Category: Cloud Computing
Cloud Computing market research reports by MTN Consulting, LLC
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Telecom’s biggest vendors – 2Q24 edition Vendor market decline moderates to 3.4% in 2Q24 as Huawei's recovery gains momentum; cautious optimism for 2H24 growth
Telecom’s biggest vendors – 2Q24 edition Vendor market decline moderates to 3.4% in 2Q24 as Huawei's recovery gains momentum; cautious optimism for 2H24 growth The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market p ... Read More
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Telco vendors navigate major market shifts as 5G winter sets in Telco spending downturn triggers vendor consolidation and operational overhaul; cloud demand stokes alliances as Open RAN gains traction amid mixed outlook
Telco vendors navigate major market shifts as 5G winter sets in Telco spending downturn triggers vendor consolidation and operational overhaul; cloud demand stokes alliances as Open RAN gains traction amid mixed outlook This brief analyzes demand for network infrastructure solutions (hardware, softw ... Read More
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Carrier-Neutral Network Operators: 4Q23 Market Review Revenues up 5%, capex up 8%, in 2023; M&A slows to trickle as organic growth takes over; PE firms continue to reshape sector and GenAI hype builds
Carrier-Neutral Network Operators: 4Q23 Market Review Revenues up 5%, capex up 8%, in 2023; M&A slows to trickle as organic growth takes over; PE firms continue to reshape sector and GenAI hype builds This report reviews the growth and development of the carrier-neutral network operator (CNNO) marke ... Read More
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Telecom’s biggest vendors – 3Q23 edition Telco NI revenues collapse in 3Q23 amid spending slump; Huawei leads despite US curbs; two cloud providers in top 20
Telecom’s biggest vendors – 3Q23 edition Telco NI revenues collapse in 3Q23 amid spending slump; Huawei leads despite US curbs; two cloud providers in top 20 The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market pow ... Read More
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Capex Forecast Check, 3q23: Webscale & CNNO
Capex Forecast Check, 3q23: Webscale & CNNO This short note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. (Our third segment, telco, will be addressed in a few weeks as more earnings reports a ... Read More
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Satellite Players Bet On Direct-to-device (D2d), Iot, And Cloud For Next Big Liftoff
Satellite Players Bet On Direct-to-device (D2d), Iot, And Cloud For Next Big Liftoff This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The report also di ... Read More
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Webscale Network Operators: 3Q22 Market Review
Webscale Network Operators: 3Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 3Q22, webscalers represent $2.23 trillion (T) in revenues (+8% YoY), $255 billion (B) in R&D spending (+23% YoY), ... Read More
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Network operator power use grew 10% in 2021
Network operator power use grew 10% in 2021 This brief examines power consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). This is based on a bottoms-up review of sustainability reports from 57 operators: 16 webscalers, 21 telcos and 20 CN ... Read More
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Huawei’s quest for resurgence
Huawei’s quest for resurgence To rebuild its supply chain, Huawei is aspiring to end-to-end home-grown innovation to power both its hardware- and cloud-related businesses. While its chip subsidiary, HiSilicon, designs data center server processors and chips for devices and telecom network equipment, ... Read More
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Webscale Network Operators: 1Q22 Market Review
Webscale Network Operators: 1Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 1Q22, webscalers represent $2.19 trillion (T) in revenues, $229 billion (B) in R&D spending, and $185B in capex, and ... Read More
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Telcos aim for the cloud by partnering with webscale cloud providers
Telcos aim for the cloud by partnering with webscale cloud providers Telcos worldwide are deploying 5G connectivity services at a brisk pace. And with that comes the challenges of being able to monetize the new 5G-based services, ensure network operations efficiency, and optimize costs (capex and op ... Read More
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Data Center Investment Tracker: 1Q22
Data Center Investment Tracker: 1Q22 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated digital transformation efforts, and multiple sectors (enterprise, governm ... Read More
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