Your 2025 Replace on the Telecom Trade

Hi there, mild readers, and welcome to the 2025 State of the Community Report—our eighth version.

The TeleGeography workforce spent the final yr compiling market surveys, constructing algorithms, and analyzing rising developments, and now we’re able to share the highlights. 

Transport Networks

The primary chapter of the State of the Community is devoted to the key world bandwidth headlines.

Here is an excerpt from this part:

Content material supplier demand is quickly rising all over the place and outpaces demand progress even on routes the place carriers proceed to drive general capability utilization. As is perhaps anticipated, content material supplier demand progress is quickest in areas the place carriers are nonetheless dominant, like Africa, Latin America, and the Center East. However there isn’t any a part of the globe the place content material demand progress is not outpacing that of web spine suppliers.

IP Networks

You’ll discover a snapshot of the worldwide web in chapter two.

The mixed results of latest internet-enabled units, rising broadband penetration in growing markets, increased broadband entry charges, and bandwidth-intensive functions will proceed to gasoline robust web visitors progress. Whereas end-user visitors necessities will proceed to rise, not all of this demand will translate straight into the necessity for brand spanking new long-haul capability. A wide range of elements form how the worldwide web will develop in coming years.

Knowledge Facilities

In chapter three, we peruse the most recent in information facilities.

Compounding the prevailing constraints on the information middle market, we’ve reached a significant inflection level within the improvement of AI, and extra particularly, within the improvement of generative AI. AI work consists of two primary phases: coaching and inference (the work for which the mannequin is skilled). Every has a special impression on the information middle market.

Cloud and WAN

Chapter 4 checks in on the cloud.

With a complete depend that nears 280, Asia is residence to essentially the most in-service cloud zones. Europe follows swimsuit with over 130 in-service zones. Collectively, these two areas account for 63% of the world’s cloud information facilities. The rest are housed in the USA & Canada (20%), Latin America (6%), the Center East (6%), Oceania (4%), and Africa (2%). 

Worldwide Voice

Lastly, the fifth chapter gives an replace from the voice market.

The transition to cellular and social calling drove a 20-year growth in voice visitors, however has additionally left the trade uniquely weak to the rise of cellular social media. Whereas Skype was the dominant communications utility for computer systems, a veritable menagerie of smartphone-based communications functions now pose a higher risk. We consider that WhatsApp had about 2.5 billion month-to-month energetic customers in 2024, with Fb Messenger topping 1.3 billion.

In case you’re all for subjects like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and information middle energy shortage, you are in the best place.

 

In case you’re all for subjects like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and information middle energy shortage, you are in the best place.

This report is simply the tip of the iceberg (you’ll discover far more inside our full suite of analysis apps), nevertheless it’s an incredible sampling of our core information units.

 

Thanks to your continued readership and curiosity in our work. You possibly can obtain this yr’s report over right here.