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Telecom’s biggest vendors – 2Q24 edition

By Arun Menon published on September 27, 2024 The Telco Network Infrastructure (NI) market is driven by telecom operator (telco) spending, making the financial health and spending trends of telcos critical to examine. While 2Q24 telco spen... read more

Webscale Network Operators: 2Q24 Market Review

By Matt Walker published on August 23, 2024 After declining 5% in 2023, webscale capex has been on a tear for the first two quarters of 2024, growing 25% and 51% in 1Q24 and 2Q24 respectively. That pushed 2Q24 annualized capex to $226.4 ... read more

Telecom’s biggest vendors – 1Q24 edition

By Arun Menon published on August 14, 2024 The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing. In 1Q24, telco capex plu... read more

Telecommunications Network Operators: 1Q24 Market Review

By Arun Menon published on August 1, 2024 After staging a rebound of sorts in the previous two quarters, single quarter revenues for telecom network operators (telcos) dipped slightly by 0.7% year-over-year (YoY) in 1Q24 to post $446.1... 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

Carrier-Neutral Network Operators: 4Q23 Market Review

By Matt Walker published on May 17, 2024 This report reviews the growth and development of the carrier-neutral network operator (CNNO) market. The report tracks a wide range of financial stats for 47 CNNOs across the globe, from 1Q11 ... read more

Telecom’s biggest vendors – 4Q23 edition

By Arun Menon published on May 9, 2024 The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing. In 4Q23, telco capex sli... 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

Telecom’s biggest vendors – 3Q23 edition

By Arun Menon published on January 9, 2024 The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing. In 3Q23, telco capex sli... read more