By Matt Walker published on June 13, 2024 Total capex for the four quarters ended 1Q24 was $204B, up 1.5%. For 1Q24 alone, capex was $56.9B, up a whopping 24.7%. Moreover, the tech piece of capex has been surging: Network/IT and softwa...read more
By Matt Walker published on May 17, 2024 This report reviews the growth and development of the carrier-neutral network operator (CNNO) market. The report tracks a wide range of financial stats for 47 CNNOs across the globe, from 1Q11 ...read more
By Arun Menon published on May 9, 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 4Q23, telco capex sli...read more
By Arun Menon published on April 12, 2024 After staging a rebound in the previous quarter, single quarter revenues for telecom network operators (telcos) continued an upward march in 4Q23 by growing at a modest rate of 1.7% YoY to post...read more
By Matt Walker published on April 8, 2024 Revenues for the webscale sector floundered in 2022, but the opposite happened in 2023. In 2023, global economic growth improved, the digital ad market recovered, TikTok began to face some back...read more
By Arun Menon published on January 9, 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 3Q23, telco capex sli...read more
By Arun Menon published on December 23, 2023 Telco revenues staged a recovery of sorts in the latest single quarter, growing by a slender 0.3% on a YoY basis to post $437.8 billion (B) in the three-month period covered by 3Q23 (July - Sep...read more
By Matt Walker published on December 21, 2023 This forecast report presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). ...read more
By Matt Walker published on November 23, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in r...read more
By Arun Menon published on September 27, 2023 Capex declined again in the latest single quarter after managing a recovery of sorts in 1Q23. Telcos in the US, China, and Europe are moving past peak 5G capital investment levels and are looki...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