Business Insights

US telecoms software vendor Mavenir has come to a recapitalization arrangement with its main investor, Siris, and is taking a step back from its foray into Open RAN.

Nvidia and Deutsche Telekom will team up to build what they term as the world's first industrial AI cloud for European manufacturers on German soil.

• Vodafone has long been exploring the potential of, and challenges associated with, quantum computing 
• It has teamed up with Orca Computing to improve and accelerate its network planning and optimisation processes
• Vodafone is hoping for multiple efficiencies as well as being able

Highlights:

According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, global Network Security revenue reached $6.2 B in 1Q 2025, expanding 12 percent year-over-year (Y/Y).

According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, enterprise class Wireless LAN (WLAN) revenue increased by 11 percent on year-over-year basis.

Another analyst firm has downgraded its growth forecast for the global smartphone market, but while US tariffs are a key reason for the shift, there are other issues at play, including weakness in China.

Vodafone has launched a new digital travel platform centred around its Travel eSIM, and has extended it to 206 destinations on 700 networks, which will be supported by GenAI customer service.

• Unprecedented £11bn investment is one of the largest privately funded infrastructure programmes in the UK, connecting all four nations and every community  
• VodafoneThree is the only mobile network operator with a fully funded, regulated and guaranteed

The AWS European Sovereign Cloud will have local European leadership, independent governance, and a dedicated Security Operations Center.

US public cloud giant AWS has unveiled a new company that will run its European sovereign cloud operations, with copious vows about security and autonomy.

BT has reorganised its multinational services operation into a dedicated division within the group, fuelling further speculation about its future.

Nokia, Colt, and Honeywell are researching how to protect encrypted data from quantum risks using Low Earth Orbit satellites.

Analyst IDC has decreased its predictions for worldwide smartphone shipments this year, forecasting them to grow 0.6% YoY to 1.24 billion units, citing uncertainty and tariff volatility.

ITRI Establishes a New Office in the UK

The Industrial Technology Research Institute (ITRI) has recently inaugurated its new office in the UK. This establishment marks a noteworthy moment in enhancing collaboration between Taiwan and the UK in the fields of technology and innovation.

Hello, I’m Dan Kilper, an electronics and engineering professor at Trinity College Dublin. I am also the director of the CONNECT Centre, a large multi-university research centre funded by Research Ireland that studies future networks and communications. 

Numbers from Canalys claim that smartphone shipments into Europe (excluding Russia) declined by 2% in Q1 2025 to 32.4 million units, which the analyst says was largely caused by sluggish entry-level demand.

Vodafone Group Plc (“Vodafone”) and CK Hutchison Group Telecom Holdings Limited (“CKHGT”), a wholly owned subsidiary of CK Hutchison Holdings Limited (“CK Hutchison”), are pleased to announce that the merger of Vodafone UK and Three UK successfully completed on 31 May 2025.

According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Optical Transport equipment market declined 1 percent year-over-year in 1Q 2025.

Juniper Networks and ServiceNow have integrated some tools for a joint network and service automation product which they say is the first of its kind.

New criteria to give certainty to world-class research organisations, helping to attract greater private investment and grow the UK economy.

O2 has upgraded its mobile network in and around Wembley Stadium ahead of a roster of big sports and music events.

More than 2.5 million people are apparently set to flock to the stadium this summer for events including the FA Cup final, seven Oasis shows and the Dua Lipa O2 Priority gig.

Signals Surging Momentum in Quantum Adoption Across Industries

Virgin Media O2 (VMO2) will combine its B2B arm with Daisy Group in a deal that might not go down too well with some of the latter's customers.

Under the agreement, Daisy will be consolidated into VMO2 Business, with each party respectively controlling 30% and 70% of the combined entity.