Category: Internet Applications
Internet Applications 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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Will the data center gold rush come to an end? Generative AI has taken the world by storm, despite the lack of proven revenue opportunities and huge legal challenges; where does the hype head next, and what happens to data center demand?"
Will the data center gold rush come to an end? Generative AI has taken the world by storm, despite the lack of proven revenue opportunities and huge legal challenges; where does the hype head next, and what happens to data center demand? "This short brief is focused on data center demand and the rol ... Read More
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Review of 2Q24 capex and outlook for all segments GenAI bubble: Capex for webscale and carrier-neutral sectors climbs by 51% and 19% YoY in 2Q24, respectively; telco capex is still on the decline as companies stabilize profitability
Review of 2Q24 capex and outlook for all segments GenAI bubble: Capex for webscale and carrier-neutral sectors climbs by 51% and 19% YoY in 2Q24, respectively; telco capex is still on the decline as companies stabilize profitability This brief report reviews actual capex through June 2024 and the fu ... Read More
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Webscale Network Operators: 2Q24 Market Review Capex surge of 51% YoY in 2Q24 the biggest bump since 2Q18; jitters about the Generative AI bubble weigh on outlook, though
Webscale Network Operators: 2Q24 Market Review Capex surge of 51% YoY in 2Q24 the biggest bump since 2Q18; jitters about the Generative AI bubble weigh on outlook, though This report reviews the growth and development of the webscale network operator (WNO, or webscale) market since 2011. It covers 2 ... 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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Webscale Network Operators: 1Q24 Market Review Capex surges by 25% YoY in 1Q24 as the Generative AI bubble expands and FOMO prevails
Webscale Network Operators: 1Q24 Market Review Capex surges by 25% YoY in 1Q24 as the Generative AI bubble expands and FOMO prevails This report reviews the growth and development of the webscale network operator (WNO) (aka hyperscale) market since 2011. In the most recent 12 months (2Q23-1Q24), web ... 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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Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating GenAI fervor pushing data center capex higher for webscale and CNNO, while telcos look for cost reductions; progress could help ease fears of excessive hype
Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating GenAI fervor pushing data center capex higher for webscale and CNNO, while telcos look for cost reductions; progress could help ease fears of excessive hype This note summarizes 2023 capex results for ea ... Read More
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Webscale Network Operators: 4Q23 Market Review Network/IT capex up 4% in 2023 even as total capex dips; good outlook for 2024-25 driven by GenAI land grab; big jump in sector profitability amidst layoffs
Webscale Network Operators: 4Q23 Market Review Network/IT capex up 4% in 2023 even as total capex dips; good outlook for 2024-25 driven by GenAI land grab; big jump in sector profitability amidst layoffs This report reviews the growth and development of the webscale network operator (WNO) market sin ... 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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Gen AI hype grips telecom industry as telcos unravel its potential
Gen Ai Hype Grips Telecom Industry As Telcos Unravel Its Potential This brief report explores the transformative potential of generative artificial intelligence (Gen AI) in two specific telco domains. The report also discusses the in-house Gen AI development efforts of telcos, workforce trends arisi ... 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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