Category: Technology & Media
Technology & Media market research reports by MTN Consulting, LLC
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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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Telecom Industry Downsizes Further In 2022
Telecom Industry Downsizes Further In 2022 This brief report addresses workforce trends in the telecom industry, with a focus on the telecom network operator (telco) sector. It presents data on telco sector employees over time, company-level trends, and the outlook for the future. At year-end 2022, ... Read More
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Telecom Network Operators: 4Q22 Market Review
Telecom Network Operators: 4Q22 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 4Q22. In 2022, telcos represented $1.78 ... Read More
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Carrier-Neutral Network Operators: 4Q22 Market Review
Carrier-Neutral Network Operators: 4Q22 Market Review This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2022 period. This report tracks 47 CNNOs across the globe, including 10 focused primarily on band ... Read More
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Huge Capex Outlays For 5g Fail To Drive Revenues
Huge Capex Outlays For 5g Fail To Drive Revenues This brief presents a new data series compiled by MTN Consulting. We already publish quarterly total revenues for the global telco market. This new series provides a breakdown of revenues into several categories: services, equipment (devices, handsets ... Read More
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Telecom Network Operators: 3Q22 Market Review
Telecom Network Operators: 3Q22 Market Review Telco investments declined, for the first time since 4Q20, by 5% on a YoY basis to post $77B in 3Q22. The decline in the latest quarter also knocked down annualized capex a bit, to $325.7B in 3Q22. Due to multiple quarters of strong capex spend, annualiz ... Read More
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Network Operator Forecast Through 2027 (December 2022 update)
Network Operator Forecast Through 2027 (December 2022 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-neu ... Read More
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Telco climate goals require vendor support
Summary Telcos dominate power consumption within network operator business Scope 3 emissions overview Scope 3 examples: Swisscom and MTN Group Supply chain accounts for 50-80% of total emissions for many telcos Telcos’ current climate goals and the relationship to procurement Implications for procur ... 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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Telecom’s biggest vendors: 1Q22
Telecom’s biggest vendors: 1Q22 Vendor sales of network infrastructure to the telco vertical (“Telco NI) totaled $55.5B in 1Q22, up 5.7% YoY. On an annualized basis, Telco NI revenues through 1Q22 were $234.8B, the highest total in our 1Q13-1Q22 database and 6.8% higher than the 1Q21 annualized figu ... Read More
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Telecom Network Operators: 1Q22 Market Review
Telecom Network Operators: 1Q22 Market Review After a blockbuster year which saw telcos attaining the strongest annual growth rate (5.3%) in a decade, the telco topline dove again in 1Q22. For the latest single quarter, telco revenues dropped by 2.1% on a YoY basis to post $463.2 billion (B). This i ... Read More
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