http://www.currentanalysis.com/ Analysis Reports provided by Current Analysis, Inc. en-us All materials Copyright 1997-2026 Current Analysis, Inc. Reproduction or distribution prohibited without express written consent. Sat, 26 Sep 2026 11:46:38 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133374&rss Nutanix has bought French software developer Ryax Technologies in a move that will almost certainly boost its hybrid AI workload orchestration capabilities and help customers optimize the ROI of their AI applications along the way. Beatriz Valle 2026-09-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133316&rss The outlook for 5G standalone mobile core software has improved after years of stagnation, and stronger AI and automation promise to help address past challenges around use-case justification and network complexity, but uptake still has a ways to go. Glen Hunt 2026-09-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133269&rss Apple's first foldable should be formidable, but hype won't guarantee adoption. At an expected $2,000-plus price, Apple must prove the foldable is worth the premium—and lean on its ecosystem, financing, and carriers to make the economics work. Nicole Teasley - Amanda Mitchell 2026-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128552&rss Nokia pursues its ‘AI supercycle’ transformation, by focusing its network infrastructure and mobile infrastructure units for long-term profitability, yielding $2.35 billion profit for FY2025 and posting a strong Q1 2026 performance. Glen Hunt 2026-08-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133261&rss Generative AI has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2026-08-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133256&rss IBM and OpenAI are expanding on their existing relationship, with the former making thousands of OpenAI-trained consultants available. But with so many similar partnerships, how is this one different? Amy Larsen DeCarlo 2026-08-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133251&rss Anthropic responded to the EU AI Act’s transparency rules, outlining plans to watermark Claude-generated content. The AI giant trails behind rival Google in committing to the daunting task of tagging massive amounts of content. Charlotte Dunlap - Beatriz Valle 2026-08-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126540&rss Software-defined broadband access (SDBA) provides operators with flexible, open fixed-access solutions, reducing costs and complexity. The latest evolution sees the integration of AI into the platforms for a variety of use cases. Yousef Almadani 2026-08-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133239&rss Samsung used this summer’s Galaxy Unpacked event to redefine the competitive battleground. Hardware matters, but its real play is making foldables the gateway to an AI-powered ecosystem that boosts customer loyalty and widens the competitive moat. Amanda Mitchell 2026-08-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133216&rss AT&T is joining forces with Palo Alto Networks to bring more advanced security capabilities into the network itself. The aim is to create a strong security defense built to stand up to AI-driven attacks operating at machine speed. Amy Larsen DeCarlo 2026-08-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130389&rss Harmonic’s steady push into fiber has made it a key part of sales. In Q1 2026, broadband sales rose 43% year over year. After selling its video unit, Harmonic is now a pure broadband firm with a greater focus on the broadband segment. Yousef Almadani 2026-07-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94722&rss Cisco has pursued deep AI integration, proactive automation, next-gen network fabrics, and embedded security—under a unified platform approach, which positions it at the leading edge of the AI-powered, secure, and hyper-connected networks of the future. Glen Hunt 2026-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133163&rss Lumen is integrating its advanced MDR solution with Palo Alto’s Cortex XSIAM SOC platform. The partnership will add insights from Lumen’s Black Lotus Labs threat intelligence arm to unify threat data on one console, reducing tool sprawl. Amy Larsen DeCarlo 2026-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128816&rss Adtran’s revenue marked strong fiber networking momentum and growing demand for AI-era optical transport. The company expanded product lines and launched LiteWave800, a linear pluggable optics solution aimed at data center operators. Yousef Almadani 2026-07-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133061&rss Coming after a major deal with the hotel chain Accor’s loyalty program, this new channel partnership with Trip.com could help Orange Travel gain access to one of the fastest growing sectors in the industry – Chinese tourists heading for Europe. Emma Mohr-McClune 2026-06-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103017&rss Kontron’s fiber broadband access solutions have seen minimal updates in the last year on the fiber side. Kontron’s acquisition of Iskratel has essentially rendered the latter a division within a larger company that serves various industries. Yousef Almadani 2026-06-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133024&rss Satellite home broadband is defined by Starlink’s overwhelming lead, while D2D remains up for grabs. Demand and uptake are still uncertain but should be clarified soon as the market matures. Amazon’s entry would materially shift market dynamics. Yousef Almadani 2026-06-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94596&rss Calix had a strong 2025, reaching around $1 billion in annual revenue (up ~20% YoY). Calix rolled out the Calix One AI-native platform fully, shifted its cloud partnership from AWS to Google Cloud, and officially released its 50G-PON solution. Yousef Almadani 2026-05-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132931&rss Ciena and Nokia are targeting data center OOBM with PON-based alternatives to Ethernet, promising lower power, space, and operational costs, though broader adoption will depend on proving reliability and winning hyperscaler confidence. Yousef Almadani 2026-05-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132899&rss Nokia has agreed to sell its FWA CPE business to Inseego, with the deal expected to close in Q4 2026. As part of the transaction, Nokia will take an equity stake in Inseego, and the companies will pursue joint go-to-market initiatives. Yousef Almadani 2026-05-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=121488&rss 5G IP transport platforms are evolving in anticipation of greater demand stemming from 5G standalone and 5G-Advanced deployments. The focus on timing and synchronization remains high, and platform versatility is increasing. Emir Halilovic 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132856&rss Google overhauled its infrastructure portfolio including its eighth generation (tensor processor units (TPUs), with two distinct, purpose-built architectures for training and inference, TPU 8t and TPU 8i, which will power Google’s supercomputers. Beatriz Valle 2026-04-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130387&rss What was previously known as CommScope has been streamlined into two business segments: Ruckus Networks and Aurora Networks. The remaining entity now has a narrower focus, centered on enterprise Wi-Fi, HFC, and broadband network products. Yousef Almadani 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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