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Published Reports

• 1.Telecommunications Network Operators: 3Q22 Market Review (December 29, 2022)
• 2.Network Operator Forecast Through 2027 (December 16, 2022)
• 3.Carrier-neutral growth slows in 2022 amid consolidation (December 14, 2022)
• 4.Telecom’s biggest vendors – 3Q22 edition (December 9, 2022)
• 5.Telco climate goals require vendor support (December 6, 2022)
• 6.Webscale Network Operators: 3Q22 Market Review (November 24, 2022)
• 7.Telco NI vendor revenue growth slows to 3% in 3Q22 (November 10, 2022)
• 8.Network operator power use grew 10% in 2021 (October 25, 2022)
• 9.Huawei’s quest for resurgence (October 4, 2022)
• 10.Telecom’s biggest vendors – 2Q22 edition (September 22, 2022)
• 11.Telecommunications Network Operators: 2Q22 Market Review (September 20, 2022)
• 12.Optics demand strong on eve of ECOC (September 15, 2022)
• 13.Data center spending surges in carrier-neutral market in 1H22 (September 15, 2022)
• 14.Webscale Network Operators: 2Q22 Market Review (September 12, 2022)
• 15.Telcos lean on new tech and partnerships to drive sweeping cost efficiencies (August 23, 2022)
• 16.Telecom’s biggest vendors – 1Q22 edition (July 21, 2022)
• 17.Telecommunications Network Operators: 1Q22 Market Review (June 30, 2022)
• 18.Network Operator Forecast Through 2026 (June 2022 update) (June 17, 2022)
• 19.Carrier-Neutral Network Operators: 4Q21 Market Review (June 10, 2022)
• 20.Telco Opex Analyzer, 2016-21 (June 9, 2022)
• 21.Webscale Network Operators: 1Q22 Market Review (May 31, 2022)
• 22.Telcos aim for the cloud by partnering with webscale cloud providers (May 26, 2022)
• 23.Data Center Investment Tracker: 1Q22 (May 23, 2022)
• 24.Telecommunications Network Operators: 4Q21 Market Review (April 8, 2022)
• 25.Telecom’s biggest vendors – 4Q21 edition (April 8, 2022)
• 26.Webscale Network Operators: 4Q21 Market Review (April 1, 2022)
• 27.Telco capex jumps 10% in 2021 to hit $325B (March 16, 2022)
• 28.Data Center Investment Tracker: 4Q21 (February 15, 2022)
• 29.Amazon and Microsoft power 4Q21 webscale capex (February 8, 2022)
• 30.Tencent: Tech Spending Profile (February 4, 2022)
• 31.India’s quest to conquer the 5G summit (January 20, 2022)
• 32.Network Operator Forecast Through 2026 (December 18, 2021)
• 33.Telecommunications Network Operators: 3Q21 Market Review (December 17, 2021)
• 34.Webscale Network Operators: 3Q21 Market Review (December 16, 2021)
• 35.Telecom’s biggest vendors – 3Q21 edition (December 13, 2021)
• 36.Telco Opex Analyzer, 2016-20 (November 26, 2021)
• 37.Highlights from Nokia’s 2021 analyst event (November 24, 2021)
• 38.Oracle Cloud rollout ramps up with Singapore opening (November 10, 2021)
• 39.Telco NI vendor revenues trending upwards (October 29, 2021)
• 40.Facebook leading webscale network R&D (October 29, 2021)
• 41.Telecommunications Network Operators: 2Q21 Market Review (October 4, 2021)
• 42.Webscale Network Operators: 2Q21 Market Review (October 1, 2021)
• 43.Telecom’s biggest vendors – 2Q21 edition (September 30, 2021)
• 44.Network Spending Profile: Swisscom (September 13, 2021)
• 45.Network operator capex to hit $591B in 2025 (August 23, 2021)
• 46.Competitive Intelligence Briefing: Data Center Chips (August 12, 2021)
• 47.Carrier-Neutral Network Operators: 4Q20 Market Review (July 17, 2021)
• 48.Tomorrow’s carrier-neutral operators to integrate tower, fiber and data center assets (July 16, 2021)
• 49.Telecom’s biggest vendors – 1Q21 edition (June 30, 2021)
• 50.Webscale Network Operators: 1Q21 Market Review (June 29, 2021)
• 51.Telecommunications Network Operators: 1Q21 Market Review (June 28, 2021)
• 52.Telco Capex: 1Q21 Results & Outlook (June 19, 2021)
• 53.Webscale Capex: 1Q21 Results & Outlook (June 9, 2021)
• 54.Network Spending Profile: Etisalat (May 25, 2021)
• 55.Telecommunications Network Operators: 4Q20 Market Review (May 20, 2021)
• 56.Telecom’s biggest vendors – 4Q20 edition (April 27, 2021)
