Category: Technology & Media
Technology & Media market research reports by MTN Consulting, LLC
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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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Telecom’s biggest vendors – 4Q23 edition Telco NI market plunges in 2H23, and near-term outlook is gloomy; Huawei turns corner as opposition weakens
Telecom’s biggest vendors – 4Q23 edition Telco NI market plunges in 2H23, and near-term outlook is gloomy; Huawei turns corner as opposition weakens The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in the ... 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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Telecommunications Network Operators: 4Q23 Market Review European telcos and China Mobile steer revenue uptick, as capex downtrend persists; industry headcount drops to 4.5 million
Telecommunications Network Operators: 4Q23 Market Review European telcos and China Mobile steer revenue uptick, as capex downtrend persists; industry headcount drops to 4.5 million This report reviews the growth and development of the telecommunications network operator (TNO, or telco) market. The r ... 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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LEO Satellite News Tracker: 1Q24 Starlink's early lead pushes M&A dealmaking; Amazon's Kuiper preps for commercial liftoff; Chinese state-owned entities up the ante
LEO Satellite News Tracker: 1Q24 Starlink's early lead pushes M&A dealmaking; Amazon's Kuiper preps for commercial liftoff; Chinese state-owned entities up the ante The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes ... 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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Telecom industry needs to up its green game Green action far less common than green talk: telcos and their vendors need to do more to push down carbon footprints, focusing on renewables; China lags
Telecom industry needs to up its green game Green action far less common than green talk: telcos and their vendors need to do more to push down carbon footprints, focusing on renewables; China lags This note addresses carbon footprint trends in the telecom industry. We present data on emissions by t ... 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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Webscale Network Operators: 3Q23 Market Review
Webscale Network Operators: 3Q23 Market Review This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in revenues (+3.7% YoY), $289 billion (B) in R&D spending (+13.1 ... Read More
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Capex forecast check, 3Q23: Telco spending slips
Capex Forecast Check, 3q23: Telco Spending Slips This comment provides an early review of 3Q23 market growth and spending metrics for the telecommunications operator (telco) market. MTN Consulting’s latest forecast called for $320B of telco capex in 2023, down only slightly from the $328B recorded i ... 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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China’s Digital Silk Road, Huawei, And The Entity List
China’s Digital Silk Road, Huawei, And The Entity List This brief addresses the enduring power of Huawei in the market for telecommunications network infrastructure (Telco NI). Per MTN Consulting’s latest Telco NI vendor share report, Huawei retains over 17% of this market globally, far ahead of the ... Read More
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Telecom Network Operators: 2Q23 Market Review
Telecom Network Operators: 2Q23 Market Review This report reviews the growth and development of the telecommunications network operator (TNO, or telco) market. The report tracks a wide range of financial stats for 139 telcos across the globe, from 1Q11 through 2Q23. In the annualized 2Q23 period, te ... Read More
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Carrier-neutrals Hope To Ride The Genai Wave: 1H23 Update
Carrier-neutrals Hope To Ride The Genai Wave: 1H23 Update This brief is focused on the carrier-neutral network operator (CNNO) sector. CNNOs sell independent, carrier-neutral access to network infrastructure, including bandwidth (fiber), data center and tower/small cell assets. The biggest CNNOs by ... Read More
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Webscale Network Operators: 2Q23 Market Review
Webscale Network Operators: 2Q23 Market Review This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (3Q22-2Q23), webscalers represented $2.28 trillion (T) in revenues (+3.3% YoY), $285 billion (B) in R&D spending (+18.2 ... Read More
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Network Operator Forecast Through 2027: Mid-Year Update
Network Operator Forecast Through 2027: Mid-Year Update This forecast spreadsheet details MTN Consulting’s forecast for revenues, capex, headcount, and other metrics across three segments of network operators: telecom operators (telcos), webscale network operators (webscalers), and carrier-neutral o ... Read More
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Telco Network Energy Efficiency Rising 12% per year
Telco Network Energy Efficiency Rising 12% per year For a group of 16 telcos, MTN Consulting has analyzed data on network traffic, energy consumption, carbon emissions, and revenues. This brief examines the relationship between energy consumption and network traffic in the telco market. The group of ... Read More
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Telecom’s Biggest Vendors: 1Q23
Telecom’s Biggest Vendors: 1Q23 The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we assess technology vendors’ revenues in the telecom vertical, across a wide range of compan ... Read More
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Telco Opex Analyzer, 2016-22
Telco Opex Analyzer, 2016-22 This report examines opex trends in the telecommunications network operator (TNO, or telco) market. This new edition has expanded the sample telco group coverage from 30 to 33 companies, and added a year of data coverage (2022). This new edition is now based on sample of ... Read More
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Webscale Network Operators: 4Q22 Market Review
Webscale Network Operators: 4Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. In the most recent 12 months (2Q22-1Q23), webscalers represented $2.25 trillion (T) in revenues (+3% YoY), $280 billion (B) in R&D spending (+22% YoY), and ... Read More
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Vendors need green credentials to win telco business
Vendors Need Green Credentials To Win Telco Business This brief report addresses telco procurement in the context of the rising importance of environmental sustainability. It discusses how telcos are tracking the greenness of their external spend and placing more importance on vendors’ environmental ... 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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Telcos Pay 5g Price: Higher Debt, Lower Margins In 2022
Telcos Pay 5g Price: Higher Debt, Lower Margins In 2022 This brief report presents data aimed at shedding light on the following question: can telcos afford to pay for their future investment needs? The report considers debt, cash, and margin metrics, for the industry overall and for specific key pl ... Read More
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