-
India’s CDOT continues to punch above its weight
This brief is a short profile of India’s Centre for Development of Telematics (CDOT).
CDOT is a widely misunderstood “public sector undertaking” (PSU) of the Indian government. It presents itself as…
-
India’s quest to conquer the 5G summit
The Indian telecom sector is amid a dramatic transformation, thanks to the advent of the fifth generation (5G) telecommunications technology. 5G has the capability to connect almost everything through seamless…
-
Intel’s Road to Redemption
Summary
After years of delay with 10nm chips, production roadblocks are again haunting Intel. The company has confirmed that its new line of server processors and chips based on 7nm process…
-
LEO satellite boom: Will the ‘second coming’ endure?
The space communications industry is in the midst of a dramatic transformation, thanks to the advent of space technology companies such as SpaceX, and OneWeb. Both these new-age operators started…
-
LEO Satellite News Tracker: 1Q24
The LEO (Low Earth Orbit) satellite industry is rapidly evolving, with advancements in technology, new launches, regulatory changes, and market developments shaping its trajectory. Keeping track of these dynamic changes…
-
Market Data Bundle
MTN Consulting’s Market Data bundle is designed for clients who need to understand all three types of network operators we track – telecom, webscale, and carrier-neutral. The bundle includes all…
-
Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating
This note summarizes 2023 capex results for each of three segments of network operators tracked by MTN Consulting: telco, webscale, and carrier-neutral. The note also discusses capex-related news from early…
-
Network operator capex to hit $520B in 2025
KEY FINDINGS
Revenue growth for telco, webscale and carrier-neutral sector will average 1, 10, and 7% through 2025
Telecom network operator (TNO, or telco) revenues are on track for a significant decline…
-
Network operator capex to hit $591B in 2025
Summary
This commentary explains the network spending forecast update issued in August 2021, comparing it to the forecast published in December 2020 (“Network operator capex to hit $520B in 2025”)….