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Telco Chatter May 14: TEF Q1, INWIT MSA, Bharti/Airtel, FR pricing

发布日期: 2026-05-14研究机构: JPMorgan报告页数: 20原文语言: 英语证据页码: 6

研报英文原文证据摘录

Telco Chatter May 14: TEF Q1, INWIT MSA, Bharti/Airtel, FR pricing

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public sector alone could generate over €400m in cybersecurity tenders over the coming

years. Orange Cyberdefense brings over 3,300 experts, 36 detection centres across 23

countries, and Europe's first private CERT. MasOrange will provide its extensive

commercial network and connectivity infrastructure to support distribution. (Source:

Company reports)

Bouygues – Driving savings from Perion AI agent

Bouygues has deployed Perion Network's proprietary AI agent Outmax across always-on

campaigns, achieving a 34% reduction in customer acquisition costs for an FTTH campaign

and a 51% reduction in campaign carbon intensity. The AI agent operates within closed

platforms such as Meta, dynamically adjusting execution parameters in real time across

branding and performance objectives. Following the initial deployment on Meta, Bouygues

Telecom is extending the framework into additional channels. (Source: Business Wire)

Sinch – AI agent rollback rates at 74%

Sinch has published a global research report based on a survey of 2,527 senior decision

makers across 10 countries and six industries. The study found that 62% of enterprises

already have AI agents live in production for customer communications, but 74% have

rolled back or shut down a deployed agent due to governance failure. That rate rises to 81%

among organisations with the most mature governance frameworks, suggesting better

monitoring surfaces failures others miss. Enterprises invest more in trust, security and

compliance (76%) than in AI development itself (63%). 84% of AI engineering teams

spend at least half their time on safety infrastructure rather than improving customer

experience. Despite these challenges, 98% of enterprises report increasing AI

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