How well do telcos work together?
As telcos team up to expand into new markets, what are the key lessons from existing joint ventures?
Network Futures
Not all telcos need to build their own AI factories
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
Private network market forecast (2025 update)
This report presents quantitative analysis of the global demand for private networks over a 7-year period. We explore the revenue trends across the value chain and provide insights into different deployment models and technologies across 14 verticals.
Tariffs and telcos: Uncertainty and long-term moves
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.
Total addressable market for AI solutions in the mobile telco network and OSS: USD18bn by 2030
Mobile operators have used intelligence in their networks and OSS for a while. What has changed recently is how new techniques (e.g., generative AI and/or agentic AI) can be applied, often on top of traditional methods, to accelerate the use of AI in the network domain and move telcos along their journey to higher levels of network autonomy. This forecast estimates the value for vendors of selling AI-enabled solutions to mobile operators to support their network and OSS processes.
Telco cloud deployment tracker Q1 2025: The various flavours of open RAN
Most large-scale deployments of virtualised RAN (vRAN) at Tier 1 telcos are currently based on single-vendor architecture. But operators are deploying vRAN in innovative ways that aim to preserve many open RAN benefits. This report looks at the current status of vRAN and open RAN deployments as well as the increasing awareness of the importance of deploying cloud-native RAN across multiple containers-as-a-service (CaaS) layers.