This forecast covers infrastructure spending, server units, and revenue associated with edge computing within telecom footprints (from data centers to edge sites) available for the use of external customers (e.g., enterprises). Telco-specific GPUaaS revenue split is provided.
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Telco Edge Computing Forecasts – 2025
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In this opinion piece, Omdia shares data from its recent Telco Edge Computing Survey 2025 and discusses the similarities and differences of operators in the US and the UK in their perceptions of the challenges and opportunities in edge computing in the era of AI.
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The Analyst Team
Kerem Arsal
Follow AnalystSenior Principal Analyst
Kerem Arsal is a Senior Principal Analyst in our Service Provider team, covering networked edge and assessing market opportunities and evolution of the value chain.
Kerem joined Omdia in August 2022 with vast experience in the industry, spanning roles as an analyst and a telco strategist for over more than a decade. Most recently, he led key projects at BT as a senior member of the corporate strategy team. His strategic and financial analysis, workshops, and recommendations to BT Group’s leadership covered a wide range of topics, including coopetition with hyperscalers, market consolidation and M&A options, net neutrality, go-to-market redesigns, incubation of digital products, and the implications of value chain evolution for BT. Before BT, Kerem led Analysys Mason’s Convergence Strategies and Mobile Services research programs. He holds a PhD in information systems from Boston University, where he was a lecturer of e-commerce and innovation management. Kerem is based in London.More Content By Kerem Arsal
Pablo Tomasi
Follow AnalystPrincipal Analyst, Private Networks
Pablo Tomasi is a Principal Analyst in the Service Providers Enterprise And Wholesale practice, where he leads the company’s research on private 5G networks, 5G monetization, and innovative enterprise technologies and solutions. He helps clients with their strategic decisions by providing in-depth analysis of innovative technologies, strategies, regulations, and emerging ecosystems in the enterprise market.
Before his current role, he worked as a senior analyst in the IoT team, covering Industrial IoT (IIoT) and service provider strategies. Prior to joining Omdia, formerly Ovum, in 2019, Pablo was a senior analyst at ABI Research and IHS Markit, where he reported on service providers’ vertical market opportunities, IoT, and smart cities. Pablo has spoken at numerous events, including MWC, Total Telecom Congress, Private Networks in a 5G World, Network X, and Smart Cities Week.
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Camille Mendler
Follow AnalystResearch Director, Telco B2B
Camille Mendler has more than 25 years' multi-disciplinary experience in the digital economy and a global remit to anticipate key shifts in B2B demand patterns with a current focus on how 5G is disrupting enterprise ecosystems.
Her consultancy projects solve go-to-market challenges: identifying buyer segments, creating effective value propositions, and determining sales channel mix. Areas of expertise include managed and professional services, cloud and SaaS, and private networks.
During her tenure at Omdia, Camille has launched SoHo and SME and Enterprise Verticals intelligence services. She serves as a judge for the GSMA’s GLOMO Awards and TM Forum’s Excellence Awards.
Camille has advised organizations including the International Telecommunications Union, Open Society Foundations and World Bank. She has also worked as a telecom contract negotiator, expert witness in dark fiber matters, and technology journalist.
Camille won a research fellowship in Russian Area Studies from Georgetown University and holds a bachelor’s degree in journalism and Russian from Northwestern University.
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