Operator Investment Strategies

OVERVIEW

This programme provides in-depth analysis of the financial models that are emerging in the telecoms industry in the 2020s. It helps senior decision makers within operators, as well as their suppliers, partners and investors, to understand the main patterns of financing and ownership in networks and platforms, and the best routes to healthy return on investment. Drawing on detailed case studies and analysis of traditional telcos and emerging operators worldwide, our research also provides detailed modelling and forecasting of capex and opex in the period to 2026.

KEY THEMES

• How operator spending is changing in response to new technologies and new business opportunities. A full picture of total cost of ownership based on capex and opex forecasting is aligned with monetisation case studies.

• What are the new sources of funding coming into the telecoms market? New investors in telecoms platforms, such as neutral hosts and cloud providers, are assessed and their business models analysed.

• How operators can achieve strong ROI by adopting different balances between asset ownership and a shared, asset-light model.

RECENTLY PUBLISHED

Strategy reports: key issues

• Telecoms capex: worldwide trends and forecasts

• Operator investment patterns and business ambitions: four responses to revenue stagnation

• The impact of Covid-19 on 5G networks and services

• Decommissioning copper networks: operator case studies

Forecasts, datasets and primary research

• Telecoms capex: worldwide trends and forecast 2017-2026

• COVID-19 scenarios for telecoms operator service revenue: worldwide forecasts 2019-2024

• FTTx coverage and capex: worldwide trends and forecasts 2019-2025

COMING IN THE NEXT FEW MONTHS

Strategy reports: key issues

• Strategies to reduce opex in an age of network and service expansion

• Deployments by non-traditional operators including private networks

• Patterns of co-investment and asset sharing in telecoms and cloud infrastructure

• Investments by cloud providers in subsea cables and other networks

Forecasts, datasets and primary research

• Telecoms opex: worldwide trends and forecasts 2017-2026

• Network investment and monetisation plans: survey and analysis of 84 telcos

• 5G infrastructure forecast: how vRAN, edge and core investments can align most profitably