The CSP Data Tracker is Appledore’s newest module, built in partnership with the operators who need it most. It turns the question “where do we stand?” into a data-backed, strategically interpreted answer.
The CSP Data Tracker gives you a single source of truth on how the world’s top 100 CSPs are performing — with 12 quarters of trend data so you can see where operators are heading, not just where they are today.
We track ten major categories that cover every dimension of operator health:
- revenue and EBITDA for financial position and margin discipline;
- broadband and mobile subscribers for competitive momentum;
- ARPU for pricing power and bundle effectiveness;
- capex intensity to show who is investing in their network future;
- customer satisfaction scores to expose churn risk and service quality trajectory;
- automation investment and maturity to track who is operationally ahead of the curve;
- enterprise revenue to reveal how operators are diversifying beyond consumer broadband;
- wireless performance including 5G Standalone and 5G Advanced deployment progress — the leading indicator of which operators are building the network architecture that agentic AI and automation actually require.
These aren’t isolated data points. Together they tell you whether an operator can sustain automation investment, where their competitive position is strengthening or eroding, and exactly how they benchmark against every major global peer. No other research platform gives you that depth — across 100 operators, 12 quarters, ten categories — with Appledore’s operational analysis layered on top.
