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Huge capex outlays for 5G fail to drive revenues
This brief presents a new data series compiled by MTN Consulting. We already publish quarterly total revenues for the global telco market. This new series provides a breakdown of revenues…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Network Operator Capex Forecast: 4Q24 Edition
This forecast presents MTN Consulting’s projections for growth and development of three sectors of network operators: telcos, webscalers, and carrier-neutral operators.
We last published a detailed forecast for these segments in…