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 05:49:27 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=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 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=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=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=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=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=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=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=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=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=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=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=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