Private Cellular Networks: Growth Drivers, Challenges and Opportunities Expected Through 2028


 

What Verticals Will Lead in Private Cellular Networks Adoption Through 2028?

Despite persistent ecosystem maturity challenges, the private cellular networks (PCN) market is growing as leading enterprises advance their Industry 4.0 strategies and governments aim to capitalize on defense and public safety use cases. TBR research indicates that the private 5G network market will see strong growth through this decade as a wide range of industries and governments adopt the technology, but a confluence of factors is slowing the pace of market development relative to the industry’s original expectations.

 

Join Senior Analyst Michael Soper Thursday, Dec. 19, 2024, at 1 p.m. EST/10 a.m. PST for an in-depth look at TBR’s private cellular networks research. Each year TBR publishes a vendor benchmark, market forecast and market landscape on PCN, each covering a different aspect of the market. TBR’s private cellular networks analysis includes rankings of key PCN vendors by various revenue splits, the ecosystem for private LTE and private 5G networks, spend on private LTE- and 5G related infrastructure, and more.

In This FREE Webinar on Private Cellular Networks You’ll Learn:

  • Key growth drivers and detractors expected in the PCN market through 2028
  • Which verticals are leading and lagging in PCN adoption
  • Which ecosystem players are positioned to capitalize on trends in the PCN market

 

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.

Hyperscalers Continue to Discreetly Build Out Their Global Networks


 

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.

 

In this TBR Insights Live session, Principal Analyst Chris Antlitz shares 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 The Above TBR Insights Live Session 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


 

Excerpt From Hyperscalers Continue to Discreetly Build Out Their Global Networks: What This Means for Telecom

ICT convergence — trillions of dollars in new value is up for grabs

  • Hyperscalers view distributed computing and intelligent connectivity as tightly integrated concepts, and they want to control the entire stack.
  • Hyperscalers aim to exploit the value created from the nexus of distributed computing and intelligent connectivity enhanced by AI.
  • To enable this end-to-end digital ecosystem and thereby maximize monetization, MAMAA needs to own and/or control most or all of the underlying enabling infrastructure, including physical infrastructure, digital infrastructure platforms and endpoint devices.

Excerpt from TBR Insights Live session Hyperscalers Continue to Discreetly Build Out Their Global Networks: What This Means for Telecom
 
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.

Evolving IT Infrastructure Consumption Services: Expectations for 2025


 

What Will IT Infrastructure Services Portfolios Look Like in 2025?

While the marketing buzz around consumption-based IT infrastructure solutions has quieted in 2024 in favor of promoting AI, these solutions continue to mature, and vendors are integrating them into their portfolios. In 2025 vendors will increasingly evolve their major “as a Service” portfolios, including HPE GreenLake, NetApp Keystone and Lenovo TruScale, to address current market needs, such as AI adoption, sustainability, hybrid cloud and infrastructure management.

 

In this TBR Insights Live session, IT Infrastructure research leads Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau look at how IT infrastructure consumption services have evolved in 2024 and what TBR expects to see from the services in 2025.
 

In The Above TBR Insights Live Session on IT Infrastructure Consumption Services You’ll Learn:

  • How infrastructure consumption services are evolving to meet AI demand
  • How infrastructure consumption services will play an increasing role in sustainability
  • TBR’s projections for the infrastructure consumption services market opportunity, including adoption drivers and barriers

 

Consumption-based infrastructure portfolios have evolved

TBR Insights Live preview: Evolving Infrastructure Consumption 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.

Monetizing GenAI: Cloud Vendors’ Investment Strategies and 2025 Outlook


 

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

Example of TBR's cloud partnerships research and data
 
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.

$130+ Billion Emerging India Opportunity – India-centric vs. Global IT Services Firms: Who Wins and Why


 

IT Services and Consulting Aim to Succeed in the Next Era of India’s Economic Growth

While management consultancies and IT services companies have long provided their global clients with India-based resources, a surge of growth in the country’s economy over the last couple of years is causing them to shift their strategy to provide new consulting and IT services to their India-based clients.

 

The Big Four — Deloitte, EY, KPMG and PwC — are betting on India becoming the home of their fourth, or possibly even third, largest member firms. However, India-based IT services behemoths like Infosys and Tata Consultancy Services believe their entrenched market presence and strengths afford them an advantage among local clients for IT services.

 

In this TBR Insighs Live session, Principal Analyst Patrick M. Heffernan, Senior Analyst Kelly Lesiczka and Research Analyst Jill Cookingham discuss expectations for the next era of India’s economic growth. The team looks at whether local IT services vendors can really capture those opportunities from the Big Four and which vendors our research shows will lead the market overall.
 

 

In The Above TBR Insights Live Session on Consulting and IT Services in India You’ll Learn:

  • The strategies, investments and internal activities global management consultancies and global systems integrators have leveraged to address the local Indian market
  • The market minefields and systemic challenges that may slow growth in consulting and IT services
  • The consultancies and IT services companies TBR believes will lead and lag in the market

 


 

Excerpt from $130+ Billion Emerging India Opportunity – India-centric vs. Global IT Services Firms: Who Wins and Why

Vendors Are Pivoting from Offshore Outsourcing to Capturing Onshore Opportunity

  • Hiring and training patterns in the local market
  • Localized innovation in India
  • Partnerships guide portfolio expansion

Example of TBR's offshore consulting research
 
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.

