Capital expenditures by the top 100 global telecom operators between now and 2014 suggests carriers collectively will decrease their capex-to-sales ratio to 16.5 percent of revenues by 2014, down from 18.4 percent of sales in 2008.
With industry revenues expected to grow at a modest two percent a year to 2014, overall capital expenditure will remain stable (0.7 percent CAGR) to 2014. Wireless access infrastructure, already accounting for 43 percent of total telecom infrastructure capex, will increase its overall share as spending continues to shift away from fixed infrastructure.
As a consequence, the rollout of LTE networks in Europe and North America, and 3G deployments in India and South America will be key drivers of overall equipment revenues.
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Thursday, April 14, 2011
Global Telco Capex Stable to 2014, Wireless Grows
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
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