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About Gaurav


+12 years experience

Gaurav Shukla
Gaurav Shukla is a senior financial analyst with a research focus on communications provider spending. His research also covers communications service providers, OTT/cloud content providers, and carrier-neutral providers of cell tower and data center infrastructure.

Gaurav’s research blends financial and technology analysis, such as scrutinizing the effect of 5G or SDN/NFV on individual company spending. He also provides support to Ovum’s capex forecasting team.

Gaurav joined Ovum in November 2016 and is based in India. Prior to joining Ovum, Gaurav spent five years supporting GE Capital as a private-equity portfolio manager, where he managed a portfolio of US-based private-equity investments in technology, telecoms, and related verticals.

He holds a bachelor’s degree in economics from the University of Delhi.

Analyst Articles

Articles by Gaurav

  • Service Provider Technology, Service Provider Markets

    India Mobile Congress 2017: India to be 5G-ready by 2020

    By Gaurav Shukla 28 Sep 2017

    While KT gears up to launch the first 5G-like systems and services during the PyeongChang 2018 Winter Olympics, global CXOs have flocked to India for its first Mobile Congress to discuss possibilities for connecting the next billion people.

  • Service Provider Technology, Service Provider Markets

    Crown Castle ties the fiber knot, again

    By Gaurav Shukla 24 Jul 2017

    On July 19, Crown Castle announced its intention to acquire Lightower for a reported $7.1bn. This high valuation is a testament of the fact that fiber networks are the most important communications infrastructure today.

  • Service Provider Technology, Service Provider Markets

    CNP revenues grow 17% in 2016; data centers to remain sector's growth engine

    By Gaurav Shukla 08 Mar 2017

    In 2016, carrier-neutral providers (CNPs) grew revenue and capex at impressive rates, underlining the increasing dominance of cell tower operators and data centers in the overall telecommunications industry. As margins for telecom operators continue to shrink, co-location and virtualization are the quintessential solutions for smarter enterprises.