Leading enterprises are planning massive investments in DT over the next few years; 5G implicated in many cases

Drivers and Investments Several early adopter enterprises have opted for 5G versus Wi-Fi 6, portending a market shift to cellular. Leading retailers (e.g., Walmart and Walgreens) are adopting 5G and edge computing as part of their digital transformations (DT). Cloud providers (aka webscales) are focused on adding network applications to their cloud marketplace ecosystems to […]

Leading enterprises are planning massive investments in DT; 5G implicated in many cases

Leading enterprises intend to spend big on digital transformation, which in many cases implicates 5G Leading companies in their respective verticals, such as Amazon, Walmart, Walgreens, Ford and Deere & Co., are preparing to make relatively large investments in digital transformation (DT) over the next few years as they adjust to the post-pandemic new normal, […]

CSPs face brave new world in 2021

The COVID-19 pandemic is expected to persist through at least 2021 as vaccines and other virus mitigation efforts take time to make their way through societies globally. In the meantime, the global economy remains in a state of suspended animation following unprecedented injections of fiscal and monetary stimulus by governments across numerous countries, which when […]

Webscales will ultimately become more like competitors than partners to operators to capitalize on 5G-era opportunities

Webscales are not the telco’s friend The Big Nine have various initiatives underway that will disrupt aspects of the telecom business model and pose a direct threat to operators’ existing connectivity businesses and their ability to capitalize on new value created from 5G. Though webscales are posturing like they want to partner with telcos on […]

The Big 9 will own and control the value chain in the digital era

Drivers and Investments The Big Nine’s underlying goal is to provide a seamless, end-to-end digital experience to end users that will maximize webscales’ value capture in the digital era. Webscales already own significant portions of long-haul transport, cloud data centers, SD-WAN and communications platforms globally, and TBR believes the next step will be for webscales […]

Despite complexity and market challenges, CSP spend on NFV/SDN will grow at a 32.4% CAGR from 2019 to 2024 to nearly $147B

Key Insights NFV/SDN spend will scale through the forecast period as leading CSPs broaden their transformation initiatives and as other CSPs begin their transformational journeys. Operators will increasingly invest in virtualized network solutions, including vRAN and virtual network cores, to reap the full benefits of 5G. The pool of vendors capable of aiding telecom operators […]

Enterprise interest in 5G has greatly increased since the pandemic began, pulling forward adoption timelines

Global 2000 companies and governments will drive the vast majority of spend on private 5G infrastructure Global 2000-sized companies and governments have the scale, financial resources and technical acumen to handle the complexity of 5G and realize its full benefits. TBR estimates over 90% of private 5G investment will stem from these entities through mid-decade, […]

Enterprise spend on private 5G infrastructure will grow at a TBR-projected 97.4% CAGR from 2020 to 2025 to $7.5B

Key Insights Global 2000 companies and governments will drive the vast majority (more than 90%) of spend on private 5G infrastructure through 2025. Leading enterprises intend to fundamentally transform their operations by converting IT and operational technology with 5G, edge computing, AI, machine learning and IoT. LTE and Wi-Fi will have a place in the […]