Entries by Chris Antlitz, Principal Analyst

Hyperscalers are poised to disrupt the private cellular networks market over the next few years

Hyperscalers are poised to disrupt the private cellular networks market through their ecosystems, platforms and marketplaces Hyperscalers (especially Amazon, Google and Microsoft) intend to standardize, modularize and verticalize private cellular networks (PCN)-related solutions inside their ecosystems, platforms and marketplaces, especially as it pertains to 5G and edge computing. Hyperscalers are focused on hiding the complexity […]

Top 3 Predictions for Telecom in 2022

Telecom industry faces new challenges in the post-pandemic era 2022 will be a transition year for the telecom industry After emerging from the COVID-19 pandemic relatively unscathed, the telecom industry is entering a new phase and faces a new set of challenges. These challenges include navigating a supply chain left in shambles due to the impact of […]

Webscales are simultaneously moving into multiple trillion-dollar industries, including telecom

Webscales need to enter and disrupt trillion-dollar industries to maintain growth trajectories and sustain stock valuations Transportation (e.g., connected vehicles), logistics, financial services, healthcare, telecom and other sectors each represent at least a trillion dollars in economic value globally, and webscales are targeting each of these industries for disruption. Webscales need to rapidly scale their […]

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, […]

COVID-19 pandemic forces telecom industry to go all in on digital transformation

CSPs face brave new world; government stimulate market 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 […]

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 […]

NFV and SDN are transformational technologies, and even leading CSPs are in the early stages of evolving

Despite market and complexity challenges, CSP spend on NFV/SDN will grow at a TBR-projected 32.4% CAGR from 2019 to 2024 to nearly $147B NFV/SDN spend will increase at a CAGR of 32.4% to $146.9 billion between 2019 and 2024, compared to nearly flat overall communication service provider (CSP) spend (capex plus external opex) for the […]

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, […]

COVID-19 fallout unlocks unique opportunities for the telecom industry to build out edge infrastructure

vRAN will become a major driver of edge compute scale-outs Communication service providers (CSPs) that are driving forward with virtualized radio access network (vRAN), most notably Rakuten and Dish, will build many thousands of edge sites over the next few years to support their vRAN topologies. These edge sites will need to be located within […]