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Telecom’s biggest vendors – 3Q24 edition

By Arun Menon published on February 5, 2025 Telco NI vendor revenues were $49.6B in 3Q24 and $205.7B for the annualized 3Q24 period overall, up 0.3% and down 5.6% on a YoY basis, respectively. Huawei lifted the market: excluding Huawei, ... read more

Telco Opex Analyzer, 2016-23

By Arun Menon published on January 16, 2025 This report delves into operational expenditure (opex) trends in the telecommunications network operator (TNO) market. In this edition, the telco sample group includes 32 companies, covering da... read more

Telecommunications Network Operators: 3Q24 Market Review

By Arun Menon published on January 16, 2025 Global telco revenues showed a slight recovery in 3Q24, growing by 0.8% YoY to reach $441.4 billion (B) during the July–September period. In the US, AT&T (-0.5%) and Verizon (0.0%) strugg... read more

Webscale Network Operators: 3Q24 Market Review

By Matt Walker published on December 13, 2024 After declining 5% in 2023, webscale capex has grown at incredibly fast, unsustainable rates in 2024: up by 25%, 51%, and 58% YoY in the first three quarters of the year. 3Q24 capex of $75.6B p... read more

Network Operator Capex Forecast: 4Q24 Edition

By Matt Walker published on November 15, 2024 This forecast presents MTN Consulting’s projections for growth and development of three sectors of network operators: telcos, webscalers, and carrier-neutral operators. read more

Telecommunications Network Operators: 2Q24 Market Review

By Arun Menon published on October 16, 2024 Single quarter revenues for telecom network operators (telcos) dipped again by 1.4% year-over-year (YoY) in 2Q24 to post $437.8 billion (B). The ongoing strength of the US dollar, particularly ... read more

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