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Operators facing power cost crunch
Login to view pricingFor many years, telecommunications network operators (TNOs, or telcos) have faced slow revenue growth. Telco revenues grew 1-2% in 2017 and 2018, and declined 1.6% for the four quarters ended…
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Operators fail to break energy addiction in 2022
Login to view pricingThis brief examines energy consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). The report assesses energy consumption trends alongside revenues and other metrics, and highlights…
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Operators take baby steps towards sustainability as climate change worsens rapidly
Login to view pricingThis short report is focused on the energy consumption and environmental policies of the world’s network operators. It presents data on energy demand, use of renewables, emissions, and energy efficiency…
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Optics demand strong on eve of ECOC
Login to view pricingTelco 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 highest in…
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Oracle Cloud rollout ramps up with Singapore opening
Login to view pricingOracle announced the launch of its 33rd cloud region this week, in Singapore. It plans to expand its footprint to 44 regions by year-end 2022. Oracle has prioritized…
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Review of 2Q24 capex and outlook for all segments
Login to view pricingThis brief report reviews actual capex through June 2024 and the full-year outlook for key companies in three segments of communications network operators: telco, webscale and carrier-neutral. Webscale capex surged…
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Satellite players bet on direct-to-device (D2D), IoT, and cloud for next big liftoff
Login to view pricingThis brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The…
