With each passing day, the 2G and 3G layers of telcos' mobile networks are looming as heavy loads on operating expenses (opex). That's due to multiple issues but especially energy consumption and related costs. With the existence of a 4G layer in the...read more
Vendors continue to wrestle with supply chain constraints in the telecom sector. That's clear from several recent vendor earnings reports, including those issued by Dell, HPE, and Ciena in recent weeks. Telco spending, though, has surged in recent qu...read more
It was the Greek philosopher Heraclitus who coined the phrase, “Change is the only constant in life.” Well over a thousand years later, Benjamin Franklin continued the thought, saying, “When you are finished changing, you are finished.” ...read more
2021 results for the 100+ vendors selling into the telco market are just about finalized. Contrasting 2021 "telco network infrastructure" (Telco NI) share with 2020, Cisco clearly came out on top, gaining 0.7% share in a market worth $231.4 billion (...read more
Organic revenue growth continues to be a stretch for telcos in 1Q21 Two weeks ago, we provided a preliminary view on revenue trends based on the first 13 significant telcos to report 1Q21 earnings. In it, we noted that revenue growth rates appeare...read more
Device revenues are driving a growth uptick for telcos in 1Q21 As of April 28, 13 of the 138 telecom operators (telcos) we cover in our quarterly tracker have reported 1Q21 earnings. Revenues for the early reporters have been surprisingly strong: ...read more
Webscalers ramp up push into telecom in 1Q21 MTN Consulting's formal review of 4Q20 performance for the webscale sector will be published within a week. Based on preliminary stats, it is clear that the webscale market of operators continued blockb...read more
Telcos choose M&A to cope with weak revenues and new capex needs: surprise? Rogers to buy Shaw, leaving Canada with 3 big telco groups Earlier this week, Canadians woke up to a shock: Rogers Communications agreed to buy Shaw Communications,...read more
Amazon drives webscale capex jump in 4Q20, Alphabet lags; Oracle's 63% YoY increase is sign of OCI ramp Webscale capex on track to close 2020 around $122 billion Most webscale network operators (WNOs) have now reported 4Q20 earnings. For a la...read more
Webscale sector’s capex push to bring many more data centers online in 2021-23 Capex surge from webscale operators will continue Technology spending by the webscale sector is on a tear. While COVID-19 depressed the telco sector in 2020, stron...read more