“The telecom edge compute market continues to grow, though at a slower rate than originally forecasted," TBR analyst Michael Soper noted.

Dell'Oro Group predicts an investment surge that could see $1 trillion in capex by 2028

There is a financial reward for operators that can.

“I think a lot of that opportunity might still be in front of us on the business side,” T-Mobile US CEO Mike Sievert told investors.

Recent acquisitions build on the carrier's core network capabilities.

“From a technical perspective, the carriers are standardizing on the eSIM and use it," Netskope's Joe DePalo said.

Google is claiming that new node types and incentives can provide up to 30% less total costs for running VMware in its environment compared to Microsoft.

“When it comes to additional deals, we continue to be extremely prudent,” Nokia CEO Pekka Lundmark said.

Think use cases like the military, digital imaging, manufacturing, and energy.

The vendor has written off two-thirds of the $6.2 billion it spent to acquire Vonage Holdings

There remain challenges in multicloud connectivity, cloud-native migrations, and domain specific artificial intelligence.

'As far as I’m concerned, they’re the best product in the market,' Adaptiv Networks CEO Bernard Breton said of rival Cato Networks

“We're selling security, and we have to ... drink our own champagne and prove that we're also having the best security posture internally," Wael Faheem said.

“5G RedCap is creating an opening to drive 5G device volumes in the IoT domain,” ABI Research's Dan Shey stated.

“Hyperscalers, to me, have a huge untapped opportunity," IDC's John Byrne said.

The $1.1 billion impairment charge was tied to “lower anticipated market growth rates in Vonage’s current portfolio.”

“I always said that we really need a few big vendors because you need volume to really be healthy in this market," Dell'Oro Group's Jimmy Yu said.

Enterprise and partner outreach are top of mind.

“We have others that we support, but the way I like to say it is we want to be intentionally great at a handful," Nitel's Mike Frane said.

The latest VMware Cloud Platform updates highlighted the ongoing drama.

“It's a massive mindset change because it's not about telco network technologies anymore. It's about the cloud," Analysys Mason's Gorkem Yigit said.

There is tighter integration for other VMware products and a focus on security.

“We’ve kind of seen a pause in spend on these due to some macroeconomic issues that are going on in the market,” TBR's Michael Soper said.

“If you don't get the good relationship going you're going to push something for the OT people that they don't want," Omdia's Pablo Tomasi warned.