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By Matt Walker
Published Reports
- 1.Webscale Market Tracker, 1Q25: AI FOMO pushes 12 month capex to $340B, passing telco market (June 11, 2025)
- 2.Global Telco Market Tracker, 4Q24: Annual capex stays muted below $300B (June 5, 2025)
- 3.US telco capex fading as AI giants take center stage (June 4, 2025)
- 4.India capex starts to ease in 1Q25 after 3 big years (June 2, 2025)
- 5.Carrier-neutral operator market review, 4Q24: GenAI hype speeds up private equity’s push into sector (May 12, 2025)
- 6.India’s Quantum Communication Journey: Insights from the International Quantum Communication Conclave 2025 (May 7, 2025)
- 7.Telecom’s biggest vendors, 4Q24: Vendor market upturn breaks nine-quarter decline (April 7, 2025)
- 8.Greener networks: Telcos power up traffic efficiency (March 25, 2025)
- 9.Webscale Market Review, 4Q24: Annual capex breaks the $300B mark (March 20, 2025)
- 10.Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag (February 6, 2025)
- 11.Telecom’s biggest vendors – 3Q24 edition (February 5, 2025)
- 12.Telco Opex Analyzer, 2016-23 (January 16, 2025)
- 13.Telecommunications Network Operators: 3Q24 Market Review (January 16, 2025)
- 14.Operators take baby steps towards sustainability as climate change worsens rapidly (December 20, 2024)
- 15.Webscale Network Operators: 3Q24 Market Review (December 13, 2024)
- 16.Vendor profile: QNu Labs (November 25, 2024)
- 17.Network Operator Capex Forecast: 4Q24 Edition (November 15, 2024)
- 18.Vendor profile: Scytale Alpha (November 6, 2024)
- 19.Driving India’s telecom revolution: Key imperatives from IMC 2024 (October 31, 2024)
- 20.Telecommunications Network Operators: 2Q24 Market Review (October 16, 2024)
- 21.Telecom’s biggest vendors – 2Q24 edition (September 27, 2024)
- 22.Will the data center gold rush come to an end? (September 26, 2024)
- 23.Review of 2Q24 capex and outlook for all segments (September 12, 2024)
- 24.Webscale Network Operators: 2Q24 Market Review (August 23, 2024)
- 25.Telecom’s biggest vendors – 1Q24 edition (August 14, 2024)
- 26.Telecommunications Network Operators: 1Q24 Market Review (August 1, 2024)
- 27.India’s CDOT continues to punch above its weight (July 16, 2024)
- 28.Telco vendors navigate major market shifts as 5G winter sets in (July 10, 2024)
- 29.Webscale Network Operators: 1Q24 Market Review (June 13, 2024)
- 30.Carrier-Neutral Network Operators: 4Q23 Market Review (May 17, 2024)
- 31.Telecom’s biggest vendors – 4Q23 edition (May 9, 2024)
- 32.Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating (May 3, 2024)
- 33.Telecommunications Network Operators: 4Q23 Market Review (April 12, 2024)
- 34.Webscale Network Operators: 4Q23 Market Review (April 8, 2024)
- 35.LEO Satellite News Tracker: 1Q24 (March 7, 2024)
- 36.Telecom’s biggest vendors – 3Q23 edition (January 9, 2024)
- 37.Telecommunications Network Operators: 3Q23 Market Review (December 23, 2023)
- 38.Network Operator Forecast Through 2028 (December 21, 2023)
- 39.Telecom industry needs to up its green game (December 8, 2023)
- 40.Gen AI hype grips telecom industry as telcos unravel its potential (November 24, 2023)
- 41.Webscale Network Operators: 3Q23 Market Review (November 23, 2023)
- 42.Capex forecast check, 3Q23: Telco spending slips (November 15, 2023)
- 43.Capex forecast check, 3Q23: webscale & CNNO (November 8, 2023)
- 44.China’s digital silk road, Huawei, and the entity list (October 16, 2023)
- 45.Telecommunications Network Operators: 2Q23 Market Review (September 27, 2023)
- 46.Telecom’s biggest vendors – 2Q23 edition (September 13, 2023)
- 47.Carrier-neutrals hope to ride the GenAI wave (September 12, 2023)
- 48.Webscale Network Operators: 2Q23 Market Review (September 4, 2023)
- 49.Operators fail to break energy addiction in 2022 (August 22, 2023)
- 50.Network Operator Forecast Through 2027: Mid-Year Update (July 27, 2023)
- 51.Telecommunications Network Operators: 1Q23 Market Review (July 21, 2023)
- 52.Telco network energy efficiency rising 12% per year (July 12, 2023)
- 53.Telecom’s biggest vendors – 1Q23 edition (June 30, 2023)
