Saturday, June 8, 2019

Where Will Highest Revenue Growth Happen in Telecom, Through 2023?

With the caveat that aggregate global trends can conceal local differences, the highest-growth products in the communications business through 2023 are streaming video, mobile internet and video games. Traditional subscription television growth will be zero, while fixed broadband will grow at two-percent compound annual rates.


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Neocloud Depreciation Might Matter, But Perhaps No More Than Supply and Demand

Depreciation schedules   do not often assume strategic importance, but for neocloud suppliers of artificial intelligence “compute as a servi...