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Network Spending Profile: Comcast
Comcast Corporation is a global media and communications conglomerate with two divisions offering telecommunications services based upon a cable TV-centric network infrastructure. The two units combined rank 6 among all…
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Network Spending Profile: Etisalat
The Emirates Telecommunications Group, better known as Etisalat, is the UAE’s largest telco group and the second largest in the MEA region. In 2020 Etisalat reported annual revenues of $14.1…
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Network Spending Profile: Orange
Orange is one of the largest telcos in the world. As of the end of 3Q20, its global rank was 9 based upon total employees and annualized capex, and 12…
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Network Spending Profile: Swisscom
Swisscom is Switzerland’s incumbent telco, 51% owned by the Swiss government. Its telco operations are in Switzerland and Italy. In 2020, total revenues were $11.8B, up 2.7% from 2019. Swisscom’s…
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Operators facing power cost crunch
For many years, telecommunications network operators (TNOs, or telcos) have faced slow revenue growth. Telco revenues grew 1-2% in 2017 and 2018, and declined 1.6% for the four quarters ended…
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Operators fail to break energy addiction in 2022
This brief examines energy consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). The report assesses energy consumption trends alongside revenues and other metrics, and highlights…
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Operators take baby steps towards sustainability as climate change worsens rapidly
This short report is focused on the energy consumption and environmental policies of the world’s network operators. It presents data on energy demand, use of renewables, emissions, and energy efficiency…
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Optics demand strong on eve of ECOC
Telco earnings reports from 2Q22 make clear that the spending climate remains strong. Capex climbed 3% YoY, pushing annualized capital intensity (capex/revenues) up further to 17.8% – the highest in…
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Oracle Cloud rollout ramps up with Singapore opening
Oracle announced the launch of its 33rd cloud region this week, in Singapore. It plans to expand its footprint to 44 regions by year-end 2022. Oracle has prioritized…