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GlobalData
GlobalData

Technology

Meta’s Muse opens new front for smartphone AI battle, says GlobalData

Meta’s personal AI agent “Muse” gained millions of downloads within weeks of its September launch by promising to handle life’s annoying chores. This shifted the AI spotlight away from smartphone makers’ strategies. The rise of personal agents could reshape consumer device interactions, spending habits, and how much control device manufacturers retain over customer relationships, says […]
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Singapore fixed broadband service revenue market set for steady growth, driven by fiber upgrades, reveals GlobalData

Singapore’s fixed broadband service revenue is expected to increase at a compound annual growth rate (CAGR) of 3.1% over the forecast period 2025-2031, driven by steady  gains in residential and business fixed broadband access lines, and a gradual increase in the adoption of premium multi-gigabit fiber plans, reveals GlobalData, a leading intelligence and productivity platform. […]
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Fiber broadband to drive growth in New Zealand fixed communication market through 2031, forecasts GlobalData

New Zealand’s (NZ) fixed communication services market is poised for growth, driven by increasing demand for fixed broadband services and continued investments in fiber infrastructure. The market is forecast to rise from $1.6 billion in 2026 to $1.9 billion by 2031, as investments support the expansion of the country’s high-speed broadband capabilities, according to GlobalData, […]
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Cloud marketplace agentic AI additions heighten telco opportunities to diversify sales, says GlobalData

Telcos searching to expand sales avenues are discovering evolving channel opportunities in cloud marketplaces, which align with their AI strategies to streamline delivery of network services to enterprises. Factors ranging from agentic AI-driven product procurement to improved productization of infrastructure services are positioning the online storefronts as a prime route to sales growth, according to […]
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Automation and tokenomics will redefine managed services in the age of AI, says GlobalData

Telecoms service providers are betting on managed services to drive growth as competition intensifies and data margins are squeezed. However, while GlobalData’s forecasts indicate a managed network services CAGR of 8.6% between 2025 and 2030, rising risk emerges as AI-driven automation threatens margin-eroding commoditization. Consequently, service providers must develop economically viable managed services that integrate […]
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Sky Italia bets connectivity over content alone, says GlobalData

Sky Italia is building on the launch of Sky Wifi fixed broadband in 2020 and a retail mobile debut in 2024 and taking on managed mobile virtual network operator (MVNO) status to gain more control over its mobile portfolio, multi-service incentives, and end-to-end customer journey. Ultimately, the operator is looking to enhance its core content […]
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Zoom continues to enhance platform and position itself well for the future, says GlobalData

Zoom continues to enhance its platform with wide-ranging improvements, expanding the ZoomMate AI assistant with new models and languages alongside a redesigned Contact Center workspace. Fulfilling the company’s vision and extending its corporate transformation, these collaboration trends position the company well for the future, keeping it poised for further development, according to GlobalData, a leading […]
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Slackforce Surfaces strengthens Slackbot’s role as an AI-powered enterprise interface, says GlobalData

Slackforce Surfaces marks a significant advance in AI-enabled enterprise collaboration, turning Slackbot into a practical interface for live business data and context. By automatically creating and refreshing dashboards, reports, presentations, and other views, the capability can reduce the friction of gathering information while helping users derive deeper insights and make faster, more informed decisions, says […]
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Vodafone TV will boost VodafoneThree’s UK fixed-mobile multiplay push but needs sharper differentiation, says GlobalData

Vodafone TV’s October 2026 launch will strengthen VodafoneThree’s UK fixed-mobile convergence strategy by filling a key pay-TV gap and extending TV access to mobile-only customers. The move could accelerate multiplay adoption and support 5G+ and broadband cross-selling, but the British telco needs stronger operator-specific benefits and bundled incentives to establish a compelling proposition in an […]
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Apple intends to mainstream foldable smartphones using its installed base and brand power, says GlobalData

Following the news that Apple unveiled its first foldable smartphone, the iPhone Duo, amid a flurry of product announcements at its annual September showcase; Amanda Mitchell, Senior Analyst – Telecoms Practice, Technology at GlobalData, a leading intelligence and productivity platform, offers her view: “The move signals Apple’s intent to put its brand gravity and installed base […]
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Conversation intelligence boosts organizational effectiveness but hurdles remain, says GlobalData

Conversation intelligence tools are transforming team collaboration and contact center platforms by using AI to automatically analyze conversations and surface actionable insights. While these capabilities can improve productivity, streamline workflows, and enhance customer experiences, their adoption also raises concerns around compliance, confidentiality, security, privacy, and the responsible handling of sensitive conversational data across organizations and […]
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KDDI’s shift to vetted ‘walled garden’ content model highlights importance of reliability-based differentiation in consumer AI, says GlobalData

KDDI in Japan is sharpening telco-enabled differentiation in consumer AI with Buffmee, a conversational search and study assistant designed around accuracy, reliability, and trustworthiness rather than broad, uncurated internet retrieval. Buffmee shows how a telco can make consumer GenAI feel more accountable by narrowing the reference set to a vetted publisher ecosystem, according to GlobalData, […]
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China telecom and pay-TV services revenue to increase at 1.3% CAGR over 2025-30, forecasts GlobalData

The telecom and pay-TV services revenue in China is forecast to increase at a modest compounded annual growth rate (CAGR) of 1.3% during 2025-30, supported by growth in the mobile data and fixed broadband segments, according to GlobalData, a leading intelligence and productivity platform. GlobalData’s China Telecom Operators Country Intelligence Report reveals that the  country’s […]
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India’s enterprise ICT revenue to grow at 15.5% CAGR through 2030, forecasts GlobalData

India’s enterprise information and communications technology (ICT) market is set to expand at a compound annual growth rate (CAGR) of 15.5% through 2030, as surging artificial intelligence (AI) adoption, cloud transformation, data center investment and digital infrastructure reshape technology spending. The scale and pace of growth signal a decisive shift toward AI-ready, cloud-enabled enterprise ecosystems, […]
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Australia telecom & pay-TV services revenue to grow at 2% CAGR over 2025-30, forecasts GlobalData

The telecom and pay-TV services revenue in Australia is forecast to increase at a compound annual growth rate (CAGR) of 2%, from $20.4 billion in 2025 to $22.5 billion in 2030, driven mainly by mobile data and fixed broadband segments, according to GlobalData, a leading intelligence and productivity platform. GlobalData’s Australia Telecom Operators Country Intelligence Report  […]
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