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Telco Opex Analyzer, 2016-20

MTN Consulting’s Telco Opex Analyzer analyzes the opex trends of a subset of key telcos in the telecommunications sector. The report’s dashboard allows a user to dig into overall spending levels, network’s contribution to opex, network-related capex, and profitability for a group of 21 individual operators. The report is designed to help vendors understand and plan for the needs of their customers and help network operators deploy their technology budgets wisely. The report's format is Excel.
ABSTRACT
Telcos have faced flat revenues for many years. After adjusting for exchange rate fluctuations and COVID-19, top-line growth has been in the 1-3% per year range, for many years. That compares to double digit growth rates in the webscale sector. As a consequence, telcos have been focused on their cost base in search of profitability growth. Costs include both capital expenditures (capex) and operating expenses (opex). Many MTN Consulting reports analyze capex. That's in line with the traditional focus of most vendors, who historically sell more into capex budgets than opex. Opex is rising in importance to vendors, though, and as a cost category it is several times the size of capex. Further, for telcos seeking success, understanding and effectively managing opex is crucial. Telco earnings reports make this obvious, as they highlight things like opex transformation programs, careful opex management, cost optimization initiatives, network efficiencies, and process automation.
Peeling the opex onion
The problem is that opex is a bit of a mystery - it's hard to understand across companies, countries, and over time. Reporting categories, definitions, and accounting standards vary widely. This report solves the problem. We have created a taxonomy of opex categories, examined a broad cross-section of telcos, and calculated a detailed opex profile for both the individual companies and the overall telecommunications industry. Key findings include:...
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Matt Walker
Chief Analyst