- 54.Telco Opex Analyzer, 2016-22 (June 13, 2023)
- 55.Webscale Network Operators: 1Q23 Market Review (June 2, 2023)
- 56.Satellite players bet on direct-to-device (D2D), IoT, and cloud for next big liftoff (May 11, 2023)
- 57.Vendors need green credentials to win telco business (May 11, 2023)
- 58.Telcos pay 5G price: higher debt, lower margins in 2022 (May 3, 2023)
- 59.Telecom industry downsizes further in 2022 (April 26, 2023)
- 60.Energy costs spike 2022 opex for carrier-neutral sector (April 20, 2023)
- 61.Telecom’s biggest vendors – 4Q22 edition (April 17, 2023)
- 62.Telecommunications Network Operators: 4Q22 Market Review (April 3, 2023)
- 63.Carrier-Neutral Network Operators: 4Q22 Market Review (March 31, 2023)
- 64.Webscale Network Operators: 4Q22 Market Review (March 24, 2023)
- 65.Telco NI vendor growth slips to 2% YoY in 2022 (March 16, 2023)
- 66.Huge capex outlays for 5G fail to drive revenues (March 9, 2023)
- 67.Webscale capex exceeds $200 billion in 2022 (March 1, 2023)
- 68.Telecommunications Network Operators: 3Q22 Market Review (December 29, 2022)
- 69.Network Operator Forecast Through 2027 (December 16, 2022)
- 70.Carrier-neutral growth slows in 2022 amid consolidation (December 14, 2022)
- 71.Telecom’s biggest vendors – 3Q22 edition (December 9, 2022)
- 72.Telco climate goals require vendor support (December 6, 2022)
- 73.Webscale Network Operators: 3Q22 Market Review (November 24, 2022)
- 74.Telco NI vendor revenue growth slows to 3% in 3Q22 (November 10, 2022)
- 75.Network operator power use grew 10% in 2021 (October 25, 2022)
- 76.Huawei’s quest for resurgence (October 4, 2022)
- 77.Telecom’s biggest vendors – 2Q22 edition (September 22, 2022)
- 78.Telecommunications Network Operators: 2Q22 Market Review (September 20, 2022)
- 79.Optics demand strong on eve of ECOC (September 15, 2022)
- 80.Data center spending surges in carrier-neutral market in 1H22 (September 15, 2022)
- 81.Webscale Network Operators: 2Q22 Market Review (September 12, 2022)
- 82.Telcos lean on new tech and partnerships to drive sweeping cost efficiencies (August 23, 2022)
- 83.Telecom’s biggest vendors – 1Q22 edition (July 21, 2022)
- 84.Telecommunications Network Operators: 1Q22 Market Review (June 30, 2022)
- 85.Network Operator Forecast Through 2026 (June 2022 update) (June 17, 2022)
- 86.Carrier-Neutral Network Operators: 4Q21 Market Review (June 10, 2022)
- 87.Telco Opex Analyzer, 2016-21 (June 9, 2022)
- 88.Webscale Network Operators: 1Q22 Market Review (May 31, 2022)
- 89.Telcos aim for the cloud by partnering with webscale cloud providers (May 26, 2022)
- 90.Data Center Investment Tracker: 1Q22 (May 23, 2022)
- 91.Telecommunications Network Operators: 4Q21 Market Review (April 8, 2022)
- 92.Telecom’s biggest vendors – 4Q21 edition (April 8, 2022)
- 93.Webscale Network Operators: 4Q21 Market Review (April 1, 2022)
- 94.Telco capex jumps 10% in 2021 to hit $325B (March 16, 2022)
- 95.Data Center Investment Tracker: 4Q21 (February 15, 2022)
- 96.Amazon and Microsoft power 4Q21 webscale capex (February 8, 2022)
- 97.Tencent: Tech Spending Profile (February 4, 2022)
- 98.India’s quest to conquer the 5G summit (January 20, 2022)
- 99.Network Operator Forecast Through 2026 (December 18, 2021)
- 100.Telecommunications Network Operators: 3Q21 Market Review (December 17, 2021)
- 101.Webscale Network Operators: 3Q21 Market Review (December 16, 2021)
- 102.Telecom’s biggest vendors – 3Q21 edition (December 13, 2021)
- 103.Telco Opex Analyzer, 2016-20 (November 26, 2021)
- 104.Highlights from Nokia’s 2021 analyst event (November 24, 2021)
- 105.Oracle Cloud rollout ramps up with Singapore opening (November 10, 2021)
- 106.Telco NI vendor revenues trending upwards (October 29, 2021)
- 107.Facebook leading webscale network R&D (October 29, 2021)
- 108.Telecommunications Network Operators: 2Q21 Market Review (October 4, 2021)
- 109.Webscale Network Operators: 2Q21 Market Review (October 1, 2021)
- 110.Telecom’s biggest vendors – 2Q21 edition (September 30, 2021)
- 111.Network Spending Profile: Swisscom (September 13, 2021)
- 112.Network operator capex to hit $591B in 2025 (August 23, 2021)
