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.
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