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Telecommunications Network Operators: 4Q21 Market Review

By Arun Menon published on April 8, 2022 ABSTRACT 4Q21 RESULTS SUMMARY read more

Telecom’s biggest vendors – 4Q21 edition

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

Webscale Network Operators: 4Q21 Market Review

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

Data Center Investment Tracker: 4Q21

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

Network Operator Forecast Through 2026

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

Telecommunications Network Operators: 3Q21 Market Review

By Arun Menon published on December 17, 2021 ABSTRACT 3Q21 RESULTS SUMMARY read more

Webscale Network Operators: 3Q21 Market Review

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

Telecom’s biggest vendors – 3Q21 edition

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

Telco Opex Analyzer, 2016-20

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

Telecommunications Network Operators: 2Q21 Market Review

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