Data centre spending to increase 61% by 2026 – Dell’Oro
Hyperscalers, with their insatiable appetite for putting everything into the cloud, are expected to drive global data centre spending to new highs.
Telecoms.com
Capex
Europe’s big shots launch Open RAN manifesto
Five of Europe’s biggest operators sent out a rallying cry for the continent to win leadership in Open RAN, with plenty of hyperbole and some fundamental flaws.
5G network kit revenues to near $20 billion this year — report
Global 5G network infrastructure revenue is on course for a growth spike this year, but growth will slow in 2022, according to new data published on Wednesday.
C-band race continues as AT&T makes a call
AT&T has completed a call on its recently acquired C-band spectrum, a further sign of the intense competition between the US telcos as they push on with 5G rollout.
Vodafone hikes capex for connectivity and new growth platforms
Vodafone spooked the market on Tuesday with the announcement that it will hike spending levels in the coming year.
Rakuten receives a $2 billion capital injection
The Japanese digital heavyweight Rakuten has sold 13% share, worth $2.2 billion to new investors to bolster its balance sheet and to finance more aggressive mobile rollout.
AT&T to spend less than Verizon on C-band 5G rollout
AT&T will not match rival Verizon’s monster spend on the rollout of 5G infrastructure using its recently-acquired C-band spectrum.
A weak France overshadowed Orange’s Q1
The telecom operator Orange reported a flat Q1, with a weak performance in its home market partially compensated by the strength in Africa and the Middle East.
NFV, IoT could save the day as OTTs cost operators $14bn – report
According to a report published by Juniper Research operators are set to lose $14 billion worth of voice and messaging traffic to OTTs such as WhatsApp, Facebook and Skype in 2014 alone. The report claimed operators in many markets, including the UK, Italy and Spain, have seen 60% decrease in mobile voice revenues in five years.
Events
Global Carrier Billing Summit
- 27-28 September 2022
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5G World
- 18-20 October 2022
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Network X
- 18-20 October 2022
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