Entries by Steve Vachon, Senior Analyst

Lumen evolves from a traditional telco to a technology company

The 2022 Lumen Global Analyst and Consultant Forum showcased Lumen Technologies’ (NYSE: LUMN) ambition to transform from a traditional telco to a technology company. Lumen’s capabilities in hybrid networking, edge computing, connected security, unified communications and more will help support clients’ transition to a distributed workforce while bolstering Industry 4.0 initiatives across multiple verticals. “The […]

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

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 […]

Governments have passed over $30T in stimulus since the pandemic began, of which about $3T is earmarked for ICT

Key Insights Government funding will incentivize communication service providers to pull forward and broaden the scope of their 5G deployments, causing demand for 5G infrastructure to reach critical mass by the middle of this decade. ​ Of the $3 trillion earmarked for ICT, TBR estimates approximately $800 billion, or nearly 27%, will be allocated for connectivity infrastructure, of which 5G is […]

CSP demand for 5G infrastructure is expected to remain robust for at least the next few years

Key Insights Traditional RAN will remain the predominant architecture through 2025. Open vRAN will take time to mature and go mainstream. Mobile broadband (MBB) and fixed wireless access (FWA) will remain primary use cases for 5G; government and enterprise pursuit of digital transformation wil drive other use cases. APAC will lead the world in 5G […]

Global governments will drive 5G development through stimulus initiatives and preference for domestic suppliers

Government stimulus will advance global 5G development; government support of domestic suppliers will aid smaller vendors Unprecedented fiscal and monetary stimulus unleashed amid the COVID-19 pandemic will fund, both directly and indirectly, a large portion of the infrastructure cost for economic digitalization. As of August 2021, TBR estimates $3.5 trillion, or around 10% of global […]

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 […]

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 […]

Unprecedented levels of government support will help CSPs deploy 5G more quickly and broadly than originally anticipated

Communication service provider (CSP) spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. As a result, typical historical deployment curves for cellular […]

IoT use cases enable clients to improve efficiency and customer experience

An increased focus on value-added services is necessary to maximize CSP IoT revenue as connectivity growth is limited by low ARPU connections IoT revenue is growing steadily but has yet to significantly impact communication service providers’ (CSPs’) overall financial positions. Providing accompanying solutions beyond connectivity is essential for CSPs to maximize IoT revenue. Additionally, edge […]

CSP IoT revenue growth will accelerate gradually through 2024 as more 5G use cases become commercially available

An increased focus on value-added services is necessary to maximize CSP IoT revenue as connectivity growth is limited by low ARPU connections IoT revenue is growing steadily but has yet to significantly impact CSPs’ overall financial positions TBR estimates global CSP commercial IoT revenue increased 20% year-to-year to $26.8 billion in 2019. Despite sustaining strong […]