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 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
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
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Dell Grows Its AI Factory Portfolio with the Integration of New NVIDIA AI Solutions
/by Ben Carbonneau, Senior Data AnalystMuch like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.
Hybrid AI: Lenovo Builds a Portfolio Ready to Address the Confluence of Personal, Enterprise and Public Data
/by Angela Lambert, Principal Analyst and Practice ManagerUnderneath the enthusiasm for hybrid AI, Lenovo’s mission remains unchanged: It is driving transformation to become a technology leader in global devices, infrastructure solutions and services worldwide. Lenovo positions itself as having an end-to-end technology portfolio, a user-centered approach and an immense emphasis on open innovation. The company offers its customers choices thanks to its partnerships across semiconductor, AI platforms and ISVs; and it leverages its Solutions and Services Group to accelerate solution development between its own portfolio and partner ecosystem.
Fujitsu’s Strategic Evolution: Transforming for a Future with Uvance at the Core
/by Patrick Heffernan, Practice Manager and Principal AnalystIn TBR’s view, Uvance is the framework around Fujitsu’s “SaaS-like” business model, with the leaders using the term “SaaS-like” but recognizing the phrasing may need further refinement and/or explanation.