Big telco merger in Canada comes as industry capex poised for uptick in 2021
Telcos choose M&A to cope with weak revenues and new capex needs: surprise? Rogers to buy Shaw, leaving Canada with 3 big telco groups Earlier this week, Canadians woke up to a shock: Rogers Communications agreed to buy Shaw Communications,...read more
Telco network spending bounces back with strong 4Q20 vendor results
Telco network spending bounces back with strong 4Q20 vendor results Preliminary Telco NI revenues up 5.6% YoY, powered by Japan and US Chinese vendors haven't reported yet, but the 60% of the market that has reported makes clear that network i...read more
Webscale earnings and 2021 capex outlook
Amazon drives webscale capex jump in 4Q20, Alphabet lags; Oracle's 63% YoY increase is sign of OCI ramp Webscale capex on track to close 2020 around $122 billion Most webscale network operators (WNOs) have now reported 4Q20 earnings. For a la...read more
India unlikely to rise above 4% share of telco NI in 2021
Prediction: India-based vendors almost certain to capture less than 4% of global telco network infrastructure market in 2021 Prospects for 2021 The year 2021 is likely to see some significant shifts in vendor share in the global market for ...read more
Telco-webscale collaboration growing in 2021
Telco-webscale collaboration gains momentum in January 2021 One key research theme for MTN Consulting in 2021 is the impact of the cloud on how telcos run their networks. Among other things, this involves a growing level of collaboration between t...read more
Webscale sector’s capex push to bring many more data centers online in 2021-23
Webscale sector’s capex push to bring many more data centers online in 2021-23 Capex surge from webscale operators will continue Technology spending by the webscale sector is on a tear. While COVID-19 depressed the telco sector in 2020, stron...read more
What Can President Biden Do to End the Disinformation Age?
On Jan. 6, 2020, something extraordinarily dangerous occurred. During Congress’ certification of the Electoral College votes from the 2020 election, armed protesters stormed the Capitol Building, overwhelming police officers and forcing lawmakers t...read more
Cell tower companies pondering what to be when they grow up
Cellnex steps into fiber and data center infrastructure through new joint venture with DT Europe’s largest cell tower specialist, Cellnex, is creating a joint venture with DT in the Netherlands for the two parties’ tower assets. DT’s contrib...read more