Telecoms capex is decreasing, but unlike with other periods of decline, we do not expect a cyclical rebound any time this decade. Our new forecast...
The towerco business model is widely perceived as mature with steady cash flows and strong EBITDA margins. However, towercos’ core business...
Although the towerco business model is widely seen as mature, its core business faces significant uncertainties, including mobile network operator...
Hyperscaler capex was less than half that of telecoms 5 years ago, but it is now over three times greater. Are big tech businesses facing the same...
The growth rate in mobile data traffic rose in many countries in the second half of 2025, and the early signs are that this trend has continued into...
This tracker provides granular, accurate details and analysis of concluded auctions of mobile and fixed-wireless spectrum, reaching back to...
Investment in FTTP infrastructure is still very high, but it appears to have peaked. Investment is shifting to new frontiers as fixed connectivity...
Low conversion rates for individual operators are obviously a concern, but what should be less of a concern are the overall take-up rates for FTTP....
TIM Brasil’s repurchase of its fibre carve-out I-Systems is one of a number of asset repurchases in fibre and towers. We assess whether this is...
Analysys Mason's Wholesale FTTx tariff tracker is our annual survey of wholesale broadband access tariffs...
