Michael Soper, Senior Analyst

About Michael Soper, Senior Analyst

Michael Soper is a senior analyst in TBR’s Telecom Practice and specializes in telecom vendor research. Michael leads TBR’s syndicated coverage of telecom vendors, including Cisco, Ericsson, Huawei, Juniper Networks and Nokia. Michael contributes to TBR’s quarterly Telecom Vendor Benchmark and TBR’s TIS, webscale, 5G and NFV/SDN research portfolios. He also develops and executes custom engagements in the telecom vendor and operator markets.
Michael has been quoted by major news sites such as The New York Times’ Bits, eWEEK, FierceWireless, Light Reading and TMCnet.

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Entries by Michael Soper, Senior Analyst

Telecom Infrastructure Services Operating Margin Climbs as Shift to Maintenance Services Offsets U.S. Market Decline

10.16.24 in Blog /by Michael Soper, Senior Analyst

Automation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.

Nokia’s Fixed Networks Unit Poised for Long-term Growth Despite Market Challenges

09.24.24 in Special Reports /by Michael Soper, Senior Analyst

Nokia’s outsized and unique position in the broadband infrastructure ecosystem enables the company to play a key role in orchestrating partners and customers to achieve their objectives in the most optimal way possible. Fiber will remain the coveted access medium for high-speed broadband, but the world will also employ other broadband access mediums to a large extent.

Navigating the Post-peak 5G Era and Future Growth Opportunities in the Telecom Infrastructure Services Market

05.30.24 in Webinars /by Michael Soper, Senior Analyst

TBR Insights Live On Demand: Find out how 5G deployments and digital transformation initiatives are driving investment and higher spend in the telecom infrastructure services market.

MWC24: AI, Private Networks, Cloud, Network APIs and More

02.20.24 in Webinars /by Michael Soper, Senior Analyst

Learn how the telecom industry is embracing AI and other innovative technologies to achieve business objectives and outcomes. Join our exclusive deep dive into MWC24’s top takeaways.

Cisco Plunks Down $28B for Splunk to Accelerate Its Business Model Transition

10.04.23 in Special Reports /by Michael Soper, Senior Analyst

Cisco’s plan to acquire Splunk reflects the need for deep-pocketed traditional IT vendors to shift their own business models to incorporate more subscription revenue streams.

Telecom Infrastructure Services Market Expectations Through 2027

05.17.23 /0 Comments/in Webinars /by Michael Soper, Senior Analyst

Free webinar: Learn key growth drivers and detractors expected in the telecom infrastructure services (TIS) market through 2027 as well as how government spend and geopolitics will influence the TIS market and which vendors are positioned to capitalize on market trends

Verizon Business showcases use cases highlighting ROI potential of 5G

10.14.22 in Special Reports /by Michael Soper, Senior Analyst

Use cases demonstrated by Verizon Business highlighted how 5G solutions can help businesses address operational challenges while providing opportunity to significantly reduce expenses, especially regarding headcount.

Top vendors positioned to capitalize on TIS market trends

06.03.22 /0 Comments/in Webinars /by Michael Soper, Senior Analyst

Free webinar: Key growth drivers and growth detractors expected in the TIS market through 2026, and how geopolitics will influence the market

Demand for 5G infrastructure is becoming more robust, though commercial deployments will be delayed by supply chain headwinds in the short term

02.08.22 /0 Comments/in Special Reports /by Michael Soper, Senior Analyst

Supply-demand imbalance delays pace of 5G market development The pandemic has prompted enterprises and governments to pull forward and broaden the scope of their digital transformations, primarily for business resiliency and cost-reduction purposes but also for tapping into new market opportunities. There is significant interest among governments and enterprises across verticals in leveraging 5G and […]

Hyperscalers begin to shift capex from central cloud build-outs to edge cloud build-outs

10.05.21 /0 Comments/in Special Reports /by Michael Soper, Senior Analyst

Hyperscalers’ focus is on creating value from distributed computing Hyperscalers are at the cusp of scaling out their edge computing deployments as they focus on creating value from distributed computing, which is a key foundational aspect of their digital ecosystem initiatives. They must pivot from centralized data center build-outs to building out the edge to […]