By Matt Walker published on April 8, 2022 The telco network infrastructure (Telco NI) market had a blockbuster year in 2021. Vendor revenues in the telco vertical surged 7.8% from 2020 to end the year at $232.1 billion (B). This was th...read more
By Matt Walker published on April 1, 2022 Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion. That’s up 25% from 2020, and nearly 3x the total recorded in 2011. One reason for this is a dramatic uptick...read more
By Matt Walker and Arun Menon published on February 15, 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
By Matt Walker published on December 18, 2021 Global economies have recovered from the worst of last year’s pandemic, but COVID-19 has caused some long-term shifts in market dynamics. Network traffic growth rates have accelerated, new bu...read more
By Matt Walker published on December 16, 2021 Revenues for the webscale sector of network operators passed the $2 trillion mark in 3Q21, on an annualized basis, growing 29.1% YoY to reach $2.06T. The cloud is part of this;...read more
By Matt Walker published on December 13, 2021 Telco markets are rising again. Vendor revenues in the telco network infrastructure (telco NI) market totaled $54.9B in 3Q21, up 5.7% YoY. Annualized telco NI revenues through 3Q21 were $225.8 ...read more
By Matt Walker and Arun Menon published on November 26, 2021 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
By Arun Menon published on October 4, 2021 This market review provides a comprehensive assessment of the global telecommunications industry based on financial results through June 2021 (2Q21). The report tracks revenue,...read more
Telco opex and the network's contribution
Connected cars - Data protection, privacy, and cybersecurity
Telco NI vendor market in 2Q21 - preliminary findings
Connected cars: OEM car maker strategies - where does the network operator fit in?
Connected cars: telco growth strategies
Connected cars and telecom; Nokia and Intel 5G positioning updates
Organic revenue growth continues to be a stretch for telcos in 1Q21
Device revenues are driving a growth uptick for telcos in 1Q21
Webscalers ramp up push into telecom in 1Q21
NI News: Big telco merger in Canada comes as industry capex poised for uptick in 2021
NI News: Telco network spending bounces back with strong 4Q20 vendor results
NI News: Webscale earnings and 2021 capex outlook
NI News: India unlikely to rise above 4% share of telco NI in 2021
NI News: Telco-webscale collaboration growing in 2021
NI News: Webscale sector’s capex push to bring many more data centers online in 2021-23
NI News: Cell tower companies pondering what to be when they grow up
NI News: Autonomous vehicle and robot highlights from CES 2021
NI News: Telco collaboration with webscale sector picking up steam
NI News: New capex forecast on the way
NI News - 22 October 2020
NI News - 23 September 2020
Global Network Infrastructure Newsletter - 8 August 2020
Global Network Infrastructure Newsletter - 1 July 2020
Global Network Infrastructure Newsletter - 28 April 2020
Global Network Infrastructure Newsletter - 20 April 2020
Global Network Infrastructure Newsletter - 6 March 2020
Global Network Infrastructure Newsletter - 16 JAN 2020
Global Network Infrastructure Newsletter - 14 NOV 2019
Global Network Infrastructure Newsletter - 31 OCT 2019
Global Network Infrastructure Newsletter - 24 OCT 2019
Global Network Infrastructure Newsletter - 17 OCT 2019