Carrier-Neutral Network Operators: 2Q19 Market Review
CNNOs now operate 624 data centers, 2.4 million cell towers, and over 542K route miles of fiber
By Arun Menon
By Arun Menon
This is MTN Consulting’s comprehensive, Excel-based assessment of the Carrier-Neutral Network Operator (CNNO) market sector, including detailed financial & operational results from 2011 through June, 2019 (2Q19).
Tower CNNOs covered include: American Tower, Arqiva, Balitower, Bharti Infratel, Cellnex, China Tower, Crown Castle, EI Towers, GTL Infrastructure, IBS, Inwit, SMN, SBA Communications, STP, Tower Bersama, and Telxius/Telefonica.
Data center CNNOs: CoreSite Realty, CyrusOne, Digital Realty, DuPont Fabros (now part of DRT), Equinix, Interxion, and QTS.
Bandwidth CNNOs: Chorus Limited, Internap, Level 3, Lumos, Superloop, Uniti Group, Zayo, Cogent, NBN Australia
- Table of Contents
- Figure & Charts
- Visuals
Table of Contents
- Abstract
- Analysis
- CNNO Segment Overview
- Market Snapshot
- CNNO Market: Key Stats thru 2Q19
- Segment Drilldowns
- Company Drilldowns
- KPIs by Company
- Exchange Rates
- About
Figure & Charts
- Revenues by type of CNNO (US$M)
- Revenues by CNNO type, 1H18 vs. 1H19 (US$M)
- Capex by type of CNNO (US$M)
- Capital intensity by type of CNNO
- Capex & acquisition spending, CNNO total (US$M)
- Net PP&E by type of CNNO (US$M)
- CNNO towers & average tenancy ratio, global ex-China
- Growth of data centers & rentable space since 2011
- NRSF per data center (K)
- Revenues by company, 2Q19: CNNO market segment (US$M)
- Net PP&E by company, 2Q19: CNNO market segment (US$M)
- Data center CNNOs: Net rentable square feet, 2Q19 (million)
- Data center CNNOs: # of data centers, 2Q19
- Tower CNNOs: # of towers by company, 2Q19
- Tower CNNOs: employees, 2Q19
- Tower CNNOs: Net Profit (US$M) and Net Margin (%), 1Q14-2Q19
- Tower CNNOs: Net PP&E (US$M) and Net PP&E/Revenues, 1Q14-2Q19
- Tower CNNOs: FCF (US$M) and FCF/Revenues (%), 1Q14-2Q19
- Data center CNNOs: Net Profit (US$M) and Net Margin (%), 1Q14-2Q19
- Data center CNNOs: Net PP&E (US$M) and Net PP&E/Revenues, 1Q14-2Q19
- Data center CNNOs: FCF (US$M) and FCF/Revenues (%), 1Q14-2Q19
- Cash from operations (US$M): Tower CNNOs vs. Data center CNNOs, 1Q14-2Q19
- Cash & short term investments (US$M): Tower CNNOs vs. Data center CNNOs, 1Q14-2Q19
- Net profit margin by type of CNNO
- Net Profit by type of CNNO (US$M)
- Free cash flow/revenues by type of CNNO (US$M)
Visuals
