This report provides an update to Omdia’s November 2023 report that reviewed Google’s role in the telecoms sector. Google's recent strong financial performance is driving increased investments in data center and communications infrastructure, as it enhances its AI capabilities.
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Hyperscalers in the telecoms market: Google – 2024 update
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The Analyst Team
Stephen Myers
Follow AnalystPrincipal Analyst, Strategy & Regulation
As part of Omdia’s service provider strategy and regulation team, Stephen supports service providers with insights into technology-driven strategic opportunities and developments in the regulatory landscape.
Stephen started out in the company as a consultant working with a broad range of leading Asia Pacific service providers and vendors to address technology, competitive, regulatory, and strategic challenges.
Prior to joining Omdia in 2016, Stephen worked in industry, where, for over six years, he played a senior role in the development of the Australian national broadband network (NBN), working in strategy, product, and regulatory teams. Stephen has also worked as an equity research analyst, providing investment advice on the sector for global investors.
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