The broader trend of digitisation across industries that underpins investment in cloud compute, 5G, AI and analytics was set in motion before the pandemic, so the gathering pace of recovery should be seen as a resumption of activity after a ‘pause’ rather than something wholly new. The fundamental rationale for digitisation of companies in different enterprise verticals remains the same.
This report aims to strip away shorter-term effects from economic and political instability and focus on the longer-term implications from digitisation and the technology enablers that will power it: private 5G, eSIM and advanced IoT, and edge cloud. This applies to business and operating models of vertical sector companies and, just as importantly, to telecoms operators, vendors and cloud groups competing to enable and service this business.
Please, click here to download the report.