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:
- Private Cellular Networks Vendor Benchmark
- Telecom Infrastructure Services Benchmark
- Telecom Infrastructure Services Margin Benchmark
- U.S. Mobile Operator Benchmark
- U.S. Telecom Operator Enterprise & Public Sector 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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Alliances Will Extend Beyond Core Offerings as AI-driven Sales and Marketing Reshape Ecosystems
/by Bozhidar Hristov, Principal AnalystIT services companies have their limits, and clients have preferred technology vendors, leading IT services companies to look to alliances to drive new growth. We have seen this pattern before, but in 2026 we will see IT services companies extend those alliances into devices, connectivity and even silicon, requiring a multiparty alliance approach that will strain commercial models, sales strategies and alliance leaders across the ecosystem.
KPMG-Salesforce Partnership: Evolving from Implementation to Agentic Outcome
/by Bozhidar Hristov, Principal AnalystKPMG’s alliance with Salesforce has moved from a high-growth implementation practice into a relationship increasingly defined by enterprise trust, measurable outcomes and the ability to operationalize agentic AI. Since entering Salesforce’s ecosystem in late 2019, KPMG has scaled the alliance to over 1,300 practitioners across more than 30 countries and is now repositioning the relationship around Agentforce-led transformation, AI-ready data foundations, and run/optimize operating models that sustain adoption. This shift mirrors a broader ecosystem trend: Leading platforms are prioritizing depth with a smaller set of preferred partners and evaluating alliances on their ability to drive usage, value realization and governance — not simply project throughput.
Consulting Will Rebound in 2026
/by Patrick Heffernan, Practice Manager and Principal AnalystAfter a period of relative softness, consulting revenues are expected to rebound to high-single- or low-double-digit growth as pervasive uncertainty pushes enterprises to seek external guidance. Demand will be particularly strong around risk mitigation, strategic planning and AI adoption, positioning forward-deployed engineers, supply chain management and people advisory services as leading revenue drivers in 2026.