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Global Telco Market Tracker, 4Q24: Annual capex stays muted below $300B

By Arun Menon published on June 5, 2025 Telco revenues gained modest momentum in 4Q24, rising 1.7% YoY to $454.7 billion (B), marking the second straight quarter of recovery. Growth was led by China’s Big Three (China Unicom (9.7%)... read more

US telco capex fading as AI giants take center stage

By Matt Walker published on June 4, 2025 This brief examines the near-term outlook for telecom capital expenditures (capex) in the US, based on the 1Q25 earnings of key operators, including AT&T, Verizon, Charter, Comcast, T-Mobil... read more

India capex starts to ease in 1Q25 after 3 big years

By Matt Walker published on June 2, 2025 This brief examines the near-term outlook for telecom capital expenditures (capex) in India, based on the 1Q25 earnings of key operators: Airtel, BSNL, Jio Platforms, and Vodafone Idea (Vi). It... read more

Carrier-neutral operator market review, 4Q24: GenAI hype speeds up private equity’s push into sector

By Matt Walker published on May 12, 2025 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

India’s Quantum Communication Journey: Insights from the International Quantum Communication Conclave 2025

By Arun Menon published on May 7, 2025 This brief outlines the strategic initiatives, innovations, and milestones showcased at the International Quantum Communication Conclave 2025 that are steering India’s progress toward future-... read more

Telecom’s biggest vendors, 4Q24: Vendor market upturn breaks nine-quarter decline

By Arun Menon published on April 7, 2025 Telco NI vendor revenues were $57.6B in 4Q24 and $206.9B for the 2024 year overall, up 2.2% and down 3.0% on a YoY basis, respectively. Huawei, which lifted the market in the first half of 2024... read more

Greener networks: Telcos power up traffic efficiency

By Matt Walker published on March 25, 2025 The group of 30 telcos included in this analysis represent about 55% of the global market, based on revenues. Our data verify the well-known revenue-traffic conundrum, where tr... read more

Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag

By Matt Walker published on February 6, 2025 This brief report addresses energy consumption, use of renewables, and carbon emissions among key vendors to the telecommunications operator (telco) sector.  read more

Telecom’s biggest vendors – 3Q24 edition

By Arun Menon published on February 5, 2025 Telco NI vendor revenues were $49.6B in 3Q24 and $205.7B for the annualized 3Q24 period overall, up 0.3% and down 5.6% on a YoY basis, respectively. Huawei lifted the market: excluding Huawei, ... read more

Telecommunications Network Operators: 3Q24 Market Review

By Arun Menon published on January 16, 2025 Global telco revenues showed a slight recovery in 3Q24, growing by 0.8% YoY to reach $441.4 billion (B) during the July–September period. In the US, AT&T (-0.5%) and Verizon (0.0%) strugg... read more