Friday, September 25, 2015

In Europe, Higher Capex, Lower Revenue is a Trend

It might not be the case in every market, but in Europe, legacy carrier revenue is down, capital investment is up. Revenue gains are being made by attackers, including some that find they are earning more revenue on less capital investment.

That is not the case for the cable TV, mobile and fixed network service providers, all of whom are seeing increased capital spending. Cable is seeing a one percent increase in revenue, but telcos and mobile service providers are seeing negative four percent to five percent revenue trends.

No comments:

Should Telcos Stop Trying to Move Up the Stack, Across the Ecosystem?

Virtually all equity analysts subscribe to a particular view of how tier-one telcos should run their businesses. Basically, they should st...