MTN Consulting, LLC 市场调查资料一览

Telecom's Biggest Vendors - 3Q23 Edition: Telco NI Revenues Collapse in 3Q23 Amid Spending Slump, Huawei Leads Despite US Curbs, Two Cloud Providers in Top 20

Network Operator Forecast Through 2028: After 2023 Dip, Capex Will Bounce Back, Growing to Reach ~$650B by 2028, GenAI Will Drive Both Capex and Job Cuts

Gen AI Hype Grips Telecom Industry as Telcos Unravel its Potential: Network Optimization and Differentiated Customer Experience are Promising Starting Points, but Regulatory Uncertainty Will Be a Major Impediment

Capex Forecast Check, 3Q23: Telco Spending Slips, Preliminary 3Q23 - Bad Quarter for Many Vendors, plus Cautious Telco Commentary, Points to Full-year Telco Capex of ~$300B, Down 5-10%

Capex Forecast Check, 3Q23 - Webscale & CNNO: Preliminary Results for 3Q23: Full-year Capex Likely to be 5-10% Lower than 7/23 Forecast, but Tech Portion of Spend is Trending Upwards

Carrier-neutrals Hope to Ride the GenAI Wave - 1H23 Update: CNNO Revenues on Track to Hit $100B in 2023, Capital Intensity >35% as Sector Attacks Opportunities in Generative AI and 5G Densification

Telco Network Energy Efficiency Rising 12% Per Year: Average Telco Carried 15.5 Terabytes of Traffic Per MWh of Energy Consumed in 2022, From 12.3 in 2020, More Efficiency is Essential to Control Costs, Emissions

Telco Opex Analyzer, 2016-22: Network Opex, Steered by Network Operations and Depreciation Costs, Constituted Half of Telcos' Total Opex in 2022

Satellite Players Bet on Direct-to-Device (D2D), IoT, and Cloud for Next Big Liftoff: Partnerships will Allay Disruption Fears among Telcos, yet only Fundamentally Strong Satellite Businesses will Thrive and Attract Capital amid Gloomy Outlook

Vendors Need Green Credentials to Win Telco Business: Telcos Use a Mix of Company-specific Pressure Tools and Industry Standards to Entice Vendors to Act Faster on Climate Change and Reduce Emissions

Telcos Pay 5G Price - Higher Debt, Lower Margins in 2022: Investments Have Surged Since COVID, Putting Some Telcos in Tough Spot - Need to Manage Higher Debt as Interest Rates Rise and New Revenues Fail to Appear

Telecom Industry Downsizes Further in 2022: Telco Sector's Total Headcount Ends 2022 at 4.57 Million, 8% Below 2019, 1Q23 Earnings Point to Continued Workforce Reductions

Energy Costs Spike 2022 Opex for Carrier-neutral Sector: For Many Carrier-neutral Operators, Energy is Largest Operational Expense and Can Account for Up to 80% of Opex (ex-D&A), Costs Surged in 2022 for Many

Carrier-Neutral Network Operators - 4Q22 Market Review: CNNOs Spend Over $45B to Expand via Capex and M&A in 2022, Sector Supports Cloud's Rapid Growth and Telco Cost Cutting

Telco NI Vendor Growth Slips to 2% YoY in 2022: Preliminary Results, Based on 105 Vendor Reports, Suggest Telco Spending Has Plateaued After 5G/COVID Spike, Supply Chain Issues Are Easing

Huge Capex Outlays for 5G Fail to Drive Revenues: New Data Shows Telcos Highly Reliant on One-time Device Sales - Equipment Now Over 11% of Total Revenues, Little Evidence of a 5G Pickup in Service Revenues

Carrier-neutral Growth Slows in 2022 Amid Consolidation: Market Approaches $100B in Annual Revenues, Still Central to Operator Industry Health, But Not Immune to Economic Pressures, Private Equity Players Ramp Up

Telco Climate Goals Require Vendor Support: Supply Chain Accounts for Over Half of Typical Telco's Carbon Footprint, Tackling This is Only Way to Support a More Aggressive Path Towards a Net Zero Future

Network Operator Power Use Grew 10% in 2021: Webscalers Grew Fastest (+25%) but Telcos Still 66% of Network Operator Total, Lowering Costs and Carbon Footprint for Industry Depend on the Mobile RAN

Huawei's Quest for Resurgence: Cloud Success is Vital, but Attaining Chip Independence and Grooming a Robust Supply Chain Holds Key

Data Center Spending Surges in Carrier-neutral Market in 1H22: Most Public CNNOs, However, are Conservative in Spending Outlook as Riskier Expansions are Pushed by Private Capital and a Hybrid Player, DigitalBridge

Telcos Lean on New Tech and Partnerships to Drive Sweeping Cost Efficiencies: Automation and Partnerships Hold Key to Success of Future Streamlining Efforts