Whether you've joined the #deletefacebook camp or not, it's hard to deny that Facebook has dug a deep hole for itself this time. Yesterday's NYT report was a harsh assessment of the company's trustworthiness. It's worse when combined with the late...read more
In the six years since India’s last telecom sector reform, operators have made big investments in their networks, the country’s subscriber levels have grown, and prices have declined. 4G is now well established, and fixed line broadband finally h...read more
[Ed. note: see Sept. 2018 publication, Webscale Network Operators: 3Q18 Market Landscape] Rumors about Facebook’s likely entry in the hardware segment were put to rest after the company posted job openings for chip designers. Facebook was looki...read more
Top US-based tech providers Amazon, Alphabet/Google and Microsoft dominate the cloud space but they are set to face stiff competition from China’s leading cloud provider Alibaba. MTN Consulting tracks these and similar operators of webscale (aka...read more
After a decade of dominance in the public cloud market, Amazon’s top spot came under immense strain in 2017. Years of investment in networks & cloud services began to pay off for Microsoft’s Azure and the Google Cloud Platform (GCP). Apple is...read more
MTN Consulting has just published a “Market Review” of the carrier-neutral network operator (CNNO) sector. The report assesses the key role that these tower, data center, and bandwidth specialists are playing in the downsizing of the telecom sect...read more
Not all telcos have reported, but a large sample (of 60 companies) has spent US$50.2B on capex in 3Q17. That’s up 4% year-over-year (YoY), after adjustments for acquisitions. A 4% growth rate for telco capex is relatively high by recent standard...read more
Faced with tough competition and high debt, Indian telecom operators are spinning off their tower assets to investors or independent tower companies to improve their financial situation. The 2016 sale of Tata Teleservices’ tower business (Vio...read more
Fidelity’s “Communications Equipment” index is up nearly 11% so far this year, tracking just a few points behind the S&P 500’s YTD gain of about 15%. Looking ahead, though, the communications equipment sector remains challenged, something...read more
If you’re looking for a capex bump in the telecom sector, results for 3Q17 so far won’t reassure you. The vendors that have reported are not seeing much growth. For six vendors (or divisions) with high exposure to telecom, annualized revenues ...read more