In this vignette of The 5G Factor, The Futurum Group analysts Ron Westfall and Todd R. Weiss share their perspectives on the CapEx projections into 2024 from the Big Three U.S. mobile carriers, AT&T, T-Mobile, and Verizon.
The discussion centered on:
Communications Service Provider CapEx Snapshot: Looking at AT&T, T-Mobile, and Verizon CapEx Projections
There is now more clarity on the capital expenditure (CapEx) trends of the three major U.S. mobile carriers, AT&T, T-Mobile, and Verizon. The Big Three U.S. carriers have all updated and shared their CapEx spending expectations for the rest of 2023. Notably, T-Mobile’s parent, Deutsche Telekom, and Verizon have outlooks that respectively decrease CapEx 24% and 19% from 2022 to 2023 while AT&T is looking at little to no CapEx decrease. Of concern, Verizon is planning to cut more in 2024. We investigate what the implications of the major CSP CapEx situation means for the 5G ecosystem in both the U.S. as well as China and Europe.
#TMobile, #ATT, #Verizon, #DeutscheTelekom, #5G, #CapEx, #CapExgrowth, #telecom, #CommunicationsServiceProvider
The Futurum Group is a global technology research and advisory firm for high-tech. We focus on research, market intelligence, analysis, advisory, lab evaluation, marketing, and lead generation services. The Futurum Group’s range of services is focused on analyzing emerging and market-disrupting technologies, identifying and validating trends, delivering data and insights, and developing and executing sales and marketing campaigns that empower clients to find and leverage their competitive edge.
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