Quantifying the energy cost savings from 2G/3G network shutdowns
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 existence of a 4G layer in the...read more
Telco capital intensity hits 10 year peak in 2Q22
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 qu...read more
Vendor landscape continues to shift in telecom market as cloud and 5G scale
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 revenues through 1Q22 were $234....read more
Telecom’s top 3 vendors betting big on enterprise expansion; Huawei has early lead
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 terminology. Most are mu...read more
After failure to adapt to 4G, telcos need to evolve
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, you are finished.” ...read more
Telcos are upgrading their workforce, but it comes at a price
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, as telcos aren't required ...read more
Cisco, Samsung, and ZTE benefit most from Huawei bans in 2021 telco NI market
2021 results for the 100+ vendors selling into the telco market are just about finalized. Contrasting 2021 "telco network infrastructure" (Telco NI) share with 2020, Cisco clearly came out on top, gaining 0.7% share in a market worth $231.4 billion (...read more
Connected cars – Data protection, privacy, and cybersecurity
CONNECTED CAR TECH SERIES PART 4: Complex regulatory landscape threatens to restrict the market's development Contributed by: Waseem Haider In the last three parts of our Connected Car Tech Series, we talked about the immense possibilities th...read more