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India’s CDOT continues to punch above its weight

By Matt Walker published on July 16, 2024 This brief is a short profile of India’s Centre for Development of Telematics (CDOT). CDOT is a widely misunderstood “publ... read more

Telco vendors navigate major market shifts as 5G winter sets in

By Arun Menon published on July 10, 2024 This brief analyzes demand for network infrastructure solutions (hardware, software, and services) in the telecommunications (telco) industry as of mid-2024. The brief addresses prospects for s... read more

Webscale Network Operators: 1Q24 Market Review

By Matt Walker published on June 13, 2024 Total capex for the four quarters ended 1Q24 was $204B, up 1.5%. For 1Q24 alone, capex was $56.9B, up a whopping 24.7%. Moreover, the tech piece of capex has been surging: Network/IT and softwa... read more

Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating

By Matt Walker published on May 3, 2024 This note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related ne... read more

Telecommunications Network Operators: 4Q23 Market Review

By Arun Menon published on April 12, 2024 After staging a rebound in the previous quarter, single quarter revenues for telecom network operators (telcos) continued an upward march in 4Q23 by growing at a modest rate of 1.7% YoY to post... read more

Webscale Network Operators: 4Q23 Market Review

By Matt Walker published on April 8, 2024 Revenues for the webscale sector floundered in 2022, but the opposite happened in 2023. In 2023, global economic growth improved, the digital ad market recovered, TikTok began to face some back... read more

LEO Satellite News Tracker: 1Q24

By Arun Menon published on March 7, 2024 The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping trac... read more

Telecommunications Network Operators: 3Q23 Market Review

By Arun Menon published on December 23, 2023 Telco revenues staged a recovery of sorts in the latest single quarter, growing by a slender 0.3% on a YoY basis to post $437.8 billion (B) in the three-month period covered by 3Q23 (July - Sep... read more

Network Operator Forecast Through 2028

By Matt Walker published on December 21, 2023 This forecast report presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). ... read more

Telecom industry needs to up its green game

By Matt Walker published on December 8, 2023 This note addresses carbon footprint trends in the telecom industry. We present data on emissions by the telecom services sector and their major suppliers in the 2020-22 period, and assess indu... read more