The barriers to entry for fourth players in mobile telecoms markets are high. The profitability of new players is hindered by intense competition and...
This report provides a taxonomy of delayering, a quantitative assessment of its impact and a view as to how the delayered model might...
This guide for telecoms operators and vendors explores the challenges and opportunities of an AI ecosystem in flux. It offers a summary of AI take-up...
Operators are seeking to improve their profitability, and are transforming into slimmer organisations with more efficient operating cost bases....
Digi’s performance is one of the hidden success stories in the European telecoms market. This article explores Digi’s strategy, its...
This article provides a high-level summary of Analysys Mason’s 'The end of big capex: new strategic options for the telecoms industry',...
In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Tom Rebbeck, expert in TMT consumer and business...
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,...
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...
This report gives a view of AT&T’s financial KPIs (capex and opex, service revenue and market share) based on its operations in the USA....
