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 05:49:10 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132747&rss OFC 2026: The AI era of networking has arrived - participating vendors and operators were focused on speed, power efficiency, interoperability, and a strong ecosystem. Innovation continues with 6.4 Tbps interfaces making their debut. Glen Hunt 2026-03-31T00:00:00+01:00 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=132636&rss Verticals such as energy, transport, and public sector increasingly rely on IP and optical networks for critical communications. Their requirements are distinct, and put a premium on reliability, resilience, precise timing, and security. Emir Halilovic 2026-03-03T00:00:00+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=94623&rss 1Finity targets digital transformation (DX) for network operators driven by its combined optical, 5G wireless, and AI-powered network management product portfolios; bolstered by extensive global service offerings. Glen Hunt 2026-02-27T00:00:00+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=102635&rss Core packet-optical platforms support 800G wavelengths on all routes, with an increasing density of high-speed client ports. However, the speeds in metro and core are getting closer, favoring simpler solutions for long-haul and submarine routes. Emir Halilovic 2026-02-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132529&rss FTTR extends fiber into the rooms of a residential unit. China dominates deployments through Huawei and ZTE but adoption elsewhere is limited by installation and strong alternatives like Ethernet and mesh WiFi. Adoption will likely remain niche. Yousef Almadani 2026-02-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103343&rss Vendors continue to add higher speed discrete line interfaces to metro packet-optical platforms, but the pluggables are becoming more relevant with 800G ZR hitting the mainstream. The needs of AI workloads dominate the demand for new builds. Emir Halilovic 2026-01-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132484&rss Expansion of IP routers and advanced optical technologies are driving industry growth – 2026 is fueled by digitalization, cloud adoption, and AI-powered data center connectivity supported by a surge in investments to modernize infrastructure. Glen Hunt - Emir Halilovic 2026-01-12T00:00:00+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=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=132356&rss Ribbon Communication’s Insights25 conference highlighted the company’s broad voice and data portfolios, its partner ecosystem, and investment in network automation – all factors necessary to transition operators and enterprises into the AI era. Glen Hunt 2025-12-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132303&rss Cable remains a cost-effective way to deliver future broadband speeds in North America. Future path upgrades are now targeting 25 Gbps, with talks of 50 Gbps. MSOs will favor selective DOCSIS upgrades while using fiber for new deployments. Yousef Almadani 2025-11-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126484&rss Network resource orchestration solutions have advanced to deliver dynamic E2E network slicing with greater automation and intelligence to help CSPs deliver flexible 5G services that address growing 5G use cases across multiple network domains. Glen Hunt 2025-11-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132299&rss Mplify’s Carrier Ethernet for AI certification announcement comes as AI hype turns to real investment and implementation. The goal is to replicate the success of its carrier Ethernet certification model – heading off potential connectivity chaos. Glen Hunt 2025-11-17T00:00:00+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=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=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=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=130670&rss Optical devices have been used for mobile backhaul for a long time, but 5G optical transport needs new features, like packet fronthaul or network slicing. These new roles require enhanced functionality, preferring active optical platforms. Emir Halilovic 2025-09-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132123&rss Ciena’s announced acquisition of Nubis bolsters the optical vendor’s offering in the key networking DC space. However, the DC networking field is getting crowded, and some of the proposed synergies are mostly theoretical. Emir Halilovic 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132087&rss Ribbon launches Acumen, integrating all its management software under one roof plus the addition of AI agents to deliver more effective management and orchestration of IP, optical, and voice networks. Ribbon is the latest vendor to leverage AI. Glen Hunt 2025-09-17T00:00:00+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=102897&rss Innovation in the access and aggregation router segment continues with new platforms, custom silicon and increased capacity and agility. Network intelligence, automation, and security make their way into all next-generation vendor solutions. Glen Hunt 2025-08-26T00:00:00+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=94724&rss Ribbon’s 2024 revenues grew slightly YoY, while operating income was $17 million, compared to a loss of $24 million for 2023. Ribbon also launched new NPT series routers and landed several new 800G router and Muse deployments. Emir Halilovic 2025-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105938&rss The 1.6T wavelength coherent solutions have started shipping, but 800G pluggable interfaces have more potential for revolutionizing the compact-modular market. Optical line system modules and C+L are becoming table stakes as well. Emir Halilovic 2025-07-15T00:00:00+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=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=131716&rss The launch of Ericsson On-Demand delivers a 5G core network platform via SaaS, enabling CSPs to scale services rapidly and monetize adjacent use cases. The solution leverages the breadth and scale of Google Cloud AI-based infrastructure services. Glen Hunt 2025-06-13T00:00:00+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=104151&rss Wireless backhaul vendors continue to enhance their portfolios’ use of E-band millimeter-wave spectrum. And as 5G traffic increases, vendors are increasingly looking at interfaces above 10 Gbps. Ed Gubbins 2025-05-29T00:00:00+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=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=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