Digest of September 6, 2025

07.09.25 14:34 - By cmaitre

Digest of September 6, 2025

Industry Trends & Market Insights

  • AI emerges as a potential solution for telecom labor shortages, with automated systems positioned to fill workforce gaps and improve operational efficiency. 

  • Telecom API market projected to more than double from USD 248.7 billion in 2025 to USD 542.5 billion by 2030 (CAGR ~16.9%), driven by growth in 5G, cloud, IoT, and enterprise connectivity services. 

Business Deals & Corporate Moves

  • iBasis to acquire Telstra International’s wholesale voice, mobile, and messaging contracts, marking its entry into Australia and New Zealand and exclusive service rights across key Pacific markets. 

Infrastructure & Network Expansions

  • Vodafone Idea (Vi) launches 5G services in Kolkata, expanding its 5G footprint in West Bengal following Siliguri, and delivering enhanced high-speed connectivity to urban users. 

Corporate Governance & Personnel Moves

  • Telecom Italia’s largest shareholder becomes Italy’s state-owned postal service (Poste Italiane), and Starlink receives trial spectrum for launching satellite broadband in India—alongside a significant stock rally for Ciena following a strong forecast.

  • MTN CEO denies current active talks to acquire Telkom, amid market speculation; MTN reiterates strategic interest in consolidation but emphasizes alignment with financial goals over immediate deals. 

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