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Infonetics Research: Telecom carrier revenues grew to $1.72 trillion in 2010; carrier capex to grow 4.7% in 2011(Market Wire Via Acquire Media NewsEdge) CAMPBELL, CA -- (MARKET WIRE) -- 06/07/11 -- Market research firm Infonetics Research today released excerpts from its Service Provider Capex, Opex, ARPU, and Subscribers report, which analyzes telecom carrier capital expenditures (capex), operational expenses (opex), revenue per user, and subscriber trends by operator, operator type, region, and telecom equipment segment. "As we correctly predicted, 2011 is shaping up as the first year of a new 3- to 4-year investment cycle that should lead us to a plateau in 2014. However, don't get too excited because we're talking about low single-digit percent capex growth, not the double-digit growth rates of 2006 to 2008, because overall telecom service revenues just aren't there to justify significant hikes, despite increasing usage of both wireline and wireless broadband. Mobile network modernization and migration to LTE, along with national wireline broadband initiatives in various regions, will drive this investment cycle," expects Stéphane Téral, principal analyst for mobile and FMC infrastructure at Infonetics Research. REPORT HIGHLIGHTS Telecom service provider capex bottomed out at $289 billion worldwide in 2010, down 3%, following a 5% decline in 2009 Meanwhile, telecom carrier revenue growth resumed, increasing 3.5% to $1.72 trillion in 2010, a 3.5% increase over 2009 Infonetics forecasts carrier capital expenditures to increase 4.7% in 2011 In 2010, growth in global carrier spending on WiMAX equipment (+42%), IP routers and carrier Ethernet switches (+21%), and broadband aggregation equipment (+7.3%) was not enough to offset the declines in other network equipment spending, particularly for mobile infrastructure, which dropped 11% and still makes up about 40% of total carrier spending In 2011, Infonetics expects growth in all telecom equipment sectors it tracks Revenue growth resumed in 2010 and will continue throughout the forecast period Infonetics' telecom carrier capex and revenue forecasts for 2010, made in 2009, were within 2.0% and 0.7%, respectively, of actual 2010 capex and revenues REPORT SYNOPSISInfonetics' capex reports track revenue, capex, capital intensities (capex-to-revenue ratios), opex, ARPU, subscribers, and access lines of about 200 public and semi-private/government-owned service providers in North America, EMEA (Europe, Middle East, Africa), Asia Pacific, CALA (Central and Latin America), and worldwide. Together, the monthly and biannual reports provide past, current, and estimated future capex and revenue data through 2015 and equipment forecasts through 2011, market drivers, in-depth analysis, service provider demographics, and customizable pivot tables to analyze data by service provider, service provider type, and equipment category. The service includes a Fundamental Telecom/Datacom Market Drivers report with analysis of overall market conditions for service providers, enterprises, subscribers, and the global economy. SALES Larry Howard, VP (West NA, APAC, CALA): [email protected], +1-408-583-3335 Scott Coyne, Sr. Account Dir. (East NA, Texas, Midwest): [email protected], +1-408-583-3395 George Stojsavljevic, Sr. Account Dir. (EMEA): [email protected], +44-755-488-1623 RELATED RESEARCH Mobile broadband subscribers overtake fixed broadband Pay-TV set-top box market down 10% in Q1; strong growth expected in hybrid STBs LTE equipment catches up to WiMAX; $245B to be spent on mobile equipment 2011-2015 Carrier Ethernet equipment market outpaces telecom capex; on track to hit $37.5B in 2015 Carrier router and switch market back on track, up 10% year-over-year IMS market up YoY as move to all-IP grows; SBCs, VAS bright spots in carrier VoIP market DSL equipment market plunges, PON jumps, as broadband market shifts from copper to fiber PBX market's steady recovery continues; move to IP accelerates; Cisco leads UC Mixed quarter for optical network hardware vendors; global market set to rise Pay-TV services market hits $240B; subscribers still paying despite allure of free over-the-top Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively. Image Available: http://www2.marketwire.com/mw/frame_mw?attachid=1636864 Lead Analyst: Stephane Teral Principal Analyst, Mobile and FMC Infrastructure Infonetics Research +1 408-583-3371 Email Contact http://twitter.com/infonetics Source: Infonetics Research |