Big Five: Impact on Information and Communications Technology (ICT)

It is no surprise that, over the past decade, the Big Five Over-the-Top (OTT) service providers have been the force in ushering in new trends and developments across the digital infrastructure space.  What is happening to the Information and Communications Technology (ICT) value chain?  OTTs have started building their own cables and data centers.  Will that be the end of ICT as we know it, or are these huge new requirements driven by OTTs giving us new models of collaboration?  Will growth across the ICT sector continue into the near future?

In this Spotlight episode of Digging Into the Future, Jonathan Atkin, technology analyst & Managing Director of RBC Capital Markets joins Bill Barney in a candid discussion on the OTTs, emerging markets and views on how the ICT sector will play out over the next three years…