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 2025:
- Evolution of cellular networks to 5G SA (stand-alone) and 5G-Advanced and how communication service providers (CSPs) will adopt these technologies
- Evolution of the AI market from the training phase to the inferencing phase and what this means for edge computing and the telecom industry
- How the market for private 5G networks is developing and when to expect greater scale in this market
- How the new political landscape in the U.S. and parts of Europe will impact the telecom industry
- Which GenAI use cases CSPs will prioritize to commercially deploy, and why
- How the telecom landscape will change from a new round of consolidation
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 Enterprise Operator Benchmark
- U.S. Telecom Operator 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
- Comcast
- Cisco Systems
- T-Mobile USA
- Verizon
- Ericsson
- Huawei
- Nokia
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- 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
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- Updates for market disruptions and emerging trends
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Capgemini to Acquire WNS for $3.3B, Tripling BPO Revenue and Accelerating AI Ambitions
/by Jill CookinhamThe acquisition undoubtedly serves as an important stepping stone to transform Capgemini’s BPO offerings, which are housed in its Operations & Engineering segment, yet Capgemini must be strategic with its approach, balancing new clients’ expectations with the introduction of incremental GenAI and agentic AI capabilities. Capgemini’s recent investments in partner-enabled portfolio offerings position the company well for a large change in the segment, such as its new agentic AI offerings announced with Google Cloud in April and its NVIDIA NIM-powered industry-specific agentic AI solutions and agentic gallery.
AMD Lays Out its Road Map to Erode NVIDIA’s Dominance in the AI Data Center
/by Ben Carbonneau, Senior Data AnalystAMD’s Advancing AI 2025 event served as a testament, reaffirming the company’s open-ecosystem-driven and cost-competitive AI strategy while also highlighting how far the company’s AI hardware portfolio has come over the last few years. However, while AMD’s commitment to an open software ecosystem and open industry standards is a strong differentiator for the company, it is also a major risk as it makes AMD’s success dependent on the performance of partners and consortium members.
Well-placed Investments in Emerging Tech Will Enable CGI to Accelerate Growth Long Term
/by John Caucis, Senior AnalystTBR believes CGI’s coinnovation with clients will create new opportunities tailored to industry needs; however, at the same time, other vendors in the past year have been leveraging partnerships to expand market share and provide industry-specific solutions. For example, Cognizant and ServiceNow expanded their partnership to reach midmarket banking clients, and Accenture is collaborating with S&P Global to jointly pursue financial services clients. Joint offerings may motivate clients to invest in these solutions rather than only implementing AI into existing solutions.