The Telco Market in 2035: Scenario-Based Analysis
Price: Starting at USD 3,000
Publish Date: 07 Dec 2023
Code: PT-2819
Research Type: Presentation
Pages: 19


Actionable Benefits
- Understand what is coming in the telco domain and plan ahead.
- Identify key shifts in the industry, including technical, commercial, and geopolitical implications.
- Learn from the current market direction and identify what telcos, vendors, hyperscalers, and integrators need to do to survive and thrive.

Research Highlights
- Telcos will need to fight for survival, as their consumer service revenue stagnates.
- Telco to techco initiatives will require heavy investment, risk, and effort to succeed.
- Telecoms infrastructure vendors will likely become much leaner to adapt to the challenging market environment.

Critical Questions Answered
- What will likely happen in the market until 2035?
- Will 5G, 5G-Advanced and 6G succeed, or will the market remain stationary?
- Will hyperscalers continue to dominate the market, or will telcos compete?

Who Should Read This?
- Telco decision makers and executives designing long-term strategies.
- Infrastructure vendors that are currently identifying short-term revenue opportunities, as well as long-term viable business models.
- Hyperscaler and systems integrator executives that aim to understand the telco vertical better and identify which areas they should address.
Companies Mentioned











Table of Contents
Introduction
Optimistic Scenario: A New Hope
Neutral Scenario: Lethargic Market
Pessimistic Scenario: Telco Commoditized
Most Likely Scenario: Neutral with Some Pessimism
Telco Outlook
Vendor Outlook
MSP/SI Outlook
Hyperscaler Outlook
Satellite Outlook
Companies Mentioned
- AT&T
- AWS
- Azure
- China Mobile
- Ericsson
- Huawei
- Nokia
- Orange
- Starlink
- Telesat
- Verizon
- Vodafone Group
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