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
Ready to Level Up Your Insights?
TBR’s digital-first competitive intelligence platform, TBR Insight Center™, allows for configured & customized views into IT markets, vendors, alliances and ecosystems.
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
Already a TBR Classic client but don’t have access to TBR Insight Center yet? Request access today.
PwC Australia Demonstrates AI Really Does Equal Transparency and Trust
/by Patrick Heffernan, Practice Manager and Principal AnalystExplore TBR’s top takeaways from PwC Australia’s February analyst day, highlighting leadership strategy, client case studies, manager-level perspectives that demonstrate how the firm’s culture, values and strategic priorities translate into real client impact across Australia and New Zealand.
5 Ways Neocloud Will Disrupt the Original Cloud Disruptors
/by Allan Krans, Practice Manager and Principal AnalystThe most direct and visible impact of neocloud providers will be the revenue they generate. The neocloud market is estimated to have surpassed $25 billion in 2025, representing triple-digit growth year-to-year. That presents a significant opportunity and represents one of the fastest-growing segments of the overall cloud market. However, there is overlap, as many hyperscalers are also the largest neocloud customers, and the fact that this group of companies is capturing tens of billions of dollars and growing at a rapid pace is a complicating factor in the market. CoreWeave, for instance, earns nearly $2 billion in revenue each quarter, a figure that is roughly doubling year-to-year.
New Growth in Consulting Is Emerging from an Unexpected Place: Managed Services
/by Patrick Heffernan, Practice Manager and Principal AnalystA scaled managed services practice trained in spotting consulting opportunities and armed with AI-enabled solutions will unquestionably win some management consulting market share. More significantly, from TBR’s objective view, is whether the Big Four firms can manage their staffing, brand promise and technology alliances to take advantage of the managed services practices they’ve already built and use those opportunities to return to robust management consulting growth. Maybe, but probably not all four. The next two years will be telling, and TBR expects the existing differences between the Big Four will become even more pronounced.