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Our team is seeking to obtain historical data and forecasts of the cost structure of UK mobile operators, broken down as capital expenditure (capex) and operational expenditure (opex) in as granular a way as possible.

Our main requirements are the following:

• Focus on the UK market: we need historical data and forecasts for UK MNOs and wireless infrastructure providers
• Granularity: both opex and capex need to be broken down in an as detailed way as possible, i.e. into specific categories and sub-categories that allow us to identify how each component of opex and capex varies over time
• Historical and forward-looking data: the dataset needs to include both historical trends up to the present, and forecasts of how the various components of opex and capex are expected to change up to the year 2030.

All the above needs to be delivered by the end of February in order to use the funding available to the team for Q4 of the 2024-2025 financial year. Delivery in February also allows us to meet a request from our Spectrum colleagues, to analyse the cost structure of UK wireless infrastructure providers in order to formulate hypotheses as to future investment trends.