Carrier-Neutral Network Operators: 2Q19 Market Review

Carrier-Neutral Network Operators: 2Q19 Market Review
CNNOs now operate 624 data centers, 2.4 million cell towers, and over 542K route miles of fiber
By Arun Menon

This is MTN Consulting’s comprehensive, Excel-based assessment of the Carrier-Neutral Network Operator (CNNO) market sector, including detailed financial & operational results from 2011 through June, 2019 (2Q19).

Tower CNNOs covered include: American Tower, Arqiva, Balitower, Bharti Infratel, Cellnex, China Tower, Crown Castle, EI Towers, GTL Infrastructure, IBS, Inwit, SMN, SBA Communications, STP, Tower Bersama, and Telxius/Telefonica.

Data center CNNOs: CoreSite Realty, CyrusOne, Digital Realty, DuPont Fabros (now part of DRT), Equinix, Interxion, and QTS.

Bandwidth CNNOs: Chorus Limited, Internap, Level 3, Lumos, Superloop, Uniti Group, Zayo, Cogent, NBN Australia

Table of Contents

  1. Abstract
  2. Analysis
  3. CNNO Segment Overview
  4. Market Snapshot
  5. CNNO Market: Key Stats thru 2Q19
  6. Segment Drilldowns
  7. Company Drilldowns
  8. KPIs by Company
  9. Exchange Rates
  10. About

Figure & Charts

  1. Revenues by type of CNNO (US$M)
  2. Revenues by CNNO type, 1H18 vs. 1H19 (US$M)
  3. Capex by type of CNNO (US$M)
  4. Capital intensity by type of CNNO
  5. Capex & acquisition spending, CNNO total (US$M)
  6. Net PP&E by type of CNNO (US$M)
  7. CNNO towers & average tenancy ratio, global ex-China
  8. Growth of data centers & rentable space since 2011
  9. NRSF per data center (K)
  10. Revenues by company, 2Q19: CNNO market segment (US$M)
  11. Net PP&E by company, 2Q19: CNNO market segment (US$M)
  12. Data center CNNOs: Net rentable square feet, 2Q19 (million)
  13. Data center CNNOs: # of data centers, 2Q19
  14. Tower CNNOs: # of towers by company, 2Q19
  15. Tower CNNOs: employees, 2Q19
  16. Tower CNNOs: Net Profit (US$M) and Net Margin (%), 1Q14-2Q19
  17. Tower CNNOs: Net PP&E (US$M) and Net PP&E/Revenues, 1Q14-2Q19
  18. Tower CNNOs: FCF (US$M) and FCF/Revenues (%), 1Q14-2Q19
  19. Data center CNNOs: Net Profit (US$M) and Net Margin (%), 1Q14-2Q19
  20. Data center CNNOs: Net PP&E (US$M) and Net PP&E/Revenues, 1Q14-2Q19
  21. Data center CNNOs: FCF (US$M) and FCF/Revenues (%), 1Q14-2Q19
  22. Cash from operations (US$M): Tower CNNOs vs. Data center CNNOs, 1Q14-2Q19
  23. Cash & short term investments (US$M): Tower CNNOs vs. Data center CNNOs, 1Q14-2Q19
  24. Net profit margin by type of CNNO
  25. Net Profit by type of CNNO (US$M)
  26. Free cash flow/revenues by type of CNNO (US$M)

Visuals

 

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