Telcos Risk Losing the AI Race Without Strategic Shift; $170B at Stake by 2030
Learn where the telecom industry currently stand in terms of generative AI (GenAI) adoption and who stands to benefit if telcos don’t change
Entries by Chris Antlitz, Principal Analyst
Trump Could be the Worst (or Best) Thing Ever for the Telecom Industry
The Russia-Ukraine and Israel-Hamas wars have demonstrated how warfighting has evolved with technology, prompting a reassessment of military strategy, assets and the production of military-related equipment, especially by the U.S. Department of Defense and NATO members in Europe. Additionally, with the U.S. now retreating from Ukraine, Europe is forced to revitalize its own military industrial complex. All of this incurs more spend on military and defense, with mobile technology set to be a prominent feature of new systems and solutions.
MWC25: Disruptive Technologies and Business Models Create New Opportunities for the Mobile Ecosystem
Learn how the telecom industry intends to derive business outcomes from AI, how enterprises are progressing in their digital transformations and incorporating private networks, and where in the mobile ecosystem new value is being created and what telcos need to do to generate ROI from new opportunities.
What Spectrum Will 6G Use?
The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. TBR continues to see no solution to this persistent challenge, and with no catalyst on the horizon to change the situation, CSPs’ appetite for and scope of investment in 6G will likely be limited.
6G: How Government Intervention Globally Will Shape the Next Generation of Telecom
Learn what spectrum bands 6G will likely leverage; how 6G will shape CSPs’ capex investments; and how governments might get involved to ensure 6G becomes a reality
6G’s Fate Depends on the Level of Government Intervention
6G will ultimately happen, and commercial deployment of 6G-branded networks will likely begin in the late 2020s (following the ratification of 3rd Generation Partnership Project [3GPP] Release 21 standards, which is tentatively slated to be complete in 2028). However, it remains to be seen whether 6G will be a brand only or a legitimate set of truly differentiated features and capabilities that bring broad and significant value to CSPs and the global economy.
Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems
TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.
Hyperscalers Continue to Discreetly Build Out Their Global Networks
Join TBR Thursday, Dec. 12, 2024, for an exclusive review of our latest Hyperscaler Digital Ecosystem Market Landscape and a look at the impact of hyperscaler-owned and -operated networks on the telecom industry.
6G Will Not be Like the Other G’s
6G will ultimately happen, and commercial deployment of 6G-branded networks will likely begin in the late 2020s, but it remains to be seen whether 6G will be a brand only or a legitimate set of truly differentiated features and capabilities that bring broad and significant value to the global economy. Either way, the scope of CSPs’ challenges is growing, while new value continues to be created outside their purview or goes over the top of their pipes.
Diversification Into Other Verticals Is Critical to Amdocs Sustaining Long-term Growth
Amdocs has made substantial progress on its reinvention, diversifying its customer base, portfolio and business mix while shifting the market perception of the company from a traditional OSS/BSS provider to more of an ICT software transformation specialist. However, most of Amdocs’ transformation thus far pertains to the telecom industry; Amdocs still needs to transition from being a telecom-centric vendor to a multifaceted provider that supports a diversified mix of verticals. The pressure to move in this direction will intensify as the telecom industry’s challenges persist and Amdocs’ organic growth from the industry continues to slow.