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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No Supplier Likes Customer Concentration, But Sometimes It Cannot be Helped

Customer concentration in the hyperscaler segment is practically unavoidable, when a handful of customers represent such a large percentage...