Publisher: MTN Consulting, LLC
Category: Software & Enterprise Computing

Software & Enterprise Computing market research reports by MTN Consulting, LLC

(10 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

    • Gen AI hype grips telecom industry as telcos unravel its potential

      Gen Ai Hype Grips Telecom Industry As Telcos Unravel Its Potential This brief report explores the transformative potential of generative artificial intelligence (Gen AI) in two specific telco domains. The report also discusses the in-house Gen AI development efforts of telcos, workforce trends arisi ... 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

    • Satellite Players Bet On Direct-to-device (D2d), Iot, And Cloud For Next Big Liftoff

      Satellite Players Bet On Direct-to-device (D2d), Iot, And Cloud For Next Big Liftoff This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The report also di ... 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

    • Network operator power use grew 10% in 2021

      Network operator power use grew 10% in 2021 This brief examines power consumption in the network operator industry, spanning telcos, webscalers, and carrier-neutral operators (CNNOs). This is based on a bottoms-up review of sustainability reports from 57 operators: 16 webscalers, 21 telcos and 20 CN ... 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

    • 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

    • Telcos aim for the cloud by partnering with webscale cloud providers

      Telcos aim for the cloud by partnering with webscale cloud providers Telcos worldwide are deploying 5G connectivity services at a brisk pace. And with that comes the challenges of being able to monetize the new 5G-based services, ensure network operations efficiency, and optimize costs (capex and op ... 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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