Sunita Kapoor

Sunita Kapoor brings two decades of telecommunications experience to her analysis, having worked as a network engineer at Ericsson before joining telecom equity research at Credit Suisse. Born in New Delhi and educated at IIT Delhi with a degree in Electronics Engineering, Sunita understands the complex technical and economic dynamics of wireless networks. She spent years working on 4G LTE deployments globally before the industry shifted to 5G, giving her perspective on technology transitions, spectrum efficiency, and the economics of network buildouts. Sunita excels at analyzing capital intensity, spectrum acquisition costs, and whether carriers can generate adequate returns on 5G investments. She tracks equipment vendors like Nokia, Ericsson, and Samsung, evaluating their competitive position in Radio Access Network infrastructure. Sunita also covers tower companies and fiber infrastructure providers essential to 5G densification. She was early to question 5G's revenue potential for carriers while recognizing opportunities in industrial IoT and private networks. Her analysis bridges technical network architecture with financial realities of this capital-intensive, competitive industry. Based in London, Sunita maintains global perspective across markets at different stages of 5G deployment.