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11

TIS margins declined in 2017 as vendors invested in service delivery evolution, including automation, tools and training

HAMPTON, N.H. — According to Technology Business Research Inc.’s (TBR) 2017 Telecom Infrastructure Services (TIS) Margin Benchmark, Tier 1 telecom vendor average TIS margins declined year-to-year in 2017 due mainly to restructuring at Ericsson, though growing investment in R&D, particularly for professional services, also had an impact. “Vendors invested in service delivery evolution to stay […]

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1Q18 device revenue results were boosted by market shifts and increasing ASPs in PCs and smartphones compared to a weaker 1Q17

HAMPTON, N.H. (July 13, 2018) — Technology Business Research, Inc.’s (TBR) 1Q18 Devices and Platforms Benchmark finds that there is ongoing revenue opportunity in both the PC and smartphone markets. Total benchmarked revenue increased 15.9% year-to-year to $112 billion despite indications of saturation in the high end of the PC market. Total PC benchmarked revenue […]

13

Super 7 webscale ICT capex spend will reach over $63B by 2022, driven by investments in network capacity and data center builds and expansions

HAMPTON, N.H. (March 2, 2018) — According to Technology Business Research, Inc.’s (TBR) 1Q18 Webscale ICT Market Landscape, Super 7 webscale ICT capex will grow at a 19.5% CAGR to over $63 billion in 2022 as these companies continue to invest in network capacity to support traffic growth, and data center builds and expansions to […]

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Telecom Infrastructure Services Operating Margin Climbs as Shift to Maintenance Services Offsets U.S. Market Decline

Automation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.