RingCentral AIR Pro Is a Meaningful Addition to the Company’s Contact Center Portfolio but Suffers from a Foggy Roadmap

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G. Willsky

Summary Bullets:

• RingCentral AIR Pro is the latest member of RingCentral’s agentic AI ecosystem.

• The offer keeps RingCentral neck-and-neck with rivals, but the omission of launch details dilutes its appeal to the market.

Today, organizations are under more pressure than ever from customers to forge deeper connections. To meet that demand, contact centers have been undergoing a profound transformation, with the concept of a ‘contact center’ yielding to the broader concept of ‘customer experience’ (CX). Contact centers are converting from featuring live agents to also including AI agents; from reactive to proactive; from transaction-oriented to relationship-oriented; and from generic to deeply personalized.

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GSA’s Latest Private Wireless Market Tracker Notes 5G Acceleration – and Caution

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John Marcus – Senior Principal Analyst, Enterprise Mobility and IoT Services.

Summary Bullets:

• GSA customer numbers for Q4 2025 show private 5G network traction continuing, driven by repeatable, vertical-specific use cases in manufacturing, mining, and campuses.

• 2026 momentum hinges on pragmatic LTE-to-5G evolution, spectrum clarity, and ROI-focused rollouts amid supply-chain and macro risks.

The Global mobile Supplier Association (GSA)’s Q4 2025 snapshot on private 4G/5G, published in February 2026, suggests it is a market that remains relevant only to certain enterprise segments, while also being more firmly established. With over 2,000 customers of GSA member companies tracked by year-end 2025, one can infer the increasing normalcy of cellular as an enterprise connectivity platform for operations, safety, and automation. Most organizations have more than one private network deployed, (almost) each of which generated revenues exceeding EUR100,000.

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Geopolitical Conflicts Driving New Resilience Imperative for Critical Infrastructure

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D. Kehoe

Summary Bullets:

• Geopolitical conflicts are forcing providers of critical national infrastructure to revisit and double down on the securing of supply chain to reduce operational risks and improve auditability.

• This is forcing businesses to unify cyber security with enterprise-wide operational resiliency. This is both the highest priority and greatest challenge.

In times of war, a rise of nationalism, global tariffs, and market volatility, mixed in with unhealthy doses of geopolitical tensions, state-assisted cyber-attacks targeting critical national infrastructure (CNI) are on the rise. Unlike other sectors, CNI are the core systems that underpin the functioning or delivery of essential services. CNI is also vital for the running of the economy. Major sectors such as transportation, utilities (e.g., energy, water), banking, health care, government services, telecoms, etc. fall within this group. While these sectors have always been required to guarantee confidentiality, integrity, and availability of information crucial to their operations at a higher standard compared to other sectors, it is the supply chain which is the weakest link. This has the greatest number of threat vectors from brute-force attacks, exploitation of software vulnerabilities to various strains of malware and ransomware attacks happens here.

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8×8’s New Customer Experience Capabilities are Contemporary but Confusing

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G. Willsky

Summary Bullets:

• 8×8’s latest capabilities reflect an ongoing pivot from collaboration occupying its core to customer experience (CX) assuming its central identity.

• While 8×8 is generating market momentum with the new capabilities, the offer structure is confusing.

A few years ago, 8×8 undertook a fundamental pivot, shifting from a company with communication and collaboration at its core to one with CX making up its central identity. Concurrently, 8×8’s ‘XCaaS’ platform – housing an integrated mix of unified communication, customer experience, and CPaaS capabilities – is now known as the 8×8 Platform for CX.

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Zoom’s New Agentic AI Capabilities Fuel a Rejuvenation of Its Platform and the Company

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G. Willsky

Summary Bullets:

  • Zoom introduced capabilities that reflect a trend of AI moving from use in silos to being leveraged on a far grander scale.
  • In addition, Zoom’s new capabilities extend a dramatic transformation that has been taking place at the company over recent years.

Zoom introduced a wide host of features that meaningfully expand its agentic AI platform. The enhancements span Zoom Workplace, Zoom Phone, and Zoom CX. At the heart lies workflow automation embedded into meetings, calls, chat, and contact center interactions so that conversations trigger action across an enterprise’s systems.

