Dell’Oro Group’s Telecom Capex Report tracks global capital expenditure (capex), revenue, and capital intensity trends across the world’s largest telecom infrastructure 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 Telecom Capex Report tracks carrier revenue, capital expenditure, and capital intensity trends across leading telecommunications service providers worldwide, with historical and forecast analysis by carrier, region, country, and technology, helping users understand how operator investment patterns evolve and influence the broader telecommunications ecosystem.
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.
To take advantage of the opportunities in this market, component manufacturers, equipment vendors, service providers, and financial institutions need to answer critical business questions, including:
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:
