IDC预测：全球电信与付费电视支出今年将达1.6万亿美元

IDC tipped worldwide spending on telecoms and pay-TV services to reach $1.6 trillion this year and backed direct-to-device (D2D) partnerships as the next big growth opportunity for operators. Regular research into telecoms services showed telco and pay-TV spending would grow 2.3% year-on-year, mainly driven by growing inflation. IDC stated energy prices are expected to remain elevated for some time as conflicts in the Middle East and Ukraine continue to push operator costs up. IDC stated operators would likely raise tariffs to protect margins, which would benefit to market growth across the remainder of 2026 and throughout 2027. It tipped the Americas to experience the highest growth in spending, followed by EMEA and Asia-Pacific. Mobile is expected to remain the largest segment, with growth in data usage and machine-to-machine applications more than offsetting declining spending on voice and messaging. Satellite opportunity IDC expects growth in fixed data to be supported by the rising popularity of low Earth orbit satellite broadband, but noted its impact would be limited as it only benefits select providers including SpaceX Starlink and Amazon Leo. The research company added the opportunity for telecoms within satellite comes from D2D, which relies on partnerships between the two segments. It explained these partnerships allow operators to use satellite coverage to differentiate their offers and extend coverage to areas their networks do not reach. Kresimir Alic, research director, Worldwide Telecom Services, said the future of connectivity will not be defined by the choice between ground and sky, “but by how seamlessly the two work together”. “Operators that treat satellites as an extension of their networks, rather than a rival to them, will be better placed to improve customer loyalty, protect revenues and connect the next billion users.” The post Inflation, energy costs drive telco spend appeared first on Mobile World Live .