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, 30 May 2026 15:36:49 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95428&rss Vodafone Business has made good progress on its strategic priorities, transforming itself by embedding AI across all aspects of the company while forging new partnerships and acquiring new capabilities to strengthen its position across key markets. Brendan Swan 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94972&rss T-Mobile sharpens its enterprise focus with strong network capabilities, improved security/management, and continued market momentum. Gaps remain in solutions and wireline, though recent broadband investments modestly improve its converged story. John Marcus 2026-05-28T00:00:00+01:00 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 success. Now scaling up its platform-based services, it remains a leader among enterprise service providers. John Marcus 2026-05-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132873&rss Enterprise 5G slicing is monetized mainly as “assured connectivity” (per site, SIM, access line, or solution). Operators so far lead with defined SLAs, bundling security/resilience, and prioritize repeatable products over truly on-demand solutions. John Marcus 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94907&rss Slower revenue growth in Q1 FY2026 due to sluggish legacy software sales raised concerns about IBM’s momentum. But investments in AI and automation should boost long-term expansion. Amy Larsen DeCarlo 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96314&rss Telefónica is advancing its autonomous networks and enhancing its digital portfolio leveraging AI. Its B2B segment remains a key growth engine with strong momentum across cybersecurity, cloud, and IoT. Brendan Swan 2026-04-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=107093&rss HCLTech is reporting good traction with enterprises in AI adoption. It is developing its own AI solutions and IP while also working with partners to develop AI capabilities. Physical AI and AI Factory are key focus areas for the company. Siow Meng Soh 2026-04-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss BT Group has established BT International as a standalone unit with its own profit and loss accountability, while simultaneously strengthening its partner ecosystem to drive growth through its digital platforms. Brendan Swan 2026-04-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132814&rss Vodafone Business announced two new products for 5G SA connectivity: 5G+ Local Slicing and Network Boost. The pair go a considerable way to plugging a yawning chasm with its existing two tiers: standard 5G and a full-blown mobile private network. Ismail Patel 2026-04-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132803&rss Amazon’s acquisition of Globalstar hands it valuable globally licensed L- and S-band spectrum, existing MSS infrastructure, and D2D tech, accelerating its enterprise ambitions while sidestepping potentially lengthy delays in purchasing spectrum. Ismail Patel 2026-04-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94894&rss Accenture is benefiting from the demand for AI and data solutions. It is driving further growth through a series of acquisitions to strengthen its capabilities in AI and high-growth sectors (e.g., capital projects). Siow Meng Soh 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103472&rss DXC is seeing results in stronger than anticipated earnings from its two-pronged strategy to steady its legacy business while moving forward with new AI-driven solutions. The company also retooled its sales enablement function. Amy Larsen DeCarlo 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94881&rss Deutsche Telekom is focusing on sovereignty in cloud and satellite solutions, in addition to boosting its AI initiatives, and industrial verticalization. Ismail Patel 2026-04-08T00:00:00+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=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=132685&rss Direct-to-device satellite connectivity is scaling up and garnering the attention of telecoms operators as seen in recent announcements on telco-satco deals, beta and commercial launches, and service offering details. Ismail Patel 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95641&rss FreeMove faced challenges in 2025 as the number of new managed lines declined after strong prior-year growth. New deals and customer retention remain strong. John Marcus 2026-03-16T00:00:00+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=103473&rss In 2025, telcos enhanced enterprise mobility services with wider availability of 5G SA and 5G slicing for B2B use cases, and progress on private networks, mobile security, and eSIM provisioning. John Marcus - Ismail Patel 2026-03-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94895&rss AT&T Business continues to center its identity around converged reliable, consistent, and secure business-grade connectivity through 5G and fiber, to remain a premier network provider in the US. Gregg Willsky 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=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=132367&rss The third Proximus Think NXT event focused on sovereignty, cyber defense, and the company announcing plans towards a ‘telco-as-a-platform’ business direction. Ismail Patel 2025-12-05T00:00:00+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=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=132281&rss 5G momentum continued characterized by spectrum deals, open RAN trials, RedCap IoT, satellite backup and roaming, venue upgrades, enterprise plans, standalone 5G deployments, AI-driven bandwidth, and robotics. John Marcus - Ismail Patel 2025-11-11T00:00:00+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=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=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=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=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=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=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=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=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=131965&rss Operators are enhancing 5G networks and performance. With 5G SA, the benefits of tangible applications in one industry are leading to other industries exploring their own use cases, resulting in a 5G virtuous cycle. John Marcus - Ismail Patel 2025-08-13T00:00:00+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=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=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=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=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=131781&rss Global telcos are deepening IoT investments with AI, 5G, and eSIM, continuing the shift from basic connectivity to multi-network orchestration as well as smart sector-specific solutions for energy, transport, logistics, and public safety. John Marcus 2025-06-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131710&rss Service providers see growing demand for Mobile Device-as-a-Service driven by sustainability, flexibility, and financial expedience. Enterprises value customization and enhanced support, while providers aim to differentiate on service delivery. John Marcus 2025-06-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131686&rss Verizon launched Edge Transportation Exchange, a network-based V2X platform using 5G, MEC, and IoT to bypass costly roadside units and accelerate deployment, challenging competitors in the smart mobility, automotive, and public sector markets. John Marcus 2025-06-06T00:00:00+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