MTN Consulting, LLC 市場調查資料一覽

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

Telecommunications Network Operators: 2Q24 Market Review - Capex Falls for Fifth Straight Quarter, Pushing Annualized Total Down to ~$300B, but Modest Turnaround Looms, Revenues Dip 1.4% YoY

Telecom's Biggest Vendors - 2Q24 edition: Vendor Market Decline Moderates to 3.4% in 2Q24 as Huawei's Recovery Gains Momentum, Cautious Optimism for 2H24 Growth

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

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