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 figure. Telco capex has been strong the last few quarters, and vendors are benefiting. For the 2Q21-1Q22 period, telco capex was $327B, up 9.1%.

This interactive Excel report provides a detailed assessment of market share in the telco vertical for 132 vendors, spanning the 1Q13-1Q22 timeframe.


ABSTRACT – Results commentary
INTRODUCTION
Telco NI Market – Latest Results
TOP 25 VENDORS – Printable Tearsheets
CHARTS – Single vendor snapshot
CHARTS – 5 vendor comparisons
R&D spending by vendors
DATA – revenue estimates by company
ABOUT – MTN Consulting and report methodology

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