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Review of 2Q24 capex and outlook for all segments
Login to view pricingThis brief report reviews actual capex through June 2024 and the full-year outlook for key companies in three segments of communications network operators: telco, webscale and carrier-neutral. Webscale capex surged…
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Satellite players bet on direct-to-device (D2D), IoT, and cloud for next big liftoff
Login to view pricingThis brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The…
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Telco capex jumps 10% in 2021 to hit $325B
Login to view pricingThe year 2021 was an unusual one in telecom. After a COVID-plagued 2020, telcos saw the strongest revenue growth in a decade: full-year 2021 revenues were $1,891 billion (B), up…
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Telco Capex: 1Q21 Results & Outlook
Login to view pricingRevenues for the telecom sector saw a rebound in 1Q21, up 7.3% from 1Q20, to $473.2 billion. This is the fastest growth in at least a decade. Three factors are…
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Telco Capex: 2Q20 Results and Outlook
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Webscale capex hit an all-time high in 2Q20, but the opposite happened in telecom. Telco capex in 2Q20 amounted to $65.5B, down 6.2% from the 2Q19 period. That pushed telco…
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Telco Capex: 4Q20 Results & Outlook
Login to view pricingThe global telecom industry bounced back in 4Q20 with 3.4% and 1.2% YoY growth in revenues and capex, respectively. Revenues for CY2020 declined 1.1% to $1.794 trillion. This is not…
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Telco climate goals require vendor support
Login to view pricingThis brief report addresses the role of the supply chain in telco efforts to reduce their overall measured carbon footprint across Scopes 1 (direct energy), 2 (electricity purchases), and 3…
