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Hello,
Thanks for your interest in our blog. Here is our latest post:
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Telco capital intensity hits 10 year peak in 2Q22
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Vendors continue to wrestle with supply chain constraints in the telecom sector. That's clear from several recent vendor earnings reports, including those issued by Dell, HPE, and Ciena in recent weeks. Telco spending, though, has surged in recent quarters. With 2Q22 results now compiled, the industry has reached a new capex peak. For the 12 months ended June 2022, telco …
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