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GlobalData
GlobalData

Technology

Rocky geopolitical landscape threatens to disrupt AI-driven cloud growth, says GlobalData

Cloud revenues are soaring, driven largely by burgeoning demand for processing and storage capacity to support AI-powered applications.  Cloud service providers are scrambling to meet this demand by expanding their data center footprints. In addition, regions like EU are showing increasing desire for sovereign cloud solutions, and providers see significant potential for future revenue expansion. […]
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AI reach and influence on collaboration and communication platforms becomes widespread, says GlobalData

The recent Enterprise Connect 2026 event covered trends in team collaboration and communications, along with product and service announcements from a range of vendors. As in recent years, artificial intelligence (AI) dominated the discussion, demonstrating that the technology continues to play a major role across vendor platforms, according to GlobalData, a leading intelligence and productivity […]
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Zoom’s agentic AI push strengthens platform competitiveness against aggressive rivals, says GlobalData

Zoom has introduced a host of agentic AI features spanning Zoom Workplace, Zoom Phone, and Zoom CX. At the heart of these features lies workflow automation embedded into meetings, calls, chat, and contact center interactions, which triggers action across an enterprise’s systems. The latest enhancements support Zoom’s positioning as a facilitator of communication and collaboration […]
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Japan mobile services growth to be led by 5G and data demand through 2030, forecasts GlobalData

Japan’s mobile services market is set for steady but modest expansion through 2030, as surging mobile data consumption offsets the structural decline in voice and messaging revenues. Rising smartphone usage, premium 5G adoption, and growing IoT connectivity will underpin this shift, reshaping operator revenue models and reinforcing data-driven growth as the primary engine of the […]
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5G adoption and rising data consumption to drive Australia’s mobile services market over 2025-2030, says GlobalData

Australia’s mobile services market is poised for steady expansion through 2030 as surging data consumption and rapid 5G adoption reshape operator revenue models. While traditional voice revenues continue to decline, telcos are increasingly relying on premium data plans and network upgrades to capture growing demand for video streaming, cloud gaming, and connected services, reinforcing the […]
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Fiber-led broadband growth to sustain Japan’s fixed services revenue over 2025-2030, says GlobalData

Japan’s fixed communication services revenue is set to remain largely stable between 2025 and 2030 as steady expansion in fiber broadband offsets the continued decline of traditional voice services. The shift underscores a structural transition in the country’s telecom market, where operators are prioritizing high-speed connectivity and bundled offerings to defend revenue growth in an […]
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Fixed communication services revenue in Malaysia to grow at 4% CAGR during 2025-2030, forecasts GlobalData

The fixed communication services revenue in Malaysia is expected to increase at a compound annual growth rate (CAGR) of 4% from $1.7 billion in 2025 to $2.1 billion in 2030. This growth will be driven by the increasing demand for fixed broadband services, particularly fiber-optic services, reveals GlobalData, a leading intelligence and productivity platform. GlobalData’s […]
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O2 UK’s first-to-market launch of consumer D2D satellite mobile in Europe a brand coup, says GlobalData

O2 Satellite is a significant milestone for the European consumer mobile market, making O2 UK first to commercialize a direct-to-device (D2D) satellite mobile proposition at scale. While the service mirrors early market entries seen in other regions — enabling mobile messaging, lightweight mobile data usage, and a curated, bandwidth-optimized app experience — the strategic opportunity […]
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Samsung turns Unpacked into an AI arms race with Perplexity browser tie-up and Gemini in Android, says GlobalData

Following the news that Samsung has launched the Galaxy S26 series of devices; Anisha Bhatia, Senior Technology Analyst at GlobalData, a leading intelligence and productivity platform, offers her view: “Samsung put artificial intelligence (AI) at the center of its latest Unpacked event, evolving its ‘AI-first’ Galaxy S26 series of phones through both software partnerships and […]
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Cisco Live EMEA 2026: Cisco sets itself apart with broad AI approach to collaboration, says GlobalData

As part of Cisco Live EMEA 2026, Cisco’s collaboration team announced upcoming, beta, and generally available AI features spanning devices, integrations and interoperability, and other areas. Cisco continues to support AI on a broad scale and has a set of capabilities spanning areas such as networking, security, and manageability to support that agenda, according to […]
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Fiber-to-the-Room still a specialist offering outside China despite operator trials, finds GlobalData

Following the publication of a new advisory report “Fiber-to-the-Room: Is There Room for FTTR?,” examining the outlook for Fiber-to-the-Room (FTTR) and why adoption remains heavily concentrated in China, despite growing global operator experimentation; Yousef Almadani, Senior Analyst, Telecom Technology and Software at GlobalData, a leading intelligence and productivity platform, offers his view: “FTTR is the […]
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Slack lands a starring role at Salesforce, says GlobalData

When Slack was acquired by Salesforce in July 2021 for nearly $28 billion, the smart money said that Slack would slide into obscurity. Slack was seen as a second-tier player in the team collaboration space, while Salesforce was a premier provider of CRM technology and a captain of industry at large. Surely, the acquisition would […]
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Apple and Google AI partnership is a win-win for both, says GlobalData

Following the news that the next generation of Apple Foundation Models will be based on Google’s Gemini models and cloud technology; Anisha Bhatia, Senior Technology Analyst at GlobalData, the leading intelligence and productivity platform, offers her view: “The move signals Apple’s intent to fast-track the long-promised overhaul of Siri’s core artificial intelligence (AI) capabilities—first outlined […]
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Telecom and pay-TV services revenue in Philippines to increase at 3.8% CAGR over 2024-2029, forecasts GlobalData

The Philippines telecom and pay-TV services revenue is forecast to increase at a compound annual growth rate (CAGR) of 3.8% from $8 billion in 2024 to $9.7 billion in 2029, mainly supported by the mobile data and fixed broadband service segments, reveals GlobalData, a leading intelligence and productivity platform. GlobalData’s Philippines Telecom Operators Country Intelligence […]
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