1、September 2024|www.tmforum.orginnovating in the Americas:key driversfor growthAuthor:Charlotte Patrick,Contributing AnalystEditor:Ian Kemp,Managing Editorexploring the September 2024|www.inform.tmforum.orgSponsored by:Author:Charlotte Patrick,Contributing AnalystEditor:Ian Kemp,Managing Editor key d

2、rivers for growthinnovating in the Americas:REGIONAL REPORTData&AI Innovationexploring theREGIONAL REPORTcontents03 the big picture08 section 1:drivers of revenue growth in the Americas13 section 2:margin growth16 section 3:trends in capital spend 20 section 4:early AI developments 25 section 5:make

3、 it happen strategies for successful AI deployment 29 additional resourcesWe hope you enjoy the report and,most importantly,find ways to use the ideas,concepts and recommendations detailed within.You can send your feedback to the editorial team at TM Forum via editortmforum.orgbigpicturethe3inform.t

4、mforum.orgThe graphic on page 5 illustrates average five-year growth rates for revenue and EBITDA(earnings before interest,tax,depreciation and amortization)of the largest CSPs in the Americas.Together they account for 87%of telecoms revenue in the region,excluding cable.The average revenue increase

5、 across the five years of measurement was 3.3%(or 4.6%if 2020 Covid disruptions are removed).However,it should be noted that inflation has played a part in recent growth.Similar growth figures are seen for average EBITDA increases after some significant cost reduction exercises,particularly in North

6、 America.Most revenue growth in the Americas in the past five years has come from continued increases in mobile and fiber penetration,as well as 5G and fixed-wireless access(FWA)deployments.In general CSPs,particularly in North America,have retreated from adjacent areas where they had made bold inve