Connected Car Emerging Tech Series Part 1: Role of Telcos Author: Waseem Haider Connected Car Ecosystem Mobility today is changing rapidly, and connected cars are the driving force behind this disruption. The future of mobility is all aboutÂ...read more
Organic revenue growth continues to be a stretch for telcos in 1Q21 Two weeks ago, we provided a preliminary view on revenue trends based on the first 13 significant telcos to report 1Q21 earnings. In it, we noted that revenue growth rates appeare...read more
Device revenues are driving a growth uptick for telcos in 1Q21 As of April 28, 13 of the 138 telecom operators (telcos) we cover in our quarterly tracker have reported 1Q21 earnings. Revenues for the early reporters have been surprisingly strong: ...read more
Webscalers ramp up push into telecom in 1Q21 MTN Consulting's formal review of 4Q20 performance for the webscale sector will be published within a week. Based on preliminary stats, it is clear that the webscale market of operators continued blockb...read more
Telcos choose M&A to cope with weak revenues and new capex needs: surprise? Rogers to buy Shaw, leaving Canada with 3 big telco groups Earlier this week, Canadians woke up to a shock: Rogers Communications agreed to buy Shaw Communications,...read more
Telco network spending bounces back with strong 4Q20 vendor results Preliminary Telco NI revenues up 5.6% YoY, powered by Japan and US Chinese vendors haven't reported yet, but the 60% of the market that has reported makes clear that network i...read more
Prediction: India-based vendors almost certain to capture less than 4% of global telco network infrastructure market in 2021Â Â Prospects for 2021 The year 2021 is likely to see some significant shifts in vendor share in the global market for ...read more
Telco-webscale collaboration gains momentum in January 2021 One key research theme for MTN Consulting in 2021 is the impact of the cloud on how telcos run their networks. Among other things, this involves a growing level of collaboration between t...read more
Telco-Webscale Collaboration In our recently published capex forecast, we discussed how essential collaboration will be for the future of telecommunications network operators (telcos). In particular, collaboration with the webscale sector. Many...read more
In 2000, Google famously incorporated a simple catchphrase into its corporate code of conduct: “Don’t be evil.” The idea, said Google, was that “everything we do in connection with our work at Google will be, and should be, measured agains...read more