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    Latest analyst opinions View all

    SCINTIL Photonics: An Emerging Silicon Photonics Company to Watch

    SCINTIL Photonics announced raising $58m, with Nvidia notably included as an investor. It is one to watch due to the pedigree of its origins, its unique process and product, and now establishing an experienced leadership team.

    UPGRADE
    Global Service Provider

    T-Mobile For Business’ SuperMobile officially opens the era of network slicing competition

    This opinion piece analyzes T-Mobile 5G standalone (5G-SA) narrative and its activities including its recent launch of SuperMobile; a network slice-based offering which brings together intelligent performance, built-in security, and seamless satellite coverage.

    UPGRADE
    Enterprise Enterprise

    The European ONT market is diverse, and vendors must cater to different requirements

    This article examines the nature of the European ONT market, for example, in terms of different vendors’ presence and the types of ONTs being deployed.

    UPGRADE
    Eastern Europe Western Europe

    Diversification in telco B2B does not pay. Now what?

    Telco B2B diversification at the top end of the enterprise market can come with a big tradeoff—smaller deals and lower profits. CSPs need to be smart and selective to successfully build growth outside of their connectivity comfort zone.

    UPGRADE
    Global Service Provider

    Telefónica is rationalizing its Latin America strategy to focus on key markets

    This piece analyzes the current divestments of Telefónica in Latin America and the potential consequences for the pay-TV market in each territory. 

    UPGRADE
    Latin America & the Caribbean Telefonica

    Display Dynamics – September 2025: China Star announced a $4bn investment in a Gen 8.6 inkjet printing OLED fab

    China Star announced plans to build a new Gen 8.6 inkjet printing (IJP) OLED fab with a Y29.5bn ($4bn) investment, scheduled to begin mass production in 3Q27.

    UPGRADE
    Global Display
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