telecom-software
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Comviva makes the money move. Other brands get the credit.
From a failed flower order to a mobile wallet in Oman, Comviva works behind the brands people recognize. Its business is making payments, telecom services and customer systems work together.
IQGeo Wants to Fix the Gap Between the Map and the Mud
A network is only as useful as the records behind it. IQGeo is bringing fiber designs, field crews and AI photo checks into the same picture - with a £333 million takeover behind its next act.
Amdocs Runs the Boring Machinery Behind Your Phone - Now It Wants AI in the Control Room
For four decades, Amdocs made money where telecom gets painfully complicated: orders, bills, care and network operations. Its next act is aOS, an agentic layer meant to coordinate the whole machine - if carriers trust AI close to the cash register.
Calix's $2 Billion Bet: Stop Selling Speed, Start Selling the Experience
The old Calix sold boxes to phone companies. The new Calix gives 1,200-plus broadband providers a cloud, an AI workforce and a menu of services designed to make a commodity connection feel local again.
Cohere Tried to Replace the Wireless Waveform. Then It Learned to Sell the Math.
The telecom industry would not rip out 5G for Cohere's elegant new waveform. So the company kept the mathematics, wrapped it in software, and found a way into the network without replacing the radios.
The Broadband Bet Is Easy. VCTI Wants to Stop the Dig From Eating the Return
Fiber plans often look tidy until rock, bad address data and a rival network wreck the spreadsheet. VCTI sells operators an earlier, faster look at those expensive surprises - and is betting its engineering history can become a repeatable software business.
Connectbase Wants to Turn Telecom's Spreadsheet Swamp Into One Click
The fiber business still runs on stale building lists, email chains and quotes that arrive after the buyer has moved on. Connectbase is betting that location truth, shared APIs and a two-sided network can turn that administrative drag into software - but only if the industry's data and partners show up.
The Chinese Software Company Quietly Running the World's Phone Bills
It was ZTE's software arm, then Alibaba bought it and gave it a whale for a logo. Today Whale Cloud's ZSmart platform quietly meters the calls, data, and monthly bills of more than a billion people across 80-plus countries.
AIRLINQ
The connected world runs on a mess of SIMs, carriers, invoices and national rules. AIRLINQ wants to turn that mess into one control panel - and make every connected car, meter and machine easier to operate as a business.
Dennis Thankachan
Dennis Thankachan is the co-founder and CEO of Lightyear, a New York software company that automates how enterprises buy and manage telecom and network services. A former Goldman Sachs banker and hedge fund investor at PointState Capital, he built a thesis around telecom while investing in the sector, then left finance in 2019 to fix an industry he describes as a multi-trillion-dollar market with almost no happy customers. Under his leadership Lightyear has raised roughly $48.6 million, closed a $31 million Series B led by Altos Ventures in 2024, and serves customers including Palo Alto Networks, Five Guys, Pandora Jewelry, and Teladoc.
Alex Batyrev
Alex Batyrev is the President and CEO of AB Soft, a roughly 150-person software services firm headquartered in Odesa, Ukraine, with an operating presence in South San Francisco. For more than a decade his Odesa engineers have been a long-running build crew behind RingCentral's cloud communications stack. A mathematician by training, Batyrev has spent his career stitching American product ambitions to Ukrainian engineering bench depth.