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India’s Quantum Communication Journey: Insights from the International Quantum Communication Conclave 2025

By Arun Menon published on May 7, 2025 This brief outlines the strategic initiatives, innovations, and milestones showcased at the International Quantum Communication Conclave 2025 that are steering India’s progress toward future-... read more

Greener networks: Telcos power up traffic efficiency

By Matt Walker published on March 25, 2025 The group of 30 telcos included in this analysis represent about 55% of the global market, based on revenues. Our data verify the well-known revenue-traffic conundrum, where tr... read more

Webscale Market Review, 4Q24: Annual capex breaks the $300B mark

By Matt Walker published on March 20, 2025 In 4Q24, webscale capex grew an astounding 78% YoY, to push the annual total just over the $300B benchmark. Webscale capex also grew around 70% YoY for two quarters in 2018, so the growth rate ... read more

Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag

By Matt Walker published on February 6, 2025 This brief report addresses energy consumption, use of renewables, and carbon emissions among key vendors to the telecommunications operator (telco) sector.  read more

Telecommunications Network Operators: 3Q24 Market Review

By Arun Menon published on January 16, 2025 Global telco revenues showed a slight recovery in 3Q24, growing by 0.8% YoY to reach $441.4 billion (B) during the July–September period. In the US, AT&T (-0.5%) and Verizon (0.0%) strugg... read more

Telco Opex Analyzer, 2016-23

By Arun Menon published on January 16, 2025 This report delves into operational expenditure (opex) trends in the telecommunications network operator (TNO) market. In this edition, the telco sample group includes 32 companies, covering da... read more

Operators take baby steps towards sustainability as climate change worsens rapidly

By Matt Walker published on December 20, 2024 This short report is focused on the energy consumption and environmental policies of the world’s network operators. It presents data on energy demand, use of renewables, emissions, and energy... read more

Webscale Network Operators: 3Q24 Market Review

By Matt Walker published on December 13, 2024 After declining 5% in 2023, webscale capex has grown at incredibly fast, unsustainable rates in 2024: up by 25%, 51%, and 58% YoY in the first three quarters of the year. 3Q24 capex of $75.6B p... read more

Vendor profile: QNu Labs

By Arun Menon published on November 25, 2024 This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an In... read more

Network Operator Capex Forecast: 4Q24 Edition

By Matt Walker published on November 15, 2024 This forecast presents MTN Consulting’s projections for growth and development of three sectors of network operators: telcos, webscalers, and carrier-neutral operators. read more