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Carrier-Neutral Network Operators: 4Q23 Market Review

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

Telecom’s biggest vendors – 4Q23 edition

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

Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating

By Matt Walker published on May 3, 2024 This note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related ne... read more

Telecommunications Network Operators: 4Q23 Market Review

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

LEO Satellite News Tracker: 1Q24

By Arun Menon published on March 7, 2024 The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping trac... read more

Telecom’s biggest vendors – 3Q23 edition

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

Telecommunications Network Operators: 3Q23 Market Review

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

Telecom industry needs to up its green game

By Matt Walker published on December 8, 2023 This note addresses carbon footprint trends in the telecom industry. We present data on emissions by the telecom services sector and their major suppliers in the 2020-22 period, and assess indu... read more

Gen AI hype grips telecom industry as telcos unravel its potential

By Arun Menon published on November 24, 2023 This brief report explores the transformative potential of generative artificial intelligence (Gen AI) in two specific telco domains. The report also discusses the in-house Gen AI development e... read more

Capex forecast check, 3Q23: Telco spending slips

By Matt Walker published on November 15, 2023

This comment provides an early review of 3Q23 market growth and spending metrics for the telecommunications operator (telco) market. MTN Consulting’s latest forecast called f... read more