The end of big capex: new strategic options for the telecoms industry
Global operator capex fell in 2023 and is likely to continue to fall steeply for the rest of the decade. While this poses problems for vendors, operators face intriguing new strategic choices.
Information included in this report
- A demonstration of how bandwidth supply and demand have decoupled as the result of a classic crisis of overproduction
- An analysis of why this has come about
- A long-range view of telecoms capex
- An indication of the strategic responses that operators and vendors can take
Author
Rupert Wood
Research Director, expert in infrastructure, fixed networks and wholesaleRelated items
15 October 2024
Research
Strategy report
Demystifying the delayering of telecoms operator businesses: outcomes and prospects
30 September 2024
Research
Report
AI in telecoms: a strategic guide for operators and vendors
26 September 2024
Research
Strategy report
Optimising labour costs: strategies for telecoms operators