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Analyst Index · Infrastructure & Telecoms

Alan Mauldin

Research Director, TeleGeography
41%
Accuracy
–
Not yet ranked
2
Predictions scored
8
Still to fall due
2 wrong
All 10RightWrongPending
Scored predictions2
Wrong · 0%The new Equiano cable will be activated by the end of 2022, followed by the expansive 2Africa cable the following year.Infrastructure & Telecoms · made Oct 2022 · due Dec 2023

What happened. 2Africa was not activated in 2023: in January 2024 Mauldin wrote that a large length in Yemeni waters had yet to be laid. TeleGeography's map gives a 2024 ready-for-service date (first segments), and Meta announced the core system completed and activated in November 2025. Year call for 2023. First service came in 2024 (one year off, Half right); if 'activated' means the whole system, completion in Nov 2025 is two years off and would be Wrong. Scored on first activation, as for Equiano; flagged for Jay. Sources: submarinecablemap.com, resources.telegeography.com, connectingafrica.com.

Source: Cutting off Europe? A Look at How the Continent Connects to the World (TeleGeography blog, by Alan Mauldin) · 'the following year' after 2022

Specific · counts 1Low confidence
Wrong · 0%The new Equiano cable will be activated by the end of 2022, followed by the expansive 2Africa cable the following year.Infrastructure & Telecoms · made Oct 2022 · due Dec 2022

What happened. Equiano was not activated in 2022. TeleGeography's own Submarine Cable Map lists its ready-for-service date as February 2023, and Seacom announced services on the cable from 15 March 2023. Year call for 2022; the cable entered service in early 2023, one year off, so Half right under the year-call ruling. Sources: submarinecablemap.com, connectingafrica.com.

Source: Cutting off Europe? A Look at How the Continent Connects to the World (TeleGeography blog, by Alan Mauldin)

Specific · short-range · counts 0.5High confidence
Still to fall due8 predictions
  1. Dec 2035The intra-Asian route alone will account for $11 billion in investment during this period.Infrastructure & Telecoms · made Jul 2026 · source
  2. Dec 2035New cables will account for over 1,010,000 kilometers from 2026-2035.Infrastructure & Telecoms · made Jul 2026 · source
  3. Dec 2035Our model suggests this investment in new submarine cables will average $5 billion annually from 2026-2035.Infrastructure & Telecoms · made Jul 2026 · source
  4. Dec 2035International content provider bandwidth is expected to increase 9-fold from 2025 to 2035.Infrastructure & Telecoms · made Jun 2026 · source
  5. Dec 2035Globally, our forecasts show that used international bandwidth is expected to grow at a compounded annual rate of 24% between 2025 and 2035.Infrastructure & Telecoms · made Jun 2026 · source
  6. Dec 2040A new report by TeleGeography and Infra-Analytics projects a 48% net increase in total cable kilometers to be deployed in the world's oceans by 2040Infrastructure & Telecoms · made Jul 2025 · source
  7. May 2026Within the next year, content providers will account for the outright majority of demand on U.S.-Latin American routes.Infrastructure & Telecoms · made May 2025 · source
  8. Dec 2029The chart below shows repeatered cable systems that are already over 20 years old. ... It's likely that most of these will be retired by the end of this decade.Infrastructure & Telecoms · made Nov 2023 · source
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