Infonetics Research released its updated Service Provider Capex, Opex, ARPU, and Subscribers report, which analyzes telecom carrier capital expenditures (capex), operational expenses (opex), revenue per user, and subscriber trends by operator, operator type, region, and telecom equipment segment.
"Telecom capital expenditures are bottoming out at US$289 billion this year, and our cycle-based forecast model and conversations with service providers indicate that a new investment cycle will start in 2011 and last several years, with capex growing to US$321 billion in 2014 before growth slows again. Overall, capital intensities will continue to slowly decline through at least 2014 because the world's telecom infrastructure is essentially built out, and unless a nuclear bomb wipes out some of it, there is no need to increase capital intensities," expects Stéphane Téral, principal analyst for mobile and FMC infrastructure at Infonetics Research.
Follow the link below to read the full report summary:
Overall telecom carrier spending to pick up in 2011 due to video, 3G, LTE investments