GNI Subscription

Products

Satellite players bet on direct-to-device (D2D), IoT, and cloud for next big liftoff

By Arun Menon published on May 11, 2023 This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their mark... read more

Vendors need green credentials to win telco business

By Matt Walker published on May 11, 2023 This brief report addresses telco procurement in the context of the rising importance of environmental sustainability. It discusses how telcos are tracking the greenness of their external spend... read more

Telcos pay 5G price: higher debt, lower margins in 2022

By Matt Walker published on May 3, 2023 This brief report presents data aimed at shedding light on the following question: can telcos afford to pay for their future investment needs? The report considers debt, cash, and margin metric... read more

Telecom industry downsizes further in 2022

By Matt Walker published on April 26, 2023 This brief report addresses workforce trends in the telecom industry, with a focus on the telecom network operator (telco) sector. It presents data on telco sector employees over time, company-... read more

Energy costs spike 2022 opex for carrier-neutral sector

By Matt Walker published on April 20, 2023 This brief presents data on energy spending by operators of cell towers, data centers, and fiber networks, and discusses the implications of the data and likely future directions. Utilities rep... read more

Telecommunications Network Operators: 4Q22 Market Review

By Arun Menon published on April 3, 2023 Telco revenues plunged the most in more than a decade by 9.3% on a YoY basis to post $429.6 billion (B) in the latest single quarter ending 4Q22. The quarterly dip was also the fifth consecutiv... read more

Webscale Network Operators: 4Q22 Market Review

By Matt Walker published on March 24, 2023 This report reviews the growth and development of the webscale network operator (WNO) market. In 2022, webscalers represented $2.23 trillion (T) in revenues (+4% YoY), $268 billion (B) in R&... read more

Telco NI vendor growth slips to 2% YoY in 2022

By Matt Walker published on March 16, 2023 This brief provides a snapshot of preliminary 2022 results for the telco network infrastructure (Telco NI) market. It discusses demand and supply trends in Telco NI based on revenue reports and... read more

Huge capex outlays for 5G fail to drive revenues

By Matt Walker and Arun Menon published on March 9, 2023 This brief presents a new data series compiled by MTN Consulting. We already publish quarterly total revenues for the global telco market. This new series provides a breakdown of revenues into ... read more

Webscale capex exceeds $200 billion in 2022

By Matt Walker published on March 1, 2023 This brief provides a snapshot of 4Q22 financial results for the webscale network operator (WNO) sector. Financial results for... read more