There are clearly a lot of things going on in the telecom space. For well over a decade, operators have been experiencing erosion in revenue per bit. Some, particularly in areas like the EU where competition is fierce, have sought subsidies from big-tech firms to compensate for the traffic they add, traffic users themselves are unwilling to pay for. Neutrality rules change in the political winds. Businesses, under pressure to do more with less, are looking for ways to replace the costly busin...
