Business Insights

INCA has reacted to Ofcom's latest proposals on regulating the UK access market, the main thrust of its response being that Openreach must be kept in check.

Quantum key distribution (QKD) is headed for the stars thanks to a new consortium launched by the European Space Agency (ESA) and Spanish satellite operator Hispasat.

The group, called Q-Design, has set its sights on enabling QKD via geostationary and low Earth orbit satellites (GEO/LEO) as well as terrestrial infrastructure.

• Nokia Autonomous Network Fabric brings together all the capabilities required to accelerate the journey to full network automation in an open, cloud-native, multi-vendor environment. 
• Key features include a library of cross-domain correlated data products, telco-trained models (LLM/LAM/ML), integrated s

Collaboration will combine Syniverse’s global enterprise messaging reach with Aduna’s unified telecom API platform.

GSMA’s Mobile Net Zero report shows momentum is building, though mobile operators must accelerate efforts to halve industry emissions by 2030 to keep net zero by 2050 on track 

• A single means to verify both TM Forum Operate APIs and CAMARA Service APIs are conformant to Open Gateway standards
• Enables faster integration, lower costs, less complexity; builds global confidence in API interoperability and accelerates monetization
• Next step in a long-standing collaboration between TM Forum, GSMA and CAM

• GenAI-generated rApp deployed in AT&T test environment
• Built via Aira’s Naavik AppGen platform and Ericsson’s Intelligent Automation Platform to showcase open collaboration & AI-native innovation

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.