Entries by Steve Vachon, Senior Analyst

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

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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

Lumen evolves from a traditional telco to a technology company

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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

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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 […]

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

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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 […]

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

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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 […]

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

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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 […]

Industry 4.0 will bolster IoT connection growth for global CSPs

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Industry 4.0 will contribute to a surge in IoT connection additions between 2022 and 2025 TBR expects Industry 4.0 to drive a renaissance in new, commercially viable use cases for the network between 2022 and 2025, which will spur revenue-generation opportunities for communication service providers (CSPs) that deliver the connectivity layer and value-added services to […]