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 […]

5G investment will accelerate in the post-pandemic era as CSPs target advanced use cases amid the new normal

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 […]

5G will be widely deployed across nearly all developed markets by the end of 2022; most emerging markets will be late adopters of the technology

Early majority Though a viable business case for operators to gain revenue from 5G has yet to materialize (except for fixed wireless access), the primary initial driver of 5G deployment is realizing the efficiency gains the technology provides versus LTE. Operators in developed markets have accelerated their 5G deployment timetables over the past year, primarily […]

Big changes for Big Blue

Lots of news coming from IBM these past few weeks, and we have plenty of analysis on it from Geoff Woollacott, Stephanie Long, Elitsa Bakalova, Catie Merrill and Nicole Catchpole. IBM unveiled a new Power System and announced Ginni Rometty will be stepping down, making way for cloud champion Arvind Krishna to emerge as the […]