Published Telecom Bundles

Products

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

Carrier-neutral growth slows in 2022 amid consolidation

By Matt Walker published on December 14, 2022 This short note provides a brief review of the development of the carrier-neutral network operator (CNNO) market through the third quarter of 2022 (3Q22). 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

Telco climate goals require vendor support

By Matt Walker published on December 6, 2022 This brief report addresses the role of the supply chain in telco efforts to reduce their overall measured carbon footprint across Scopes 1 (direct energy), 2 (electricity purchases), and 3 (up... read more

Telco NI vendor revenue growth slows to 3% in 3Q22

By Matt Walker published on November 10, 2022 This brief report provides a preliminary review of the 3Q22 vendor market for Telco Network Infrastructure. As of November 9, ... read more

Network operator power use grew 10% in 2021

By Matt Walker published on October 25, 2022 This brief examines power consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). This is based on a bottoms-up review... read more

Huawei’s quest for resurgence

By Arun Menon published on October 4, 2022 To rebuild its supply chain, Huawei is aspiring to build end-to-end home-grown innovation to power both its hardware- and cloud-related businesses. While its chip subsidiary, HiSilicon, designs... 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

Optics demand strong on eve of ECOC

By Matt Walker published on September 15, 2022 Telco earnings reports from 2Q22 make clear that the spending climate remains strong. Capex climbed 3% YoY, pushing annualized capital intensity (capex/revenues) up further to 17.8% - the highe... read more