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
Growth returns to telco NI market; momentum shifts to cloud, away from Huawei Preliminary results show 2% YoY sales growth in 2Q21 Enough vendors have now reported their 2Q21 results to allow for some preliminary conclusions about the market....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
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
In 2000, Google famously incorporated a simple catchphrase into its corporate code of conduct: “Don’t be evil.” The idea, said Google, was that “everything we do in connection with our work at Google will be, and should be, measured agains...read more
5G vendors report earnings The top five vendors selling 5G network infrastructure have now reported 3Q19 earnings. Nokia, Ericsson, and Samsung each reported public earnings data allowing a breakout of revenues to telcos. ZTE provided its usual in...read more
Tencent posted its 2Q19 earnings on August 14, 2019. MTN Consulting's one-slide review is now available for download: MTN Consulting - Earnings snapshot 2Q19 - Tencent - Cover Image: Tencent President Martin Lau (source: Tencent)...read more
The 4Q18 results of the two US wireless biggies AT&T and Verizon suggests that headcount reduction remains a common focus. Both operators need to reduce their debt burden ahead of the 5G push. Some highlights from their financial results: ...read more
Fidelity’s “Communications Equipment” index is up nearly 11% so far this year, tracking just a few points behind the S&P 500’s YTD gain of about 15%. Looking ahead, though, the communications equipment sector remains challenged, something...read more