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Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating

This note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related news from early 2024, and presents an informal update to our December 2023 spending forecast. That forecast projects capex in 2024, by segment, to amount to...

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Best regards,
Matt Walker
Chief Analyst
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