This forecast covers four types of communications providers (CPs): fixed and mobile CSPs, ICPs, and CNPs. Revenue for all CPs is expected to grow at a CAGR of 5.4% and capex is expected to grow at a CAGR of 3.2% in the forecast period.
The Analyst Team
Senior Financial Analyst
Gaurav’s research focus is on communications provider spending. His research also covers communications service providers, over-the-top and cloud content providers, and carrier-neutral providers of cell tower and data center infrastructure. Gaurav joined Omdia in 2016 and is based in India.
Gaurav’s research blends financial and technology analysis, such as scrutinizing the effects of 5G or SDN/NFV on individual company spending. His responsibilities include preparing a five-year forecast of communications provider revenue and capex and tracking the merger and acquisition activity of telecoms, media, and technology companies globally. Previously, Gaurav worked as a portfolio manager for GE Capital, managing private equity investments. He has also worked for S&P Global Intelligence, where he tracked global M&A transactions. He holds a bachelor’s degree in economics from University of Delhi and an MBA in finance from Amity University, India.
Research Director, Service Provider Strategy & Regulation
Dario leads Omdia's fixed and mobile European telecoms team. As Omdia’s Practice Leader, he monitors key market developments of the European telco scene, tracking major competitive dynamics.
Dario advises global fixed and mobile operators in key areas of their business, including strategy-related technology migration, competitive issues, MVNO and retail strategies, differentiation, and digitization. He continually monitors the market developments and the competitive dynamics of the market.
Prior to joining Omdia (formerly Ovum), Dario has worked for the Economist Intelligence Unit and Yankee Group. Dario holds a degree in business and economics from Universita’ Cattolica del Sacro Cuore, known as Catholic University of Milan, and a master’s degree in applied social and market research from University of Westminster, London.
He is a member of the advisory board of the MVNO World Congress and eSIM Connect, and he also chairs the MVNO Industry Awards’ judging process.
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