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MEF Data: Enterprise Communication Platforms See Continued High Engagement in 2025 Connectivity & WholesaleMEF Data

MEF Data: Enterprise Communication Platforms See Continued High Engagement in 2025

MEF’s latest annual consumer survey indicates that enterprise communication and collaboration software sector has entered a mature growth phase, with daily active usage holding firm at 56% on average globally for the second consecutive year. This plateau presents both opportunities and challenges for investors evaluating SaaS platforms and workplace technology…
Sam Hill
October 10, 2025
MEF Data: Device Capability and Telco Availability Drive up e-SIM ARPU Connectivity & WholesaleMEF Data

MEF Data: Device Capability and Telco Availability Drive up e-SIM ARPU

e-SIMs have become an affordable, easier way for consumers to remain connected while traveling – no more expensive and tricky-to-provision international roaming! – and to more quickly add multiple phone numbers to their device, for personal and work use. All new devices from device manufacturers such as Apple, Samsung and…
Sam Hill
October 3, 2025
Wireless Wars, Emerging Networks & AI: A Conversation with Jon Pelson Connectivity & WholesaleMEF Webinars & Workshops

Wireless Wars, Emerging Networks & AI: A Conversation with Jon Pelson

MEF Advisor Paul Ruppert welcomes telecom veteran and Wireless Wars author Jon Pelson for a discussion on how emerging networks shape AI, security, and global competitiveness. Pelson’s book, published in 2021, chronicled how the West squandered its lead in wireless technology, paving the way for China’s Huawei to dominate the…
Sam Hill
October 1, 2025
Safe Houses, SIM Cards, and Shadow Wars: Lessons from the Secret Service Bust Anti-fraudConnectivity & Wholesale

Safe Houses, SIM Cards, and Shadow Wars: Lessons from the Secret Service Bust

MEF Advisor Paul Ruppert discusses how the case of a recent discovery of a massive SIM farm in New York highlights growing risks within global telecommunications, underscoring broader concerns around supply chains, infrastructure security, and potential nation-state or criminal involvement. When the U.S. Secret Service announced earlier this week that…
Sam Hill
September 25, 2025
Oracle’s New Playbook: Ellison, AI, and the Mobile Future Connectivity & WholesaleIndustry Results

Oracle’s New Playbook: Ellison, AI, and the Mobile Future

MEF’s Riccardo Amati explains Oracle’s bold pivot under Larry Ellison, focusing on AI inference and multi-cloud expansion. With 71 new data centers planned, Oracle aims to power mobile apps and services by linking enterprise data with large models. Rising backlog, strong contracts, and infrastructure growth highlight momentum, though execution risks…
Sam Hill
September 23, 2025
Iliad Goes Solo in Italy, Exposing Limits of EU Telco Deals Connectivity & WholesaleIndustry Results

Iliad Goes Solo in Italy, Exposing Limits of EU Telco Deals

MEF’s Riccardo Amati takes a look at Iliad’s decision to abandon merger talks with Telecom Italia, choosing organic growth over consolidation. The move highlights Iliad’s strong momentum in Italy and France, while exposing TIM’s vulnerabilities in a crowded four-player market. Europe’s broader challenge remains: balancing competitive fragmentation with the need…
Sam Hill
September 15, 2025
Nvidia’s AI Boom Faces Geopolitical Crosswinds Connectivity & WholesaleIndustry Results

Nvidia’s AI Boom Faces Geopolitical Crosswinds

MEF’s Riccardo Amati examines Nvidia’s AI boom amid geopolitical tensions, China market uncertainty, and cloud slowdowns. Chip giant’s global AI strategy faces geopolitical hurdles, China market uncertainties and cloud slowdowns. With major implications for the mobile ecosystem. Nvidia's recent financial performance underscores its leadership in AI infrastructure, yet geopolitical tensions, particularly…
Sam Hill
September 12, 2025
Leadership at Mach Speed: Insights from Admiral Mike “Nasty” Manazir for Telecom Innovators Connectivity & WholesaleMEF Webinars & Workshops

Leadership at Mach Speed: Insights from Admiral Mike “Nasty” Manazir for Telecom Innovators

MEF Advisor Paul R. Ruppert is joined by Admiral Mike “Nasty” Manazir, a Top Gun graduate, F14 and Super Hornet pilot, Carrier Strike Group commander, Pentagon strategist, Boeing executive, and author of Learn How to Lead to Win, to examine what defines effective leadership in today’s hyperconnected and high variance…
Sam Hill
September 9, 2025
The FTC draws a Red Line: Don’t Export Foreign Censorship – or Weaken U.S. Security Connectivity & Wholesale

The FTC draws a Red Line: Don’t Export Foreign Censorship – or Weaken U.S. Security

MEF Advisor Paul Ruppert highlights the FTC warning to tech firms not to weaken U.S. security or apply foreign censorship rules to Americans. The agency cites Europe’s DSA and UK laws as pressure points. Companies must separate U.S. operations, substantiate encryption promises, disclose constraints, and prepare governance plans or risk…
Sam Hill
September 4, 2025
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