-
LEO satellite boom: Will the ‘second coming’ endure?
Login to view pricingThe space communications industry is in the midst of a dramatic transformation, thanks to the advent of space technology companies such as SpaceX, and OneWeb. Both these new-age operators started…
-
LEO Satellite News Tracker: 1Q24
Login to view pricingThe LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping track of these dynamic changes…
-
Market Data Bundle
Login to view pricingMTN Consulting’s Market Data bundle is designed for clients who need to understand all three types of network operators we track – telecom, webscale, and carrier-neutral. The bundle includes all…
-
Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating
Login to view pricingThis note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related news from early…
-
Network Operator Capex Forecast: 4Q24 Edition
Login to view pricingThis forecast presents MTN Consulting’s projections for growth and development of three sectors of network operators: telcos, webscalers, and carrier-neutral operators.
We last published a detailed forecast for these segments in…
-
Network operator capex to hit $520B in 2025
Login to view pricingKEY FINDINGS
Revenue growth for telco, webscale and carrier-neutral sector will average 1, 10, and 7% through 2025
Telecom network operator (TNO, or telco) revenues are on track for a significant decline…
-
Network operator capex to hit $591B in 2025
Login to view pricingSummary
This commentary explains the network spending forecast update issued in August 2021, comparing it to the forecast published in December 2020 (“Network operator capex to hit $520B in 2025”)….
-
Network Operator Forecast Through 2026
Login to view pricingGlobal economies have recovered from the worst of last year’s pandemic, but COVID-19 has caused some long-term shifts in market dynamics. Network traffic growth rates have accelerated, new business models…
-
Network Operator Forecast Through 2026 (June 2022 update)
Login to view pricingThis network operator forecast aggregates expectations for three network operator segments: telco, webscale, and carrier-neutral (CNNO). In 2021, these three markets accounted for $4.116 trillion of revenues (+14.9% YoY), $532…
