What Will Hyperscaler-owned and -operated Networks Mean for the Telecom Industry?

Though AI dominates hyperscalers’ mindshare and investments currently, network connectivity remains a critical need and investment area for hyperscalers’ longer-term growth ambitions, and they continue to discreetly build out their global networks. These hyperscaler-owned networks portend significant disruption for the telecom industry.

Join Principal Analyst Chris Antlitz Thursday, Dec. 12, 2024, at 1 p.m. EST/10 a.m. PST for an exclusive review of TBR’s Hyperscaler Digital Ecosystem Market Landscape, which tracks how and why the world’s largest hyperscalers are disrupting industries to unlock economic value in the digital era, with specific focus on the disruption of the telecom industry. The report focuses on Alphabet (Google), Amazon, Apple, Meta Platforms (Facebook), and Microsoft.

In This FREE Webinar on Hyperscalers’ Activities You’ll Learn:

• How hyperscalers are building out their own networks
• Why hyperscalers are building out their own networks
• What hyperscaler-owned and -operated networks could mean for the telecom industry

TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

How Will Cloud Vendors Navigate GenAI Investment and Monetization Challenges?

Cloud vendors are on the front lines of the generative AI (GenAI) business opportunity. These vendors have been rushed to invest ahead of competitors, and as a result, they are forced to figure out the right model(s) to monetize the new capabilities.

After more than a year of GenAI hype, TBR is beginning to see clear investment trajectories and various formulas among vendors on how best to price GenAI solutions across infrastructure and applications spaces.

In this TBR Insights Live session, TBR’s Cloud team — Principal Analyst & Practice Manager Allan Krans, Senior Analyst Catie Merrill, Analyst Alex Demeule and Research Analyst Gunnar Tache — gives a deep dive on AI’s impact on the cloud industry. The team also highlights key findings from TBR’s newest cloud research report, AI & GenAI Model Provider Market Landscape, including examples of technology companies’ activities in 2024 as well as what to expect across the GenAI landscape in 2025.
 

In The Above TBR Insights Live Session on AI’s Impact on Cloud You’ll Learn:

• The investments cloud vendors are making in their infrastructure, partnerships and portfolios
• The business models that enable vendors to best monetize GenAI technologies
• TBR’s early projections for industry changes in 2025

Customers are prioritizing data strategy, and cloud providers see big opportunities for partners to engage

Cloud vendors believe data strategy & management present the biggest growth opportunities from partners.
 
“The biggest [transformation] underway is our, basically, data services. And so we have been looking at traditional data services where we have a large amount of data, which is in a data warehouse on prem, and then processing of the data. Now a large amount of this transformation is going to go to data lakes, which again, we are working with Amazon and Azure. So, these are both Amazon as well as Azure, and basically creating, using Kafka, Spark and Hadoop, creating data services, which will be then [be] consumed throughout the company.” — Global Technology Director, Financial Services

 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

What is the Current State of the Market for Leading U.S. Operators?

AT&T and Verizon remain the largest players by a wide margin in the U.S. telecom B2B market from a revenue perspective, largely due to the companies’ established footing in the B2B market among businesses of all sizes. However, competitors are gradually gaining market share, especially T-Mobile, which is attracting businesses through its relative advantage in 5G network quality and value-based pricing as well as portfolio expansion in nascent growth areas including multi-access edge computing (MEC) and private cellular networks (PCN).

Charter Communications and Comcast are also gradually gaining market share, aided by the companies not facing erosion from legacy wireline solutions to the extent of AT&T, Lumen Technologies and Verizon as well as their ability to attract SMBs via their new B2B wireless offerings.

In this TBR Insights Live session, TBR Telecom Senior Analyst Steve Vachon shares an in-depth update on the U.S. telecom B2B market. Key points of discussion include TBR’s latest data on financial and go-to-market performance of leading U.S. operators that sell to enterprises as well as recent key developments that are impacting the U.S. B2B market.

TBR’s U.S. enterprise operator research stream details and compares the initiatives, strategies and performances of the largest U.S. operators, including AT&T, Verizon, Lumen Technologies, Comcast, T-Mobile and Charter Communications.
 

