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 05:49:08 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132768&rss Salesforce announced more than 30 features for the Slackbot AI agent with which users can leverage apps, third-party AI agents, and data to get work accomplished more effectively. Critically missing from the mix are details regarding security. Gregg Willsky 2026-04-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132754&rss Direct-to-device satellite connectivity is being scaled up by satellite vendors of all shapes and sizes as they jockey for position in the burgeoning space of satellite connectivity. Ismail Patel 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132743&rss While expectations remain sky-high for AI as a driver of cloud revenue growth, the volatility of global financial markets could alter that. Add a war in a strategic region for energy, and the outlook looks even more murky. Amy Larsen DeCarlo 2026-03-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132735&rss ElevenLabs and IBM are planning to integrate ElevenLabs’s text-to-speech and speech-to-text solutions with IBM watsonx Orchestrate agentic AI platform. There are promising aspects to the partnership but also major concerns. Amy Larsen DeCarlo 2026-03-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132721&rss Oracle announced new features as part of Oracle AI Agent Studio for Fusion Applications, a development platform for building, connecting, and running AI automation and agentic applications. Beatriz Valle 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132724&rss Private 5G (and 4G) is becoming a practical solution, mainly in industrial deployments needing secure, deterministic connectivity. Competition spans Nokia/Ericsson, Huawei/ZTE, and IT-led rivals (Cisco/HPE) plus specialists (Celona/Druid). John Marcus - Alfie Amir 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94926&rss Verizon Business continues to be a premier competitor. It fills both fixed and mobile needs, serves customers of all sizes, and has a global brand. The Frontier acquisition and onboarding of a new CEO add momentum but also uncertainty. Gregg Willsky 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132717&rss At RSAC 2026, Cisco launched a slew of new solutions designed to protect AI agents. While there are compelling tools in the mix, the sprawling nature of the offers begs the question about integration complexity. Amy Larsen DeCarlo 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132709&rss Geopolitical conflicts are driving organizations to double down on the protection of critical infrastructure, improve visibility and control over the supply chain before converging cyber and operational resiliency to deliver a unified framework. Dustin Kehoe 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132703&rss As traditional WAN models are pushed to their limits, enterprises must consider whether Ethernet alone can meet its evolving business needs or should wavelength have a greater role in their mission-critical connectivity strategy. Brendan Swan - Gary Barton 2026-03-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132682&rss KPN is defending its connectivity leadership while expanding further in security, IoT, CPaaS, cloud services, and private 5G. The plan is supported by an increased focus on partner-led mid-market coverage and AI-driven automation of operations. John Marcus - Beatriz Valle 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94901&rss Lumen has centered its strategy on delivering low-latency multi-cloud/AI connectivity for enterprises and wholesale partners across North America. It is increasing investment in its network buildout program boosted by the sale of its FTTH business. Gary Barton - Gregg Willsky 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95110&rss Telstra Enterprise continues to make steady progress in its enterprise “reset”. At the same time, it has established a strong network foundation through the development of its high-speed intercity network to support future growth. Brendan Swan 2026-03-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132664&rss Google completed its acquisition of Israeli-American security vendor Wiz, adding the latter’s security and AI platform to its portfolio. Incorporating AI, the technology promises to elevate threat intelligence. Amy Larsen DeCarlo 2026-03-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132667&rss Mobile World Congress exposed the importance of telco/technology partnerships to address critical enterprise concerns around app and infrastructure modernization complexities, sovereign cloud/AI, and how agentic AI streamlines new processes. Rena Bhattacharyya - Charlotte Dunlap 2026-03-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132659&rss Salesforce’s addition of Agentforce Contact Center means it now natively supports the full range of communications channels. It can now claim to be the all-in-one customer engagement platform with automation driven by agentic AI. Siow Meng Soh 2026-03-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132643&rss Damage to AWS facilities in the UAE and Bahrain resulting from the current war has catapulted physical vulnerability concerns on cloud and AI infrastructure into the limelight, just as the region embarks on large-scale AI data center build outs. Ismail Patel 2026-03-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132640&rss AMD and Meta have signed an agreement to align their GPU and CPU silicon, systems, and software roadmaps with Helios rack clusters running on ROCm software. Beatriz Valle 2026-03-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94874&rss Singtel increased its focus on AI and data center while expanding its portfolio in technologies such as quantum and 5G. Alfie Amir 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=118841&rss CPaaS vendors are embracing AI to drive the usage of their platform and create new opportunities around enhancing CX and are seeing improved financial performance. Siow Meng Soh 2026-02-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132570&rss 2026 will be the year in which