Our Latest Research

Research library

Telco Capex: 1Q21 Results & Outlook

By Matt Walker published on June 19, 2021

Revenues for the telecom sector saw a rebound in 1Q21, up 7.3% from 1Q20, to $473.2 billion. This is the fastest growth in at least a decade. Three factors are responsible. First, the base p... read more

Webscale Capex: 1Q21 Results & Outlook

By Matt Walker published on June 9, 2021

The webscale sector of network operators shows no signs of slowing up. After webscale network operator (WNO) revenues surged by 18% in 2020 to $1.7 trillion (T), growth accelerated in 1Q2... read more

Network Spending Profile: Etisalat

By Matt Walker published on May 25, 2021

The Emirates Telecommunications Group, better known as Etisalat, is the UAE’s largest telco group and the second largest in the MEA region. In 2020 Etisalat reported annual revenues of $14... read more