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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

Webscale Network Operators: 2Q22 Market Review

By Matt Walker published on September 12, 2022 This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 2Q22, webscalers represent $2.21 trillion (T) in revenues... read more

Telecom’s biggest vendors – 1Q22 edition

By Matt Walker published on July 21, 2022 Some of Telco NI’s recent growth is a bounce back from COVID-plagued 2020, when telco spending weakened. But more of the growth is due to high overall demand. Telcos are spending more on clou... read more

Telecommunications Network Operators: 1Q22 Market Review

By Arun Menon published on June 30, 2022 ABSTRACT 1Q22 RESULTS SUMMARY read more

Network Operator Forecast Through 2026 (June 2022 update)

By Matt Walker published on June 17, 2022 This network operator forecast aggregates expectations for three network operator segments: telco, webscale, and carrier-neutral (CNNO). In 2021, these three markets accounted for $4.116 trilli... read more

Carrier-Neutral Network Operators: 4Q21 Market Review

By Matt Walker published on June 10, 2022 This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2021 period. This report tracks 45 CNNOs acr... read more

Telco Opex Analyzer, 2016-21

By Arun Menon and Matt Walker published on June 9, 2022 MTN Consulting’s Telco Opex Analyzer analyzes the opex trends of a subset of key telcos in the telecommunications sector. The report’s dashboard allows a user to dig into o... read more

Webscale Network Operators: 1Q22 Market Review

By Matt Walker published on May 31, 2022 This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 1Q22, webscalers represent $2.19 trillion (T) in revenues... read more

Data Center Investment Tracker: 1Q22

By Matt Walker and Arun Menon published on May 23, 2022 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated dig... read more