Tencent Holdings: 2Q19 Earnings Snapshot
Tencent posted its 2Q19 earnings on August 14, 2019. MTN Consulting's one-slide review is now available for download: MTN Consulting - Earnings snapshot 2Q19 - Tencent - Cover Image: Tencent President Martin Lau (source: Tencent)...read more
5G Challenges and Opportunities in Pakistan – A Perspective
5G is moving full steam ahead in many developed economies. Recent announcements from both vendors and operators confirm this notion with news of 5G network rollouts and availability of 5G-enabled devices. Many developing nations on the other hand ...read more
Vendor sales to telcos up ~2% in 2Q19 so far
About 20% of telecom's 100 or so key vendors have now reported second quarter 2019 (2Q19) results. From these early vendor results, there are modest signs of a ramp-up in 5G-related spending. Preliminary totals indicate growth of +1.9% YoY in vend...read more
Webscale operators take their battle to space
After spending billions for improved connectivity on land (data centres) and sea (submarine cables), top webscale network operators (WNOs) are now looking to conquer another frontier – outer space. In April 2019, Amazon announced plans to build ...read more
5G and Data Center-Friendly Transmission Network Architectures
Introduction In the last few years the demands from webscale network operators (WNOs, Figure 1) on transmission network architectures have changed considerably. From pure raw capacity requirements and lower costs, webscale players now prioritize h...read more
AT&T and Verizon 1Q19 earnings: careful capex management and ongoing layoffs
Background AT&T and Verizon both reported first quarter 2019 (1Q19) earnings this week. Analysts expecting a capex bump from 5G were disappointed. Capital expenditures (capex) fell at both companies on a year-over-year (YoY) basis, down 14% at...read more
Network disaggregation shaping up as crucial to telecom industry’s future
Network disaggregation is one of those topics that is hard to build an audience around. The appeal of it mostly is on the cost side. It’s not short and enticing like “5G”. And it means different things to different people, even within the same ...read more
AT&T and Verizon’s 4Q18 results hint at more layoffs as operators gear up for 5G
The 4Q18 results of the two US wireless biggies AT&T and Verizon suggests that headcount reduction remains a common focus. Both operators need to reduce their debt burden ahead of the 5G push. Some highlights from their financial results: ...read more