• 57.Network Spending Profile: Orange (April 15, 2021)
• 58.Webscale Network Operators: 4Q20 Market Review (April 8, 2021)
• 59.Telco Capex: 4Q20 Results & Outlook (March 30, 2021)
• 60.Biden aims to revamp US chip & telecom prowess amid China conflict (March 19, 2021)
• 61.LEO satellite boom: Will the ‘second coming’ endure? (March 8, 2021)
• 62.Network Spending Profile: Comcast (March 2, 2021)
• 63.Network Spending Profile: Axiata (February 12, 2021)
• 64.Telecommunications Network Operators: 3Q20 Market Review (January 29, 2021)
• 65.Telecom’s biggest vendors – 3Q20 edition (January 15, 2021)
• 66.Network operator capex to hit $520B in 2025 (December 30, 2020)
• 67.Webscale Network Operators: 3Q20 Market Review (December 11, 2020)
• 68.Visualizing World Markets, 2011-19 (October 27, 2020)
• 69.Intel’s Road to Redemption (October 6, 2020)
• 70.Telco Capex: 2Q20 Results and Outlook (October 1, 2020)
• 71.Telecom’s biggest vendors – 2Q20 edition (September 25, 2020)
• 72.Telecommunications Network Operators: 2Q20 Market Review (September 22, 2020)
• 73.Commentary: Webscale Capex in 2Q20 (September 16, 2020)
• 74.Webscale Network Operators: 2Q20 Market Review (September 11, 2020)
• 75.Building the cloud: Webscale network supply chain analyzer (2Q20 edition) (August 28, 2020)
• 76.CNNO Playbook: Crown Castle (August 17, 2020)
• 77.Webscale Playbook: Tencent (August 14, 2020)
• 78.Automation’s rise and the telecom engineer (August 13, 2020)
• 79.Telco Playbook: Jio Platforms Limited (August 4, 2020)
• 80.Commentary: Politics cloud Huawei’s future (July 11, 2020)
• 81.Webscale Network Operators: 1Q20 Market Review (June 30, 2020)
• 82.Telecommunications Network Operators: 1Q20 Market Review (July 1, 2020)
• 83.Commentary: Webscale Capex in 1Q20 (June 25, 2020)
• 84.Commentary: Telco Capex in 1Q20 (June 20, 2020)
• 85.Telecom’s biggest vendors – 1Q20 edition (June 10, 2020)
• 86.Carrier-Neutral Network Operators: 4Q19 Market Review (June 2, 2020)
• 87.Telco software capex on the rise (May 4, 2020)
• 88.The spectrum cost challenge to 5G (April 27, 2020)
• 89.Telecom’s biggest vendors – 4Q19 edition (April 17, 2020)
• 90.Telecommunications Network Operators: 4Q19 Market Review (April 16, 2020)
• 91.Webscale Network Operators: 4Q19 Market Review (April 10, 2020)
• 92.Operators facing power cost crunch (March 27, 2020)
• 93.Building the cloud: Webscale network supply chain analyzer (March 4, 2020)
• 94.Bumpy road ahead for 5G transition (February 25, 2020)
• 95.Webscale Playbook: Apple (February 24, 2020)
• 96.Webscale Supply Chain Developments in 2019 (January 31, 2020)
• 97.Telecommunications Network Operators: 3Q19 Market Review (January 13, 2020)
• 98.Webscale Network Operators: 3Q19 Market Review (January 8, 2020)
• 99.Telecom’s biggest vendors – 3Q19 edition (December 20, 2019)
• 100.Webscale Playbook: Facebook (July 2, 2019)
• 101.TNO Playbook: AT&T (June 18, 2019)
• 102.Webscale Playbook: Microsoft (March 4, 2019)
• 103.Webscale Playbook: Alibaba (October 25, 2018)
• 104.Egypt: Network Infrastructure Overview (October 25, 2018)
• 105.Webscale Playbook: Baidu (December 14, 2018)
• 106.Webscale Playbook: Alphabet (December 3, 2018)
• 107.Webscale Playbook: Amazon (September 27, 2018)

Planned Reports (tentative)

• 1.Telecom Playbooks: China Mobile
• 2.Webscale Playbook: Microsoft Update
• 3.Webscale Playbook: Amazon Update
• 4.Webscale Playbook: Facebook Update
• 5.Webscale Playbook: Alphabet Update
• 6.Webscale Playbooks: Yandex
• 7.Webscale Playbooks: ByteDance
• 8.Telecom’s biggest vendors: 3Q20 edition
• 9.Telecom’s biggest vendors: 2Q20 edition
• 10.Telecom’s biggest vendors: 1Q20 edition
• 11.Telecommunications Network Operators: 3Q20 Market Review
• 12.Webscale Network Operators: 3Q20 Market Review
• 13.Carrier-Neutral Market Reviews: 2Q20
• 14.Telecom Playbooks: Telefonica
• 15.Telecom Playbooks: Verizon
• 16.Telecom’s biggest vendors: 4Q19 edition

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