Higher-income European countries have the highest capex intensities

Telecoms capex intensity is higher in Europe than that in comparable regions, and differences between countries point to underlying long-term trends...

Mobile traffic in Finland: not the future everyone expected

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,...

Microsoft’s Xbox Cloud Gaming service offers operators the opportunity to target new types of gamers

Microsoft is now more-actively seeking operator partnerships for its cloud-gaming service, Xbox Cloud Gaming. In this article, we explore the...

The 2-in-1 PC segment provides the largest opportunity for revenue growth in the SMB PC market

SMBs' spending on 2-in-1 PCs will grow at a CAGR of 11% during 2020–2025, while that on PCs overall will grow at less than 3%. This makes the...

Valuation methods for spectrum in the 26GHz band represent an evolution of current best practice

The value of spectrum in the 26GHz band is dependent upon many factors that are specific to individual operators. mmWave spectrum has the potential...

Business services have not driven operator revenue growth as hoped, but there are reasons to be optimistic

Vendors' and operators' hopes that overall revenue growth will be driven by the business segment have yet to be realised, but there are reasons to be...

The value of 3.4–3.8GHz spectrum: care is required when analysing the prices paid in previous auctions

The 3.4–3.8GHz band remains a relatively new band for the mobile industry. It uses relatively new technologies, which means that its value is hard to...

AI is disrupting conventional investment processes: investors should reassess existing as well as new investments

AI is transforming demand, regulation, operational efficiency, and capex requirements across the telecoms, media and technology (TMT) sector. This...