skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration


Total communications industry capex increased to $415bn, driven by steady growth of fixed and mobile telecom operators along with rapid growth shown by internet content providers (ICPs).


  • The aggregate CP revenues grew 6.7% in 1Q18; ICP growth and improved CSP results were key. Fixed CSP revenue growth was 2.5% while mobile CSP revenue growth was 3.2% in 1Q18.
  • In 1Q18, mobile capex increased 2% YoY as mobile operators invest towards network expansion and 5G-related initiatives. Fixed CSP capex grew 1% in 1Q18. With initial 5G commercial rollouts expected in 2H18, CSP capex will continue to grow rapidly. ICP capex for rolling 12 months has risen by 24% in 1Q18.
  • Fixed capital intensity was at 19.2% while mobile capital intensity was 15.7% in 1Q18. Capital intensity of ICPs is increasing rapidly.

Features and Benefits

  • Assesses recent capex trends for four types of service providers – CSPs (both fixed and mobile), ICPs, and CNPs – accounting for $3.1tn 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 1Q18?
  • 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


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

Recommended Articles


Have any questions? Speak to a Specialist

Europe, Middle East & Africa team: +44 7771 980316

Asia-Pacific team: +61 (0)3 960 16700

US team: +1 212-652-5335

Email us at

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Email us at

Contact marketing -

Already an Ovum client? Login to the Knowledge Center now