“The primary constraint on scaling agentic AI is not model capability, but data architecture.”

What are operators’ perceptions and expectations from agentic AI? To what extent are their aspirations aligned with investment plans and focus areas? Which suppliers do they look to to support the path to agentic telecom, and what should vendors do to capture mindshare in this dynamic, evolving market?

Based on a combination of a new survey of global telecom stakeholders and other research, this new report provides timely insights into how operators and thinking about agentic AI, particularly in the network operations, though our analysis also extends into customer care contexts.

From our survey of CSPs, we uncover:

• How operators see the role of agentic AI in supporting operations
• Priority operations areas for targeting
• Expectations for the speed and size of ROI
• Impact level expectations
• Funding intentions – size and expected areas of investment within the agentic AI supply chain
• the vendors CSPs regard as thought leaders in agentic AI
• Regional variations in focus and drivers

Our extended analysis explores how the agentic AI market is shifting to focus on new areas of to data fabrics, knowledge graphs, observability platforms, and agent orchestration environments.

This report will be of interest to:

• CSP executives and architects responsible for AI, automation, and network strategy
• Product, innovation, and operations leaders assessing next steps beyond traditional automation
• Vendors and partners seeking to align agentic AI offerings with real CSP expectations

Companies mentioned in this report include: Vodafone Group, Deutsche Telekom, BT Group, Orange, Telefónica, Bell Canada, T-Mobile US, NTT DOCOMO, NVIDIA, Ericsson, Nokia, Amdocs, Netcracker, Ciena, Vitria, Wavelo, Huawei