With TBR’s Telecom market and competitive intelligence research, examine telecom operator and telecom vendor markets as well as key industrywide trends and developments, such as 5G, edge computing, private networks, and the encroachment of hyperscalers into the telecom industry.
Understand operator business models, capital expenditure, subscriber metrics and next-generation technology adoption, with coverage spanning wireless, wireline, cable and enterprise markets. Access vendor customer demand analysis, portfolio analysis and competitive benchmarking.
Additionally, we are the leading resource for telecom infrastructure services (TIS) market research.
A free trial of TBR’s Insights Center platform gives you access to our entire Telecom research portfolio and the ability to customize and curate reports detailing our analysis based on your company’s specific needs. Start your free trial today!
Trends we’re watching in 2026:
- Impact of K-shaped economy on telecom market
- Why a price war is coming to the broadband market
- How telcos will adjust to meet AI’s timetable
- Ways in which the network needs to adjust for the AI economy
Explore TBR Telecom Coverage
Market & Competitor Benchmarks
Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- Canada Mobile Operator Benchmark
- Private Cellular Networks Vendor Benchmark
- Telecom Infrastructure Services Benchmark
- Telecom Infrastructure Services Margin Benchmark
- U.S. Mobile and Broadband Operator Benchmark
- U.S. B2B and Public Sector Telecom Operator Benchmark
Market Forecasts
Market Landscapes
TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
Telecom
- AT&T
- Cisco Systems
- T-Mobile USA
- Verizon
- Ericsson
- Nokia
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Benefits delivered through TBR Insight Center™ include:
- Dynamic, configurable platform for TBR’s objective, independent and validated data and analysis
- Customizable views of millions of data points to match your specific needs
- Simple download functionality for customized views of analysis and feeds of data, saving staff dozens of hours per month
- Updates for market disruptions and emerging trends
- All data found in Insight Center can be leveraged to power your company’s AI tool via an API feed
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Infosys Moves From AI Experimentation to Enterprise Orchestration as Infosys Topaz Takes Center Stage in the Company’s Next Chapter
/by Bozhidar Hristov, Principal AnalystInfosys hosted more than 200 clients, partners, analysts and advisers during its flagship event, Infosys Americas Confluence 2026. The packed agenda included Partner Day and Analyst Day tracks, client stories, partner presentations and Living Labs demos of both Infosys- and partner-developed solutions and services. AI dominated the agenda, but the conversations were notably different than those at Confluence 2025. Last year, Infosys and its clients largely focused on the prerequisites for enterprise AI adoption, including data readiness, governance, architecture and talent. This year the discussion shifted toward what happens when enterprises actually begin scaling AI; the need to address rising complexity, agent governance, token economics, cybersecurity and model choice; and the ever-difficult task of proving business value. Infosys used the event to reinforce its ambition to become a leading enterprise AI services provider, positioning Infosys Topaz — and increasingly Infosys Topaz Fabric — as the enabling layer connecting models, applications, data business processes and partner technologies.
Gemini for Industries: Context, Governance and the Changing Role of SI Partners
/by Catie Merrill, Senior AnalystThroughout 2026, Google’s Gemini for business has evolved from a set of components to a unified solution for practical AI. Today, it is used by 90% of the Fortune 100 and has become the fastest-growing product in Google Cloud history. Two complementary pieces exist: the application — which is designed to be the “front door” for the workplace, drawing on context from Workspace as well as other productivity apps (e.g., M365, Slack) — and the platform for building, customizing and operating AI. New FinOps capabilities and the inclusion of the Antigravity harness in all subscriptions are recent examples of how Google Cloud is addressing both sides of the portfolio, unlocking a strategic flywheel where Gemini creates demand and fuels usage of the Gemini platform. If Google Cloud can effectively deliver both as part of a unified solution, helping customers combat agent sprawl while staying true to its roots of openness and flexibility, it will take a big step to address one of AI’s central challenges: how to translate capable AI models into something that can scale at enterprise levels.
Trust at Speed: EY’s Mobility Practice Is a Catalyst for AI-era Workforce Transformation
/by Patrick Heffernan, Practice Manager and Principal AnalystTechnology and macroeconomic trends favor EY’s Mobility practice. Perhaps just as significantly, so do trends across professional services, including AI adoption, business model disruption, commercial model shifts, and an all-around recognition that the largest consultancies need to change to meet clients’ changing demands and AI-enabled expectations. For the last three years, TBR has heard from both EY leaders and EY clients that the firm’s Mobility practice is already a catalyst for that change.