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Telecommunications Network Operators: 4Q21 Market Review

By Arun Menon published on April 8, 2022 ABSTRACT 4Q21 RESULTS SUMMARY read more

Webscale Network Operators: 4Q21 Market Review

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

Telco capex jumps 10% in 2021 to hit $325B

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

Data Center Investment Tracker: 4Q21

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

Amazon and Microsoft power 4Q21 webscale capex

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

India’s quest to conquer the 5G summit

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

Network Operator Forecast Through 2026

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

Telecommunications Network Operators: 3Q21 Market Review

By Arun Menon published on December 17, 2021 ABSTRACT 3Q21 RESULTS SUMMARY read more

Webscale Network Operators: 3Q21 Market Review

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

Highlights from Nokia’s 2021 analyst event

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