Publisher: MTN Consulting, LLC
Category: Computer Hardware & Networking

Computer Hardware & Networking market research reports by MTN Consulting, LLC

(11 reports matching your criteria)
    • Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating GenAI fervor pushing data center capex higher for webscale and CNNO, while telcos look for cost reductions; progress could help ease fears of excessive hype

      Network operator capex ends 2023 at $543B, down 3% YoY; webscalers guiding up, telcos moderating GenAI fervor pushing data center capex higher for webscale and CNNO, while telcos look for cost reductions; progress could help ease fears of excessive hype This note summarizes 2023 capex results for ea ... Read More

    • Webscale Network Operators: 3Q23 Market Review

      Webscale Network Operators: 3Q23 Market Review This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in revenues (+3.7% YoY), $289 billion (B) in R&D spending (+13.1 ... Read More

    • Capex Forecast Check, 3q23: Webscale & CNNO

      Capex Forecast Check, 3q23: Webscale & CNNO This short note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. (Our third segment, telco, will be addressed in a few weeks as more earnings reports a ... Read More

    • Webscale Network Operators: 2Q23 Market Review

      Webscale Network Operators: 2Q23 Market Review This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (3Q22-2Q23), webscalers represented $2.28 trillion (T) in revenues (+3.3% YoY), $285 billion (B) in R&D spending (+18.2 ... Read More

    • Webscale Network Operators: 4Q22 Market Review

      Webscale Network Operators: 4Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. In the most recent 12 months (2Q22-1Q23), webscalers represented $2.25 trillion (T) in revenues (+3% YoY), $280 billion (B) in R&D spending (+22% YoY), and ... Read More

    • Carrier-Neutral Network Operators: 4Q22 Market Review

      Carrier-Neutral Network Operators: 4Q22 Market Review This interactive spreadsheet model is a detailed financial and operational review of the carrier-neutral network operator (CNNO) market for the 2011-2022 period. This report tracks 47 CNNOs across the globe, including 10 focused primarily on band ... Read More

    • Webscale Network Operators: 3Q22 Market Review

      Webscale Network Operators: 3Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 3Q22, webscalers represent $2.23 trillion (T) in revenues (+8% YoY), $255 billion (B) in R&D spending (+23% YoY), ... Read More

    • Huawei’s quest for resurgence

      Huawei’s quest for resurgence To rebuild its supply chain, Huawei is aspiring to end-to-end home-grown innovation to power both its hardware- and cloud-related businesses. While its chip subsidiary, HiSilicon, designs data center server processors and chips for devices and telecom network equipment, ... Read More

    • Network Operator Forecast Through 2026 (June 2022 update)

      Network Operator Forecast Through 2026 (June 2022 update) This network operator forecast aggregates expectations for three network operator segments: telco, webscale, and carrier-neutral (CNNO). In 2021, these three markets accounted for $4.116 trillion of revenues (+14.9% YoY), $532 billion of capi ... Read More

    • Webscale Network Operators: 1Q22 Market Review

      Webscale Network Operators: 1Q22 Market Review This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 1Q22, webscalers represent $2.19 trillion (T) in revenues, $229 billion (B) in R&D spending, and $185B in capex, and ... Read More

    • Data Center Investment Tracker: 1Q22

      Data Center Investment Tracker: 1Q22 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated digital transformation efforts, and multiple sectors (enterprise, governm ... Read More

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