Telecoms

Dive deep into the future of telecoms markets, strategies, regulation, B2C, B2B, and networks.

Driving a return on network investment: The need to show a return on network investment will mean new, efficient, business models centered on the core and beyond are required.

William Thompson-Hare, Research Director, Telecoms Data Strategy

The role of telco AI in service innovation: AI technology has expanded from inside the telco network to affect consumer service creation, innovation, and differentiation.

Michael Philpott, Senior Research Director, Service Provider Consumer & Markets

Infrastructure disaggregation and market concentration: The disaggregation of the telco business occurs while low growth leads to more market concentration. This will continue to affect local competition and value chains.

Ari Lopes, Practice Leader, Service Provider Americas

Strategies & Markets - Markets

Telecom operators must capitalize on sovereignty, address opportunities beyond connectivity and create a rational business opportunity in for AI, 6G and NTN. Partnership, co-investments, and customer experience are key to success.

Dario Talmesio, Research Director, Service Provider Strategy and Regulation

Telecom operators should refine their approach to infrastructure investments, balancing new AI initiatives with existing FTTP priorities to maximize the strategic value and long-term potential of their assets.

Julia Shindler, Principal Analyst, Service Provider Strategy

New policy approaches designed to support technological sovereignty will impact service providers’ data and AI practices and need to be effectively navigated as the sector advances toward 6G.

Sarah McBride, Principal Analyst, Service Provider Regulation

Omdia's Strategy Quadrant exposes service providers' critical choice: expand for growth or refine core strengths—both legitimate paths when optimizing competitive advantage.

Stephen Myers, Principal Analyst, Service Provider Strategy and Regulation

Strategies & Markets - Strategy and Regulation

Driving a return on network investment: Telcos need to adopt advanced segmentation strategies to accelerate ROI, strengthen core revenue, and unlock new monetization opportunities.

Alzbeta Fellenbaum, Practice Leader, Service Provider Consumer

The role of Telco AI in service innovation: With the rapid advance of AI innovation, every aspect of the digital consumer journey is now being transformed.

Michael Philpott, Senior Research Director, Service Provider Consumer & Markets

Refining VAS business models: Telcos must optimize their value-added services (VAS) approach to streamline their offerings while continuing to capitalize on new diversified revenue streams.

Nicole McCormick, Chief Analyst, Service Provider Consumer

Telco B2C

Deliver the Trillion Dollar Telco B2B Mission: “80% of the industry’s big bets play out among telcos’ enterprise and wholesale customers. It’s time to focus and unleash that potential.”

Camille Mendler, Research Director, Telco B2B

Rise and Thrive in an AI-first World: “For telcos, the AI revolution offers more than money from managing AI traffic. Securing digital experience is one of several exciting frontiers in telco B2B.”

Brian Washburn, Chief Analyst, Telco B2B Solutions

Diversify and Grow Profitably: “Telco B2B leaders need to know what good to great looks like. They need dedicated metrics for their business, B2B customers and partners.”

Cindy Whelan, Practice Leader, Telco B2B Strategies

Empower Sovereign Verticals: “Broadband enables the transformation of critical industries in an AI-first world. From public safety & defence to transport, new ways to protect, serve and thrive are growing.”

Ildefonso De La Cruz, Senior Principal, Critical Communications

Telco B2B

MNOs must pivot decisively from legacy technologies and uncertain new ventures to concentrate investments where they have a true competitive edge, building high-performing, high-efficiency, AI-enhanced mobile networks.

Rémy Pascal, Practice Leader, Mobile Infrastructure

In 2026 agentic AI will either prove its worth or will be replaced by a new buzzword.

James Crawshaw, Practice Leader, Service Provider Transformation

AI is catalyzing an optical network build cycle. Cloud service providers are constructing huge AI training centers, and CSPs are responding with connectivity at scale.

Ian Redpath, Research Director, Transport Networks and Components

Telecoms Networks

AI brings a dual impact to broadband networks: changing bandwidth usage patterns and new network operations methods. Operators that future-proof and adopt digitization will lead in unlocking the opportunities of both.

Jaimie Lenderman, Research Manager, Broadband Access

It’s “go time.” In 2026 telcos must continue to focus on monetizing their 5G investment, develop a cross-domain network and cloud automation strategy, figure out what they really can do with open APIs, execute the next phase of OSS/BSS transformation, and prepare for the deluge of more complex security threats.

Jim Hodges, Research Director, Telco Cloud and Security