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Hello,
Thanks for your interest in our latest research. You can view a summary of our latest report below.
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This report reviews the growth and development of the carrier-neutral network operator (CNNO) market. The report tracks a wide range of financial stats for 47 CNNOs across the globe, from 1Q11 through 4Q23. For the full-year 2023, the companies covered by this study represented $99.7 billion (B) in revenues (+5.1% YoY), and $34.8 B in capex (+7.8% YoY). At the end of 2023 (EOY23), these CNNOs had $261.1B of net plant, property and equipment (net PP&E) on the books (+3.9% YoY), and employed approximately 113,000 people (+2.1% YoY).
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Below are some highlights from the report:
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Capex: from ~$6B in 2011, CNNO capex was $34.8B in 2023. That is up nearly 8% from the 2022 total, in a year when capex for telcos and webscalers fell 4% and 5%, respectively. CTC reported the highest capex, followed by Digital Realty, Equinix, Cellnex, and NBN Australia. A major reason for CNNO’s healthy capex last year was widespread enthusiasm for generative AI, and an investor view that CNNO data centers can...
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To see our most recently published reports, click here
Best regards,
Matt Walker
Chief Analyst
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