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CNNO Playbook: Crown Castle
The big three U.S. telcos (AT&T, Verizon and T-Mobile) have historically owned and operated their own towers. However, with rising debt and heavy costs involved in deploying the networks, the…
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Commentary: Politics cloud Huawei’s future
Summary
Huawei held its global industry analyst summit (GAS 2020) in late May, just days after the U.S. Commerce Department expanded its Entity List restrictions on the company. The new rules…
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Commentary: Telco Capex in 1Q20
Summary
Telecom network operator (telco) capital expenditures (capex) declined by approximately 1.3% year-over-year (YoY) to $70.2 billion in the first quarter of 2020 (1Q20), not nearly as bad as many expected….
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Commentary: Webscale Capex in 1Q20
Summary
While the telco sector struggled to achieve any growth at all in the first quarter of 2020 (1Q20), the webscale network operator (WNO) sector leveraged its strong balance sheet and…
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Commentary: Webscale Capex in 2Q20
Summary
Economies across the globe remain ravaged by the COVID-19 pandemic, with high unemployment and steep declines in GDP. Yet webscale network operators (WNOs) reached all-time highs for a number of…
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Competitive Intelligence Briefing: Data Center Chips
Summary
The battle is getting intense in the lucrative data center chips market amid supply chain shortages and delays caused by Covid-19 pandemic. Central to this battle is the Intel-AMD rivalry…
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Data Center Investment Tracker: 1Q22
Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated…
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Data Center Investment Tracker: 4Q21
Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated…
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Data center spending surges in carrier-neutral market in 1H22
MTN Consulting tracks three segments of network operators: telco, webscale, and carrier-neutral (CNNO). The CNNO market is by far the smallest, accounting for 2.2% of 2017-21 combined operator revenues, and…