MEA moves from discussions on AI and data centers to tangible AI-driven use cases, improved regional national connectivity, and coordination and asset consolidation designed to reduce duplication of efforts. Ismail Patel 2026-02-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132558&rss DXC is opening an AI deployment practice for companies seeking integration support across heterogeneous environments. DXC is leveraging its own experience deploying the agentic AI-based Amazon Quick suite across its own IT estate. Amy Larsen DeCarlo 2026-02-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132539&rss Neoclouds are a new generation of cloud service providers specializing in AI-focused data center infrastructure and GPU-as-a-Service (GPaaS) i.e., renting out computing power to big tech companies and enterprises building large language models. Beatriz Valle 2026-02-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132538&rss Telecom Italia’s Sparkle strikes an agreement with Valencia Digital Port Connect. But as the ownership of Sparkle is about to change, could this influence its long-term role in global infrastructure? Brendan Swan 2026-02-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94922&rss NTT Data is accelerating global growth through acquisitions while continuing to forge new strategic partnerships to reinforce its position as a leading global IT and consulting provider and unlock new opportunities. Brendan Swan 2026-01-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132440&rss Palo Alto Networks and Google Cloud have announced a beneficial expansion of their partnership that will see greater integration of PAN’s firewalls and SASE offerings as well as its use of Google’s AI offerings. Steve Schuchart 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132431&rss In 2025 generative AI and agentic AI dominated digital workplaces. AI was the fuel behind trends that will accelerate in 2026 such as platform interoperability and support for sales teams. It promises to be an intriguing year. Gregg Willsky 2025-12-22T00:00:00+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=99791&rss TM One strengthens its market position through wider collaborations with national agencies and industry players. Alfie Amir 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132423&rss Rising AI and cloud workloads are accelerating bandwidth demand, prompting telcos and hyperscalers to announce new subsea and terrestrial fiber builds. Are these investments arriving too late to support the connected future we’re creating? Brendan Swan - Gary Barton 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132424&rss Nebius launched Nebius AI Cloud 3.1, an update on its cloud platform offering NVIDIA compute and capacity management to European enterprises scaling AI in production environments. Beatriz Valle 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132422&rss IoT is moving from proprietary SIMs and coverage to orchestration and assurance. Telcos are unifying management portals, accelerating eSIM/multi-network operations, adding NTN continuity, rolling out RedCap, and chasing mega-deals in regulated sectors. John Marcus 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132425&rss Verizon Business launched SLA-backed 5G network-sliced fixed wireless with faster uplink and no data caps for AI/edge use cases. It aims to differentiate on performance and managed delivery but starts out with a limited footprint and much to prove. John Marcus 2025-12-19T00:00:00+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=132535&rss Orange Business ‘Evolution Platform’ NaaS strategy is one of the most important projects the provider has embarked on and will be crucial to its success in the multicloud, multi-AI networking world. Two years after launch the signs are positive. Gary Barton 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132409&rss Nokia’s Enterprise Campus Edge potential sale plans sparked private 5G uncertainty, but the market is growing. Expect more SI/MSP-led multi-vendor solutions, with buyers prioritizing roadmap clarity, OT integration, and lifecycle risk management. John Marcus 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96478&rss Tech Mahindra has improved its profitability driven by operational efficiencies. It is keeping pace with competitors in the AI race by launching TechM Orion and highlighting various AI deals. Siow Meng Soh 2025-12-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126387&rss Telefónica is rapidly moving from cloud reseller to cloud partner as it augments its hybrid and sovereign cloud proposition with AI and observability tools, FinOps, GreenOps, application modernization, and consulting. Ismail Patel 2025-12-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96444&rss Infosys doubles down on AI adding capabilities such as Infosys Topaz Fabric, a CX suite for Salesforce, and various AI agents developed with partners. It has also embedded AI into its offerings (e.g., GCC and its Infosys BPM invoice processing). Siow Meng Soh 2025-12-02T00:00:00+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=132353&rss SAP announced the EU AI Cloud to complete its strategy for European digital sovereignty under a single framework composed of a sovereign AI and full-stack cloud offering. Beatriz Valle 2025-12-01T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126386&rss The consolidation of Deutsche Telekom’s and T-Systems’ cloud services under T Cloud signals a simplified and unified cloud portfolio that serves customers with a variety of needs, from flexibility and agility to sovereignty and security. Ismail Patel 2025-11-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94913&rss Orange Business is accelerating its AI-driven, sovereign, platform-based transformation, leveraging strategy and innovation to sustain its success. Now scaling up its platform-based services, it remains a leader among enterprise service providers. John Marcus 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132326&rss Palo Alto Networks has made another aggressive M&A move with its planned acquisition of observability startup Chronosphere, expanding its reach