Microsoft & Google pressure Amazon’s prime spot in the cloud; Apple may be prepping for entry
After a decade of dominance in the public cloud market, Amazon’s top spot came under immense strain in 2017. Years of investment in networks & cloud services began to pay off for Microsoft’s Azure and the Google Cloud Platform (GCP). Apple is...read more
Telco-OTT Battle Is Looming In India As Net Neutrality Policy Is Reviewed
Globally, operators are experiencing a rough patch, with sliding core revenues combined with an ongoing need to invest and maintain their networks. The wide usage of apps and services provided by OTTs, purchased easily from a smartphone or other devi...read more
Understanding The Carrier-Neutral Market (And Why Revenues Will Pass $40B This Year)
MTN Consulting has just published a “Market Review” of the carrier-neutral network operator (CNNO) sector. The report assesses the key role that these tower, data center, and bandwidth specialists are playing in the downsizing of the telecom sect...read more
Telco capex in 3Q17 up 4% YoY (preliminary); what’s in store for 2018?
Not all telcos have reported, but a large sample (of 60 companies) has spent US$50.2B on capex in 3Q17. That’s up 4% year-over-year (YoY), after adjustments for acquisitions. A 4% growth rate for telco capex is relatively high by recent standard...read more
Indian Operators Divesting Tower Assets To Raise Cash
Faced with tough competition and high debt, Indian telecom operators are spinning off their tower assets to investors or independent tower companies to improve their financial situation. The 2016 sale of Tata Teleservices’ tower business (Vio...read more
Weak network spending climate becoming more apparent
Fidelity’s “Communications Equipment” index is up nearly 11% so far this year, tracking just a few points behind the S&P 500’s YTD gain of about 15%. Looking ahead, though, the communications equipment sector remains challenged, something...read more
First Few 3Q17 Telecom Vendor Reports: YTD Revenues Down 3.4%
If you’re looking for a capex bump in the telecom sector, results for 3Q17 so far won’t reassure you. The vendors that have reported are not seeing much growth. For six vendors (or divisions) with high exposure to telecom, annualized revenues ...read more
Cisco Buys BroadSoft For $1.9B In A Cloud & Collaboration-Driven Deal
Cisco Systems is one of the largest suppliers to network operators worldwide, including telcos. Its growth strategy from the start has been reliant heavily on acquisitions, and 2017 has been no exception. Today the vendor announced it would buy G...read more