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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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This forecast report presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). The forecast is based on our quarterly coverage of over 175 operators. Our forecast includes revenues, capex and employee totals for all segments, and additional metrics for each individual segment. In 2024, we expect the three operator groups to account for $4.38 trillion (T) in revenues (2022: $4.11T), $552 billion (B) in capex (2022: $563B), and 8.71 million (M) employees (2022: 8.88M). This report provides 2011-22 actuals and projections through 2028, and includes projections from past forecasts for reference.
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Top line quantitative results
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Revenues from the aggregate of our three segments – telco, webscale, and carrier-neutral – were $4,109 billion (B) in 2022, and will grow to $5,344B by 2028. Three segment capex ended 2022 at $563B, will fall to ~$550B for both 2023 and 2024, then grow to $662B in 2028. Webscale capex has flattened recently but over the longer timeframe this sector accounts for most network operator growth. In 2011, webscale was less than 10% of capex, but exceeded 36% in 2022 and will be over 43% by 2028. CNNOs will represent 7% of 2028 capex, a bit more than today, while telcos will capture just under 50% of expected 2028 network operator capex. In capital intensity terms, the all-operator average was 13.7% in 2022 but that will be just 12.4% in 2028. That’s largely because of telcos: their annualized capital intensity peaked...
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Best regards,
Matt Walker
Chief Analyst
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