Title
Description
Details
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“The public proof set for operator AI is materially thinner than the partnership headlines imply.” Telecom’s AI partnerships dominate the headlines, but how much value has actually been proven? This…
Authors:
Patrick Kelly
Pages:
6
Date:
29/04/2026
Patrick Kelly
Pages:
6
Date:
29/04/2026
Subscription
“The merger is cable’s scale response to access market disruption — not a competitive move against Comcast.” Charter Communications’ $34.5 billion acquisition of Cox Communications is the most significant cable…
Authors:
Patrick Kelly
Pages:
22
Date:
27/04/2026
Patrick Kelly
Pages:
22
Date:
27/04/2026
Subscription
One of the world’s most important operators, Verizon is reshaping its spend to defend returns and reset growth. This research report offers is a forward‑looking guide to where capital will,…
Authors:
Patrick Kelly
Pages:
8
Date:
27/04/2026
Patrick Kelly
Pages:
8
Date:
27/04/2026
Subscription
Nokia’s Q1 2026 results mark a pivotal inflection point, and this Appledore report explains why the company’s trajectory has fundamentally changed. Far more than an earnings recap, the report dissects…
Authors:
Patrick Kelly
Pages:
8
Date:
24/04/2026
Patrick Kelly
Pages:
8
Date:
24/04/2026
Subscription
AT&T’s 2025 Annual Report outlines a clearly defined, capital-intensive investment roadmap for 2026-2028 centred on three core themes: accelerating fiber and 5G network expansion, monetizing a converged connectivity strategy, and…
Authors:
Patrick Kelly
Pages:
8
Date:
24/04/2026
Patrick Kelly
Pages:
8
Date:
24/04/2026
Subscription
“Amdocs is positioning itself as a critical Agentic AI operations supplier for autonomous network operations.” As operators face rising network complexity, cost pressures, and higher customer expectations, autonomous operations are…
Authors:
Patrick Kelly, Robert Curran
Pages:
8
Date:
24/04/2026
Patrick Kelly, Robert Curran
Pages:
8
Date:
24/04/2026
Subscription
How AT&T, Verizon and T‑Mobile are reshaping networks, capital allocation and supplier opportunity In this in‑depth strategic report, Appledore Research analyses how the US Big 3 mobile operators — AT&T,…
Authors:
Patrick Kelly
Pages:
18
Date:
23/04/2026
Patrick Kelly
Pages:
18
Date:
23/04/2026
Subscription
When AT&T, T-Mobile, and Verizon guide multi-billion dollar cost savings to the street and name AI as a contributor, they are setting a standard that every AI vendor in telecom…
Authors:
Patrick Kelly
Pages:
7
Date:
22/04/2026
Patrick Kelly
Pages:
7
Date:
22/04/2026
Subscription
“Data alone does not solve operational problems. Understanding does.” While telecom operators are moving from AI experimentation to operationalization, their efforts are constrained by the lack of a consistent, cross-domain…
Authors:
Patrick Kelly, Robert Curran
Pages:
11
Date:
08/04/2026
Patrick Kelly, Robert Curran
Pages:
11
Date:
08/04/2026
Free
As CSPs accelerate their adoption of AI and move toward more autonomous networks, the accuracy, structure, and governance of network inventory data has become critical. This Appledore Research report examines…
Authors:
Francis Haysom
Pages:
11
Date:
30/03/2026
Francis Haysom
Pages:
11
Date:
30/03/2026
Free
“One plan. One architecture. No further modifications nor integration: simple, elegant and cost efficient for the long haul.” Three major telecom initiatives—Autonomous Networks (AN), Network-as-a-Service (NaaS), and API exposure—share common…
Pages:
12
Date:
27/03/2026
12
Date:
27/03/2026
Subscription
“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…
Authors:
Patrick Kelly, Robert Curran
Pages:
33
Date:
27/03/2026
Patrick Kelly, Robert Curran
Pages:
33
Date:
27/03/2026
Subscription