It is not yet clear whether XGS-PON works best as a premium product or as a mass-market one. This article is one of a series on wholesale broadband...
Telecoms operators are unlikely to generate large direct profits by selling energy services. They either need to explore innovative models or focus...
Operators' cloud revenue growth rates increased in 2022 while those for hyperscaler cloud units and SaaS providers declined. This is positive for...
Neocloud scale-up will ignite a new M&A cycle in GPUaaS-compatible data-centre infrastructure The combined growth in volumes and rationalisation in tenancies from neoclouds is set to trigger a new wave of infrastructure investments in...
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...
A number of new MVNOs are launching in Europe. We explore how N26 and Revolut (and possibly Octopus Energy) will look to win mobile customers in a...
Password sharing is a monetisation problem for streaming video providers in general and for Netflix in particular. The proportion of users in Europe...
Around one in ten consumers plan to use AI smart glasses, and these prospective users spend more on digital services and visit operators’...
This article outlines some of the measures that converged operators can take to halt the progress of standalone fixed broadband...
As consumer broadband improves and competition from low-cost operators intensifies, telecoms operators are finding it increasingly difficult to...
