Steve Vachon, Senior Analyst

About Steve Vachon, Senior Analyst

Steve Vachon is a senior analyst in TBR’s Telecom Practice and serves as the research lead for the company’s telecom operator portfolio. Steve provides syndicated coverage of companies including Alphabet, AT&T, Comcast, T-Mobile and Verizon. He also authors TBR’s U.S. Mobile Operator Benchmark and co-authors TBR’s 5G Telecom Market Landscape and Telecom Edge Compute Market Landscape. Additionally, Steve collaborates with colleagues on TBR’s custom research projects. Steve has been quoted by major news sites such as eWEEK, Computerworld, FierceTelecom, Wireless Week and SDxCentral.

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Entries by Steve Vachon, Senior Analyst

Ericsson Aims to Accelerate Network API Market Development via New Venture with Leading Global Telcos

09.25.24 in Special Reports /by Steve Vachon, Senior Analyst

The composition of Ericsson’s new network API joint venture, which currently does not have a formal name and is expected to close in early 2025 pending regulatory approval, entails Ericsson holding 50% equity in the venture, with the following telecom operators holding the remaining 50% of equity: America Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone.

U.S. Telecom Market Outlook: Public Sector Revenue Growth for 2024 [Infographic]

05.14.24 in Blog /by Steve Vachon, Senior Analyst

TBR estimates public sector revenue from U.S.-based service providers grew 6.1% year-to-year in 4Q23 to $5.4 billion. Total public sector revenue growth was driven by wireless revenue, which increased 9% year-to-year to an estimated $2.8 billion. First responder initiatives such as AT&T FirstNet and Verizon Frontline are the main drivers of public sector wireless revenue growth as these units are attracting public safety agencies seeking enhanced reliability to support mission-critical workloads and use cases.

Comcast Business Accelerates Focus on Global Enterprise and U.S. Public Sector

04.29.24 in Special Reports /by Steve Vachon, Senior Analyst

From a global enterprise and U.S. public sector perspective, Comcast Business has been driving growth from these higher-end segments thanks to acquisitions and organic growth, but the company is encountering stiff competition from entrenched incumbents, notably AT&T and Verizon.

Navigating the U.S. Telecom Public Sector Market: Trends, Strategies and Key Developments

04.24.24 in Webinars /by Steve Vachon, Senior Analyst

TBR Insights Live On Demand: Learn about the key drivers of revenue growth in the U.S. telecom public sector market, including network modernization and first responder initiatives.

6G Transition: Preparing for Next-Gen Networks

02.26.24 in Blog /by Steve Vachon, Senior Analyst

Discover the impending transition to 6G networks and the preparations being made by the telecom industry and global government entities. Stay ahead of the curve with this insightful blog post.

The Telecom Industry Will be Calculated in Its Progression to 6G to Ensure Meaningful ROI

12.13.23 in Special Reports /by Steve Vachon, Senior Analyst

TBR believes operators will be more calculated and tactical in investing in 6G compared to 5G, with a deeper emphasis on ensuring a clear line of sight to ROI before significant spending occurs

Operators Target Emerging 5G Use Cases, but Monetization Will Remain a Challenge

11.07.23 in Special Reports /by Steve Vachon, Senior Analyst

Though the availability of certain tech will create 5G monetization opportunities, hyperscalers, application developers, OEMs and other players within the technology industry will capture the majority of new revenue from 5G-related solutions, while operators will serve mainly as connectivity pipes to support these solutions

Key Trends Impacting the U.S. Telecom B2B Market

08.28.23 /0 Comments/in Webinars /by Steve Vachon, Senior Analyst

Learn key trends impacting business performance of U.S. enterprise operators, how U.S. operators are positioning to capitalize on opportunities in key growth areas, and more

What Is Driving Wireless Revenue Growth for U.S. Operators?

05.10.23 in Blog /by Steve Vachon, Senior Analyst

Despite the relatively mature smartphone market, the majority of U.S. telecom operators were able to sustain year-to-year wireless revenue growth in 4Q22. Though inflation is limiting discretionary spending, operators are withstanding these pressures as wireless connectivity remains essential to most consumer and business customers. However, operators are being impacted by certain customers seeking lower-priced service plans to accommodate their tighter budgets, which is spurring operators to introduce new entry-level service plans, such as Verizon’s Welcome Unlimited plan.

Comcast Business Showcases Significant Progression Toward Becoming a Leading Global Provider of Secure Networking Solutions at 2023 Analyst Conference

04.13.23 in Blog /by Steve Vachon, Senior Analyst

The 2023 Comcast Business Analyst Conference highlighted Comcast’s evolution from primarily serving local small businesses with traditional connectivity solutions during its infancy to its current ambition of competing as a leading global provider of secure networking solutions, supported by the Masergy acquisition and Comcast Business’ burgeoning enterprise business.