MTN Consulting, LLC

Telecom's Biggest Vendors - 3Q21 Edition: Vendor Revenues in Telco Vertical Surge to 10-Year High, Ericsson, ZTE, Dell/VMWare, Samsung and Azure See Best YoY Share Growth

Telco Opex Analyzer, 2016-20: Network-related Opex Accounted for 51% of Telcos' Total Opex in 2020, Driven by Network Operations and Depreciation

Highlights from Nokia's 2021 Analyst Forum: Vendor Positioning itself for Long-term Telco Network Changes while Attacking Short-term Opportunities in Cloud, Software and Private Wireless

Oracle Cloud Rollout Ramps up with Singapore Opening

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

Telecommunications Network Operators - 2Q21 Market Review: Weak Base Effect Propels Topline and Capex Growth in 2Q21, Europe's 5G Rollouts Drive Capex Recovery

Webscale Network Operators: 2Q21 Market Review - Webscale Revenues Grow Over 30% YoY in 2Q21, for Second Straight Quarter, Annualized Capex Reaches $153B, Half of Telco Market

Network Operator Capex to Hit $591B in 2025: Capex Outlook Up Slightly Due to Increased Data Center Spending (Webscale & Carrier-neutral), and Increase in Telco Capex Baseline

Competitive Intelligence Briefing - Data Center Chips: Intel's Comeback Hinges on Execution, as Rivals Make Further Inroads with New Process Technologies

Carrier-Neutral Network Operators - 4Q20 Market Review: Revenues Grow 6% in 2020 to $75.5B, CNNO Assets Include 788 Data Centers, 2.7M Cell Towers, and 800K Route Miles of Fiber

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

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

Webscale Capex - 1Q21 Results & Outlook: Annualized Capex Surges 29% YoY to Reach $141.5 Billion in 1Q21, Network/IT Capex in Line with Forecast but eCommerce-related Capex Outperforming

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

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

Network Spending Profile - Comcast: Cable TV Giant Spent $9.6B on Capex, $7.9B on Network Operations Opex, and $800M on R&D in 2020

Building the Cloud - Webscale Network Supply Chain Analyzer, 2Q20 Edition: Database Tracks 648 Deals since 2010, including 90 in First 8 Months of 2020

Webscale Playbook - Tencent: Mega 'new infrastructure' Plan to Drive Network Spending amid U.S. Sanctions

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

Commentary - Telco Capex in 1Q20: Although Telco Capex Recorded a Surprisingly Stable ~1% Decline in 1Q20, COVID-19 and Huawei Disruptions are Slowing the March to 5G

Telco Software Capex on the Rise: Telcos' Capital Expenditure on Software was $50 billion in 2019, and Trending Upwards, COVID-19 Layoffs will Create Vendor Opportunities

The Spectrum Cost Challenge to 5G: Telco Capex, 2011-2019: Spectrum Adds Over 11% to Telco Capex Needs, Could Hinder 5G's Development Unless Regulators React