AT&T Driving Up Global Capex Average?
Specifically, Stephane Teral, principal analyst, mobile and FMC infrastructure at Infonetics, writes: "The near-6 percent increase in global telecom carrier capex we expect in 2011 over 2010 is due in large part to AT&T's ramping LTE deployments, HSPA+ upgrades, and investments in Wi-Fi hotspots for traffic offload."
Really? A global increase in capex spend is largely due to AT&T, with all the other next-generation projects around the world? The operator did say in July that it would up its spend this year to $20 billion to improve wireless capacity. (See AT&T Ups Capex to $20B to Develop 3G & LTE.)
Now recall that Ma Bell only really started the commercial launch of LTE late this summer and we can maybe extrapolate that its capex spend for 2012 is likely to be solid too. Although we don't know exactly how much new backhaul is in place already to support LTE as it launches. AT&T was definitely trying to update its backhaul network with the HSPA+ upgrades it has been doing on the 3G network. Backhaul upgrades are likely to be a good part of any capex costs.
— Dan Jones, Site Editor, Light Reading Mobile