Articles tagged with: Yankee Group and Capex

Yankee Group Predicts No Capex Growth Until 2011

Yankee Group is predicting that telecommunications carriers globally will show measured caution in capital expenditures (capex) in 2009, decreasing from $284 billion in 2008 to $272 billion this year. Capex, as a percentage of revenue, will decline from 15.2 percent in 2008 to 14.1 percent in 2009, again reflecting conservative but necessary cuts for carriers, but also signaling tough times ahead for vendors.  more

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New Opportunities for Vendors as Global Carrier Capex Accelerates

Yankee Group says that the telecommunications industry is now experiencing a rebound in carrier capital expenditures, which will continue to grow faster than carrier revenues for the next three years. While this intensity in carrier capex does not match what was seen before the 2001 telecom bubble, this significant rebound signals that there is a large opportunity with carriers that have capital expenditures outpacing their revenue growth. more

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