Comcast Business targets strategic acquisitions and international expansion to fuel long-term growth

TBR perspective   Comcast Business remains in an enviable position and is an outlier in the telecom industry. The cable operator’s business unit continues to post double-digit revenue growth and is taking market share from a range of competitors in the U.S. The company’s core value proposition is its powerful DOCSIS 3.1-based, hybrid-fiber-coax (HFC) fixed […]

5G deployments are expanding, but CSP revenue generation will remain minimal in the short term

5G is becoming a must-deploy technology for an increasing number of CSPs globally, prompting accelerated build-out timelines and broader rollouts The 5G era is progressing as several countries expanded or commenced commercial 5G deployments in 2019, particularly the U.S., South Korea, Australia, the U.K., Germany, Spain, Italy and Switzerland. An increasing number of communications service […]

TBR estimates 30% of total global CSP spend (capex and external opex) will be on or related to NFV/SDN in 2023

5G will push CSPs to accelerate and broaden their NFV/SDN initiatives According to Technology Business Research, Inc.’s (TBR) latest NFV/SDN Telecom Market Forecast, covering 2018 to 2023, 5G will push CSPs to adopt a new network architecture and both NFV and SDN will be critical aspects of that architecture going forward. As such, TBR expects […]

CSP spend on edge compute infrastructure will grow at a 76.5% CAGR to over $67B in 2023

TBR estimates over 100,000 mini data center (edge) locations will be built out globally by CSPs through 2023. The primary driver of edge build-outs during the forecast period is CSPs’ network transformations, which entail migrating to a cloudified and virtualized network. In this new architecture, network functions will be virtualized and housed in NFVI, which […]

Leading CSPs pull forward 5G-related investments, driving CAGR increase in the North America TIS market

According to Technology Business Research, Inc.’s (TBR) Telecom Infrastructure Services North America Market Forecast 2018-2023, the CAGR of the TIS market in North America increased compared to last year’s forecast as leading communication service providers (CSPs) in the U.S. committed to accelerate and broaden the scope of their 5G-related initiatives. In the past 12 months, […]

Most CSPs in developed countries will widely deploy 5G networks by mid-2020s

According to Technology Business Research, Inc.’s (TBR) 5G Telecom Market Forecast 2018-2023, an increasing number of CSPs globally, predominantly in developed countries, are accelerating and broadening the scope of their 5G build-outs, which prompted TBR to increase its 5G infrastructure market size forecast compared to 5G Telecom Market Forecast 2017-2022. There are a few reasons […]