Could COVID-19 supercharge operators’ telecom and 5G investments?
As much of the world hunkers down to stem the spread of the new coronavirus, some Wall Street analysts are speculating about how this global pandemic might affect the broader future of the global telecom industry. Importantly, some believe today’s upheavals could hasten society’s move in general to a more digitized existence. And that, according to some analysts, might spur significant levels of investments into telecom networks, including both wired networks and 5G networks. “We believe the COVID-19 pandemic has accelerated society’s transition to broadband and digitization by at least a decade, and that this trend will continue to march forward,” wrote the Wall Street research analysts at MKM Partners in a note to investors Thursday. “We see broadband access and sufficient bandwidth as increasingly… read more