Network Infrastructure

Our Network Infrastructure trackers cover network operators and their technology supply chains.

Each of our NI trackers provide extensive detail on network infrastructure spending & technology evolution, for a range of vertical markets. The goal is to help vendors understand and plan for the needs of their customers, and help network operators deploy their technology budgets wisely. For clients with strong interest in specific markets, our country-focused NI trackers provide a granular analysis of local vendor dynamics, operator priorities, and the regulatory climate.

By industry, our focus is on telecommunications, webscale, and carrier-neutral network operators. Globally, these three segments account for over $400B in annual capex, over half of which is network-related. A large portion of operating expenses are also network-related, such as maintenance, site power, facility and fiber leasing costs. Managing these costs wisely is not an easy task in a stable market. It’s even more challenging during an industry transformation. When your competitors & customers are changing rapidly, having reliable data on market trends is a strategic necessity.

Coverage includes :
Quarterly analysis of spending (capex & opex) by segment
Spending forecasts by operator segment
Vendor market share analysis by operator segment
M&A activity and opportunities
Cost optimization & digital transformation strategies
Open networking & implications for future networks
Technology drivers, including: open networking, 5G, IoT, AI, and autonomous vehicles