Hyperscalers accelerate business model disruption in telecom
Free webinar: Learn the business model and business case for hyperscaler network ownership, as well as key use cases for which hyperscalers intend to leverage their networks
Chris Antlitz is a principal analyst in TBR’s Telecom Practice. Chris oversees and contributes to the Telecom Practice’s syndicated research portfolio and custom project work. Chris leverages over 15 years of analytical experience to lead the Telecom Practice’s research agenda as well as provide critical insight and analysis to syndicated and project work.
Chris covers the global telecom vendor and operator ecosystem and all major trends in the space including, but not limited to, developments in NFV, SDN, edge computing, digital transformation, IoT, private cellular networks and 5G. He also covers the hyperscaler market, particularly the pursuits of the Big Nine hyperscaler companies (i.e., Alphabet, Amazon, Apple, Meta, Microsoft, Rakuten, Alibaba, Baidu and Tencent) in the digital space.
Additional focuses for Chris include the supply and demand of ICT hardware, software and services as well as spending trends, demand shifts and relationships in the vendor-operator ecosystem. He plays an integral role in the creation of TBR’s telecom-related market landscapes, market forecasts and benchmarks, and he presents key findings from reports and thought leadership in TBR webinars.
Free webinar: Learn the business model and business case for hyperscaler network ownership, as well as key use cases for which hyperscalers intend to leverage their networks
Free webinar: An exclusive look at key trends in the global 5G market, including spend trends by operator type and region
Hyperscalers are building end-to-end networks that embody all attributes and characteristics coveted by communication service providers as part of their digital transformations. Hyperscalers are starting from scratch, completely reimagining how networks should be built and operated. Their clouds, numerous network-related experiments over the past decade, and raft of new network-related technologies on the road map […]
Hyperscaler-built networks will look very different from traditional networks Hyperscalers are building end-to-end networks that embody all the attributes and characteristics coveted by communication service providers (CSPs) as part of their digital transformations. The most significant differences are in the software stack and the access layer, where new technologies enable hyperscalers to build dense mesh […]
Hyperscaler-built networks will look very different from traditional networks Hyperscalers are building end-to-end networks that embody all the attributes and characteristics coveted by communication service providers (CSPs) as part of their digital transformations. The most significant differences are in the software stack and the access layer, where new technologies enable hyperscalers to build dense mesh […]
Join Principal Analyst Chris Antlitz Thursday, Feb. 10, 2022, for an in-depth, exclusive review of Top 3 Predictions for Telecom in 2022, part of TBR’s Predictions special series examining market trends and business changes in key markets, such as cloud, IT services, digital transformation and telecom. Don’t miss: How supply-demand imbalances could impact the pace […]
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 […]
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 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 […]
5G represented a small portion of the overall PCN market in 2020, but is poised to rapidly scale in coming years According to TBR’s estimates, 5G represented 8%, on average, of benchmarked companies’ private cellular network (PCN) revenue in 2020, with the rest being LTE. LTE remains the de facto technology for PCN, thanks to […]
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