With each passing day, the 2G and 3G layers of telcos' mobile networks are looming as heavy loads on operating expenses (opex). That's due to multiple issues but especially energy consumption and related costs. With the exist

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

Telco network spending has been on the rise over the last few quarters. Vendor sales of network infrastructure to the telco vertical ("Telco NI”) totaled $55.5B in 1Q22, up 5.7% YoY. On an annualized basis, Telco NI revenue

Telco NI's top 3 Telcos buy products & services from dozens of different vendors. Our research tracks 130. Some are relatively easy to classify into a segment, e.g. Corning, a "cabling & connectivity" vendor in our

It was the Greek philosopher Heraclitus who coined the phrase, “Change is the only constant in life.” Well over a thousand years later, Benjamin Franklin continued the thought, saying, “When you are finished changing

One of the many telecom stats we track is "labor costs", i.e. what telcos spend in salaries and benefits to support their workforce. Not a lot of other analyst firms track labor costs, if any. It's not an easy one to track, a