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The Middle East Conflict – The Impact on the ASEAN ICT Market

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A. Amir

Summary Bullets:

• Within the ASEAN enterprise ICT market, the conflict has no direct impact, but indirect effects are becoming increasingly apparent due to the higher crude oil prices and rising electricity costs.

• The industry can expect lower ICT spending, higher operational costs for telcos, and slower AI momentum.

The conflict in the Middle East has entered its third week and is expected to continue for several more weeks. Its impact can already be seen globally across multiple sectors, as discussed in detail in GlobalData’s The Middle East Conflict – Executive Briefing, March 10, 2026.

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Voice Reimagined: Orange Wholesale and ng-voice Bring Voice Services into the Cloud Era

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B. Swan

Summary Bullets:

  • Orange Wholesale together with ng-voice to launch its IMS-as-a-service, offering a cloud-based alternative designed to remove the complexity of traditional IMS deployments.
  • The new solution will deliver voice services with a lower cost of ownership while removing the operational complexity of maintaining its own IMS infrastructure.

As international voice margins continue to decline, wholesale carriers are under growing pressure to reinvent a revenue stream that has been in continual decline for years. Orange Wholesale has teamed up with ng-voice, to launch an IP multimedia subsystem (IMS)-as-a-service offering designed to modernize how telecom operators deploy and manage their voice services.

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Iranian Attacks on GCC Data Centers Put Tech Infrastructure Investment Risks into Sharp Focus

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I. Patel

Summary Bullets:

• Military strikes by Iran damaged AWS data centers in the UAE and Bahrain, highlighting vulnerability of the region’s data centers.

• Foreign investors, local tech decision makers, and insurance firms are now revisiting the calculus of risk in the data center boom.

Earlier this week, AWS data centers – two Availability Zones (AZ) in the UAE and another in Bahrain, all part of the AWS ME-Central-1 Region – suffered physical damage in escalatory strikes by Iran. The attacks disrupted 73 core services in the Bahrain AZ; at the time of writing, as per information shared by the AWS Health Dashboard, AWS stated that only 33 services were resolved. In the UAE, of the 112 impacted AWS services, only three have been resolved while others still face severe disruption or degradation. AWS strongly advised customers to enact disaster recovery plans and migrate workloads to unaffected AWS Regions in Europe, APAC, and the US.

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RingCentral Strengthens Two Contact Center Offers, Courtesy of OpenAI

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G. Willsky

Summary Bullets:

• The infusion of OpenAI Frontier models into AIR and AVA marks a meaningful step for RingCentral in the contact center space.

• The announcement suffers some blemishes despite the positives. RingCentral should deliver functionality faster and provide adequate supporting detail.

RingCentral is infusing OpenAI Frontier models including GPT-5.2 into two voice-centric contact center offers: RingCentral AI Receptionist (AIR) and RingCentral AI Virtual Assistant (AVA). OpenAI Frontier is an enterprise platform introduced in February 2026 that enables organizations to build, deploy, and manage AI agents that access internal systems, share context, and execute inter-departmental workflows.

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AMD and Meta’s Deal is One of the Most Significant AI Infrastructure Partnerships This Year, but Will It Deliver?

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B. Valle

Summary Bullets:

• On February 24, 2026, AMD and Meta announced a partnership to deploy AMD Helios racks, optimized for Meta’s workloads.

• The shipments, starting in H2 2026, will cover successive generations of silicon over several years and be equivalent to 6 gigawatts of power.

AMD and Meta are deepening their collaboration to align their GPU and CPU silicon, systems, and software roadmaps with Helios rack clusters running on ROCm software. As part of the agreement, AMD is also giving Meta warrants that could convert into a 10% stake in the company. Meta can only cash the warrants if it buys all the agreed chips, and AMD’s share price triples. For AMD it’s a massive validation of its AI computing roadmap and for the wider industry it has broad implications as it can mean lessening overreliance on a single supplier, potentially accelerating innovation. It gives Meta greater bargaining power as it gains pricing leverage and potentially reduces the risk of supply bottlenecks. In other words, Meta avoids being completely locked into NVIDIA’s CUDA ecosystem.

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