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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

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