Publisher: MTN Consulting, LLC Published: Last 6 Months-
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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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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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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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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