Business Insights

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Goodbye Project Kuiper, hello Amazon Leo

Amazon’s satellite operation Project Kuiper has had its name changed to Amazon Leo, ‘a simple nod’ to the Low Earth Orbit satellites that make up its burgeoning network.

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Telecoms Trailblazers: A Day in the Life of Ashleigh Jordan

Hello, I’m Ashleigh Jordan, a Business Development and Innovation Manager at Vodafone. I focus on helping public-sector organisations across the UK adopt and implement 5G and advanced wireless technologies.

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AST SpaceMobile Provides Business Update and Third Quarter 2025 Results

Over $1 billion in aggregate contracted revenue commitments from partners reflect robust demand as company advances towards commercial service rollout

Combined cash and liquidity of $3.2 billion in pro forma cash, cash equivalents, and restricted cash and availability under the ATM facility

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Brussels to soften AI rules in the face of big tech backlash

Critics fear the European Commission’s upcoming digital omnibus will relax AI and GDPR rules to placate big tech companies and Washington.

The European Commission is preparing to ease some of its most stringent digital and AI regulations, with critics blasting the commission of sacrificing privacy to secure big tech investment.

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Telecoms revenues at $1.5 trillion but operators need AI to cut costs

Revenues from telecoms and pay TV services will come in at north of US$1.5 trillion this year with growth exceeding expectations, but telcos will still need to look to AI to help them cut costs and maintain margins.

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UK altnets up in arms after Openreach fibre threat

The UK's alternative network operators have hit out at incumbent Openreach for threatening to curtail its fibre rollout plans if upcoming regulatory changes do not meet with its satisfaction.

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Nokia Bell Labs and KDDI Research unite to drive innovation in 6G energy efficiency and network resiliency

  • These two industry-leading research institutions are expanding their collaboration efforts to advance 6G technologies, setting the foundation for transformative connectivity solutions.
  • The research collaboration will enable the commercialization of 6G networks that prioritize energy efficiency and resiliency

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Five Eyes aims to improve network security with some cat-herding

Telco regulators from the Five Eyes intelligence alliance have pledged to work more closely with one another to counter cyberattacks targeting telco infrastructure.

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BT cuts jobs and loses broadband customers, unveils Starlink rural broadband partnership

BT has revealed a notable loss of broadband customers to rivals, as it navigates a "competitive" market.

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AI data centre boom strains power grids and cooling supply chains: report

A global surge in demand for AI computing capacity is placing unprecedented pressure on data centre supply chains and power infrastructure, according to Turner & Townsend’s latest Data Centre Construction Cost Index 2025-2026.

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Vodafone IoT partners with Iridium to provide its customers with NTN NB-IoT Connectivity

Vodafone IoT announced a new partnership with Iridium Communications Inc., a leading provider of global voice, data, and PNT (positioning, navigatio

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Is AI voice a telco growth opportunity?

  • The AI voice service sector is set for explosive growth
  • Voice isn’t discussed much in telco circles any more, according to the Unthinkable analyst team
  • But this is an area where digital service providers could develop AI-driven revenue streams, they suggest 

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International Open RAN vendors to scale advanced connectivity solutions in the UK

Digital Catapult has welcomed six international Open RAN (Radio Access Network) vendors to its advanced connectivity programme, driving the development, deployment and diversification of data-driven and open future networks in the UK.

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ETSI MEC First Phase 4 Specifications and White Paper further integrates open-source and standards for edge clouds

ETSI's Multi-access Edge Computing (MEC) Industry Specification Group is pleased to announce the release of a comprehensive set of specifications for its Phase 4 work, accompanied by a White Paper developed in collaboration with the Linu

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AI sovereignty for Germany and Europe: Deutsche Telekom launches one of Europe's largest AI factories with NVIDIA

  • Up to 10,000 NVIDIA Blackwell GPUs will power a 0.5-EFLOPS supercomputer, delivering around 50 percent more AI computing power for Germany 
  • Sovereign Deutschland-Stack: SAP solutions will provide the technology platform for easy integration of AI solutions
  • From idea to launch in six months 
  • Strengthens sove

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Nokia and Rohde & Schwarz collaborate on AI-powered 6G receiver to cut costs, accelerate time to market

  • AI-powered receiver technology using machine learning can greatly enhance future 6G coverage, creating cost savings and accelerating time to market.
  • The AI technology identifies and compensates for distortion in wireless signals, leading to substantial improvements in 6G uplink coverage.
  • Nokia and Rohde & Schwarz will de

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Subsea cable linking USA and Ireland unveiled by AWS

Amazon Web Services (AWS) has announced Fastnet, a new transatlantic subsea fibre-optic cable system linking Maryland, USA, and County Cork, Ireland.

Fastnet, which is expected to be operational in 2028, has been designed to improve network resilience by adding a new, independent data route across the Atlantic.

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Global smartphone shipments grew 3% in Q3

According to the latest Omdia numbers, the global smartphone market shipped 320.1 million units in Q3 2025, representing a 3% year-on-year hike.

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Vodafone under pressure as O2 inks Starlink deal

Virgin Media O2 has signed a deal with Starlink that will see it bring direct-to-cell services to the UK in the first half of next year.

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Cisco Delivers AI Innovations across Neocloud, Enterprise and Telecom with NVIDIA

Cisco becomes the first partner to offer a NVIDIA Cloud Partner compliant reference architecture with new data center switching solutions. Together, Cisco and NVIDIA provide customers ultimate flexibility as they build critical AI infrastructure. 

 

News Summary:

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AI and cloud-native transformation to drive global telco network to $24.8bn by 2030 – Omdia

Global spending on telco network cloud infrastructure and software is projected to grow from $17.4 billion in 2025 to $24.8 billion by 2030, representing a compound annual growth rate (CAGR) of 7.3%, according to Omdia’s new Telco Network Cloud Market Tracker – 2025 Annual Forecast Report.

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Nokia profits tumble despite double-digit sales growth

Finnish vendor reports double-digit adjusted net sales growth of 12% y-o-y, but profit for the period dropped 54% as CEO insists vendor still on track to meet 2025 fiscal outlook.

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Viasat Demonstrates First Satellite SMS Messages on Android Smartphone in Mexico

At an event held in Mexico City, the operator showcased direct-to-device (D2D) connectivity in action, including native SMS messages and push-to-talk via satellite on a commercially available Android smartphone