Publisher: MTN Consulting, LLC Published: Last 2 Years-
Greener Networks: Telcos Power Up Traffic Efficiency
In late 2023, MTN Consulting published an initial review of the relationship between traffic growth and energy consumption in telco networks. That review included data for 16 telcos, and focused on 2020-22 data. This updated analysis extends coverage to 30 telcos, and adds two years (2019 and 2023) ... Read More
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Webscale Market Review, 4Q24: Annual Capex Breaks The $300B Mark
This report reviews the growth and development of the webscale network operator (webscale, aka hyperscale) market since 2011. The webscale market consists of big tech providers building large networks of data centers as part of their operations. Our webscale tracker covers 22 companies. Coreweave is ... Read More
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Vendor sustainability: Ciena leads the green charge among NEPs; chip, fiber, and Chinese vendors lag
This brief report addresses energy consumption, use of renewables, and carbon emissions among key vendors to the telecommunications operator (telco) sector. MTN Consulting views climate change as an urgent crisis that is being ignored by too many of the world’s wealthiest countries & companies. This ... Read More
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Telecom’s Biggest Vendors – 3Q24 Edition
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 company types and technology segments. ... Read More
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Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains
"This report provides a deep dive into telco opex trends by category from 2016 to 2023, analyzing data from 32 companies across key regions. Managing opex wisely is essential for telcos to thrive and grow profitability: in 2023, global telco revenues fell 0.5% YoY to $1,778.1B. That marks a decade-l ... Read More
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Telco Opex Analyzer, 2016-23 Telcos grapple with stubbornly high network opex; look to AI and automation for future gains
"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 140 telcos across the globe, from 1Q11 through 3Q24. For the annualized 3Q24 period, telcos represented $1.77 trillion (T) in reven ... Read More
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Network Operator Capex Forecast: 4Q24 Edition Telco flatlines but GenAI-driven data center hype drives comms capex above $600B in 2024; webscale will lead market by 2028
This forecast presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). The forecast is based on our quarterly coverage of over 175 operators, and reflects market realities through the e ... Read More
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Operators take baby steps towards sustainability as climate change worsens rapidly
This short report is focused on the energy consumption and environmental policies of the world’s network operators. It presents data on energy demand, use of renewables, emissions, and energy efficiency efforts. This is an update of a report published in 2023 with new data and new analysis. The worl ... Read More
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Webscale Network Operators: 3Q24 Market Review Capex jumps 58% YoY in 3Q24, pushing 12 mo. total over $250 billion; outlook remains strong, but reality check is needed for GenAI
"This report reviews the growth and development of the webscale network operator (WNO, or webscale) market since 2011. It covers 21 companies. In the most recent 12 months (4Q23-3Q24), webscalers represented $2.53 trillion (T) in revenues (+9.1% YoY), $307 billion (B) in R&D spending (+6.5% YoY), an ... Read More
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Vendor profile: QNu Labs Indian quantum cryptography pioneer, founded in 2016 at IIT Madras, has a small production hub in Bengaluru and a growing global footprint; it targets US$24M revenue by FY26
This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an Indian quantum technology leader headquartered in Bengaluru, specializes in quantum-secure data protection. Leveraging its hybrid approach combining Quantum Key Distribution (Q ... Read More
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Driving India’s telecom revolution: Key imperatives from IMC 2024
Driving India’s telecom revolution: Key imperatives from IMC 2024 IMC 2024 highlights homegrown infrastructure push, quantum advances, AI innovations, semiconductor ecosystem development, and the roadmap to 6G This brief highlights key strategic imperatives from India Mobile Congress (IMC) 2024. The ... 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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Telecommunications Network Operators: 2Q24 Market Review Capex falls for fifth straight quarter, pushing annualized total down to ~$300B, but modest turnaround looms; revenues dip 1.4% YoY
Telecommunications Network Operators: 2Q24 Market Review Capex falls for fifth straight quarter, pushing annualized total down to ~$300B, but modest turnaround looms; revenues dip 1.4% YoY This report reviews the growth and development of the telecommunications network operator (TNO, or telco) marke ... Read More
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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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India’s CDOT continues to punch above its weight Small agency is driving the “Make in India” policy in telecom infrastructure, and is a key tech developer, despite spending less than 20% of US FCC
India’s CDOT continues to punch above its weight Small agency is driving the “Make in India” policy in telecom infrastructure, and is a key tech developer, despite spending less than 20% of US FCC This brief is a short profile of India’s Centre for Development of Telematics (CDOT). CDOT is a widely ... 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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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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