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China’s digital silk road, Huawei, and the entity list
Login to view pricingThis brief addresses the enduring power of Huawei in the market for telecommunications network infrastructure (Telco NI). Per MTN Consulting’s latest Telco NI vendor share report, Huawei retains over 17%…
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CNNO Playbook: Crown Castle
Login to view pricingThe big three U.S. telcos (AT&T, Verizon and T-Mobile) have historically owned and operated their own towers. However, with rising debt and heavy costs involved in deploying the networks, the…
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Commentary: Politics cloud Huawei’s future
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Huawei held its global industry analyst summit (GAS 2020) in late May, just days after the U.S. Commerce Department expanded its Entity List restrictions on the company. The new rules…
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Commentary: Telco Capex in 1Q20
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Telecom network operator (telco) capital expenditures (capex) declined by approximately 1.3% year-over-year (YoY) to $70.2 billion in the first quarter of 2020 (1Q20), not nearly as bad as many expected….
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Commentary: Webscale Capex in 1Q20
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While the telco sector struggled to achieve any growth at all in the first quarter of 2020 (1Q20), the webscale network operator (WNO) sector leveraged its strong balance sheet and…
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Commentary: Webscale Capex in 2Q20
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Economies across the globe remain ravaged by the COVID-19 pandemic, with high unemployment and steep declines in GDP. Yet webscale network operators (WNOs) reached all-time highs for a number of…
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Competitive Intelligence Briefing: Data Center Chips
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The battle is getting intense in the lucrative data center chips market amid supply chain shortages and delays caused by Covid-19 pandemic. Central to this battle is the Intel-AMD rivalry…
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Data Center Investment Tracker: 1Q22
Login to view pricingMultiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated…
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Data Center Investment Tracker: 4Q21
Login to view pricingMultiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated…
