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Introduction

Total communications industry capex remained in the $400–405bn range and growth among ICPs was offset by a decline among mobile CSPs.

Highlights

  • CP capital intensity continued to decline; revenues are growing for all CP segments because of data demand, but mobile capex is still on a downward slide.
  • From a 27% revenue contributor to CPs in 2010, the ICPs’ revenue contribution has grown to 40% in 2017. ICP capex grew 10% to $78bn.
  • Positive growth of CSP revenues is an encouraging sign for the industry. 2017 CP total capex increased to $401bn (from $396bn in 2016).

Features and Benefits

  • Assesses recent capex trends for four types of service providers – CSPs (both fixed and mobile), ICPs, and CNPs – accounting for $3.0tn 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 4Q17?
  • 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: 4Q17