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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

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

Webscale Network Operators: 3Q23 Market Review

By Matt Walker published on November 23, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in r... read more

Telecommunications Network Operators: 2Q23 Market Review

By Arun Menon published on September 27, 2023 Capex declined again in the latest single quarter after managing a recovery of sorts in 1Q23. Telcos in the US, China, and Europe are moving past peak 5G capital investment levels and are looki... read more

Telecom’s biggest vendors – 2Q23 edition

By Arun Menon published on September 13, 2023 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. read more

Webscale Network Operators: 2Q23 Market Review

By Matt Walker published on September 4, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (3Q22-2Q23), webscalers represented $2.28 trillion (T) in r... read more

Network Operator Forecast Through 2027: Mid-Year Update

By Matt Walker published on July 27, 2023 This forecast spreadsheet details MTN Consulting’s forecast for revenues, capex, headcount, and other metrics across three segments of network operators: telecom operators (t... read more

Telecommunications Network Operators: 1Q23 Market Review

By Arun Menon published on July 21, 2023 Telco spending staged a modest recovery of sorts in the latest single quarter after consecutive declines in the prior two quarters. Capex grew by 0.8% on a YoY basis to post $77.7B in 1Q23. The... read more

Telecom’s biggest vendors – 1Q23 edition

By Arun Menon and Matt Walker published on June 30, 2023 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. read more