"According to Ovum, 60% of the $2 trillion-plus revenues generated last year went to mobile operators. In addition, the analyst firm identified mobile broadband as the "single largest opportunity for telcos to claw back revenue," predicting that the sector will grow by 19.2% annually and generate $122.9 billion in incremental revenue between 2013 and 2016.
There is some good news for the fixed-line firms though. Other segments reporting double-digit revenue growth over the next five years will include public cloud, Ethernet, IPTV and managed/hosted IP voice, Ovum predicts.
Infrastructure vendors, meanwhile, will have to position themselves carefully to generate revenue increases of their own. With service provider revenues overall experiencing low single-digit growth, capex is likely to be constrained."