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Telco Opex Analyzer, 2016-23

By Arun Menon published on January 16, 2025 This report delves into operational expenditure (opex) trends in the telecommunications network operator (TNO) market. In this edition, the telco sample group includes 32 companies, covering da... read more

Telecommunications Network Operators: 3Q24 Market Review

By Arun Menon published on January 16, 2025 Global telco revenues showed a slight recovery in 3Q24, growing by 0.8% YoY to reach $441.4 billion (B) during the July–September period. In the US, AT&T (-0.5%) and Verizon (0.0%) strugg... read more

Operators take baby steps towards sustainability as climate change worsens rapidly

By Matt Walker published on December 20, 2024 This short report is focused on the energy consumption and environmental policies of the world’s network operators. It presents data on energy demand, use of renewables, emissions, and energy... read more

Webscale Network Operators: 3Q24 Market Review

By Matt Walker published on December 13, 2024 After declining 5% in 2023, webscale capex has grown at incredibly fast, unsustainable rates in 2024: up by 25%, 51%, and 58% YoY in the first three quarters of the year. 3Q24 capex of $75.6B p... read more

Vendor profile: QNu Labs

By Arun Menon published on November 25, 2024 This vendor profile provides a brief introduction to QNu Labs Private Limited (also referred to as QuNu Labs). QNu Labs, an In... read more

Network Operator Capex Forecast: 4Q24 Edition

By Matt Walker published on November 15, 2024 This forecast presents MTN Consulting’s projections for growth and development of three sectors of network operators: telcos, webscalers, and carrier-neutral operators. read more

Vendor profile: Scytale Alpha

By Matt Walker and Arun Menon published on November 6, 2024 This vendor profile provides a brief introduction to Scytale Alpha Private Limited (Scytale Alpha). Scytale Alpha is an Indian... read more

Driving India’s telecom revolution: Key imperatives from IMC 2024

By Arun Menon published on October 31, 2024 This brief highlights key strategic imperatives from India Mobile Congress (IMC) 2024. The 8th annual India Mobile Congress (I... read more

Telecommunications Network Operators: 2Q24 Market Review

By Arun Menon published on October 16, 2024 Single quarter revenues for telecom network operators (telcos) dipped again by 1.4% year-over-year (YoY) in 2Q24 to post $437.8 billion (B). The ongoing strength of the US dollar, particularly ... read more

Will the data center gold rush come to an end?

By Matt Walker published on September 26, 2024 This short brief is focused on data center demand and the role of generative AI in spurring an uptick in investments, particularly in the webscale sector. This brief supports our pending capex ... read more