Connected Car Emerging Tech Series Part 2 Author: Waseem Haider In the first part of this series we outlined the role of telcos in the connected car ecosystem. Historically, telcos are well experienced in adding value to adjacent verticals base...read more
Intel and Nokia 5G Update Author: Arun Menon MWC was held in person this week, for the first time since February 2019. With all the hype about MWC’s re-emergence, it’s easy to forget that vendors update the analyst community on products &am...read more
Connected Car Emerging Tech Series Part 1: Role of Telcos Author: Waseem Haider Connected Car Ecosystem Mobility today is changing rapidly, and connected cars are the driving force behind this disruption. The future of mobility is all aboutÂ...read more
Organic revenue growth continues to be a stretch for telcos in 1Q21 Two weeks ago, we provided a preliminary view on revenue trends based on the first 13 significant telcos to report 1Q21 earnings. In it, we noted that revenue growth rates appeare...read more
Device revenues are driving a growth uptick for telcos in 1Q21 As of April 28, 13 of the 138 telecom operators (telcos) we cover in our quarterly tracker have reported 1Q21 earnings. Revenues for the early reporters have been surprisingly strong: ...read more
Webscalers ramp up push into telecom in 1Q21 MTN Consulting's formal review of 4Q20 performance for the webscale sector will be published within a week. Based on preliminary stats, it is clear that the webscale market of operators continued blockb...read more
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 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
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
Prediction: India-based vendors almost certain to capture less than 4% of global telco network infrastructure market in 2021Â Â Prospects for 2021 The year 2021 is likely to see some significant shifts in vendor share in the global market for ...read more