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Telecom’s biggest vendors – 1Q24 edition
The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing. In 1Q24,…
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Telecom’s biggest vendors – 2Q20 edition
Vendors signal a weak 2H in telco market after another YoY decline in 2Q20; China boosts Huawei
Vendor revenues in the telco network infrastructure (telco NI) market declined again in 2Q20…
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Telecom’s biggest vendors – 2Q21 edition
What a difference a year makes. Vendor revenues in the telco network infrastructure market (telco NI) grew again in 2Q21, rising 5.1% YoY after a 10.0% jump in 1Q21. Overall…
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Telecom’s biggest vendors – 2Q22 edition
Despite stalled revenue growth and macro pressures, telcos continue to go on a spending spree. For the annualized 2Q22 period, telco capex was $329.5B, while the ratio of capex to…
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Telecom’s biggest vendors – 2Q23 edition
The Telco NI market is fueled by spending in the telecom operator (telco) sector, so the financial health and spending patterns of the telco market are worth reviewing.
The Telco NI…
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Telecom’s biggest vendors – 2Q24 edition
The Telco Network Infrastructure (NI) market is driven by telecom operator (telco) spending, making the financial health and spending trends of telcos critical to examine. While 2Q24 telco spending data…
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Telecom’s biggest vendors – 3Q19 edition
The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we…
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Telecom’s biggest vendors – 3Q20 edition
Introduction
The market for telecom network infrastructure (telco NI) vendor products and services grew in 3Q20, surprisingly, despite widespread economic downturns related to the COVID-19 pandemic. For all reporting vendors, telco…
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Telecom’s biggest vendors – 3Q21 edition
Telco markets are rising again. Vendor revenues in the telco network infrastructure (telco NI) market totaled $54.9B in 3Q21, up 5.7% YoY. Annualized telco NI revenues through 3Q21 were $225.8…