Category: *Market Landscape & Strategy

e& UAE embeds agentic AI into mobile and broadband products

e& UAE is putting agentic AI inside existing broadband and mobile product lines rather than offering it as a bolt-on service. The Abu Dhabi-based operator claims it’s the first telecom provider in the region to take this approach. Enterprises usual…

AST SpaceMobile’s UK direct-to-cell plans use Vodafone spectrum

AST SpaceMobile’s UK direct-to-cell plans pair Vodafone spectrum with Ofcom trial conditions and beam shutdown commitments. AST SpaceMobile has notified the FCC of planned non-US direct-to-cell operations in the UK with Vodafone. The filing, dated 11 A…

Bain & Company: Telecom M&A reaches $65B in H1 2026

Bain & Company puts H1 2026 telecom deal value level with the same period in 2025, despite deal value rising 40 percent between quarters. The market recorded $27 billion in Q1 and $38 billion in Q2. 43 transactions made up the total. Concentration …

Ericsson expands cloud RAN and network infrastructure across US

Ericsson is scaling AI-native network infrastructure across US telecom operators to support private 5G and automated cloud RAN systems. The US telecoms sector is transitioning toward fully automated, AI-native network infrastructure as the nation marks…

Rocket Lab buys Iridium to expand global telecom connectivity

Rocket Lab acquiring the Iridium telecom network creates a vertically-integrated satellite connectivity operator. Rocket Lab will purchase Iridium Communications in a transaction valuing the enterprise at $8 billion. The cash and stock deal prices Irid…

Spain mandates telecom backup battery infrastructure

Telecom operators in Spain face a mandate to deploy extensive battery backup infrastructure across mobile network coverage zones. Óscar López, the Minister for Digital Transformation and Public Administration, detailed the Royal Decree on Security and …

Telefónica completes 17 edge computing nodes across Spain

Telefónica has activated 17 edge computing nodes across Spain, localising enterprise data processing near the network perimeter. The deployment executes the operator’s Edge Plan, pushing computational hardware out of centralised facilities and into reg…

TM Forum: Telecom operators unprepared for AI safety regulations

According to the TM Forum, telecom operators lack the technical evidence to prove AI systems operate safely under impending new regulations. Boards exhibit high tolerance for risk to secure public announcements detailing AI capabilities. However, the p…

Mavenir launches telecom AI token billing infrastructure

Mavenir has launched a billing-grade infrastructure platform allowing telecom operators to monetise AI tokens directly through existing BSS (Business Support Systems). Network operators face deep integration challenges when attempting to monetise large…

Nokia and AWS power Tune Talk’s cloud-native 5G network

Tune Talk has deployed a cloud-native 5G core network running Nokia’s entire 5G Core software stack on AWS public cloud infrastructure. The implementation follows a distinct hybrid cloud topology. Tune Talk hosts its network control plane in the …