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

Introduction

Global telco revenues declined 1% in 2Q16 versus 2Q15 (YoY), but things are looking up. Including ICPs and CNPs, total CP (communications provider) revenues grew 1% to $700bn in 2Q. Capex was flat but has bright spots: OTT/cloud providers (ICPs) spent $17bn in 2Q16, up 11% YoY.

Highlights

  • Annualized CP revenues stopped falling in 2Q16, as fixed CSP and ICP growth improved; industry capex/revenues is stable at 14.7%.
  • Annualized CP capex was $416bn in 2Q16, up 2% YoY; ICP capex was up a much stronger 6%, driven by Facebook and Microsoft.
  • The communications industry’s top 25 network builders now include seven ICP/OTT players, led by Apple, Google, Microsoft, and Amazon.

Features and Benefits

  • Analyzes actual capex and revenue results for fixed and mobile CSPs/telcos, Internet content providers (OTT/cloud), and carrier-neutral providers.
  • Compares capex trends across CSPs (telcos) and ICPs (Google, Apple, Amazon, Facebook, etc.).
  • Identifies and ranks the top 25 capex spenders across CSPs and ICPs.
  • Demonstrates the importance of China in recent capex results.
  • Provides an updated view of our latest revenue and capex forecast.

Key questions answered

  • What trends are driving revenues and capex for CSPs, ICPs, and CNPs? What were the results, by region and segment, for both 2Q16 and the last four quarters?
  • Which are the important companies in each segment (CSP, ICP, and CNP)?
  • How is the CSP market evolving alongside other, complementary markets – and what role do ICPs and CNPs have in communications markets?
  • Which markets are strongest, which weakest? Where is the growth momentum?
  • What are the prospects for capex growth through 2021 by provider type?

Table of contents

Summary

  • Introduction
  • Download 1: Communications Provider Revenue & Capex Highlights: 2Q16

Recommended Articles

  • Service Provider Markets, Consumer & Entertainment Services,...

    MWC 2018 Highlights

    By Ronan De Renesse 27 Feb 2018

    Over 20 of our senior Ovum analysts and consultants attended this year’s Mobile World Congress in Barcelona at the end of February. In between meetings, briefings and presentations, our analyst team were blogging and tweeting about key developments, trends and rumors. Have a look through our daily MWC 2018 Highlights to find out what happened.

    Topics 5G AI IoT Cloud Payments SDN/NFV Smart home

  • Internet of Things

    IoT Viewpoints 2018

    IoT Viewpoints explore the IoT opportunity in 2018 and beyond. Download our latest e-book to get our newest collection of thought leadership articles on the emerging IoT trends, technologies and opportunities.

    Topics IoT

  • Consumer & Entertainment Services

    US pay TV: Is it facing an existential threat?

    By Adam Thomas 28 Mar 2018

    With US pay TV having endured the worst year in its history, thoughts have inevitably turned to the future. The likelihood remains that the immediate future will remain highly uncomfortable for everyone except the scaled multinational digital platforms.

;

Have any questions? Speak to a Specialist

Europe, Middle East & Africa team - +44 (0) 207 017 7700


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

US team - +1 646 957 8878

Email us at ClientServices@ovum.com

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Call us at +44 788 597 5160 or email us at pr@ovum.com

Contact marketing - 
marketingdepartment@ovum.com

Already an Ovum client? Login to the Knowledge Center now