Global Scans · Telecoms · Weekly Summary

• [New] With the US FCC announcing new frequency allocations, global system integrators are mentioning the possibility of transitioning to 5G standalone and introducing 5G Advanced in 2026, highlighting the potential for a major cycle in telecom equipment.
• [New] In 2025-2026, US frequency auctions will play a decisive role in boosting domestic telecom equipment stock prices.
• [New] Telecom service revenue in Americas will reach $574 billion in 2025 as compared with $568 billion in 2024. TelecomLead
• [New] Telecom service revenue in Asia Pacific will reach $481 billion in 2025 as compared with $476 billion in 2024. TelecomLead
• [New] Telecom service revenue in EMEA will reach $477 billion in 2025 as compared with $462 billion in 2024. TelecomLead
• [New] AI is evolving from a productivity tool into a strategic enabler that will underpin sustainable growth in the global telecom industry. TelecomLead
• [New] In 2026, structural changes in the telecommunications industry are expected, including domestic frequency auctions, the introduction of 5G Advanced rate plans, and the implementation of separate taxation on dividend income. The Connect Money
• [New] The frequency auction schedules of major countries such as the United States and the United Kingdom overlap, which is expected to influence the overall direction of the global telecommunications industry. The Connect Money
• [New] AI systems appear in Telecommunication industry Trends 2026 because of their help reducing false alarms while providing valuable data. aipix.ai
• [New] Comcast, the US telecoms company that own Sky and NBCUniversal, hopes to snap up ITV's media and entertainment operations, which include its free-to-air TV channels in the UK and ITVX streaming platform. The Guardian
• [New] Digital infrastructure is the third-biggest sector attracting investment, with an estimated $19 trillion flowing into fiber networks, telecoms, data centers, satellites, and associated services by 2040. Visual Capitalist
• There's the much-discussed possibility that the XRP blockchain payment network could one day be integrated into the SWIFT (Society for Worldwide Interbank Financial Telecommunication) network for international bank transfers and cross-border payments. AOL
• Meta Platforms, the parent company of Facebook and Instagram, announced it will partner with leading telecommunications firms in the Asia-Pacific to build a new submarine cable aimed at boosting internet connectivity across Taiwan and five other countries by 2028. -
• U.S. business wireline telecom services revenue will continue to decline by 2029. IDC: The premier global market intelligence company
• Vision 2030 and Open Banking policies are significant catalysts, fostering financial integration across telecom-retail ecosystems. / Saudi Arabia Yahoo Finance
• Musk's businesses could easily pursue several large contracts across the federal government, including space, telecoms, car, and AI contracts. Economic Policy Institute
• Africa's economic growth is projected to reach 4.4% by 2026, driven by a combination of factors such as fiscal consolidation, rising domestic demand, and growth in resilient sectors including financial services, digital, telecom and tourism. Africa.com
• The convergence of AI and wireless infrastructure will fundamentally reshape the global telecommunications and AI landscape. NVIDIA Blog
• The Department of Telecom has developed an AI-based fraud risk indicator tool using which payments app PhonePe and Paytm have claimed to protect citizens from fraud worth Rs200 crore and blocked more than 48 lakh suspicious transactions. Economic Times
• According to telecom industry players, 6G trials are expected to start in 2028 and commercial deployment will take some more time. Economic Times
• Telecoms operators must act now to integrate satellite into their technology stack or risk revenue erosion and ceding ground to SpaceX and Amazon. Analysys Mason

Last updated: 10 November 2025