more regions, but its shift in focus to the Western market faces stiff competition from industry giants. Yousef Almadani 2025-06-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=104151&rss Wireless backhaul vendors continue to enhance their portfolios’ use of E-band millimeter-wave spectrum. And as 5G traffic increases, vendors are increasingly looking at interfaces above 10 Gbps. Ed Gubbins 2025-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94722&rss Cisco is well-positioned to address key telecom operator priorities, including: network resiliency, cybersecurity, and leveraging the power of AI and data. Cisco showed strong performance of its routed optical networking, 5G, and optics solutions. Glen Hunt 2025-05-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128710&rss Amdocs is driving telco transformation with GenAI-led automation via its GenAI suite amAIz, real-time CX insights, and AI Ops through its Nvidia partnership, while expanding hyperscaler alliances to scale agile, modular BSS across global CSP environments. Rahul Gupta 2025-05-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131618&rss The ONT market is evolving with gigabit speeds and a focus on customer experience. Key players emphasize features like EasyMesh and Wi-Fi 7. Operators must adapt to consumer needs and explore innovative models to enhance satisfaction and revenue. Yousef Almadani 2025-05-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131617&rss Nvidia’s new virtual base station takes another step toward realizing the chip giant’s vision for an AI-enhanced RAN. But even if it succeeds, that vision will take years to become reality. Ed Gubbins 2025-05-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116487&rss While the market for managed telecoms operations remains flat, there is much work behind the scenes in increasing efficiency as well as preparing for upcoming waves of automation, service creation, and network exposure. Andy Hicks 2025-05-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131587&rss The B2Bmerger of Virgin Media O2 and Daisy Group brings together compelling national network assets and an established and successful channel setup. But it is a complex challenge with many hurdles to be jumped - from systems to branding. Robert Pritchard - Gary Barton 2025-05-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131572&rss After filing for Chapter 7 bankruptcy, DZS's assets are being acquired by MNSi Telecom: That will set up a new Zhone. The new entity aims to regain trust and market share but faces challenges and a vertical uphill challenge in regaining trust. Yousef Almadani 2025-05-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94596&rss Calix experienced a slight YoY slowdown in 2024 due to customers’ delayed purchasing decisions. As the majority of its customers are small operators, their decisions are significantly influenced by the anticipation of government subsidies. Yousef Almadani 2025-05-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131550&rss United Launch Alliance launched 27 Amazon Kuiper satellites, marking the beginning of a 3,236-satellite LEO initiative. Project Kuiper, expected to be the primary competitor to Starlink, aims to bring affordable global broadband to underserved areas. Yousef Almadani - Emma Mohr-McClune 2025-04-30T00:00:00+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 might imply a reduced focus on telcos. Microsoft must reiterate its commitment to the telco market, especially given the growing competition in this sector. Yousef Almadani 2025-04-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131538&rss As mobile operators’ 5G RAN spending has cooled, radio access network (RAN) vendors have searched for growth in other places, including enterprise markets and the defense sector, which has shown increased interest in 5G, open RAN, and 6G. Ed Gubbins 2025-04-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=117681&rss 5G standalone core networks emerge, after multi-year CapEX constraints, to advance multi-cloud deployment models and deliver new 5G-Advanced services – network monetization, security, and system resilience are critical “must haves” for all CSPs. Glen Hunt 2025-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131484&rss AWS leads the market with diverse telecom use cases and has bolstered its global infrastructure. The AWS European Sovereign Cloud launch is set to attract more customers, but ongoing AI innovation is crucial to maintaining its market leadership. Yousef Almadani 2025-04-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131470&rss The telco equipment ecosystem depends on globalized supply chains and will need to reposition to minimize the impact of US tariffs and ensuing trade wars. However, additional costs will be transferred to telcos or eat into the vendors’ profit margins. Emir Halilovic 2025-04-09T00:00:00+01:00