Colleague, stay ahead with expert analysis on all things telco B2B, AI, and more
| Tuesday, June 17, 2025 | | | Welcome to the latest edition of the Omdia telecoms newsletter. This edition spotlights the untapped potential of telco B2B; revealing how communication service providers (CSPs) can overcome historical underinvestment to capture the lion's share of future industry growth. We examine the transformative impact of AI across the telecommunications ecosystem, unveil the innovations poised to reshape connectivity, and how telcos are finding their breakthrough opportunity in digitalized government and public safety sectors.
Dive into our curated insights below and access exclusive on-demand content where industry leaders share their strategies for navigating the evolving telecoms landscape. | | |
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Latest insights and on-demand content |
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| | | B2B represents just 40% of current telco revenue but 80% of future growth potential. Our e-book provides CSPs and partners the blueprint to seize this opportunity, covering: |
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| Industry transformation reshaping B2B telecommunications Winning strategies for today's competitive landscape Five growth pathways to capitalize on market potential Implementation roadmap to position your organization ahead of change | | Download the e-book |
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| | | Discover how to capitalize on the trillion-dollar telecommunications revolution through our exclusive on-demand webinar, where Omdia experts reveal strategic insights and actionable frameworks to capture unprecedented market value. | | Watch the recording |
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| | | AI is revolutionizing telecommunications, and Omdia recently hosted an exclusive gathering of industry analysts at Omdia HQ to explore this transformation in depth. | | Watch the recording |
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| | | Telcos are finding their breakthrough opportunity in digitalized government and public safety sectors after years of vertical market challenges. Omdia analysts reveal how telecommunications providers can evolve beyond bandwidth provision to become essential mission-critical partners, leveraging 5G and edge computing to revolutionize emergency response systems. | | Watch the recording |
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| Amazon’s ambitions: Project Kuiper and the complex future of satellite broadband This analysis examines Amazon's Project Kuiper and its disruptive potential in the satellite broadband market, evaluating key challenges in pricing strategy, competitive positioning, capacity limitations, and its implications for fiber-to-the-premises (FTTP) infrastructure. Read more | | AI network traffic report update for Europe: Projected cellular growth will stress access infrastructure After a temporary slowdown in cellular traffic growth during 2020–24, momentum is accelerating from 2025 onward. Omdia forecasts 5G networks across Europe and globally will rapidly transition from underutilized to overloaded as demand surges. Read more | | Understanding the strategic importance of Sunrise’s multi-brand strategy This case study examines Sunrise's strategic multi-brand approach in Switzerland, showcasing how the operator effectively targets distinct market segments through specialized sub-brands - a sophisticated tactic widely adopted across Western European mobile markets. Read more | | Without multivendor and multilayer integration, IP and optical convergence will fail in the AI era Telecom providers require multivendor, multilayer integrations to build AI-ready networks with best-of-breed solutions and greater vendor diversity. Yet despite industry rhetoric promoting openness, most vendors actively resist full integration to protect their proprietary stacks and financial interests. Read more | | Go big or go home? What the US tariffs mean for telco B2B Success in today's competitive environment extends beyond mere survival, demanding honest self-assessment of organizational strengths and weaknesses. In the telecommunications sector, tariffs represent a significant external force that may reshape strategic planning, potentially constraining options and forcing companies to make more focused directional choices. Read more |
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| | What our analysts say on LinkedIn |
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| Ronan De Renesse VP Telecoms Research, Omdia | | "A historic day for UK telecoms as Vodafone and Three merger completes. Reflecting on my analysis from 8 months ago: While the promised £11bn investment over 10 years sounds impressive, key questions remain..." | | Read more |
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| Nicole McCormick Chief Analyst, Omdia | | "The reality is that 64% of more than 20,000 consumers said they do not use a telco loyalty scheme. Ouch. Should telcos spend on loyalty? New Omdia report says "Yes" but they need executive backing and financial accountability..." | | Read more |
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| Remy Pascal Practice Leader, Omdia | | "The US tariffs are expected to be highly disruptive for the telecom industry. Currently, no mobile network equipment sold in the U.S. is made entirely from domestically sourced components, and only a portion - difficult to quantify - is assembled within U.S. borders..." | | Read more |
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Let's connect Partner with Omdia to gain the strategic insights and expert support. Our comprehensive suite of services empowers your business to make data-driven decisions with confidence. | | Contact us |
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