Connectivity will be ‘free’

The connectivity business model is poised to fundamentally change during the 5G era, and the telecom industry might see and will need to be prepared for a world where selling metered data access is no longer viable. New models have emerged, driven by the webscales, that portend a world where consumer network access could become […]

Unprecedented levels of government support will help CSPs deploy 5G more quickly and broadly than originally anticipated

CSP spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. Due to this, typical historical deployment curves for cellular technologies will not […]

Unprecedented government support will help CSPs deploy 5G more quickly and broadly than originally anticipated

CSP spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. Due to this, typical historical deployment curves for cellular technologies will not […]

5G is coming faster than originally expected

Competitive and government pressures have been building for communication service providers (CSPs) in key countries and regions, especially over the past six months, to implement 5G faster and more widely across geographies than original timelines suggested. COVID-19 is one of the few key catalysts of this push. Join Principal Analyst Chris Antlitz Aug. 26 for […]

Big Nine are building digital ecosystems; cloud, connectivity, platforms and other initiatives all point to this end state

Big Nine aim to own the foundational, intelligent innovation platforms of the digital economy The Big Nine — Alibaba (NYSE: BABA), Alphabet (Nasdaq: GOOGL), Amazon (Nasdaq: AMZN), Apple (Nasdaq: AAPL), Baidu (Nasdaq: BIDU), Facebook (Nasdaq: FB), Microsoft (Nasdaq: MSFT), Rakuten and Tencent — view 5G and distributed computing as innovation platforms on top of which […]

The Big Nine are trailblazing paths to economic value of the digital era; incumbent players need to determine their roles

Big Nine aim to own the foundational, intelligent innovation platforms of the digital economy The Big Nine — Alibaba (NYSE: BABA), Alphabet (Nasdaq: GOOGL), Amazon (Nasdaq: AMZN), Apple (Nasdaq: AAPL), Baidu (Nasdaq: BIDU), Facebook (Nasdaq: FB), Microsoft (Nasdaq: MSFT), Rakuten  and Tencent — view 5G and distributed computing as innovation platforms on top of which […]

COVID-19 will have a relatively limited impact on the TIS market overall as CSPs remain committed to and focused on deploying new technologies

Strong investments by webscales and China-based telcos will carry the telecom infrastructure services (TIS) market through the COVID-19 crisis relatively intact, with a shallow decline of relatively short duration expected in the overall market followed by a robust, sustained recovery as CSPs in other key countries accelerate their infrastructure initiatives to align with the new […]

COVID-19 will have a relatively limited impact on the TIS market overall as CSPs remain committed to and focused on deploying new technologies

Strong investments by webscales and China-based telcos will carry the telecom infrastructure services (TIS) market through the COVID-19 crisis relatively intact, with a shallow decline of relatively short duration expected in the overall market followed by a robust, sustained recovery as CSPs in other key countries accelerate their infrastructure initiatives to align with the new […]

Telecom operators felt the effects from COVID-19 in 1Q20; the impact on telecom vendors will be more pronounced in 2Q20

Telecom market impact COVID-19 impacted the telecom industry during 1Q20 on different levels, with telecom operators feeling the initial effects during the quarter. TBR believes telecom vendors were initially shielded from the early effects, but we anticipate a deeper negative impact on both operators and vendors in 2Q20 as the pandemic plays out. Though company […]