People’s appetite for AI appears to be insatiable. In recent months, there has been a proliferation in the number of consumer-centric AI solutions on offer by telcos, aiming to build new revenue streams or support loyalty for their existing services.
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this first edition, we put the spotlight on a successful operator journey coming from China.
Appropriately beginning in a cinema room at Pathé Palace in Paris, Orange Insights 2025 set the stage for blockbuster discussions, led by the enterprise arm of an operator emblematic of an industry in the midst of profound change. In this report, we present four key themes from the event.
As the strategic importance of sovereign AI grows, so do opportunities for data centre operators. This report shares the findings from a recent STL Partners webinar on the topic.
This is a series of two reports exploring the potential for edge-native architectures and how they can bring new monetisation opportunities for original equipment manufacturers (OEMs).
DTW Ignite 2025 showed a telco industry that is truly embracing AI and trying to use it as a platform for accelerated transformation. We hope it succeeds.
The data centre industry stands at an inflection point: poised for rapid AI-driven growth, but only if it can navigate key challenges.
As CSPs transition into the Coordination Age, they face critical challenges in adopting cloud-native architectures and transforming operational models to meet the demands of enhanced connectivity and resource optimisation. This report provides practical strategies to navigate these challenges, with a focus on simplifying RAN transformation, enabling agility and unlocking new opportunities for innovation and growth.
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.
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.
Telcos need new skill sets to enable their organisations to compete and add value like technology companies. Insights from our Future skills tracker tool show that telcos remain behind techcos in the penetration of key role types and provide direction on the expert capabilities required to become more innovative, agile and technology-driven overall.
In this report, we discuss the extent to which AI adoption will transform enterprise networking and set out a framework of key questions that decision-makers should consider when developing and designing their AI strategies.
At MWC 2025, we held the Digital Health Summit in collaboration with the GSMA. At the event, we explored the opportunities and the challenges in smart hospitals, IoT, direct-to-consumer services and AI in healthcare. This report outlines the key takeaways and insights from the summit.
Who is most likely to win the battle for contextually aware personal assistants on smartphones – and is there an opportunity for telcos?
AI will create large potential opportunities for telcos in connectivity and use case enablement. But telcos must manage expectations and prioritise their investments carefully.
This report assesses the impacts of delays in data centre construction on operational financial metrics, budget and internal rate of return, and examines the role of effective reporting in ensuring on-time delivery.