Telco network spending has been on the rise over the last few quarters. Vendor sales of network infrastructure to the telco vertical ("Telco NI”) totaled $55.5B in 1Q22, up 5.7% YoY. On an annualized basis, Telco NI revenues through 1Q22 were $234....read more
Connected Car Emerging Tech Series Part 3 Author: Waseem Haider Today’s car industry is not the same as it used to be, thanks to technology. OEMs are not only manufacturing cars but also developing software solutions for a more connected, per...read more
Intel and Nokia 5G Update Author: Arun Menon MWC was held in person this week, for the first time since February 2019. With all the hype about MWC’s re-emergence, it’s easy to forget that vendors update the analyst community on products &am...read more
After a prolonged hiatus, M&A activity in the semiconductor landscape ramped up significantly this year, nearing the record levels of 2015. The consolidation surge was particularly notable during the second half of 2020. These deals targeted many...read more
As the four-way tussle unfolds among the top tech giants – Apple, Amazon, Google, and Microsoft – for the “world’s most valuable company” tag, Apple could be covertly prepping its entry into the fast-growing cloud computing space. Ironic...read more
Vodafone Idea to work with Red Hat on distributed cloud platform On October 21, Red Hat announced that it would help Vodafone Idea "transform its distributed network data centers to open standards, open interfaces based ‘Universal Cloud.’" V...read more
After taking the Indian telecom scene by storm to reach the pinnacle (by subscriber base) in just three years of commercialization, Reliance Jio Infocomm (Jio) is all set to spread its wings into the booming Indian cloud market. In a 10-year deal wit...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
Cisco Systems is one of the largest suppliers to network operators worldwide, including telcos. Its growth strategy from the start has been reliant heavily on acquisitions, and 2017 has been no exception. Today the vendor announced it would buy G...read more