Entries by Steve Vachon, Senior Analyst

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 […]

Operators are positioning to support a wide array of IoT use cases by targeting industry-specific solutions

Key telecom IoT findings Industry 4.0 will 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). Providing IoT connectivity over multiple network types including LTE-M, NB-IoT, Wi-Fi- and 5G is essential for CSPs to accommodate the cost, […]

Timely clearance of mid-band spectrum is essential for U.S. to remain at forefront of global 5G race

TBR perspective Significant progress has been made on 5G ecosystem development since the 2018 5G Americas Analyst Forum held last October, as commercial mobile 5G services have been launched by the four U.S. Tier 1 operators, as well as in Uruguay by state-run operator ANTEL, over the past year. However, the infancy of the 5G […]

Industry 4.0 will bolster IoT connection growth for global CSPs

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 […]

Telefonica models the transition of a traditional telco to a digital service provider

Telefonica represents a prime model of the opportunities and challenges telecom operators will experience as they evolve into digital service providers. The digital era will enable telecom operators to become more agile and profitable as they transition away from more costly legacy network technologies and business models. The digital era will place greater expectations on […]

Operators are partnering more deeply with webscales to support multicloud and hybrid environments

Combined Cloud as a Service revenue for telecom operators in Technology Business Research, Inc.’s (TBR) 4Q18 Carrier Cloud Benchmark rose 13.2% year-to-year in 4Q18, primarily due to investments in new data centers and portfolio expansion in growth segments such as SaaS and hybrid cloud. All benchmarked companies sustained year-to-year Cloud as a Service revenue growth […]

Competition from MVNOs and smaller rivals limits subscriber growth for Tier 1 U.S. and Canadian operators

Wireless revenue rose 2.2% year-to-year to $64 billion among U.S. operators covered in Technology Business Research Inc.’s (TBR) 4Q18 U.S. & Canada Mobile Operator Benchmark, driven by continued subscriber growth and adoption of premium smartphones. All benchmarked U.S. operators except Sprint were able to gain postpaid phone net additions in 4Q18 as opportunity remains to […]

5G market development (2017-2030)

CSPs accelerate 5G deployment for traditional network use cases to realize the significant cost-efficiencies that are inherent in the technology Though a viable business case for operators to grow revenue from 5G has yet to materialize (with the exception of fixed wireless broadband), the main driver to deploy 5G is to realize the efficiency gains […]