- 113.Competitive Intelligence Briefing: Data Center Chips (August 12, 2021)
- 114.Carrier-Neutral Network Operators: 4Q20 Market Review (July 17, 2021)
- 115.Tomorrow’s carrier-neutral operators to integrate tower, fiber and data center assets (July 16, 2021)
- 116.Telecom’s biggest vendors – 1Q21 edition (June 30, 2021)
- 117.Webscale Network Operators: 1Q21 Market Review (June 29, 2021)
- 118.Telecommunications Network Operators: 1Q21 Market Review (June 28, 2021)
- 119.Telco Capex: 1Q21 Results & Outlook (June 19, 2021)
- 120.Webscale Capex: 1Q21 Results & Outlook (June 9, 2021)
- 121.Network Spending Profile: Etisalat (May 25, 2021)
- 122.Telecommunications Network Operators: 4Q20 Market Review (May 20, 2021)
- 123.Telecom’s biggest vendors – 4Q20 edition (April 27, 2021)
- 124.Network Spending Profile: Orange (April 15, 2021)
- 125.Webscale Network Operators: 4Q20 Market Review (April 8, 2021)
- 126.Telco Capex: 4Q20 Results & Outlook (March 30, 2021)
- 127.Biden aims to revamp US chip & telecom prowess amid China conflict (March 19, 2021)
- 128.LEO satellite boom: Will the ‘second coming’ endure? (March 8, 2021)
- 129.Network Spending Profile: Comcast (March 2, 2021)
- 130.Network Spending Profile: Axiata (February 12, 2021)
- 131.Telecommunications Network Operators: 3Q20 Market Review (January 29, 2021)
- 132.Telecom’s biggest vendors – 3Q20 edition (January 15, 2021)
- 133.Network operator capex to hit $520B in 2025 (December 30, 2020)
- 134.Webscale Network Operators: 3Q20 Market Review (December 11, 2020)
- 135.Visualizing World Markets, 2011-19 (October 27, 2020)
- 136.Intel’s Road to Redemption (October 6, 2020)
- 137.Telco Capex: 2Q20 Results and Outlook (October 1, 2020)
- 138.Telecom’s biggest vendors – 2Q20 edition (September 25, 2020)
- 139.Telecommunications Network Operators: 2Q20 Market Review (September 22, 2020)
- 140.Commentary: Webscale Capex in 2Q20 (September 16, 2020)
- 141.Webscale Network Operators: 2Q20 Market Review (September 11, 2020)
- 142.Building the cloud: Webscale network supply chain analyzer (2Q20 edition) (August 28, 2020)
- 143.CNNO Playbook: Crown Castle (August 17, 2020)
- 144.Webscale Playbook: Tencent (August 14, 2020)
- 145.Automation’s rise and the telecom engineer (August 13, 2020)
- 146.Telco Playbook: Jio Platforms Limited (August 4, 2020)
- 147.Commentary: Politics cloud Huawei’s future (July 11, 2020)
- 148.Webscale Network Operators: 1Q20 Market Review (June 30, 2020)
- 149.Telecommunications Network Operators: 1Q20 Market Review (July 1, 2020)
- 150.Commentary: Webscale Capex in 1Q20 (June 25, 2020)
- 151.Commentary: Telco Capex in 1Q20 (June 20, 2020)
- 152.Telecom’s biggest vendors – 1Q20 edition (June 10, 2020)
- 153.Carrier-Neutral Network Operators: 4Q19 Market Review (June 2, 2020)
- 154.Telco software capex on the rise (May 4, 2020)
- 155.The spectrum cost challenge to 5G (April 27, 2020)
- 156.Telecom’s biggest vendors – 4Q19 edition (April 17, 2020)
- 157.Telecommunications Network Operators: 4Q19 Market Review (April 16, 2020)
- 158.Webscale Network Operators: 4Q19 Market Review (April 10, 2020)
- 159.Operators facing power cost crunch (March 27, 2020)
- 160.Building the cloud: Webscale network supply chain analyzer (March 4, 2020)
- 161.Bumpy road ahead for 5G transition (February 25, 2020)
- 162.Webscale Playbook: Apple (February 24, 2020)
- 163.Webscale Supply Chain Developments in 2019 (January 31, 2020)
- 164.Telecommunications Network Operators: 3Q19 Market Review (January 13, 2020)
- 165.Webscale Network Operators: 3Q19 Market Review (January 8, 2020)
- 166.Telecom’s biggest vendors – 3Q19 edition (December 20, 2019)
- 167.Webscale Playbook: Facebook (July 2, 2019)
- 168.TNO Playbook: AT&T (June 18, 2019)
- 169.Webscale Playbook: Microsoft (March 4, 2019)
- 170.Webscale Playbook: Alibaba (October 25, 2018)
- 171.Egypt: Network Infrastructure Overview (October 25, 2018)
- 172.Webscale Playbook: Baidu (December 14, 2018)
- 173.Webscale Playbook: Alphabet (December 3, 2018)
- 174.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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