MEF’s Riccardo Amati takes a look at the Philippines’ new Konektadong Pinoy Act, a landmark reform reshaping the nation’s telecom sector. By lowering barriers to entry and mandating infrastructure sharing, the law opens doors for startups and regional ISPs, promises faster internet and lower costs, and positions the archipelago as…

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…

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…

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…

MEF’s Riccardo Amati explores Link Mobility’s Q2 results showing profitability surge despite falling organic sales. Revenue slipped 3% but margins improved, with adjusted EBITDA up 18% supported by the SMSPortal acquisition. RCS and conversational APIs drove contract growth, surpassing A2P SMS. While investors reacted negatively to declining top-line figures, the…

MEF’s Riccardo Amati explores Bandwidth’s Q2 performance, where subdued investor sentiment masks a transformative AI voice strategy. CEO David Morken positions voice as an indispensable AI-era channel, with the Maestro platform multiplying revenue per call. Elevated R&D investment, disciplined cost management, and robust cash flow underpin its strategic foothold in…

MEF’s Riccardo Amati reports Cisco posted strong Q4 results with $2B in AI orders, surpassing targets as demand from cloud providers and carriers grows. Revenue hit $14.7B, driven by AI-ready networking gear. While 2026 guidance stays cautious amid competition, Cisco’s upgrades and partnerships position it to shape AI-enhanced 5G, 6G,…

MEF’s Riccardo Amati discusses TIM’s shift from subscriber growth to high-value customers, boosting ARPU, reducing churn, and driving stability in Italy and Brazil. Through cost control, rapid 5G rollout, and enterprise cloud expansion, TIM reinvests efficiencies into premium services, balancing mature and emerging markets while sustaining profitability. This strategy positions TIM…

MEF’s Riccardo Amati highlights Twilio’s strong Q2 with record revenue, free cash flow, and improved efficiency, but cautious Q3 guidance and margin pressures sent shares down over 10%. Despite raising full-year forecasts, Twilio faces low-margin product mix, competition, and cautious spending, while shifting toward an AI-driven customer engagement platform to…

MEF’s Riccardo Amati explores how examines how Boku beat expectations reporting a 34% increase in revenue and a 50% rise in adjusted EBITDA, following strong merchant uptake of Local Payment Methods (LPMs), which now account for over a third of total revenue. Upgraded full-year guidance reflects a broader shift in…