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Amazon and Microsoft power 4Q21 webscale capex
Login to view pricingPreliminary fourth quarter earnings results from the webscale segment of network operators (WNOs) indicates a continued strong appetite for data center and cloud investment. Companies reporting to date include Alphabet…
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Automation’s rise and the telecom engineer
Login to view pricingAutomation is the key to telcos controlling their network engineering costs
The telecommunications industry as a whole has been in “running to stand still” mode for at least a decade. Limited…
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Biden aims to revamp US chip & telecom prowess amid China conflict
Login to view pricingThe November 2020 election of Joe Biden to become the 46th President of the United States is having a number of sweeping effects. The most crucial one relates to the…
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Building the cloud: Webscale network supply chain analyzer
Login to view pricingMTN Consulting’s “Webscale Network Supply Chain Analyzer” tracks technology spending in this sector by digging deep into the webscale-related supply chains of each operator. The Analyzer tracks contracts/deals between WNOs…
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Building the cloud: Webscale network supply chain analyzer
Login to view pricingMTN Consulting’s “Webscale Network Supply Chain Analyzer” tracks technology spending in this sector by digging deep into the webscale-related supply chains of each operator. The Analyzer tracks contracts/deals between WNOs…
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Building the cloud: Webscale network supply chain analyzer (2Q20 edition)
Login to view pricingThe world’s largest technology companies are investing heavily in webscale networks. These are centered around enormous webscale, also known as “hyperscale” data centers, and the web of infrastructure connecting them….
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Bumpy road ahead for 5G transition
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Telecommunications network operators (TNOs, or telcos) have struggled for many years with flat revenues. They have faced a declining core market, yet have had to make continual network investments…
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Capex forecast check, 3Q23: Telco spending slips
Login to view pricingThis comment provides an early review of 3Q23 market growth and spending metrics for the telecommunications operator (telco) market. MTN Consulting’s latest forecast called for $320B of telco capex in…
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Capex forecast check, 3Q23: webscale & CNNO
Login to view pricingThis short note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. (Our third segment,…
