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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