Telcos vs. Cloud Players: Can Edge Computing Change the Competitive Dynamics?
Cloud players continue to set record revenues and profits while the telcos grapple with stalled revenues. The market cap of three to the top cloud players – Amazon, Google and Microsoft – stand at around $1.9 trillion while the top 4 US telcos – AT&T, Verizon, T-Mobile and Sprint, stand at under $500 billion. The… Read More »