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 and Broadband Operator Benchmark
- U.S. B2B and Public Sector Telecom Operator 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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Nokia Aims to Use Current Tech Transition to Strengthen Fixed Networks, Enter New Markets and Add AI Capabilities to its Core Technology
/by Stephanie Long, Senior AnalystThe fixed networks market is at an inflection point, with three major technology transitions underway across access, Wi-Fi and network management. TR-069* (technical report 069) is evolving to TR-369 (technical report 369), the first major hardware refresh toward Wi-Fi 7 is underway, and the migration from GPON to XGS-PON, and selectively to 25G and 50G PON, is progressing as these technologies advance. These shifts create a favorable window for Nokia to capture demand because hardware replacement is a logical time to pull through software modernization. Operators are simultaneously reconsidering how they manage the home, automate access networks and prepare fiber infrastructure for changing traffic patterns caused by AI adoption. Nokia is approaching this wave of progress with clearly defined road maps across relevant portfolio areas (e.g., Altiplano, Corteca, Quillion, PON) and is leveraging its hardware roots as the foundation for its AI story.
Setting the Pace: What Accenture, Deloitte and Infosys Signal for Professional Services in 2027
/by Patrick Heffernan, Practice Manager and Principal AnalystAI promises productivity improvements by off-loading repeatable, mundane tasks to algorithms and robots. If an IT services company or consultancy can do things faster with AI and automation, clients can reasonably expect their time-and-materials bill will decline. Accenture, Deloitte, Infosys and all their peers now find themselves — or, really, have found themselves since at least mid-2023 — challenged with managing the cannibalization that their AI investments may be bringing to their traditional IT services.
The Midmarket Opportunity: Which GSIs Can — and Should — Pursue It?
/by Jill Cookinham, Research AnalystExpanding into the midmarket has been a recurring theme for GSIs for many years, and some are dusting off that strategy yet again. This time, platform-led operating models that are less linked to FTE-based pricing may change the game. When looking at Accenture, Atos Group, Capgemini and Deloitte, which company could reasonably enter or expand into the midmarket? More importantly, which should?