Thinking

  • SFR: a strategic restructuring that could redefine the European Telecom landscape

    Bouygues Telecom, Free–Groupe iliad, and Orange have submitted a €17 billion non-binding joint offer to acquire most of Altice’s telecom activities in France, including SFR. The proposal implies a total enterprise valuation of more than €21 billion for Altice France. This is not a traditional M&A transaction: it’s a coordinated restructuring of a strategic national…

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  • Ray-Ban Meta Gen 2: Meta’s AI glasses enter the adoption phase

    Meta Connect has become the must-attend event for the XR industry. This year’s edition confirmed Meta’s ambition to accelerate in smart glasses with the launch of Ray-Ban Meta Gen 2. These glasses are no longer just a lifestyle gadget — they are stepping closer to permanent AI assistance. A significant generational leap Key upgrades include:…

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  • iPhone 17: Apple bets on design and user experience as its key differentiator

    Every iPhone launch sparks the same question: how can Apple still surprise with a product that has already reshaped the industry since 2007? With the new iPhone 17, iPhone Air, and iPhone Pro, Apple signals that true disruption is no longer measured only in raw performance, but in the refinement of design and user experience.…

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  • Génération Z : aux opérateurs mobiles français d’oser enfin !

    Introduction : Un public exigeant, insaisissable… et décisif La génération Z (née entre 1997 et 2012, soit environ 13 à 28 ans en 2025) représente aujourd’hui une part croissante du marché des télécommunications en France, avec environ 13 millions d’individus (près de 19% de la population française en 2025). Cette génération, qui a grandi avec…

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  • The comeback of private cloud: A strategic reset for European Telcos

    For a decade, cloud-first meant public cloud. But in 2025, the paradigm has shifted. Enterprises worldwide are rebalancing their strategies, placing the private cloud back at the center of hybrid infrastructures. The reasons are clear: security, cost control, and data sovereignty have become non-negotiable. In this exclusive Quick Note, we break down the latest trends…

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  • The Two Missing Pillars of Telco AI

    While headlines focus on sovereign GPU clouds, AI-RAN, or LLMs optimized for telecom networks, two critical dimensions often remain in the background of telco AI strategies: data governance and regulation, and the building of vertical AI ecosystems. These two pillars are essential to turn AI into a sustainable competitive advantage. Data Governance, Regulation & “AI…

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