into the enterprise. Steve Schuchart - Amy Larsen DeCarlo 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96450&rss Wipro focuses on helping customers transform their operations as they shift priorities toward cost optimization, legacy modernization, and agentic AI. The launch of Wipro Intelligence is a major move to help customers accelerate AI adoption. Siow Meng Soh 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123745&rss Orange Business is expanding its cloud partners to by having added Red Hat and Nvidia. It is also making moves in its MEA markets as well as non-footprint markets like Saudi Arabia to deploy cloud services. Ismail Patel 2025-11-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124494&rss Having shifted to a public cloud strategy, BT is putting customers at the center of its cloud strategy transformation. It is also leveraging its cloud-native NaaS platform for an integrated offering to enterprise customers. Ismail Patel 2025-11-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132275&rss Vodafone and AST SpaceMobile’s new EU satellite venture in Germany strengthens Europe’s sovereign connectivity goals, creating enterprise opportunities in secure hybrid networks, but the venture will face execution, adoption, and competitive risks. John Marcus 2025-11-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132270&rss Microsoft is expanding its digital sovereignty functionality including AI data processing residency. The company also bolstered resources globally, establishing a European board of directors and adding capacity. Amy Larsen DeCarlo 2025-11-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129711&rss Hyperscalers are expanding their footprints with new cloud regions, broadening ecosystems with collaborations. The competition is shifting to cloud-based AI solutions including AI infra, development tools, and applications. AWS is leading the overall market while competitors are closing the gaps. Alfie Amir 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=125158&rss European challengers both pose and face competition with incumbents and each other. The market is characterized by consolidation and battle for market share. Growth is hard won and driven by expanded network reach, innovation, and acquisitions. Robert Pritchard 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132257&rss Telefonica’s Transform & Grow vision has highlighted areas such as cybersecurity and sovereign cloud where Telefonica is a realistic market player. What is now needed are details of how the provider will verify its long-term market relevance. Gary Barton 2025-11-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132246&rss ZTE strengthens its enterprise business with private 5G, ISAC, wider use cases, and AI capabilities. Alfie Amir 2025-10-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132230&rss Huawei is developing agentic AI capabilities to help telecom operators drive O&M efficiency. It is also demonstrating how operators can leverage 5G-A and slicing to support industry transformation, and stay relevant in the B2B market. Siow Meng Soh 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=107093&rss HCLTech is driving AI innovation through partnerships and dedicated labs to explore the technology and integrate AI solutions for clients. It is now able to call out more AI/GenAI use cases and deal wins. Siow Meng Soh 2025-10-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132209&rss Tencent shows a steady momentum in expanding internationally with broad cloud and AI portfolio, combined with its strong capabilities in internet, media, gaming, collaboration, social media, and fintech sectors. Alfie Amir - Siow Meng Soh 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132210&rss Tencent shows a steady momentum in expanding internationally with broad cloud and AI portfolio, combined with its strong capabilities in internet, media, gaming, collaboration, social media, and fintech sectors. Alfie Amir - Siow Meng Soh 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132205&rss GITEX continues to be an outlet for global vendors to showcase announced solutions. Some new deal announcements were noteworthy, though the conference has evolved somewhat to become a medium for the UAE to demonstrate its leadership in tech and AI. Ismail Patel 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96446&rss TCS reported slight revenue decline due to macroeconomic headwinds but it continues to focus on innovation which is crucial for longer term growth. It is leveraging AI to drive transformation both internally and with clients. Siow Meng Soh 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94894&rss Accenture is creating a new model by integrating capabilities across strategy, consulting, song, technology, and operations. It has reported strong momentum in advanced AI and the new model will accelerate the development of GenAI solutions. Siow Meng Soh 2025-10-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132191&rss Lumen set out a vision based on being the most connected, agile, and easy to work with provider for AI connectivity. The company will support its vision with a regular cadence of portfolio repositioning and expansion to support its ambitions. Gary Barton 2025-10-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132181&rss Google Cloud made a splash with its introduction of Gemini Enterprise, a platform that executives say acts as a “front door” to marry AI with enterprise data and tools. This promises to serve many functions, including content creation. Amy Larsen DeCarlo - Gregg Willsky 2025-10-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94881&rss Deutsche Telekom is focusing on sovereignty in cloud and satellite solutions, addition to AI and enterprise 5G. The company is transferring successful initiatives from T-Mobile US to roll out across its European footprint. Ismail Patel 2025-10-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95428&rss Vodafone Business keeps its momentum in the global business space across all sizes of enterprise, using both technology and go-to-market partnerships, and growing its ‘beyond