Introduction
According to a recent report by telecom consulting firm Analysys Mason, the revenues of global telecom operators from mobile service sales are expected to continue growing over the next four years, driven by an increase in 4G/5G connections, higher mobile data usage, and a shift towards more value-added service plans.
Revenue Growth Projection
Analysys Mason forecasts a compounded annual growth rate (CAGR) of 1% for operator revenues from mobile service sales between 2025 and 2029. This growth will be primarily fueled by the expansion of basic mobile and fixed services, which are projected to account for approximately 76% of total retail revenues for telecom companies in 2029.
Revenue Composition
In 2029, basic mobile and fixed services will still constitute the majority of total retail revenues for telecom companies, representing around 75.8%. This growth is attributed to the increasing revenues from mobile phones and fixed broadband services.
Infrastructure Investments
Analysys Mason also predicts that telecom operators’ investments in cloud infrastructure will rise from $17.4 billion in 2024 to approximately $25 billion by 2030. This surge is primarily due to increased investments in native 5G cloud core and Open RAN technologies.
Key Drivers of Growth
- Increased 4G/5G Connections: As more users adopt 4G and 5G technologies, telecom operators will see a rise in service demand and revenue.
- Higher Mobile Data Usage: With the growing reliance on mobile data for various applications and services, users will consume more data, leading to increased operator revenues.
- Migration to Value-Added Service Plans: As users seek more comprehensive and feature-rich service plans, telecom operators will capitalize on this trend to boost their revenues.
- Cloud Infrastructure Investments: By investing in cutting-edge cloud technologies like 5G native cloud core and Open RAN, operators will enhance their network capabilities and attract more customers.
Key Questions and Answers
- Q: Who is Analysys Mason? A: Analysys Mason is a global consulting firm specializing in telecommunications, media, and technology sectors.
- Q: Why is this report relevant? A: The report provides valuable insights into the future growth prospects of global telecom operators’ mobile service revenues.
- Q: What factors will drive the growth in mobile service revenues? A: The key drivers include increased 4G/5G connections, higher mobile data usage, and migration to value-added service plans.
- Q: How will investments in cloud infrastructure impact telecom operators? A: Investments in cloud technologies, such as 5G native cloud core and Open RAN, will enhance network capabilities and attract more customers.
