After a tight first half for carrier capital spending, Infonetics Research said that telecom carriers as a category are likely to boost capital expenses in the second half as stimulus plans throughout the world begin to have an effect. However, 2009 still will be a down year for carrier capex, and 2010 still is expected to be relatively flat.
Infonetics says carriers may be learning that they can't turn off the spending spigot completely while network traffic continues to grow. Carrier capex across the industry likely will begin to tick upward again by 2011.
- Here's the Infonetics press release
Capex gloom turned a bit brighter after first-quarter numbers were reported