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MTN Consulting, LLC

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Telecommunications Network Operators - 3Q22 Market Review: Telco Capital Intensity Hits New All-time High Despite 5% YoY Drop in Capex, Revenues Fall by 6.6% in 3Q22, Capex Snap Six-quarter Growth Streak
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US $ 3,000 -> £Ü 3,937,000
Network Operator Forecast Through 2027: Capex Growth to Average 3% Per Year through 2027, Reaching $646B, Webscale Surpasses 41% of Total in 2027
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US $ 3,000 -> £Ü 3,937,000
Carrier-neutral Growth Slows in 2022 Amid Consolidation: Market Approaches $100B in Annual Revenues, Still Central to Operator Industry Health, But Not Immune to Economic Pressures, Private Equity Players Ramp Up
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1172495
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2022³â 12¿ù
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8 Pages
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US $ 1,200 -> £Ü 1,575,000
Telecom's Biggest Vendors - 3Q22 Edition: Telco NI Vendor Market Hits $239B Over Four Quarters, but 3Q22 Growth Slows amidst Supply Chain and Economic Worries
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1170829
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US $ 2,000 -> £Ü 2,625,000
Telco Climate Goals Require Vendor Support: Supply Chain Accounts for Over Half of Typical Telco's Carbon Footprint, Tackling This is Only Way to Support a More Aggressive Path Towards a Net Zero Future
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1168240
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2022³â 12¿ù
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12 Pages
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US $ 1,200 -> £Ü 1,575,000
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US $ 2,000 -> £Ü 2,625,000
Network Operator Power Use Grew 10% in 2021: Webscalers Grew Fastest (+25%) but Telcos Still 66% of Network Operator Total, Lowering Costs and Carbon Footprint for Industry Depend on the Mobile RAN
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1145451
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10 Pages
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US $ 1,200 -> £Ü 1,575,000
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1132080
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9 Pages
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US $ 800 -> £Ü 1,050,000
Data Center Spending Surges in Carrier-neutral Market in 1H22: Most Public CNNOs, However, are Conservative in Spending Outlook as Riskier Expansions are Pushed by Private Capital and a Hybrid Player, DigitalBridge
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1128127
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2022³â 09¿ù
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9 Pages
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US $ 800 -> £Ü 1,050,000
Telcos Lean on New Tech and Partnerships to Drive Sweeping Cost Efficiencies: Automation and Partnerships Hold Key to Success of Future Streamlining Efforts
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1119258
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2022³â 08¿ù
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21 Pages
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US $ 800 -> £Ü 1,050,000
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1089237
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US $ 3,000 -> £Ü 3,937,000
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1089238
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US $ 3,000 -> £Ü 3,937,000
Data Center Investment Tracker - 1Q22: The Data Center Boom Continues in 2022 with Capex Growth and Surging Interest from Money Managers
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1078265
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US $ 2,000 -> £Ü 2,625,000
Oracle Cloud Rollout Ramps Up with Singapore Opening: Oracle's Cloud Rollout Heavily Reliant on Carrier-neutral Partners but Capex Still Jumps 144% YoY in 3Q21 to $1.1B, Company Serious About Taking on "Big 3"
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1036872
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8 Pages
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US $ 800 -> £Ü 1,050,000
Facebook Leading Webscale Network R&D - All Webscalers Spend Heavily on Network Infra, but FB is a Step Ahead: R&D Spend >20% of Revenues, Network Innovations Shared More Widely than Peers
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1035317
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15 Pages
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US $ 800 -> £Ü 1,050,000
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1023002
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2021³â 08¿ù
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23 Pages
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US $ 1,200 -> £Ü 1,575,000
Tomorrow's Carrier-neutral Operators to Integrate Tower, Fiber and Data Center Assets: A New Breed of Integrated Owners of Infrastructure Network Assets Will Emerge Over the Next 2-3 Years, Converging Towers, Data Centers, and Fiber Networks
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1018633
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2021³â 07¿ù
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15 Pages
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US $ 800 -> £Ü 1,050,000
Telco Capex: 1Q21 Results & Outlook - Revenues Surge 7.3% YoY in 1Q21 but Industry Capital Intensity Trends Slightly Downwards, Investment Trends Favor Cloud, Virtualization, and Automation
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1015902
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2021³â 06¿ù
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9 Pages
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US $ 800 -> £Ü 1,050,000
Biden Aims to Revamp US Chip & Telecom Prowess Amid China Conflict: Activist Approach Aims at Communications Network Supply Chains and Semiconductor Development, Bipartisanship Appears Feasible
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996945
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2021³â 03¿ù
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10 Pages
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US $ 800 -> £Ü 1,050,000
LEO Satellite Boom: Will the 'Second Coming' Endure? New Low-Earth Orbit (LEO) Satellite Networks to Play Key Support Role in 5G, IoT, and Cloud Markets
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995101
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2021³â 03¿ù
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15 Pages
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US $ 2,000 -> £Ü 2,625,000
Automation's Rise and the Telecom Engineer: Telco Labor Costs are 23% of Opex, Half Spent on the Network and IT Staff, Automation Tools Rising in Importance with Cost Pressures and COVID-19
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953764
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2020³â 08¿ù
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16 Pages
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US $ 2,000 -> £Ü 2,625,000

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