5G brings massive disruption to U.S. wireless market

The competitive dynamics within the U.S. wireless market are rapidly changing as a result of the T-Mobile and Sprint merger and disruption from new players, particularly cable operators and Dish Network. Heightened competitive pressures and the continued impact of COVID-19 are spurring U.S. operators to revamp their go-to-market and operational strategies to maintain profitable market […]

Government stimulus and enterprise digital transformation will accelerate 5G deployments

Government stimulus will accelerate 5G rollouts An increasing number of governments worldwide are becoming directly and/or indirectly involved in ensuring new technologies, such as 5G, are widely deployed in their respective countries. This spend is, in many cases, tied to economic recovery packages to counter the impact of the COVID-19 crisis and is being justified […]

Government investments worldwide will help accelerate 5G deployments as societies adapt to new normal

Key insights An increasing number of governments worldwide are becoming directly and/or indirectly involved in ensuring new technologies, such as 5G, are widely deployed in their respective countries. TBR’s research indicates governments worldwide will invest more than $2 trillion in the ICT sector over the next five years, starting in earnest in 2021. Of that […]

Webscales will capture the majority of economic value of telecom edge compute market

Nascent trends in the edge computing market should worry telcos Webscales have various initiatives underway that will disrupt aspects of telcos’ business model, posing a direct threat to their connectivity businesses and ability to capitalize on new value created from 5G and edge computing. Webscales’ rapidly expanding presence in the edge compute space and keen […]

Nascent trends in edge compute market should worry telcos as webscales disrupt incumbents’ business models

Key insights Webscales will leverage their own infrastructure, platforms and ecosystems to disrupt vendors and relegate incumbent operators to providing site access and backhaul services. Though webscales are posturing like they want to partner with telcos on new opportunities, edge compute partnerships between webscales and telcos to date are more exploitative than cooperative in nature. […]

Despite complexity and market challenges, CSP spend on NFV/SDN will grow at a 32.4% CAGR from 2019 to 2024 to nearly $147B

Key Insights NFV/SDN spend will scale through the forecast period as leading CSPs broaden their transformation initiatives and as other CSPs begin their transformational journeys. Operators will increasingly invest in virtualized network solutions, including vRAN and virtual network cores, to reap the full benefits of 5G. The pool of vendors capable of aiding telecom operators […]

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

COVID-19 fallout unlocks attractive real estate opportunities for edge site locations Strategically located office and retail real estate is being purchased or leased by shared infrastructure owners (SIOs) and webscales for pennies on the dollar compared to pre-pandemic valuations. These companies intend to convert most of these locations into edge computing sites. This practice is […]

2Q20 store closures curbed postpaid subscriber growth, but higher uptake of prepaid plans partially offset the impact

The impact of the COVID-19 pandemic became more significant for U.S. operators in 2Q20 as temporary store closures caused consumer activity, including gross subscriber additions and churn rates, to dampen in the quarter. Though operators will not experience significant subscriber losses amid the pandemic as cellular connectivity is essential for most consumers, economic challenges are […]