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…
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…
Explosive Growth Confirmed The smart glasses market is booming in 2025, with global revenues set to grow from USD 1.93 billion in 2024 to USD 8.26 billion by 2030 (CAGR 27.3%). This surge reflects rapid adoption across both consumer and enterprise segments. Diversification of Use Cases 2025 sees smart glasses penetrating new sectors—healthcare, gaming, sports,…
In July 2025, the acquisition of SFR, owned by Patrick Drahi’s Altice Group, has not yet been finalized. However, several scenarios and potential buyers are being discussed in the media and recent analyses. Below is a summary of the available information: Potential interested parties: 1. French operators 2. Foreign operators Possible scenarios 1. Breakup and…
The context: why focus on manufacturers? Mobile cybersecurity has become a strategic priority for enterprises as smartphones have become everyday work tools. Yet the most critical lever for securing this ecosystem remains largely underutilized: the device manufacturers themselves. Apple, Samsung, Google — these companies control the entire technical stack: from the operating system to the…
Transforming Uncertainty into Opportunity As the telecommunications landscape undergoes unprecedented transformation, your ability to anticipate and adapt will determine your future success. The innovations presented at the Mobile World Congress aren’t merely ephemeral trends – they represent the foundations upon which our industry’s future will be built, directly affecting the valuation, management, and optimization of…