O-RAN: What is it worth?
Global O-RAN capex forecasts 2020–2030, modelling operator investments across four migration pathways.
Tag: Forecast
The $300bn COVID digital health dividend
Our detailed analytical model of 217 digital healthcare markets shows that the COVID pandemic has accelerated the global market four years ahead of its prior trajectory. This means that telcos and others seeking to support this welcome acceleration, and thereby grow valuable new businesses, should boost their plans now.
Recovering from COVID: 5G to stimulate growth and drive productivity
We revisit our 2019 forecasts on the economic impact of 5G on industries, as well as re-evaluating the 5G opportunity in a post COVID world. We also include highlights from forthcoming research into the how 5G can drive efficiency and productivity in transport and logistics.
A3 for telcos: Mapping the financial value
We consider the potential financial value of adding analytics, AI and automation (A3) into a telco’s processes. Our modelling assesses the value of A3 in more than 150 processes across core network operations, customer care channels, and sales and marketing.
Curtailing carbon emissions – Can 5G help?
Data volumes are growing inexorably. With the right deployment, how could 5G help to improve networks’ energy performance and curtail carbon emissions?
Telcos’ Last Chance in Cloud? New $18bn Sovereign Cloud Opportunity
If telcos in certain markets act swiftly, there is a major new and addressable opportunity in cloud created by profound recent changes in data sovereignty and security requirements. We outline the market opportunities, specific customer needs, and market sizing in our latest research.
Euro telcos: fiddling while the platform burns?
Most executives across the European telecoms industry accept that the current telco business model is in decline (the ‘burning platform’), but wholehearted action to create sustainable new models is not in place. We identify the key barriers and next steps to overcome them in this top-level analysis of findings from our recent EMEA Executive Brainstorm. (July 2012, Executive Briefing Service, Transformation Stream.)
UK Services Revenues: Actual and Forecast (index)
Cloud 2.0: don’t blow it, telcos
Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies? Includes forecasts for telcos’ shares of VPC, IaaS, PaaS and SaaS. (September 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Apps & Telco APIs Figure 1 Drivers of the App Market Telco 2.0 Sept 2011
Cloud 2.0: Telcos to grow Revenues 900% by 2014
Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (June 2011, Executive Briefing Service, Cloud & Enterprise ICT Stream)
Cloud Forecast 2014
LTE: Late, Tempting, and Elusive
To some, LTE is the latest mobile wonder technology – bigger, faster, better. But how do institutional investors see it? An in-depth perspective from new Telco 2.0 partners, Arete Research. (Guest Executive Briefing, Executive Briefing Service, Future of the Networks Stream, Aug 2009).
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