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 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
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.
- 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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EY Reimagines Global Mobility: Human-centric, Tech-enabled and Business-critical
/by Patrick Heffernan, Practice Manager and Principal AnalystCompanies keep recruiting, hiring, paying, rewarding, moving, repatriating, retiring and hiring in an endless loop, and EY has capabilities — including consulting, tax and software — that can accelerate movement around that endless loop. EY did not need to say that at the Global Mobility Reimagined conference, as clients understood it already. EY also has a stated ambition to grow People Advisory Services to more than $3 billion by 2031. Absent the worst possible global political and economic scenarios, including a drastic curtailment of global mobility, TBR believes that ambition is perhaps a bit too modest.
Data Quality & Governance Pillars, and Ecosystem-led Approach Mark Informatica’s Entry Into Agentic AI
/by Catie Merrill, Senior AnalystBetween the technology partners and GSIs, Informatica works with a robust ecosystem of partners in a triparty approach, where resources from a hyperscaler, GSI and Informatica are brought together to help customers modernize their data faster and, by default, hasten AI’s time to value. When we survey and speak to alliance decision makers at IT services firms, data management comes up as one of the top areas for partner-led growth, signaling to the ecosystem that they will continue to invest in resources to guide conversations with customers with the technology maturity to address the data foundations ahead of GenAI.
DOGE Federal IT Vendor Impact Series: Booz Allen Hamilton
/by John Caucis, Senior AnalystThe disruption that has very suddenly overtaken BAH’s civil business has prompted the firm to craft what Rozanski called a “one-time reset” of its civilian operations, including a 7% reduction in global headcount (about 2,500 employees) in 2Q25 that will disproportionately impact BAH’s civilian operations. The decline in civilian award activity has been so abrupt that BAH has not been able to sufficiently redeploy civilian project staff to DOD, IC or commercial sector programs, despite the firm’s expectations that growth will continue in its DOD and IC units in FY26.