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...

This report provides forecasts for spending on network-as-a-service (NaaS) solutions. It breaks down NaaS connectivity revenue for retail versus...

5G LAN and TSN could help private 5G deliver on its promise of replacing wired industrial networks. Providers that engage early with trials and...

Google Cloud is one of the leading public cloud providers that offers industry-recognised AI platform solutions to facilitate operators' AI...

Hyperscalers and cloud providers are under pressure to improve their environmental performance. This tracker summarises key environmental data...

This tracker provides an overview of energy consumption and greenhouse gas emissions metrics for major co-location providers, highlighting their...

Employee-related productivity was broadly stable in the telecoms industry between 2023 and 2025. However, most operators accelerated their workforce...

Telecoms operators should prepare for greater regulatory scrutiny of site power resilience as governments treat communications networks as critical...

Sustainability regulation is a growing strategic and operational challenge for digital infrastructure companies. This article explores how new...