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Telco Capex: 2Q20 Results and Outlook
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Webscale capex hit an all-time high in 2Q20, but the opposite happened in telecom. Telco capex in 2Q20 amounted to $65.5B, down 6.2% from the 2Q19 period. That pushed telco…
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Telco Capex: 4Q20 Results & Outlook
Login to view pricingThe global telecom industry bounced back in 4Q20 with 3.4% and 1.2% YoY growth in revenues and capex, respectively. Revenues for CY2020 declined 1.1% to $1.794 trillion. This is not…
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Telco climate goals require vendor support
Login to view pricingThis brief report addresses the role of the supply chain in telco efforts to reduce their overall measured carbon footprint across Scopes 1 (direct energy), 2 (electricity purchases), and 3…
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Telco network energy efficiency rising 12% per year
Login to view pricingThe group of 16 telcos included in this analysis represent over 40% of the global market, based on revenues. On a revenue basis, our data verify the well-known revenue-traffic conundrum:…
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Telco NI vendor growth slips to 2% YoY in 2022
Login to view pricingThis brief provides a snapshot of preliminary 2022 results for the telco network infrastructure (Telco NI) market. It discusses demand and supply trends in Telco NI based on revenue reports…
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Telco NI vendor revenue growth slows to 3% in 3Q22
Login to view pricingThis brief report provides a preliminary review of the 3Q22 vendor market for Telco Network Infrastructure.
As of November 9, third quarter 2022 (3Q22) earnings results are available for approximately 89%…
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Telco NI vendor revenues trending upwards
Login to view pricingThe purpose of this report is to provide an early view of telco network spending trends by the vendors and a short outlook based on 3Q21 earnings.
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Telco Opex Analyzer, 2016-20
Login to view pricingMTN Consulting’s Telco Opex Analyzer analyzes the opex trends of a subset of key telcos in the telecommunications sector. The report’s dashboard allows a user to dig into overall spending…
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Telco Opex Analyzer, 2016-21
Login to view pricingMTN Consulting’s Telco Opex Analyzer analyzes the opex trends of a subset of key telcos in the telecommunications sector. The report’s dashboard allows a user to dig into overall spending…
