By Matt Walker published on April 1, 2022 Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion. That’s up 25% from 2020, and nearly 3x the total recorded in 2011. One reason for this is a dramatic uptick...read more
By Matt Walker published on March 16, 2022 The year 2021 was an unusual one in telecom. After a COVID-plagued 2020, telcos saw the strongest revenue growth in a decade: full-year 2021 revenues were $1,891 billion (B), up 5.5% from 2020....read more
By Matt Walker and Arun Menon published on February 15, 2022 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated dig...read more
By Matt Walker published on February 8, 2022 Preliminary fourth quarter earnings results from the webscale segment of network operators (WNOs) indicates a continued strong appetite for data center and cloud investment. Companies reporting...read more
By Arun Menon published on January 20, 2022 The Indian telecom sector is amid a dramatic transformation, thanks to the advent of the fifth generation (5G) telecommunications technology. 5G has the capability to connect almost everything ...read more
By Matt Walker published on December 18, 2021 Global economies have recovered from the worst of last year’s pandemic, but COVID-19 has caused some long-term shifts in market dynamics. Network traffic growth rates have accelerated, new bu...read more
By Matt Walker published on December 16, 2021 Revenues for the webscale sector of network operators passed the $2 trillion mark in 3Q21, on an annualized basis, growing 29.1% YoY to reach $2.06T. The cloud is part of this;...read more
By Matt Walker published on November 24, 2021 Nokia held an online forum for industry analysts last week. Over four days of presentations, the company presented a compelling case for why it will remain a top tier supplier ...read more
Telco opex and the network's contribution
Connected cars - Data protection, privacy, and cybersecurity
Telco NI vendor market in 2Q21 - preliminary findings
Connected cars: OEM car maker strategies - where does the network operator fit in?
Connected cars: telco growth strategies
Connected cars and telecom; Nokia and Intel 5G positioning updates
Organic revenue growth continues to be a stretch for telcos in 1Q21
Device revenues are driving a growth uptick for telcos in 1Q21
Webscalers ramp up push into telecom in 1Q21
NI News: Big telco merger in Canada comes as industry capex poised for uptick in 2021
NI News: Telco network spending bounces back with strong 4Q20 vendor results
NI News: Webscale earnings and 2021 capex outlook
NI News: India unlikely to rise above 4% share of telco NI in 2021
NI News: Telco-webscale collaboration growing in 2021
NI News: Webscale sector’s capex push to bring many more data centers online in 2021-23
NI News: Cell tower companies pondering what to be when they grow up
NI News: Autonomous vehicle and robot highlights from CES 2021
NI News: Telco collaboration with webscale sector picking up steam
NI News: New capex forecast on the way
NI News - 22 October 2020
NI News - 23 September 2020
Global Network Infrastructure Newsletter - 8 August 2020
Global Network Infrastructure Newsletter - 1 July 2020
Global Network Infrastructure Newsletter - 28 April 2020
Global Network Infrastructure Newsletter - 20 April 2020
Global Network Infrastructure Newsletter - 6 March 2020
Global Network Infrastructure Newsletter - 16 JAN 2020
Global Network Infrastructure Newsletter - 14 NOV 2019
Global Network Infrastructure Newsletter - 31 OCT 2019
Global Network Infrastructure Newsletter - 24 OCT 2019
Global Network Infrastructure Newsletter - 17 OCT 2019