- Polish operators are ramping up mobile network investment, which is aimed at seizing opportunities arising from the launch of 5G.
- Cost-effective deployment remains a priority, with telcos entering network sharing agreements and looking to monetise their mobile assets.
- A possible ban on the use of Huawei
- The telecoms regulator will prioritise the expansion of existing 4G and fibre networks over 5G rol-louts, which are now delayed until 2022.
- We view the scenario as positive for operators, given that there is still scope to further monetise existing 4G networks, and migrate 2G and 3G subscribers to 4G.
- We anticipate higher Sub-Saharan African international bandwidth demand throughout our forecast period to 2029, driven by changing data consumption trends at consumer level and a digitising enterprise base.
- Increased capacity, speeds and lower connectivity costs will be boosted by investments from pure
- The sector's adoption will be slated towards miners with the
- The three South Korean telecoms incumbents reported resilient operational and financial results in the first half of 2020, supporting our bullish view of South Korea’s telecoms sector.
- 5G will remain the key priority for operator capex in the coming quarters, although we expect funds will be earmarked for
- Madagascan regulator data show that the mobile market has returned to growth, supporting 11.7mn subscribers for a penetration rate of 43.4%, meanwhile the wireline voice market posts a second year of growth, ending 2019 with 73,673 lines.
- Industry players are investing to extend the reach and capacity of their
- We make a distinction between regionalisation and a full splinternet
- Released in June 2020, the ‘Digital Ethiopia 2025’ provides a roadmap to leverage Ethiopia’s technological ambitions to support social and economic development.
- Regulatory hurdles, which have been a key stumbling block for internet service providers (ISPs) in deploying their networks, are contributing to a pivot toward fixed-wireless services for broadband connectivity.
- Q220 results show that Big Tech companies have been the main beneficiaries from the Covid-19 crisis
- As in Q1, the main winner is Amazon, with a growth of over 40%, as lockdowns moved from Europe to the US during the quarter
- The companies are looking to take advantage by expanding, with India a particular