In the Above TBR Insights Live Session on the State of the U.S. Telecom B2B Market You’ll Learn:

• B2B revenue comparison of leading U.S. operators, supported by data and analysis from TBR’s most recent S. Telecom Enterprise Operator Benchmark
• Macroeconomic and telecom industry trends that are impacting B2B customer segments, including SMBs, large enterprises and the public sector
• The impact of recent and upcoming partnerships and mergers & acquisitions on the competitive landscape of the U.S. telecom B2B market
• How U.S. operators are positioning to capitalize on opportunities within key growth areas, including converged services, mobility, fiber broadband, fixed wireless access (FWA), MEC, IoT and PCN

Excerpt from State of the U.S. Telecom B2B Market: Trends and Strategies Impacting the Competitive Landscape

Smaller Players Are Gradually Gaining Share Among Large Enterprises

• AT&T and Verizon continue to significantly outpace rivals in large enterprise market share, but rivals including T-Mobile and Comcast are gradually gaining traction.
• T-Mobile is attracting large enterprises via the improved reputation of its network, competitive pricing, growing partner ecosystem, and portfolio expansion in areas including PCN, MEC and IoT.
• Comcast expanded its footing in large enterprise by buying Masergy, which had a base of 1,400 customers in 100 countries.

 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

Unpacking the Evolution of Alliance Partnerships

Mature alliance partnerships have enabled vendors across the spectrum to collaborate as they realize the value of the ecosystem. Cultural, portfolio and leadership DNA have shaped vendors’ behavior when it comes to go-to-market efforts and partner strategies, which is not surprising given vendors often lean on what they do best when pursuing opportunities.
 
In the below TBR Insights Live video, Principal Analyst Bozhidar Hristov, Senior Analyst Catie Merrill and Analyst Alex Demeule deep dive into TBR’s latest ecosystem research. Viewers will gain a better understanding of how relationships between OEMs, cloud providers and services providers are changing and learn how these vendors are adjusting their business models to account for implications stemming from the advent of generative AI (GenAI).
 
Additionally, the team reveals what our findings say about partnership satisfaction levels among OEMs, cloud providers and service providers and preferred commercial, staffing and go-to-market models among the partner groups.
 

Learn More

TBR’s Voice of the Partner Ecosystem Report provides a view of partners within a market, including information on alliance preference and selection criteria, satisfaction analysis, and commercial and go-to-market evolution. The research looks at how OEMs, IT services vendors and cloud vendors are determining who to partner with and provides partners’ true perceptions of the alliance ecosystem. Additionally, it follows the opportunity shift from legacy to emerging technologies and platforms.
 
The most recent report features OEM vendors Dell Technologies, Cisco, Hewlett Packard Enterprise, IBM, NetApp, Pure Storage and Fujitsu; cloud vendors Microsoft, Amazon Web Services, Google Cloud, Oracle Cloud Infrastructure, Alibaba, SAP, Oracle, Salesforce, Workday, ServiceNow, Snowflake, Databricks and Red Hat; and services vendors Accenture, Capgemini, DXC Technology, IBM, Deloitte, EY, PwC, KPMG, McKinsey & Co., Boston Consulting Group, Slalom, Cognizant, HCLTech, Infosys, Tata Consultancy Services and Wipro.
 
Access the most recent Voice of the Partner Ecosystem Report with a free trial of TBR Insight Center™.

The Coming GenAI Telco Impact

Reality is starting to set in regarding Generative AI (GenAI). Though GenAI (and traditional AI) is expected to have a broad, transformational impact across the telecom industry, the technology is still immature and there is currently a big gap between hype and commercialization of GenAI for communication service providers (CSPs).
 
In the below TBR Insights Live video, Principal Analyst Chris Antlitz deep dives into the current state of GenAI adoption in the telecom industry.
 
Chris also discusses how AI models will be leveraged for the telecom industry, including which models have staying power, and what kind of use cases and business outcomes the industry can expect from AI and GenAI.
 

Learn More

TBR’s Telecom AI Market Landscape covers how communication service providers (CSPs) and vendors that supply CSPs are adopting AI (both “traditional” AI and generative AI [GenAI]) in their internal operations and in their products and services. This telecom industry-centric report covers AI use cases, adoption trends, business outcomes, and AI-related offerings as well as AI-related partnerships and M&A in the global telecom ecosystem. We also provide commentary about how AI is likely to evolve the telecom industry.
 
The report covers key companies that enable AI for the telecom industry as well as leading CSPs that are adopting AI as part of their digital transformations.
 
To access the research and dataset, sign up for your TBR Insight Center™ free trial today!