connectivity’ propositions, IoT leadership, and committing to ESG goals. Robert Pritchard 2025-09-29T00:00:00+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=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=96314&rss Telefónica’s B2B business is performing well, driven in large part by security and AI. A strategic review has seen the company dispose of most of its Latin American country operations, leaving it with four core target markets. Robert Pritchard 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94907&rss IBM is benefiting from strong demand for consulting services, driven in part by AI projects. But recent prolonged IBM Cloud outages have customers concerned about the company’s ability to rectify issues with its control plane. Amy Larsen DeCarlo 2025-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129532&rss This report focuses on sub-Saharan African telcos with regional operational footprint. With growth slated in both the Africa region and enterprise solutions, there is significant interest for operators that possess this distinct overlap. Ismail Patel 2025-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116361&rss Cognizant is sharply focused on developing AI capabilities, particularly in agentic AI (e.g., Agent Foundry). It has improved its financial performance, but it needs to further diversify its business. Siow Meng Soh 2025-09-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123742&rss DXC Technology has shown some momentum with a recent increase in bookings and wins in competitive bid situations. However, the company’s consecutive quarterly revenue declines indicate DXC has a long road ahead. Amy Larsen DeCarlo 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103472&rss While DXC’s financial picture is mixed, the company has seen bookings continue to increase by more than 14% in 2025 compared to 2024. The company continues pushing for more profitable and sustainable growth. Amy Larsen DeCarlo 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95132&rss As Sparkle transitions under its new ownership of Retelit and Italy’s Ministry of Economy and Finance, the company continues to collaborate with its global peers to strengthen its subsea connectivity footprint. Brendan Swan 2025-08-29T00:00:00+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=123750&rss IBM continues to advance its position as a trusted client partner invested in a co-creation model. But recent cloud service disruptions could impede that progress. Amy Larsen DeCarlo 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123751&rss Lumen continues to lean into its edge cloud proposition, focusing on extending cloud processing and storage resources closer to the point of data creation and consumption. This plays on Lumen's native strength in the network. Amy Larsen DeCarlo 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129546&rss Both Orange MEA and Vodacom are improving their networks and launching new services boosting their relationship with businesses and enterprises in the region. Ismail Patel 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124181&rss The cloud-first/cloud-only mentality of a few years ago has evolved to embrace the hybrid reality. With cost efficiency and regulatory concerns top of mind, more organizations are repatriating workloads in private cloud environments. Amy Larsen DeCarlo 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131951&rss Orange Business has been shifting its focus from technology selling to business outcomes around better experiences for employees, customers, and operations. Investing in consulting capabilities and AI is giving it a competitive advantage. Siow Meng Soh - Dustin Kehoe 2025-08-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128489&rss Mobily is investing heavily in submarine cables, cloud computing, and roaming, IoT, and wholesale services as it seeks to carve out a niche for itself in the face of competition with Zain and stc. Ismail Patel 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131991&rss Orange Business’s 2025 Insight analyst event set out a compelling future vision for the provider centered on AI and Orange’s ability to provide sovereign AI infrastructure, platforms, and consulting alongside the provider’s NaaS Evolution Platform Gary Barton - Ismail Patel 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128488&rss MTN has shut most non-African operations and has exited from low-performing African markets. It is diversifying from legacy services to B2B and enterprise 5G, though it continues to suffer financially from factors beyond its control. Ismail Patel 2025-08-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131947&rss e& is aggressively expanding both geographically and across the enterprise tech stack and is a key component of the UAE’s ambitions to become an AI-centric society. Ismail Patel 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123496&rss Google Cloud continued investing big in the security sector with its pending $32 billion acquisition of security platform vendor Wiz. Security, along with AI, are helping Google Cloud advance its enterprise story. Amy Larsen DeCarlo 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126548&rss stc is augmenting its current product roster by diversifying its partners and suppliers: in satellite, IoT, networks, AI, and cybersecurity. Ismail Patel 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123498&rss While AWS’s closest rivals have made some significant growth gains of their own, AWS is still a dominant player in the cloud market. Innovations in AI and analytics make AWS stand out in a highly competitive field. Amy Larsen DeCarlo 2025-07-31T00:00:00+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=123653&rss Big AI investments made by hyperscale cloud providers are paying off. But geopolitical tensions and regulatory challenges could disrupt that forward momentum. