-
US telco capex fading as AI giants take center stage
Login to view pricingThis 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-Mobile (DT), Lumen,…
-
Vendor profile: QNu Labs
Login to view pricingThis vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs).
QNu Labs, an Indian quantum technology leader headquartered in Bengaluru, specializes in quantum-secure…
-
Vendor profile: Scytale Alpha
Login to view pricingThis vendor profile provides a brief introduction to Scytale Alpha Private Limited (Scytale Alpha).
Scytale Alpha is an Indian startup focused on quantum communications. Founded in 2019, Scytale Alpha is building…
-
Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag
Login to view pricingThis brief report addresses energy consumption, use of renewables, and carbon emissions among key vendors to the telecommunications operator (telco) sector.
This Brief is a follow-up to two pioneering reports published…
-
Vendors need green credentials to win telco business
Login to view pricingThis brief report addresses telco procurement in the context of the rising importance of environmental sustainability. It discusses how telcos are tracking the greenness of their external spend and placing…
-
Visualizing World Markets, 2011-19
Login to view pricingThe purpose of this report is to provide a compilation of demographic, economic and telecommunications statistics for a large number of countries (167) in a user-friendly format. Users simply select…
-
Webscale capex exceeds $200 billion in 2022
Login to view pricingThis brief provides a snapshot of 4Q22 financial results for the webscale network operator (WNO) sector.
Financial results for the webscale sector are available for ~85% of the market. Based on…
-
Webscale Capex: 1Q21 Results & Outlook
Login to view pricingThe webscale sector of network operators shows no signs of slowing up.
After webscale network operator (WNO) revenues surged by 18% in 2020 to $1.7 trillion (T), growth accelerated in 1Q21….
-
Webscale Market Review, 4Q24: Annual capex breaks the $300B mark
Login to view pricingIn 4Q24, webscale capex grew an astounding 78% YoY, to push the annual total just over the $300B benchmark. Webscale capex also grew around 70% YoY for two quarters in…
