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
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
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
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
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
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
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
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
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
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
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