MTN Consulting, LLC 市場調查資料一覽

Vendor Sustainability: Ciena Leads the Green Charge among NEPs; Chip, Fiber, and Chinese Vendors Lag

Telecom's Biggest Vendors - 3Q24 Edition: Huawei's Resurgence Fuels Vendor Market Recovery in 3Q24 after Eight-Quarter Slump, but Growth Remains Sluggish at 0.3%

Telecommunications Network Operators - 3Q24 Market Review: Telco Topline Rebounds but Annualized Capex Dips Below $300B Mark amid Continued Spending Cuts

Telco Opex Analyzer, 2016-23: Telcos Grapple with Stubbornly High Network Opex, Look to AI and Automation for Future Gains

Operators Take Baby Steps Towards Sustainability as Climate Change Worsens Rapidly

Webscale Network Operators - 3Q24 Market Review: Capex Jumps 58% YoY in 3Q24, Pushing 12 mo. Total Over $250 Billion, Outlook Remains Strong, but Reality Check is Needed for GenAI

Vendor Profile - QNu Labs: Indian Quantum Cryptography Pioneer, Founded in 2016 at IIT Madras, has a Small Production Hub in Bengaluru and a Growing Global Footprint, it Targets US$24M Revenue by FY26

Network Operator Capex Forecast - 4Q24 Edition: Telco Flatlines but GenAI-driven Data Center Hype Drives Comms Capex above $600B in 2024, Webscale will Lead Market by 2028

Vendor Profile - Scytale Alpha: Emerging Player in India's Quantum Communications Landscape with Ties to the Data Security Council and the Indian Space Association, Founded in 2019

Driving India's Telecom Revolution - Key Imperatives from IMC 2024: IMC 2024 Highlights Homegrown Infrastructure Push, Quantum Advances, AI Innovations, Semiconductor Ecosystem Development, and the Roadmap to 6G

Will the Data Center Gold Rush Come to an End? Generative AI has Taken the World by Storm, despite the Lack of Proven Revenue Opportunities and Huge Legal Challenges, Where Does the Hype Head Next, and What Happens to Data Center Demand?

Review of 2Q24 Capex and Outlook for all Segments - GenAI Bubble: Capex for Webscale and Carrier-neutral Sectors Climbs by 51% and 19% YoY in 2Q24, respectively, Telco Capex is still on the Decline as Companies Stabilize Profitability

India's CDOT Continues to Punch Above its Weight: Small Agency is Driving the "Make in India" Policy in Telecom Infrastructure, and is a Key Tech Developer, Despite Spending less than 20% of US FCC

Telco Vendors Navigate Major Market Shifts as 5G Winter Sets In: Telco Spending Downturn Triggers Vendor Consolidation and Operational Overhaul, Cloud Demand Stokes Alliances as Open RAN Gains Traction amid Mixed Outlook

Carrier-Neutral Network Operators - 4Q23 Market Review: Revenues up 5%, Capex up 8%, in 2023, M&A Slows to Trickle as Organic Growth Takes Over, PE Firms Continue to Reshape Sector and GenAI Hype Builds

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

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