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Telecom’s biggest vendors – 4Q22 edition

By Arun Menon and Matt Walker published on April 17, 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

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

Carrier-Neutral Network Operators: 4Q22 Market Review

By Matt Walker published on March 31, 2023 This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2022 period. This report tracks 47 CNNOs acr... 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

Telecommunications Network Operators: 3Q22 Market Review

By Arun Menon published on December 29, 2022 Stalled revenue growth and macro pressures somewhat impacted the capex spend of telcos in the latest quarter. Telco investments declined, for the first time since 4Q20, by 5% on a YoY basis to ... read more

Network Operator Forecast Through 2027

By Matt Walker published on December 16, 2022 Revenues from the aggregate of our three segments – telco, webscale, and carrier-neutral – were $4,121 billion (B) in 2021, and will grow to $5,755B by 2027. Three segment capex ended 2021 ... read more

Telecom’s biggest vendors – 3Q22 edition

By Matt Walker published on December 9, 2022 Early figures for the 3Q22 telco market are now available. Global telco revenues were $435.0B, down 6.6% YoY, the fourth straight decline in a row. That pushes annualized revenues to $1,821.6B,... read more

Webscale Network Operators: 3Q22 Market Review

By Matt Walker published on November 24, 2022 This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 3Q22, webscalers represent $2.23 trillion (T) in revenues... read more

Telecom’s biggest vendors – 2Q22 edition

By Matt Walker published on September 22, 2022 Despite stalled revenue growth and macro pressures, telcos continue to go on a spending spree. For the annualized 2Q22 period, telco capex was $329.5B, while the ratio of capex to revenues (i.e... read more

Telecommunications Network Operators: 2Q22 Market Review

By Arun Menon published on September 20, 2022 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2022 (2Q22). The report tracks revenue, capex and employ... read more