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Omdia Launches First Telco B2B AI Monetization Index

1. Telecom B2B AI revenues estimated at $4 billion by 2025. 2. 65% CAGR forecasted through 2030 for telco AI revenue growth.

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Why Neutral?

While the growth in AI revenues is substantial, it does not directly benefit TTGT. Historical context shows that substantial market shifts often take years before leading to real impacts on stock prices.

How important is it?

Telecom AI revenue growth indicates a market opportunity but lacks direct implications for TTGT. The overall bullish forecasts are notable but require TTGT's strategic alignment to affect stock performance.

Why Long Term?

The long-term trend of AI integration in telecom may positively affect TTGT's market if aligned strategically. Companies often take time to adapt and reap benefits from such transitions.

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LONDON--(BUSINESS WIRE)-- #AIdatacenters--Telecom operators are reinventing their business-to-business services to capture new AI revenues, but their efforts will only yield $4 billion in 2025, according to Omdia's newly launched Telco B2B AI Monetization Index. The index is an independent market tool that tracks how telecom operators are capitalizing on the emerging global AI economy. Index data informs Omdia's forecast that telco B2B AI revenues will exhibit a 65% CAGR through to 2030, as telcos expand their.

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