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Introduction

Total communications industry capex increased to $466bn, driven by steady growth of fixed and mobile telecom operators along with rapid growth shown by internet content providers (ICPs).

Highlights

  • Demand for high-speed broadband (both wireless and fixed) led to the 4.7% growth in mobile CSP revenues and 1.5% growth in fixed CSP revenues. Increase in cloud migration, e-commerce, and OTT services led to the 16% growth in ICP revenues.
  • Mobile capex for rolling 12 months increased 23% YoY as 5G-related initiatives gained momentum. Fixed CSP capex remained flat in 2Q18. ICP capex for rolling 12 months jumped by 37% in 2Q18.
  • CP capital intensity increased after two years of continuous decline. Capital intensity reached 14.6% as all CP segments witnessed capex growth. Capital intensity of both fixed and mobile is converging at 19% as mobile capex growth outpaces growth in revenues.

Features and Benefits

  • Assesses recent capex trends for four types of service providers: CSPs (both fixed and mobile), ICPs, and CNPs – accounting for $3.2tn in annual revenues.
  • Examines growth rates and market share data for planning, competitive intelligence, and marketing.
  • Assesses near-term outlook for CP capex and the vendors selling into the market.
  • Identifies key trends shaping major capex projects in 2018.

Key questions answered

  • Which communications provider segments saw revenue growth in 2Q18?
  • Which segments and companies are spending the most on their networks, and how is that changing over time?
  • What is driving growth in the ICP sector, and how are these companies impacting the broader communications tech industry?

Table of contents

Summary

  • Introduction
  • Download 1: Communications Provider Revenue & Capex Highlights: 2Q18

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