By Matt Walker published on May 11, 2023 This brief report addresses telco procurement in the context of the rising importance of environmental sustainability. It discusses how telcos are tracking the greenness of their external spend...read more
By Arun Menon published on May 11, 2023 This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their mark...read more
By Matt Walker published on May 3, 2023 This brief report presents data aimed at shedding light on the following question: can telcos afford to pay for their future investment needs? The report considers debt, cash, and margin metric...read more
By Matt Walker published on April 26, 2023 This brief report addresses workforce trends in the telecom industry, with a focus on the telecom network operator (telco) sector. It presents data on telco sector employees over time, company-...read more
By Matt Walker published on April 20, 2023 This brief presents data on energy spending by operators of cell towers, data centers, and fiber networks, and discusses the implications of the data and likely future directions. Utilities rep...read more
By Arun Menon and Matt Walker published on April 17, 2023 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.read more
By Arun Menon published on April 3, 2023 Telco revenues plunged the most in more than a decade by 9.3% on a YoY basis to post $429.6 billion (B) in the latest single quarter ending 4Q22. The quarterly dip was also the fifth consecutiv...read more
By Matt Walker published on March 31, 2023 This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2022 period. This report tracks 47 CNNOs acr...read more
By Matt Walker published on March 24, 2023 This report reviews the growth and development of the webscale network operator (WNO) market. In 2022, webscalers represented $2.23 trillion (T) in revenues (+4% YoY), $268 billion (B) in R&...read more
By Matt Walker published on March 16, 2023 This brief provides a snapshot of preliminary 2022 results for the telco network infrastructure (Telco NI) market. It discusses demand and supply trends in Telco NI based on revenue reports and...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