Telecom industry analyst focused on service providers.
In 20+ years of covering global markets, I've built a strong reputation as a credible, consistent analyst among both clients and the media.
My focus as an analyst is simple but broad -- the technology spending patterns & priorities of service providers. This coverage spans capex & opex, and includes traditional telcos (comms service providers) and a growing range of other network operator types. I track all parts of the technology spending food chain, from components and chips to systems & cables to network rollout & operations.
I believe firmly in putting clients first, and have worked with lots of them - from CxO-level clients...