This report provides a taxonomy of delayering, a quantitative assessment of its impact and a view as to how the delayered model might...
This article provides a high-level summary of Analysys Mason’s 'The end of big capex: new strategic options for the telecoms industry',...
Global operator capex fell in 2023 and is likely to continue to fall steeply for the rest of the 2020s. While this poses problems for vendors,...
A great deal of M&A activity over the past 5 years has been bound up with delayering in Europe and Latin America. There are clear signs that this...
Operator capex fell back sharply in 2023 and it is set to fall much further this decade. This article provides a regional overview of the scale of...
South Korea’s 5G developments have been challenged by the failure of the three national mobile network operators (MNOs) to fulfil their mmWave...
Telecoms capex intensity is higher in Europe than that in comparable regions, and differences between countries point to underlying long-term trends...
This article is one of a series on wholesale broadband trends and looks at the emergence of software-defined networking (SDN)-based wholesale FTTP...
This article is one of a series on wholesale broadband trends and provides an overview of some new, commercially-oriented, ways of tariffing...
It is not yet clear whether XGS-PON works best as a premium product or as a mass-market one. This article is one of a series on wholesale broadband...
