Stefan Pongratz

Vice President

Dell’Oro Group’s Telecom Capex Report tracks global capital expenditure (capex), revenue, and capital intensity trends across the world’s largest telecommunications service providers. Published bi-annually, the report covers around fifty carriers—representing approximately 80 percent of worldwide telecom capex and revenue—providing a comprehensive view of global telecom investment dynamics.

The analysis examines how carrier revenue and capex trends interact with telecom equipment market performance, offering a data-driven perspective on how operator investment cycles influence demand across key infrastructure segments, including Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and Service Provider Router & Switch.

We believe carrier revenue and capex trends can to some degree explain telecom equipment manufacturer revenue trends. The highly granular information provided in this report will enable carriers, system and component vendors, equity researchers, and regulatory bodies to assess growth opportunities and to observe performance practices in the telecom sector.

The report reveals the answers to key business questions such as:

  • What is the relationship between capex and telecom equipment manufacturer revenue trends?
  • What is the relationship between telecom capex and revenue?
  • Which regions are investing most heavily in capex, and what technologies drive this investment?
  • What is the performance on a revenue basis of key global carriers?
  • How fast are revenues for wireless versus wireline investments changing?
  • What will drive revenue and capex investments?

To answer these and other important questions, Dell’Oro Group delivers bi-annual reports revealing telecom capex data.

 

Telecom Capex Bi-Annual Reports

Dell’Oro Group publishes Telecom Capex bi-annual reports providing in-depth coverage of carriers’ revenue, capital expenditure, and capital intensity trends.

The report includes tables detailing actual and 5-year forecast information:

  • By selected carriers
  • By region—North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, CALA (Caribbean and Latin America)
  • By country—United States, Canada, China, India, Japan, and South Korea
  • By technology—wireless/wireline.

Click here to contact us for more information about the Telecom Capex research program or about purchasing options.