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.
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.
Private Cellular Networks Vendor Benchmark
Telecom Infrastructure Services Benchmark
Telecom Infrastructure Services Margin Benchmark
U.S. Telecom Enterprise Operator Benchmark
U.S. Telecom Operator Public Sector Benchmark
U.S. Mobile Operator Benchmark
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.
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.
5G Telecom Market Forecast
Private Cellular Networks Market Forecast
Telecom Edge Compute Market Forecast
Telecom Infrastructure Services Global Market Forecast
Telecom Infrastructure Services North America Market Forecast
Hyperscaler Capex Market Forecast
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.
5G & 6G Telecom Market Landscape
Private Cellular Networks Market Landscape
Telecom Edge Compute Market Landscape
Hyperscaler Digital Ecosystem Market Landscape
Telecom AI Market Landscape
Join TBR’s Telecom principal analyst for an exclusive review of TBR’s 2024 Telecom Predictions special report, Telecom Industry Retrenches in Response to Macroeconomic Pressures.
In this FREE session you’ll learn:
- How companies in the telecom industry are responding to macroeconomic and industry-specific challenges
- Why and how CSPs are prioritizing cash flow management
- Why open RAN will not be ready for mainstream adoption in 2024
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 Telecom Vendor Snapshot
Altice Vendor Snapshot
Amazon Telecom Vendor Snapshot
Amdocs Vendor Snapshot
Apple Telecom Vendor Snapshot
AT&T Global Public Sector Vendor Profile
BCE Vendor Profile
Charter Communications Vendor Profile
China Communications Services Vendor Snapshot
Ciena Vendor Profile
CommScope Vendor Snapshot
CSG International Vendor Snapshot
DISH Network Vendor Profile
Juniper Networks Vendor Snapshot
Lumen Technologies Vendor Profile
Meta Platforms Telecom Vendor Snapshot
Microsoft Telecom Vendor Snapshot
Rakuten Telecom Vendor Snapshot
Rogers Vendor Profile
Samsung Vendor Profile
UScellular Vendor Profile
Verizon Public Sector Vendor Profile
ZTE Vendor Profile
The Telecom Industry Will be Calculated in Its Progression to 6G to Ensure Meaningful ROI
TBR expects the most beneficial use cases for 6G will involve the provisioning of advanced technologies that will enable operators to more cost-efficiently support rising traffic on their networks. For instance, deeper implementation of artificial intelligence and machine learning technologies will enable operators to enhance self-optimizing network (SON) capabilities to realize cost efficiencies. 6G is also expected to result in deeper implementation of digital twins, which will help operators better anticipate potential outcomes to their networks and optimize their operations in areas including site management and field operations. Additionally, 6G is expected to be significantly more energy efficient compared to 5G, which will enable operators to improve cost efficiencies while helping to support corporate sustainability goals.
Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation
TBR expects the telecom operator landscape in key markets, especially in the U.S., to change significantly through the rest of this decade, catalyzed in part by macroeconomic and competitive headwinds. Capital structure and capital allocation will be reassessed (e.g., capex, dividend policy, share repurchases, debt), and M&A is likely to increase as financially weak companies are rationalized, creating opportunities and challenges for the broader telecom industry.