Entries by Steve Vachon, Senior Analyst

Comcast Business Nears $10B in Annual Revenue and Accelerates Enterprise Growth but Faces Headwinds from Competitive and Macroeconomic Pressures

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2025 Comcast Business Analyst Conference, Philadelphia, April 2-3, 2025 — A select group of industry analysts gathered at the Comcast Center in Philadelphia to hear from Comcast Business leaders about the unit’s progress and success with its sales and go-to-market strategies. The central theme of the event was “Everything, Everywhere, All at Once,” which reflects […]

U.S. Wireless Market Outlook

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Learn the impact convergence is having on the market via initiatives around M&A and fiber expansion as well as increased competition among cable MVNOs, how FWA services are disrupting the U.S. broadband market, how U.S. operators are expanding the scope of their FWA strategies to maximize opportunity capture, and insights into wireless capex trends in the U.S. and the next phase of 5G investments

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

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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]

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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.