Telecom Industry Competitive Intelligence Reports

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 2024:

New round of M&A and bolder combinations are likely to be allowed by regulators.
Cash flow management becomes priority due to increase in cost of capital and other headwinds.
Open RAN will not be ready for mainstream adoption in 2024.

Download Top Predictions for Telecom in 2024

Benchmark

TBR’s Telecom benchmark research provides clients 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.

TBR expects continued supply-side and geopolitical disruption in the post-pandemic global economy, but these market challenges will push out rather than reduce total CSP edge compute spend. Digital transformation remains a secular trend that will only be accelerated by ongoing economic and geopolitical gyrations, and edge computing is a key enabling technology for realizing outcomes such as Industry 4.0.

Market Forecast

TBR’s Telecom market forecast research provide analysis of market opportunity as well as current market sizing and five-year forecasts, including analysis on growth drivers, top trends and leading market players.

Market landscape

Telecom market landscape research includes analysis of an emerging or disruptive market segment or technology, including insight into how vendors and customers address the emerging technology as well as market sizing, vendor positioning, strategies, acquisitions, alliances and customer adoption trends.

Vendor Analysis

TBR’s Telecom vendor reports, profiles and snapshots provide deep-dive analysis into a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies.

Ericsson’s earnings were buoyed by the favorable resolution of its patent dispute with Apple and accelerated rollout of 5G RAN in India, but market headwinds such as inflation and slowing 5G rollouts in the U.S. will continue to place downward pressure on financial metrics throughout 2023.

Alphabet (Google)

AT&T

AT&T Global Public Sector Vendor Profile

Cisco Systems

Comcast

Ericsson

Huawei

Nokia

T-Mobile USA

Verizon

Verizon Public Sector Vendor Profile

Erdikocak, Getty Images via Canva Pro

Ericsson Aims to Accelerate Network API Market Development via New Venture with Leading Global Telcos

09.25.24/by Steve Vachon, Senior Analyst

The composition of Ericsson’s new network API joint venture, which currently does not have a formal name and is expected to close in early 2025 pending regulatory approval, entails Ericsson holding 50% equity in the venture, with the following telecom operators holding the remaining 50% of equity: America Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone.

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Canva Pro

How AI Is Revolutionizing Cost Efficiency and Customer Experience in Telecom

08.05.24/by Chris Antlitz, Principal Analyst

TBR’s latest telecom research indicates customer care, which includes contact centers, will be profoundly transformed by AI. Though traditional AI has been utilized in customer care for many years (e.g., chatbots and interactive voice response), GenAI will take customer care to an advanced state. TBR estimates that GenAI could reduce the costs of running contact centers by up to 80%, and this is an area telecom operators are keenly interested in as they remain focused on cutting expenses across their businesses.

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