10/03/2024, 01:08 PM UTC
电信资本支出下降10%:戴尔奥罗报告H1 telecom capex fell 10%
➀ 戴尔奥罗报告显示,2024年上半年全球电信资本支出同比下降10%;➁ 由于库存积压、关键地区需求减弱以及新技术商业化挑战等因素,运营商正在减少对5G和固定宽带的投入;➂ 未来三年,全球运营商收入预计将以1%的复合年增长率增长。➀ Dell'Oro reports a 10% YoY decline in global telecom capex in H1 2024; ➁ Operators are scaling back investments in 5G and fixed broadband due to factors like inventory build-up, weaker demand in key regions, and technology monetization challenges; ➂ Global carrier revenues are expected to grow at a 1% CAGR over the next three years.
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