The Telecom and Hyperscale Platforms Financial Benchmark is a snapshot of the group-level financial performance of the 40 largest telecom companies and 30 largest hyperscale platforms, big-tech, and content providers, plus benchmarks.
Telecom and Hyperscale Platforms Financial Benchmark – 4Q22
The Analyst Team
Gaurav Shukla
Principal 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.
Dario Talmesio
Research Director, Service Provider Strategy & Regulation
Dario is Omdia’s global research director for service provider strategy and service provider market regulation. With 20 years’ experience in the telecommunications and wireless industry, Dario leads research on various topics, including telecom business transformation, 5G and beyond, and telco-hyperscale relationship and regulation. He also handles several strategic and tactical topics for service providers.
He is a member of the advisory board for numerous industry events. Dario is also a renowned keynote speaker at C-level, industry-leading events, including 5G World, Network X, eSIM Congress, 6G Symposium, and MVNO World. Prior to joining Omdia (formerly Ovum), Dario worked for the Economist Intelligence Unit and Yankee Group. Dario holds a degree in business and economics from Università 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.
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