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123497&rss Microsoft Azure cloud revenue topped $29 billion in the most recent quarter, marking a 26% increase year-over-year. However, like other cloud providers, Microsoft faces scrutiny regarding the cost-effectiveness of its solutions. Amy Larsen DeCarlo 2025-07-31T00:00:00+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=94975&rss Akamai continue showing strong growth. But slowing revenues from content delivery network sales cast a shadow. Amy Larsen DeCarlo 2025-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94982&rss Even as Rackspace reported multiple consecutive quarters of revenue declines, the bleeding seems to have slowed. While macroeconomic concerns loom, Rackspace’s turnaround work appears to be yielding some better results. Amy Larsen DeCarlo 2025-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131879&rss Sino-American geopolitical tensions mean tech competition is evolving to ecosystems. Nowhere is this more pronounced than in the Gulf states. US tech vendors have seized on President Trump’s commercial overtures to the GCC to sell into the region. Ismail Patel 2025-07-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130180&rss Ooredoo is investing heavily in AI, data centers, cloud transformation, and quantum technology. The Group has also made deals in fintech and cybersecurity. Ismail Patel 2025-07-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126871&rss ZainTech is powering digital transformation at Zain Group and is entering into new product areas, leveraging the needs of regional customers to drive revenue. Ismail Patel 2025-07-18T00:00:00+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=131823&rss Sino-American geopolitical tension means tech competition is evolving to one over entire ecosystems. US tech export policy shifts to restrict China from accessing US AI tech affects not only the Chinese, but also US allies and the US tech vendors. Ismail Patel 2025-07-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131808&rss Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf states, which have garnered special attention from the two tech superpowers. Ismail Patel 2025-07-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131800&rss Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf states. But any tech strategy for MEA must also consider Africa, a key growth region. Ismail Patel 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131757&rss Nutanix’s annual event, .NEXT, included announcements about partnerships with Pure Storage and Cisco, a cloud-native Acropolis Operating System (AOS) for Kubernetes portability and updates to Nutanix Enterprise AI services. Beatriz Valle 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131677&rss The GenAI Quarterly covers announcements by vendors in the generative AI market, some of which are coming to market with agentic AI releases, as well as new models such as Mistral Medium, the company’s first foray into the enterprise space. Beatriz Valle - Charlotte Dunlap 2025-06-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131645&rss Growth is in line with expectations with the sale of operations in Spain and Italy, alongside the Vodafone UK-Three merger being approved, but Germany is a challenge. Double-digit B2B digital services growth underlines growth beyond connectivity. Robert Pritchard - Gary Barton 2025-05-28T00:00:00+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=131625&rss Under pressure from clients demanding more localized solutions, Google is highlighting its sovereign cloud features. This comes as customers are pressing hyperscalers based in the US to expand in-region offers in the face of political tensions. Amy Larsen DeCarlo 2025-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131612&rss At Tech Mahindra’s analyst day, the IT services provider set out its vision for the next three years, with a significant emphasis on agentic AI, as well as targeting and securing high value deals, particularly in the BFSI and manufacturing verticals. Sandeep Mishra 2025-05-20T00:00:00+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=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=131563&rss Comcast continues to deliver strong revenue numbers and is targeting organic and inorganic growth in areas such as AI, NaaS, and security. The provider’s ambitions are backed deep pockets and canny recent acquisitions, but more detail is needed. Gary Barton 2025-05-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94892&rss Atos has entered a new chapter after the completion of its financial restructuring. The company now needs to execute its transformation and turnaround plans, and keep the market informed of its progress. Siow Meng Soh 2025-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131549&rss IBM is launching a new Microsoft Consulting practice aimed at supporting clients in undergoing transformational projects in areas including AI and security. This expands on IBM’s longtime partnership with its frequent rival. Amy Larsen DeCarlo 2025-04-29T00:00:00+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=131496&rss AMD announced that the sixth generation of its EPYC central processing units (CPUs), for servers and embedded systems, will be brought to market using TSMC’s 2 nanometer process technology. The “Venice” microprocessors are expected to launch in 2026. Beatriz Valle - Steve Schuchart 2025-04-16T00:00:00+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=131485&rss Google Cloud Next announced Gemini will be available on premises as well as new capabilities in Vertex AI, Google’s developer platform. In addition, the new generation of TPUs, codenamed Ironwood, focuses on the inferencing opportunity. Beatriz Valle 2025-04-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131454&rss Recent closure of a joint venture between T-Mobile USA and EQT to acquire FTTH provider Lumos has been facilitated by pragmatic acceptance of changed diversity, equity, and inclusion (DEI) positioning in the US. Robert Pritchard 2025-04-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131463&rss The US tariffs will have a profound impact on enterprise AI and technology trends far beyond pricing; they will influence international trade patterns, economic growth, employment, access to skill sets, and start-up investment. Rena Bhattacharyya - John Marcus 2025-04-07T00:00:00+01:00