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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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Despite stalled revenue growth and macro pressures, telcos continue to go on a spending spree. For the annualized 2Q22 period, telco capex was $329.5B, while the ratio of capex to revenues (i.e. capital intensity) was 17.8%. Both figures represent new record highs, at least for the 46 quarter period (11.5 years) that MTN Consulting covers (1Q11-2Q22).
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Similarly, the Telco NI market has also been rising. On a single quarter basis, Telco NI revenues have increased YoY for each of the last 7 quarters. In 2Q22, vendors’ Telco NI revenues grew by 4.1% YoY, to $60.1B; annualized revenues for 2Q22 grew 6.7% from the 2Q21 period, to hit $237.6B. This growth comes despite continued supply chain constraints impacting several significant product areas, inflation pressures, and a challenged macroeconomic climate.
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Comparing 2Q22 annualized market share with 2Q21, the biggest improvements in the market were seen at...
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Best regards,
Matt Walker
Chief Analyst
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