Covers telcos’ and hyperscalers’ partnership activities in key emerging digital markets. Tracks where and how companies are partnering to extend their reach into digital service growth markets; highlights the activity around these areas; highlights emerging areas hyperscalers and telcos are working with each other.
The Analyst Team
Principal Analyst, Service Provider Strategy
Paul Lambert works in the Europe team at Omdia, formerly Ovum, focusing on the telecoms industry. He specializes in operator strategies, new technologies, and mobile broadband best practices. Paul also specializes in the implications resulting from eSIM and the evolving capabilities of mobile broadband. His recent reports have examined eSIM, 5G, LoRA, and IoT.
With a keen interest in 4G, Paul continually evaluates the options open to operators moving to 4G voice and what this means in the context of OTT players’ focus on enhancing their core telephony features. He also edits the Omdia Global Telecoms Daily news publication.
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.
As part of the regulation and consumer services team at Omdia, Smita Sharma is an analyst in India, providing analysis of telecoms regulatory developments at a country level. She generates regulatory reports, which involves analyzing sources such as regulatory frameworks and net neutrality for a given country.
Prior to joining Omdia in 2018, Smita worked as an analyst in the TMT division at GD Research Center, covering company and industry analysis, market forecasts, competitive landscapes, business research, and market intelligence. She also supported the pre-consulting sales team by generating sales leads and converting proposals.
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