As 5G deployments are getting up to speed and unfolding throughout the US this year and next, AT&T Communications CEO John Donovan reassured his investors, telling them not to worry about the company’s capital expenditures—a statement that resonates with our research findings that telecom service provider capex is shifting to being booked as opex and that we don’t expect 5G capex to spike high. Clients, please log in to view the full content.
The Analyst Team

Omdia Analyst
Omdia provides high-value advice on the commercial impact of technology & market changes in telecoms, software and IT services – and has unequalled expertise in advising on where these areas interact.

Stelyana Baleva
Senior Analyst, Mobile Infrastructure
Stelyana focuses on mobile infrastructure, VoIP and IMS. She monitors mobile network infrastructure trends and activities, looking at key areas such as mobile operators’ 5G deployments, and developing vendors’ market share and mobile technology forecasts.
Stelyana has more than 15 years of telecommunications industry research and marketing experience. As a former research and analysis manager at Omdia, she led a research operations team that delivered high-quality products, and helped establish the cloud and data center research practice. Prior to joining Omdia in 2011, Stelyana was a business analyst at Hewlett-Packard and a research analyst at Life Science Strategy Group, where she contributed quantitative and qualitative analysis to support strategic business decisions.
Stelyana holds an MBA from San Jose State University, US, and a Bachelor of Science and a Master of Science in economics, both from Sofia University, Bulgaria.
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