Nokia

Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …

From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …

Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …

Ericsson has a direct role in the UK military’s £8 billion tactical comms overhaul, highlighting the growing importance of private 5G, drones, and AI in battlefield engagements; the win also …

New forecasts say the private 5G market will grow at 34 percent annually to pass $6.6 billion by 2030; but the bigger story is how the sector has become a …

From the newsletter (sign-up if you want it sooner): Nokia’s new AI-RAN platform presents a vision of a future where telcos become part of the AI infrastructure stack. Whether operators …

Nokia’s new deal leans on software, not just refreshed radios In sum – what we know: Nokia and Taiwan Mobile have signed a new agreement that extends their long-running 5G partnership — …

Nokia’s AI-RAN platform promises to more than double spectrum efficiency through software-driven upgrades, combining Nvidia acceleration with flexible deployment options. But analysts suggest the technology may optimize existing networks rather …

From the newsletter (sign-up if you want it sooner): IoT dominates the news cycle: sector consolidation, eSIM orchestration, private 5G, drones and sensing, industrial automation – a telco market shifting …

From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …

From the newsletter (sign-up if you want it sooner): AI is driving investment across the telco stack – from data centers, fiber, and DCI to access networks, IoT, and edge …

NestAI and Nokia fuse 5G, AI, and sensing for NATO forces In sum – what we know: Nokia Defense and Finnish AI lab NestAI have announced a set of new integrated operational …

Irish private cellular specialist Druid Software has acquired Munich-based Node-H to simplify the integration of private 4G/5G systems and broaden the channels through which they are sold – including operators. …

Six specialized Nokia agents will roll out through 2027 In sum – what we know: Google Cloud and Nokia have expanded their partnership to push Gemini-powered AI agents directly into Nokia’s network …

Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the …

Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. …

Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old …

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what …

There is a persistent challenge at the heart of broadband operations. Service providers collect enormous amounts of network and Wi-Fi telemetry, yet still struggle to use it to improve in-home …

Runtime security is becoming a network architecture imperative for telecom operators, writes Nokia. To detect threats earlier without compromising performance, security must deliver continuous visibility, operate predictably under load, and …

A weaker North American market reflects both the maturity of the region’s 5G cycle and tougher year-over-year comparisons, says Omdia In sum – what to know: Emerging market growth – …

Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. …

An interview with TM Forum, in two parts, about where telcos are up to with network autonomy, and the work to scale point solutions into vendor-agnostic deployments across entire network …

Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue …

Nokia is making specific claims about resolution rates, truck rolls, and operational efficiency In sum – what we know: Nokia has announced that it’s embedding agentic AI across its fixed network product …