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 05:49:17 GMT 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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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=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