There will be further signs in 2025 and beyond of a new phase in the ownership of fixed assets. In recent years, the trend for delayering has...
Legacy fixed telecoms operators are starting to remove copper. This article looks at the scale of ‘avoided emissions’ in the removal and...
Growth in mobile data traffic in the most mobile-centric of countries, Finland, has all but dried up. Finland is an outlier rather than a vanguard,...
This report provides a taxonomy of delayering, a quantitative assessment of its impact and a view as to how the delayered model might...
This tracker provides granular, accurate details and analysis of concluded auctions of mobile and fixed wireless spectrum, reaching back to...
This article provides a high-level summary of Analysys Mason’s 'The end of big capex: new strategic options for the telecoms industry',...
Global operator capex fell in 2023 and is likely to continue to fall steeply for the rest of the 2020s. While this poses problems for vendors,...
A great deal of M&A activity over the past 5 years has been bound up with delayering in Europe and Latin America. There are clear signs that this...
Operator capex fell back sharply in 2023 and it is set to fall much further this decade. This article provides a regional overview of the scale of...
Analysys Mason's 'FTTP valuation tracker' provides regular updates on FTTP-related mergers, acquisitions and carve-outs. It benchmarks FTTP...