Telecom’s quarterly themes are digital-layer monetisation and a reset in equipment demand. Growth shifts toward AI workloads, edge/cloud and network upgrades for new services — not only classic coverage expansion.
Corporate Desk: • for telecom/ICT market selection, look beyond ARPU to operator willingness to pay for AI-ready infrastructure; • APAC vendor competition intersects with trusted-equipment regulation — a mandatory Entry Readiness layer; • link to semiconductors and industrial IT: component shortages lengthen operator deployment cycles.
Source: Global Business Monitoring, issue 2/2026 (HSE Faculty of World Economy and International Affairs). Adapted for Corporate APAC Desk / Country radar.