MTN Consulting, LLC 市場調查資料一覽

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

Webscale Network Operators - 2Q24 Market Review: Capex Surge of 51% YoY in 2Q24 the Biggest Bump Since 2Q18, Jitters about the Generative AI Bubble Weigh on Outlook, though

Telecommunications Network Operators - 1Q24 Market Review: Telco Revenue Takes a Hit as Capex Plunges 9.4% with 5G Buildouts Ending, Profitability Margins Taper Slightly

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

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

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