mobile data traffic
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Benedict Evans · across every show →
Everything said about mobile data traffic, oldest first
Jun 8, 2026 bearish
Evans: Telecom stocks stayed flat despite 2,000x mobile data growth
“Mobile data traffic has risen by something like one and a half to 2000 times, and the mobile networks collectively have revenue of about a trillion dollars, and they spend about two hundred billion dollars a year on CapEx, and the stocks have been flat for 20 …”