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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

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