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Introduction

Total communications provider (CP) revenues declined in 3Q15, as capex flattened. Telco capex was $81bn in 3Q15, or $335bn on an annualized basis (down 2% YoY). More spending by OTT and infrastructure providers is helping to offset telco declines.

Highlights

  • Global CSP revenues were down 6% YoY in 3Q15. North America and Africa were the only regions to see positive YoY growth. North America growth weakened, though, and India-dominated Central & Southern Asia reverted to negative growth due to currency swings.
  • Global capex share: China, Japan, and the US, each with its own set of vendors, claim 45%. Germany, Australia, France, Canada, the UK, and Brazil each have 3% share, followed by five countries with about 2% and Spain adding 1%. These top 15 countries account for nearly 75% of global capex.
  • Of the top 25 network builders, 19 are telcos and six are ICPs from the OTT world, led by Google and Apple.

Features and Benefits

  • Analyzes actual capex and revenue results for three types of communications providers
  • Compares capex trends across the two largest provider types, CSPs (telcos) and ICPs (Google, Apple, Amazon, Facebook, etc.)
  • Explains the importance of China in driving recent global capex volatility
  • Identifies and ranks the top 25 capex spenders are across CSPs and ICPs
  • Provides a summary view of our latest revenue and capex forecast through 2020

Key questions answered

  • What trends are driving revenues and capex for communications service providers (CSPs)? What were the results, by region and segment, for both 3Q15 and 4Q14–3Q15?
  • Which markets are strongest, which weakest – where is the growth momentum?
  • What are the prospects for capex growth through 2020 by provider type?
  • How is the CSP market evolving alongside other, complementary markets – and what role do ICPs and CNPs have in communications markets?

Table of contents

Summary

  • Introduction
  • Download 1: Communications Provider Revenue & Capex Highlights: 3Q15

Appendix

  • Further reading
  • Author

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