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

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.

Example of TBR's U.S. telecom B2B market data and analysis
 
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.

Strategic Alliance Management: Case Study of a TBR Use Case

Making Data-driven Decisions in Sell-with, Build-with Alliance Partnerships

More enterprise IT spend is being driven by and through ecosystem partnerships than ever before, and spend is only forecasted to grow over the coming years. How do global systems integrators (GSIs), channel partners, hyperscalers, independent software vendors (ISVs), managed service providers (MSPs) and OEMs maximize limited resources to staff, market and manage vital go-to-market partnerships across their ecosystems?

 

In this TBR Insights Live session, TBR principal analysts Patrick Heffernan and Allan Krans give viewers an exclusive look at how TBR’s revenue, headcount and investment data can guide your firm’s quarterly management of alliance strategy. Additionally, our experts discuss critical intelligence on annual performance, trends and opportunities for all sides of these multivendor partnerships, which are responsible for more than 50% of global enterprise spend.
 

In the above TBR Insights Live replay on strategic alliance management you’ll learn:

  • How both services revenue and industry-vertical revenue can guide your firm’s alliance strategy
  • How quarterly ITO revenue can help your firm benchmark partner teams for QBRs with validated and independent data
  • Which GSI may be the right partner for your firm, and why the biggest partner may not be the best

 

Excerpt From Strategic Alliance Management: Case Study of a TBR Use Case

TBR’s Top Emerging Use Case: Ecosystem Intelligence

Estimating and evaluating the revenues jointly generated by ecosystem partners allow TBR’s clients to accurately benchmark their role in the ecosystem, learn from market leaders and target investments toward high growth potential areas.
 
Companies that are not yet playing in an ecosystem use TBR’s analysis to determine opportunities and understand catalysts for faster growth with ecosystem-dominating players.

Ecosystem Intelligence Examples

  • A leading global management consultancy used TBR’s ecosystem intelligence to evaluate its relative position with hyperscalers and software vendors, informing decisions around training, staffing, marketing, and joint go-to-market initiatives.
  • Midtier IT services companies have used TBR’s research around ecosystem best practices to reshape their partnering and go-to-market motions to better appeal to leading technology companies.
  • A leading cloud platform partner organization uses revenue, headcount, and ISV partner counts to guide quarterly decision making.

Example of TBR's ecosystem and alliance data and analysis

 

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 presentations can be viewed anytime on TBR’s Webinar Portal.

How to Think as a Partner in the Era of GenAI

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™.

State of the Federal IT Market: Continued Opportunities Amid Slowing Growth

What Does the Waning Bull Market Mean for Federal IT Services Contractors?

Aggressive investment by federal agencies to modernize and secure monolithic IT infrastructures, particularly healthcare-related IT systems, and digitize defense networks has resulted in an expanding federal IT market. In federal fiscal year (FFY) 2020, FFY21, FFY22 and FFY23 the market experienced unprecedented growth, at 8.1%, 8.5%, 7.9% and 8.5% year-to-year, respectively, on a weighted average basis.
 
Additionally, TBR is currently tracking federal IT annual revenue growth of 6% to 8% to between $68 billion and $69 billion in total market value by the end of FFY24 (ending Sept. 30, 2024). (Data based on total federal IT revenue earned by the 11 federal systems integrators tracked in TBR’s Federal IT Services Benchmark.)
 
Looking toward FFY25, the Biden administration is seeking the smallest increase in federal civilian technology spend in many years, while the Department of Defense’s FFY25 request for IT and cyberspace activities is down from FFY24.
 
As was the case in 2020, election-related disruptions could undermine the ongoing boom in the civilian IT market, at least temporarily. IT leaders in agencies are under increasing pressure to demonstrate how effectively they have invested the IT budget windfall they have enjoyed since FFY20. Even with slowing budget growth, tech priorities remain unchanged, with citizen-facing agencies investing heavily in AI and other technologies to optimize citizen experience and engagement.
 
In the below TBR Insights Live video, Federal IT Services Senior Analyst John Caucis, Principal Analyst & IT Services Practice Manager Patrick Heffernan, and Federal IT Services Analyst James Wichert deep dive into the current state of the federal IT market and expectations for the future, including sharing key findings from TBR’s most recent Federal IT Services Benchmark.
 
The team will highlight top trends in civilian, defense and intelligence sectors and detail the newest alliances, acquisitions and solutions introduced. Additionally, they’ll look at how TBR-tracked federal systems integrators are positioning for Federal FY2025.
 

Learn More

TBR’s Federal IT Services Benchmark focuses almost exclusively on the U.S. federal It market. This research provides growth data and analysis specific to the federal defense and federal civilian sectors. Some of the vendors we track have operations in public sector markets outside the U.S. federal government sector.
 
Additionally, we detail some additional developments and/or market trends in other public sector markets in the appendix, but our principal research and analytic focus remains the U.S. federal IT sector.
 
To access the research and dataset, sign up for your TBR Insight Center™ free trial today!

GenAI Shift from Hype to Reality Begins: How the Telecom Industry Will Be Impacted

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!