Prolonged telecom weakness
Telcos continue to tighten budgets on both CapEx and OpEx, with discretionary spend cuts and project delays persisting.
Techm · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Telcos continue to tighten budgets on both CapEx and OpEx, with discretionary spend cuts and project delays persisting.
Several large deals in CME vertical have been pushed out, impacting near-term revenue visibility.
Some margin levers like juniorization require revenue growth to be effective; without growth, margin improvement may be limited.