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Hello,
Thanks for your interest in our latest research. You can view a summary of our latest report below.
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The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing.
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In 4Q22, the telco industry registered its steepest quarterly falloff in revenues, falling by 9.3% on a YoY basis to record $429.6B. Some of the decline is due to an AT&T spinoff, but the market is still on the decline. Annual revenues stood at $1,779.9B in 2022, down 5.9% over 2021. Declining telco top-line also impacted capex, the main driver for the Telco NI market, which declined by 5.1% YoY to post $87.9B in 4Q22. Despite the end of year spending slump, annual capital intensity reached a new all-time high of 18.1% in 2022. A few countries are starting to scale their just deployed 5G, notably India; many more continue to increase mass market coverage of 5G, and deploy fiber to support fixed broadband and to connect all the new radio infra (including small cells) needed for 5G. There is also a growing number of stand-alone 5G core networks, which is helping the cloud providers improve their penetration into the telco sector. Supply chain constraints continue to impact several vendors, but that is not restraining overall spending levels.
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Telco NI vendor revenues were...
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Best regards,
Matt Walker
Chief Analyst
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