Published Telecom Bundles

Products

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

Data center spending surges in carrier-neutral market in 1H22

By Matt Walker published on September 15, 2022 MTN Consulting tracks three segments of network operators: telco, webscale, and carrier-neutral (CNNO). The CNNO market is by far the smallest, accounting for 2.2% of 2017-21 combined operator ... read more

Telcos lean on new tech and partnerships to drive sweeping cost efficiencies

By Arun Menon published on August 23, 2022 Telcos worldwide are finally getting onboard the 5G bus, delivering high speeds with low-latency and seamless experience to enterprises and consumers. The latest connectivity standard presents ... read more

Telecom’s biggest vendors – 1Q22 edition

By Matt Walker published on July 21, 2022 Some of Telco NI’s recent growth is a bounce back from COVID-plagued 2020, when telco spending weakened. But more of the growth is due to high overall demand. Telcos are spending more on clou... read more

Telecommunications Network Operators: 1Q22 Market Review

By Arun Menon published on June 30, 2022 ABSTRACT 1Q22 RESULTS SUMMARY read more

Carrier-Neutral Network Operators: 4Q21 Market Review

By Matt Walker published on June 10, 2022 This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2021 period. This report tracks 45 CNNOs acr... read more

Telco Opex Analyzer, 2016-21

By Arun Menon and Matt Walker published on June 9, 2022 MTN Consulting’s Telco Opex Analyzer analyzes the opex trends of a subset of key telcos in the telecommunications sector. The report’s dashboard allows a user to dig into o... read more

Telcos aim for the cloud by partnering with webscale cloud providers

By Arun Menon published on May 26, 2022 Telcos worldwide are deploying 5G connectivity services at a brisk pace. And with that comes the challenges of being able to monetize the new 5G-based services, ensure network operations effici... read more