Entries by Steve Vachon, Senior Analyst

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

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.

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

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

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.

Competitive Landscape Shifts: Key Trends Impacting the U.S. Wireless Market

Free webinar: Learn how telecom and cable operators are revamping their go-to-market strategies to improve the value proposition offered by their converged mobility and broadband service packages, how U.S. operators are revamping their go-to-market and operational strategies in response to inflationary pressures, and how 5G development is advancing in the U.S. and its impact on the competitive landscape and capex spending