Employee costs in Europe held steady as a share of revenue in 2025, while further workforce reductions are expected in the short term. Staff...
Net spending continued to rise in most regions in 1H 2026. Reported opex excluding special factors fell by 2% in Europe between 1H 2025 and 1H 2026,...
Cumulative recurring opex for the seven largest North American operators rose by 3.3% to USD284 billion in 2025, and continued to grow in 1H 2026....
Cumulative opex across eight operators in developed Asia–Pacific rose by 1.8% between 2024 and 2025. However, opex intensity still improved by...
OpenAI has set an aggressive enterprise AI revenue target: to match its consumer revenue by the end of 2026. This article provides an overview of how...
This report provides forecasts for telecoms operator spending on cloud infrastructure for AI workloads and related services for 2025–2031. It...
AI is changing the world, but its monetisation is still being worked out. Understanding the value chain is going to be critical to AI’s...
To date, over 150 communications service providers (CSPs) have launched over 900 network APIs worldwide. This tracker provides details on these...
This article examines the emerging edge AI opportunity for telecoms operators. It explains why the opportunity differs from previous edge ventures...
Physical AI use cases – that is, AI systems that sense, reason about and act within the physical world – are increasingly being deployed....
