The CAGRs of data traffic volumes and revenue in the satellite and space market

As satellite and space analysts at Northern Sky Research (NSR) (an Analysys Mason company), we know the amount of ‘data’ moving through...

South Korean operators’ enterprise revenue grew strongly in 2021 and they have ambitious plans for future growth

SK Telecom aims to treble its enterprise revenue from by 2025 and KT aims to generate half of its revenue from B2B and digital services by 2025 (up...

Etisalat has rebranded as 'e&' and will use fintech to achieve its goal of becoming a leading consumer player

Etisalat Group changed its brand identity to ‘e&’ in February 2022. It also created a new dedicated business unit, e& life, whose...

Gulf-based operators had mixed results in 1H 2021, but digital and ICT service revenue grew strongly

The June 2021 results showed signs of market recovery for all Gulf-based operator groups apart from Omantel and Zain. In this article, we analyse the...

Telefónica Tech will need to continue its rapid revenue growth to affect group-level ambitions for FCF

Telefónica Tech held its analyst day in November 2024, during which it emphasised its role as an engine for revenue growth. Group management...

Operators and vendors should prepare now for the shared industrial edge

This article draws on our report 'Edge and wireless private networks: use cases and strategies'. It highlights trends in private wireless and edge...

Western countries’ export restrictions on chips could derail China’s ambitious edge compute plans

The USA appears to be tightening its chip export restrictions to China at the same time that China is making substantial investments in 5G and edge...

GenAI winners and losers: the technology could upset the established order in the telecoms industry

GenAI could upset the established order in the telecoms industry. New, asset-light operators without legacy operations could have a significant cost...